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Lab Requisition Form

Use a Printable Lab Requisition Form 0 template to make your document workflow more streamlined.

What a lab requisition form does

A Lab Requisition Form tells a laboratory which tests to perform and connects the requested work with the ordering healthcare professional and patient information. The form commonly carries patient identifiers, requested tests, specimen details, diagnosis or clinical notes, provider information, and signatures, although exact fields depend on the laboratory and healthcare organization. Upload the form to signNow, review its fillable fields, assign patient or provider signing responsibilities, and send it electronically. The completed requisition and audit trail can then be retained under the organization’s privacy and records policy.

Who uses a lab requisition form

Healthcare providers

Orders diagnostic testing and signs provider sections before laboratory processing.

Patients and guardians

Confirms identity, requested testing, and consent information electronically.

Key features for lab requisition workflows

signNow combines field preparation, signer routing, mobile completion, and audit records for the specific handoffs required by Lab Requisition Forms.

Field preparation

Upload a Lab Requisition Form, review detected fields, and add patient, provider, or laboratory fields before routing the document.

Signer assignment

Assign signatures and required entries to the patient, guardian, provider, or other authorized participant.

Flexible delivery

Send the requisition by email or signing link without requiring every participant to meet in person.

Audit trail

Capture signing activity, timestamps, and completion history for later review of the requisition record.

Mobile access

Use mobile apps for healthcare staff completing or signing requisitions away from a workstation.

HIPAA workflow

Apply signNow’s stated HIPAA compliance with a required BAA when the workflow handles protected health information.

How to complete a lab requisition

Prepare the requisition in signNow, verify every clinical and administrative field, route it to the required signers, and retain the completed record.

  • Upload form:

    Upload the Lab Requisition Form PDF to signNow.
  • Check fields:

    Review detected fields and add missing patient or provider fields.
  • Assign roles:

    Assign each field to the correct signer.
  • Send document:

    Send the requisition by email or signing link.
  • Store record:

    Review the completed form and audit trail.

Recommended lab requisition setup

Configure the signing workflow around patient privacy, signer identity, auditability, and the retention rule that applies to the completed healthcare record.

SettingRecommendation
Authentication methodEmail link with SMS verification
Signature typeTyped or drawn electronic signature
Audit trailRetain exported completion history
Document retentionSix years for HIPAA records
EncryptionTLS 1.2/1.3 and AES-256
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Audit trail steps for lab requisitions

The audit trail documents who accessed and signed the Lab Requisition Form, when actions occurred, and how the completed record can be retrieved.

01

Authenticate signer:

Records the authentication event used to access the requisition.
02

Capture timestamp:

Adds the signing time and related action timestamp.
03

Record document state:

Preserves document changes through the completed signing record.
04

Track actions:

Logs each field completion and signature action.
05

Seal completion:

Produces a certificate and completion history for review.
06

Retrieve evidence:

Exports the audit trail with the signed requisition.

Security for lab requisition records

Data encryption:

Encrypts data in transit and at rest

Security certifications:

Certified security controls and reporting

HIPAA protection:

HIPAA compliance with a required BAA

ESIGN and UETA:

Electronic signature compliance for U.S. transactions

Encryption standards:

AES-256 at rest and TLS 1.2/1.3

Independent assurance:

SOC 2 Type II and ISO 27001

Mobile options for lab requisitions

signNow supports Lab Requisition Form workflows through iOS and Android mobile apps, including mobile signing, offline work, and camera-based document capture for paper requisitions.

  • Mobile apps iOS and Android apps available
  • Offline signing Offline signing supported on mobile
  • Camera capture Camera-based document capture available

Healthcare organizations should manage mobile devices, access permissions, and protected health information separately from the signing workflow. For HIPAA-covered Lab Requisition Forms, establish the required business associate agreement and confirm that mobile storage, transfer, and retention settings match organizational policy.

Connect lab requisitions to business systems

Connect signNow with healthcare operations through API, cloud storage, CRM, ERP, and workflow tools to route completed Lab Requisition Forms into controlled systems.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Retention periods for related records

Retention depends on the record category and the organization’s healthcare policy. Apply only the period that genuinely governs the completed Lab Requisition Form and related record.

01

Six years for HIPAA records

HIPAA administrative records require six years from creation or last effective date under 45 CFR §164.530(j).
02

Three years for tax records

Federal tax records require three years from filing under IRC §6501(a), when the requisition supports a tax record.
03

Three years for payroll records

Payroll records require three years under 29 CFR §516.5, when the requisition is part of payroll documentation.
04

Five years for injury records

OSHA injury records require five years following the year covered under 29 CFR §1904.33, if occupational records are involved.
05

Thirty years for exposure records

OSHA exposure records require thirty years under 29 CFR §1910.1020, where the requisition documents exposure monitoring.

Privacy and disclosure challenges

  • Patient identifiers and clinical notes may appear in the signed PDF, requiring controlled access, secure transmission, and a documented HIPAA handling process.
  • A missing patient or provider signature can delay laboratory processing because the requisition remains incomplete or requires manual follow-up.
  • Assigning fields to the wrong signer can expose protected health information and create uncertainty about who authorized the requested testing.
  • Electronic-consent disclosures may be overlooked when a patient-facing workflow uses electronic records, creating a compliance issue under ESIGN 15 U.S.C. §7001(c).

Healthcare use cases for lab requisitions

Healthcare teams can use signNow to route Lab Requisition Forms to patients, providers, and laboratory staff while preserving a controlled electronic record.

Healthcare intake

A healthcare intake team needs patient signatures on Lab Requisition Forms without routing paper between examination rooms, laboratories, and administrative staff.

  • Healthcare intake workflow
  • Patient signature collection
  • Audit trail preservation

signNow supports desktop and mobile completion for healthcare forms, while its stated HIPAA compliance requires a business associate agreement. The team can assign patient and provider fields, send the requisition electronically, and retain the completed document with its audit trail under the organization’s approved records policy.

Fertility care

Fertility Centers of Illinois publicly identified signNow’s API and responsive support as important to its healthcare operations, providing a relevant model for connected requisition workflows.

  • Healthcare API workflow
  • Connected patient records
  • Controlled document routing

The customer story does not publish a Lab Requisition Form-specific result, so no requisition volume or turnaround figure should be inferred. Its documented API experience can inform a workflow that creates, routes, and tracks healthcare documents while keeping patient-data controls and retention requirements under organizational governance.

Legal standing of lab requisition forms

A completed Lab Requisition Form can be evidence when the record shows signer intent, consent, attribution, and reliable retention under ESIGN, 15 U.S.C. ch. 96, and applicable UETA law. These frameworks do not cover wills, codicils, testamentary trusts, or court orders and official court filings.

Why teams look for DocuSign alternatives

Troubleshooting lab requisition workflows

Resolve field assignment, patient-privacy, plan-capacity, retention, and enforceability questions before sending a Lab Requisition Form.

Upload the Lab Requisition Form as a PDF, then use signNow’s field detection and review each patient, provider, test, and signature field before sending. If detection misses a field, add it manually and assign it to the correct signer. Business includes templates and audit trails.

Use signNow’s SMS authentication or another available signer-authentication control, and confirm the signer’s identity before access. For healthcare workflows involving protected health information, signNow states that HIPAA compliance requires a business associate agreement. Configure the BAA before sending patient-related records.

The Business plan is listed at $8 per user per month with annual billing and includes audit trails, templates, and mobile apps. Its documented plan terms include 100 signature invites per user annually; additional invite charges may apply when that limit is exceeded.

Business Premium is listed at $15 per user per month with annual billing and adds bulk send and kiosk mode. Use it when staff must distribute the same Lab Requisition Form to multiple patients or collect signatures on a shared intake device.

A completed requisition can be retained with signNow’s audit trail, which records signing activity and timestamps. Export the completed document and audit trail, then apply your organization’s healthcare retention policy; HIPAA’s administrative-record rule requires six years under 45 CFR §164.530(j).

signNow supports electronic signatures under ESIGN and UETA, but those laws do not override every healthcare or state requirement. Confirm whether the Lab Requisition Form involves notarization, a state-specific consent rule, or a separate clinical-record policy before relying on electronic execution.

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