Customizing Order Items

Customizing Order Items

Customizing Order Entry and Immunization Sub-Items

Users may want to customize the sub-items for orders.  For example, at the clinic, a certain immunization might always be assigned to a particular user, so the Assigned To sub-item for the immunization can be set up to always be assigned to that user by following the instructions in this lesson.

  1. Open the SMARText Items manager by pressing F10 on your keyboard or going to Documents > SMARText Items.
  2. Type in the order item you would like to customize, and click the Search (magnifying glass) button.
  3. Click to highlight the item you choose.
  4. Click the Edit button.

Selecting Sub-Items To Be Displayed In Order SMARText Items

Selecting Sub-Items To Be Displayed In Order Entry SMARText Items

In the SMARText Designer, the order item will be displayed with all relevant sub-items.  

  1. Click on each sub-Item you wish to customize inside the large white box below Item Type.
  2. In the SMARText Quick Access window, make the appropriate selection for each sub-item.  You can default as many sub-items as you wish.
  3. If you wish to add this item to your billing statement/superbill by default, you can select this under the Item Settings Charge area.  If you do not wish to add this item to your billing statement/superbill by default, choose the second option.
  4. Click Save.

To select the sub-items that will be displayed in Order Manger and in the SOAP Note, return to Order Manger Set-up.