The only SMARText Item types that can be used in Order Manager are:  Immunization Order items and Order Entry items.  (Due to the way these particular SMARText item types are designed)

1. They cannot be searched and inserted into the plan field by using F11 or Shift F11.
2. They cannot be part of a SMARText Pick List.
3. They cannot be selected from SMARText  Quick Access.
4. They cannot be inserted into the Plan field by using a shortcut code.

Before downloading, we recommend making a list of the most frequently used Immunizations and Orders in the practice (Orders are any diagnostic test or procedure that need to be performed inhouse or outside of the clinic.  Immunizations are any vaccines that may be administered).

To download the order entry items that will be used in the clinical practice:

1. First access the SMARText Items Manager from the Docutainers menu item or by pressing the F10 key. Verify the check box for Include Cloud Library Items is checked.
2. Users can search for Order Entry and Immunization items using keywords such as the test, vaccine, or procedure name.  Users may also search using the CPT code. *Note: In the Type column, the Order Entry and Immunization items can be identified. Clicking on the Type column header will group the SMARText Items together by Type.
3. Click to highlight the item you want, then click the blue downward facing arrow to download.  After items have been downloaded, customization of the Order Entry sub-items can be made if needed., however, it is rare that a new item is needed to be created.

*Note: Users will not be able to download any CPT codes that have a red downward facing triangle.  

Order Entry and Immunization sub-items that are displayed in Order Manager can be customized under the Tools menu item.

1. Click the Tools menu item.
2. Click Options.
3. Click Structured Order Entry or Structured Immunization Entry.

The Structured Order Entry tab will allow the user to designate the sub-items to be displayed within the Order Manager and the SOAP note Plan field.

The Immunization Entry set up will include two areas:

1. Immunization Specific Setup: This will show sub-items specific to immunizations.  These sub-items may be required for reporting to state registries for Meaningful Use.
2. Generic Order Entry Setup: This will show sub-items that will be displayed in the Order Manager with Immunization items.

Order Entry Destinations are facilities that are user defined where orders can be submitted. For example, Memorial Hospital Lab might be a destination. It is a place to send orders (i.e. tests, labs, studies, procedures, equipment, etc.) to be processed.

1. Click Docutainers.
2. Select Order Entry.
3. Click Destinations.

1. Click the Edit button, to edit the information for a Destination.
2. Click the Add a new Destination (green +) button, to enter information for a new destination.
3. Click the Remove a Destination (red x) button, to remove a destination from your list.

After clicking to add a facility, enter the demographic information for the new destination, and click Save.

An order design will need to be downloaded within the Document Designer and selected when faxing and printing.

To display the Document Designer, go to Tools > Document Designer.

In Document Designer:

1. Go to the File > Available Designs.
2. In the Find field, type orders, the click the Search (magnifying glass) button. Preview a design by clicking on name of design to highlight, then click OK.
3. If the triangle next to the design is facing down, the design will need to be downloaded before previewing. Click on the blue facing down arrow to download.

*Note:  Make sure to have the box next to Include Cloud Libary Items checked prior to running your search for order designs.

With the order design displayed in the window, click on the Edit menu item, then select Design Properties from the drop down.

1. In the Document Design Properties window, click on the Design Types tab.
2. Click the radio button next to Order Design, and click OK. This will save the selected design to the Order Manager.