Navigating the Orders Log

The orders log has many features that facilitate communication between staff and order workflow management. Order plans selected while documenting in the Virtual Exam Room (VER) auto-populate to the orders log, including orders for surgery, MRIs, DMEs, and other tests. Practice administrators can configure custom workflow statuses to manage orders more efficiently, and you can view details such as body location, protocols, medical necessity clause, and precautions in the Order Data section of an expanded order card.

What do you want to do?

  1. Log into Encompass and click the Queues tab.
  2. Select Orders from the drop-down menu.

    Orders for all patients display chronologically if no filters have been set.

  1. Log into Encompass and click the Orders tab.

    Orders for all patients display chronologically if no filters have been set.

  2. Select the Filters button to set your filters and click Apply Filters.
  3. To create a list of frequently used filters, click the Filters button and select the New Filter link next to My Quick Filters. Click Apply Filter when you're finished.
  4. To edit this list, click the Edit link and click the Save button when you're finished.
  5. To delete a quick filter, click the Edit link and click the trash can icon next to the filter you want to delete. Click the Save button when you're finished.
  1. Log into Encompass and click the Orders tab.

    Orders for all patients display chronologically if no filters have been set.

  2. Select the Filters button to set your filters and click Apply Filters.
  3. Click anywhere on an order card to expand and view or edit its details.
  4. Update any fields you want to edit or add and click Save when finished.

When an order is created in the Virtual Exam Room (VER), a corresponding order document including the patient's demographics and order details is automatically generated by the EMA. You may also attach other documents that were previously uploaded to the patient's chart through Manage Attachments.

  • To add an attachment to an order, click the + Add Attachment link in the Attachments section.
  • To print an attachment, click the corresponding link in the File Name column in the Attachments section to print the document you need.

Any attachments linked to the order can be faxed directly from the orders log.

  1. In the Attachments section, click the check box next to any documents you'd like to fax.
  2. Click the Send Fax link.
  3. Adjust any fax details as needed and click Send.

The Notes feature allows you to communicate, comment, and make notes about a particular order. Notes created this way are internal only and will not appear on the order. All notes are date and time stamped.

  1. From an expanded order, click the plus sign icon in the Notes section.
  2. Type in the Note window and click Save when you're finished.

Tasks can be created, assigned, and managed from the Order Log.

  1. Expand an order card and click Create New Task.
  2. Fill in the required fields and add any additional information to the Notes, Priority, and Due Date fields.
  3. To link this order to a different visit, select the + Link to a Visit link.
  4. To add additional attachments, click the + Add Attachments link.
  5. Click Save when you're finished.

Batch management allows you to select multiple orders to close, mark in progress, and reopen.

  1. Apply your filters and select the orders you want to manage by clicking the check box next to the relevant orders.
  2. Select the appropriate option from Batch Close drop-down menu.
  1. Log into Encompass and click the Patients tab.
  2. Search for a patient and click their name to open their chart.
  3. Click Orders Log on the left to manage any orders for that particular patient in the same ways described above.