This guide will demonstrate how surgery scheduling staff can process an order once it has been placed in the EMR.
Access Order
Orders can be accessed for processing either from the EMR/Orders History or My Task Orders
1. EMR/Orders History Access
- Click on History from Orders Template area
- Click on Orders Tab to see a list of patient’s orders.
2. My Task Orders Access
- Navigate to the My Tasks in the EMR and click on Orders. This will display a list of orders in which the current user is assigned as the process or processor group
- Sort- based on workflow- select the Arranged By to sort orders (i.e. if you schedule for a particular provider, you can arrange by “Ordered By” to see that provider’s open orders to be processed)
Processing Orders
- Order Processing window can be opened from EMR or My Task Orders
- If accessing order from EMR, click on the yellow arrow to open the Order Processing screen
- If accessing order from My Task, click on order, the Processing screen will display on the right
2. Processing options
- Order Priority – click on the word Priority to change priority, i.e. stat
- Appointment: this will display current appointment information
- Processor: The processor is set as default, i.e. Office Staff. The processor can be changed/re-routed by clicking on current Processor.
- This section also displays the status (open). Click on the words “open” to change to close.
- Rendering: The rendering provider for the order. This can be changed by clicking the name and searching for provider/user. Once the Requisition has been printed, this cannot be changed.
- Referring: This is the patient’s referring provider in the Patient Setup.
- ICD: The ICD(s) associated to order. Based on Order type, this field can be set to required during the implementation process.
- Responsible: This pulls from the Patient Setup
- Insurance/Authorization: Enter authorization information, Insurance Coverage and/or Billing Type for the order
- Scheduling details/fulfillment: Click to review/edit/update details for the surgery/procedure.
3. Save Order
- Click the Save button if any changes have been made to the Order
4. Print Requisition
- Click the Print icon to print an Order Requisition, then OK in the Create Requisition screen
5. Right Click options
- Requisition – prints requisition
- Status – change status of order, i.e. closed
- Letter – allows user to print a letter, i.e. Consent Form
- Diagnosis – update or add diagnosis to the order
- Copy – creates a copy of the order with options to copy values from diagnosis and/or fulfillment details
- Send Communication – brings up New Message window to send a communication regarding the order
- Create Reminder – brings up Reminder window to create a reminder
- Open Patient in EMR – quickly open patient in EMR portal
- Open Patient in Billing – quickly open patient in Billing portal
- eDocuments – open patient’s eDocuments
- Patient Orders – gives list of current patient selected orders
- Comments – opens Patient Comments window to quickly enter patient comment/alert
- Select Orders – highlights all orders in group, allowing for right click options to be applied to all orders highlighted
- Unselect Orders – unselects highlighted orders
- Collapse All Groups – collapses all groups, click + to open one group
- Expand All Groups – re-expands groups if collapsed
