Understanding Orders Log Features (Web)
Explore the drop-down menus below to learn more about the various features available for use with the Orders Log.
You can use custom workflow statuses to manage the Orders Log more efficiently. To use a custom workflow status for an order, select an option under Workflow Status in an expanded order card.
Custom workflow statuses must be configured by a practice administrator before you can select them in the Orders Log.
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.
- In the Attachments section, click the check box next to any documents you'd like to fax.
- Click the Send Fax link.
- 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.
- From an expanded order, click the plus sign icon in the Notes section.
- Type in the Note window and click Save when you're finished.
The Order Data section displays information such as body location, protocols, medical necessity clause, and precautions about that particular order. This information is gathered directly from the order plan and can't be edited here.
Tasks can be created, assigned, and managed from the Order Log.
- Expand an order card and click Create New Task.
- Fill in the required fields and add any additional information to the Notes, Priority, and Due Date fields.
- To link this order to a different visit, select the + Link to a Visit link.
- To add additional attachments, click the + Add Attachments link.
- Click Save when you're finished.
Batch management allows you to select multiple orders to close, mark in progress, and reopen.
- Apply your filters and select the orders you want to manage by clicking the check box next to the relevant orders.
- Select the appropriate option from Batch Close drop-down menu.