Orders Report Advanced Search

At the top of the Orders Report screen, you will also see the option for an Advanced Search:


When opened, this allows for searching on the following fields:

  1. Commonly Used
    1. Global ID: Allows for searching for the global ID of the order in question. 
    2. Chart Number: Allows for searching for a given patient's chart number. 
    3. Order Name: Allows for searching for a certain Order Name. 
    4. Order Date: Allows for searching for a range of Order Dates. 
    5. Order Type: Provides a combo box search for all Order Types that have been created in the system. 
    6. Order Status: Provides a combo box search, allowing searches for Cancelled, Closed, and/or Open orders. 
    7. Results: Allows users to search for only orders with or without results.
    8. Reviewed: Allows users to search for only orders that have or have not been reviewed. 
    9. Has Auth: Allows users to search for only orders that have or don't have authorizations. 
    10. Ordering User: Allows users to search for orders by Ordering User. This is a combo box which is only populated with users who have created orders in the system. 
    11. Processor: Allows users to search for orders by Processor. This is a combo box which is populated with all users and all user groups who have created orders in the system. Only the exact processor will be searched -- so if the processor on an order is the "Biller" group, searching for a user which is part of that group will not find the order. 
    12. Order Route: Allows users to search for orders by Order Route. This is a combo box which is populated with all assigned order routes in the system. 
    13. Order Location: Allows users to search for orders by Order Location. This is a combo box which is populated with all locations assigned to orders in the system. 
    14. Rendering: Allows users to search for orders by Rendering Provider. This is a combo box which is populated with all rendering providers assigned to orders in the system.
    15. Referring: Allows users to search for orders by Referring Provider. This is a combo box which is populated with all referring providers assigned to orders in the system.
  2. Order Details
    1. Priority: This allows users to search for orders by the different priorities assigned to orders in the system, such as "Norm," "Same Day," or "Stat."
    2. Lab Coll Date: This allows users to search for orders using a Lab Collection Date range. 
    3. Finding Date: This allows users to search for orders using a Finding Date range. 
    4. Auth #: This allows users to search for orders using a keyed authorization number. 
  3. Demographics 
    1. Patient Last: This allows users to search for orders based on a keyed patient last name. 
    2. Patient First: This allows users to search for orders based on a keyed patient first name. 
    3. DOB: This allows users to search for orders based on a date of birth range. 
    4. Next Appt: This allows users to search for orders based on the date of the patient's next scheduled or confirmed appointment. 
    5. Gender: This allows users to search for orders based on the gender of the patient. 
  4. Insurance
    1. Primary Ins: This is a keyed field, allowing users to search for Orders whose primary insurance's name contains part of the keyed text.
    2. Secondary Ins: This is a keyed field, allowing users to search for Orders whose primary insurance's name contains part of the keyed text.
    3. Primary Class: This combo box allows users to search for Orders where the patient's primary insurance falls into one of the selected financial classes.
    4. Secondary Class: This combo box allows users to search for Orders where the patient's secondary insurance falls into one of the selected financial classes.
  5. Patient Address
    1. City: This is a keyed field, allowing users to search for Orders where the patient's city contains part of the keyed text.
    2. State: This allows users to search for only Orders where the associated patient is in one of the selected states. 
    3. Zip: This is a keyed field, allowing users to search for only Orders where the associated patient's zip contains part of the keyed text.