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
    

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

• Select the Surgery or Procedure

• 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

2.   Summary Edit

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

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

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

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.  

5.   Save Order

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