At a glance
Request laboratory preparation requirements, existing-report needs and itemised terms for a proposed PGT enquiry.
Use this record for this specific task
Start with the clinical question stated by the responsible clinician, then ask the laboratory which existing reports and preparation it requires. Do not assume that one test’s availability means another test, combined testing or bespoke preparation is available. Keep preparation charges and test charges separate in the quotation and ask how no-result or repeat-test situations are handled.
PGT-A or PGT-M enquiry: laboratory preparation and quote checklist. Use this blank worksheet to organise an enquiry and record answers from the responsible provider. It is not a completed customer case, actual quotation, clinical plan or confirmation that a service is available.
Before completing the worksheet
Use a separate copy for each provider or appointment. Record who supplied each answer and its date. Keep your own priorities separate from the provider’s written confirmation. A blank field means an answer is missing; it does not mean a service is free, included, appropriate or permitted.
Your blank working record
| Proposed test / clinical question | Laboratory requirement | Preparation status | Quoted inclusion | Clinician review pending |
|---|---|---|---|---|
| Which question is the proposed test intended to address? | Not confirmed | Not confirmed | Not confirmed | Not confirmed |
| Which existing genetic reports are needed? | Not confirmed | Not confirmed | Not confirmed | Not confirmed |
| Is test development required for this enquiry? | Not confirmed | Not confirmed | Not confirmed | Not confirmed |
| Are family samples requested by the laboratory? | Not confirmed | Not confirmed | Not confirmed | Not confirmed |
| What are the no-result and repeat-test terms? | Not confirmed | Not confirmed | Not confirmed | Not confirmed |
| Who explains limitations before consent? | Not confirmed | Not confirmed | Not confirmed | Not confirmed |
Turn answers into a next step
- Send the unresolved questions to the responsible team using its agreed communication route.
- Ask whether any answer is provisional and what would change it.
- Record the named organisation responsible for each action; coordination assistance does not replace that organisation’s decision.
- Keep written inclusions, exclusions and change terms with the relevant appointment or quotation.
- Confirm the next action before making commitments that depend on it.
Related explanation
Read the companion explanation before using this worksheet.
Information boundary: This is a planning aid. The treating clinician and laboratory explain medical findings, treatment and consent. Confirm current eligibility and administrative requirements with the responsible institution. This page does not assess an individual case.
Prepare a written quotation
Turn the estimate into clear questions.
Bring the quotations you are comparing and the items you want to ask about, from inclusions to payment and change terms.


