Order Manager Features in the Next Release
Default Billing Statement Settings for Orders and Immunizations
Based on customer feedback, SOAPware has created a series of features that will allow the user to set a default charge type for an order or immunization. The user can set the default for the individual item to either add the item to the billing statement, or to not add the item to the billing statement when one is created. By default, this setting will be set to "Add this SMARText item to the billing statement", but can be manually changed by the user within each individual SMARText order or immunization.
To modify this default setting on an order or immunization item, follow the steps below:
- Open the SMARText Items Manager (F10).
- Search and locate the item using the Find box.
- Highlight the item and click the Edit button.
- In the SMARText Designer window (as shown in the screenshot above), a new Charge tab has been added to the Item Settings area. Select the desired default setting for this SMARText item, then click Save.
When the order or immunization is entered into Order Manager, it will utilize the default setting as programmed within the individual SMARText order or immunization. The new column with the $ indicate the charge/billing statement status of the item. A red X indicates that the item will not be added to the billing statement. A green checkmark indicates the item will be added to the billing statement upon creation.
The user can click on the red X or green checkmark to manually change this setting during the process of completing the order. In addition, we have added a "Include all" check box to the top of order manager, which allows the user to quickly modify the charge/billing statement settings for all orders or immunizations that are present in Order Manager.
Refresh to Update Billing Statement
New Order Sub-Items
Two new sub-items have been added to orders. These include a sub-item for Specimen Source and Body Site. These sub-items are free text fields and allow the user to type in any necessary information.
Based on user request, SOAPware is working on several features to prepare for release of a product that will allow a bi-directional interface with a lab company. One of these features, includes a new Order Number column and auto-generated order number for each new order that is submitted.