What Is a Requisition Form in Medical Testing?

A medical requisition form is an official document used by a licensed healthcare provider to formally request a specific medical service for a patient from an external facility, such as a commercial laboratory or an imaging center. This document acts as the communication bridge between the ordering provider and the facility performing the test, such as blood work or an X-ray. The form precisely outlines the required procedures, ensuring the receiving facility knows exactly what to do.

The requisition may be a physical paper form or an electronic order transmitted directly to the testing location. It contains all the necessary information to identify the patient, justify the test, and guide the collection and analysis process. For the patient, this form confirms the request is legitimate and authorized, allowing access to the ordered service.

Why Medical Requisitions Are Necessary

The primary purpose of the requisition form is to provide formal authorization for the medical service to take place. It confirms that a licensed provider has clinically determined the necessity of the test, which is a mandatory step for compliance and often for insurance coverage. Without this documented order, a laboratory or imaging center cannot legally perform the procedure.

The form standardizes the request, which is essential for minimizing errors in the testing process. It ensures that the testing facility understands the precise nature of the procedure, whether it is a specific blood chemistry panel or an X-ray of a particular anatomical site. This standardization is accomplished by using uniform fields and specific test codes that are universally recognized within the medical system.

Beyond authorization, the requisition creates a clear and auditable paper trail for both clinical and administrative purposes. It becomes a permanent part of the patient’s medical record, documenting when and why a test was ordered, which is invaluable for longitudinal care and future reference. This documentation is also used for accurate billing and claims processing with insurance providers, linking the service performed back to the medical necessity established by the provider.

Essential Information Included on the Form

A functional requisition form must contain several distinct data fields to be processed correctly by the receiving facility. Patient demographics are always included, such as the patient’s full name, date of birth, mailing address, and contact information, necessary for positive patient identification and billing. The form also details the ordering provider, including their name, signature, contact number, and often their National Provider Identifier (NPI) number.

Specific test codes or the full names of the requested services are clearly indicated to communicate the exact procedures to be performed. This might range from a common Complete Blood Count (CBC) to a highly specialized genetic panel or a specific type of magnetic resonance imaging (MRI). Crucially, the form includes the clinical rationale, often represented by ICD-10 diagnosis codes. These codes provide the medical justification required for reimbursement by health plans.

If the form involves specimen collection, it will include fields for specimen information, such as the date and time of collection, which is a factor in determining the integrity of the sample. Some forms also contain information about special collection requirements, like whether the patient needed to fast before the sample was drawn. The patient’s signature is frequently required to acknowledge consent for the service and confirm the sharing of information for payment and treatment.

Patient Steps After Receiving a Requisition

Once a patient receives a paper requisition, the first step is to verify the accuracy of the information before leaving the provider’s office. Checking the form ensures that the patient’s name, date of birth, and the specific tests listed match what was discussed with the provider. If the provider has sent the order electronically, the patient should confirm that the order has been successfully transmitted to the intended facility.

The patient must then take the physical form, or ensure the electronic order is present, to the designated testing location, such as a lab or imaging center. Many facilities allow patients to schedule an appointment in advance, which is recommended to minimize wait times, as walk-ins are often accommodated only between scheduled appointments. The patient should inquire if the facility requires the paper form at check-in, even if an electronic order was sent.

Patients must review the form for any pre-test instructions, as these details are often included on the requisition itself. Some tests require the patient to fast for a set number of hours, while others may require temporary adjustments to medication schedules. Following these preparation instructions correctly is necessary to ensure the validity and accuracy of the test results. Along with the requisition, patients should bring a photo ID and their current health insurance information to the appointment.