Surgery Ordering Overview

Surgery Ordering Overview
A surgical practice needs an effective workflow for managing the ordering and scheduling of surgeries and procedures. This guide will walk you through how to place an order for a surgery or procedure as well as saving default orders.  


1.   Select Order Item

  • Navigate to Orders Chart Tab, Click on Order Entry
      

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  • Select the Order Template to display the order options.  Select the blue bar with the Surgery Orders (this will vary by practice)


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  • Select the Surgery or Procedure


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  • Ordered by

It is important that the Ordered by is the provider ordering the surgery or procedure.  Click on the magnifying glass to change the Ordered By


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Tip: The Ordered By can be defaulted to a provider or another user in the User Setup 

2.   Summary Edit

  • Click on the Order – this will open the Summary Item Edit Window. The Order Route and Processor are set by default.  


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  • Assign ICD Code (this can be also done when saving the order)

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3.   Order Fulfillment 

  • An order for surgery or procedure will typically have an Order Fulfillment attached.  This allows users to enter additional details for scheduling. Enter details for the surgery/procedure, then click Okay


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4.   Default Setup 

This tool allows users to save options that are selected in the fulfillment 

  • Click on Default Setup (bottom of fulfillment)

  • Click New to enter name and proceed to enter details for that surgery default, then click Save
  • Load Default- click on Defaults for a list of saved defaults, select the default to load.  

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5.   Save Order

  • When all details for the surgery/procedure are complete, click Save.  
  • Assignment- Associate diagnosis codes to the procedure, then click Save

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