Order Manager
This lesson is a continuation of Order Manager Set Up. If set up has not yet been done, please see Order Manager Set Up before continuing.
The Order Manager will be used when placing orders for in house tests and procedures, as well as tests and procedures to be sent to an outside facility. The Order Manager must also be used for immunizations that are to be reported to state registries.
*Note: In the Security settings, there is an option to cancel the creation of a task item. It is generally not a good idea to allow task item creation to be canceled. If this option is activated, it is possible to skip creating a task item by clicking Cancel. The order will still be placed for the patient, but without an associated task item.
Open Order Manager
With a patient chart and SOAP note open, go to Docutainers > Order Entry > Order Manager, to place an order.
Create New Order
Click the Create New Order button.
Select Order
- Type the shortcut or keyword in the Find field, and click the Search (magnifying glass) button. *Note: This only searches the local database and does not search the cloud library.
- When the preferred Order Entry item appears in the list of items, double click the order list item, or click on the order list item and click the Select button.
Edit Sub-Items
- Click to highlight the test being ordered and the test will be presented with sub-items in the middle of the Order Manager window.
- Click on each sub-item to view choices in the SMARText Quick Access window.
- Select the appropriate choice for each sub-item.
Place Orders
Orders may be placed via faxing, printing, or submitting. Orders will not be placed if there is no SOAP note encounter open. The SOAP note must be visible and editable so that orders can be transferred to the Plan field.
Task Order
Whenever orders are placed, a task order will always be created to ensure that orders are followed up with appropriate actions in a timely manner. All fields may be changed as needed.
- Description: Defaults to the name of the order.
- Owner: Defaults to the currently active provider.
- Assigned to: This field will only be populated if you have selected a user for the Assigned To sub-item. *Note: If this field is not populated you will be unable to add the task.
- Due: Defaults to the date the order is placed.
- Reminder: Defaults to pop-up one minute after the order is placed. To prevent this pop-up click the drop.down and select None.
- Priority: This field will only be populated if a description for the Priority sub-item has been selected or customized.
- Action/Status: This field will only be populated if a description for the Action/Status sub-item has been selected or customized.
- Type: Immunization orders will default to a blank field, all other orders will default to Orders.
Click Select to add the task to the user it has been assigned to.
Print Order
Click the Print button, and select the design to be printed. When the order is printed, the following will occur:
- A task will be created. If the Assigned To sub-item was not previously selected, it will need to be chosen before a task can be added.
- The order will move into the Results Pending list.
The order will be transferred into the Plan field of the open SOAP note (not pictured above).
Fax Order
Click the Fax button and select the design to be faxed. When the order is faxed, the following will occur:
- A task will be created. If the Assigned To sub-item was not previously selected, it will need to be chosen before a task can be added.
- The order will move into the Results Pending list.
The order will be transferred into the Plan field of the open SOAP note (not pictured above).
Fax Contact Window
In this window, the provider that is sending the order can be chosen by using the drop down arrow.
This Fax Contact List will pull from a user's Contact Manager.
Once a provider has been selected that is sending the order, click to highlight the provider you would like to send the fax to, then click the Fax button.
For instructions on how to add contacts to the Contact manager Click Here.
Submit Order
For procedures performed in house, simply click Submit, and the following will occur:
- A task will be created. If the Assigned To sub-item was not previously selected, it will need to be chosen before a task can be added.
- The order will move into the Results Pending list.
- The order will be transferred into the Plan field of the open SOAP note.
Multiple Orders
To print, fax, or submit all orders at once, click to highlight the first order, press and hold the Shift key, and click the last order so that all items are highlighted.
To select just few orders from the list, as in the screenshot above, press and hold the Ctrl key while clicking each order you wish to print, fax, or submit.
Results Pending
Results Pending is designed to keep track of everything that has been ordered for a particular patient. There are 3 functions that can be performed within this portion of the Order Manager window:
- Resolve Order: The paper clip icon allows the user resolve the order and attach it to a docutainer with results.
- Transfer to History: This icon allows the user to move the order from Results Pending to the History tab of Order Manager.
- Remove Order: The X icon allows the the user to completely remove the order from Results Pending, and it will also be removed from the unsigned SOAP note as well.
For further instruction on these functions please see, Results Pending.
Order Entry Important Notes
Order Entry items can only be entered into charts via the Order Manager. They will NOT function properly if entered with shortcut codes directly into the SOAP note Plan field.
Only the order items within the local database are available in Order Manager. Order items must be downloaded through the SMARText Items Manager before finding them in Order Manager. For further instruction please see, Order Manager Setup.