Navigating the Orders Log in (iPad)

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. Select the Filters button to set your filters and select Apply Filters.
  2. To create a list of frequently used filters, select the Filters button.
  3. Select the Quick Filters link and follow the on-screen instructions to create your quick filter.
  4. To delete a quick filter, swipe from left to right on the Quick Filter you want to remove and select Delete.
  1. Touch anywhere on an order card to expand and view or edit its details.
  2. 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 on the Web version of EMA.

  1. From the order card, select View Attachments.
  2. Select Add to choose from the existing attachments in the patient's chart.
  3. Make your selections and select Add.
  4. Swipe left or right on the Attachments page to view all attachments in full screen.
  5. To print an attachment, tap the upload icon and select Print Attachment.
  1. In the Attachments section of an order, tap the upload icon.
  2. Tap Fax Attachments.
  3. Tap the circle next to a document to include it in the fax and tap Next when you're finished.
  4. Adjust any fax details as needed and tap 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, touch within the Notes box to access the keyboard.
  2. Type in the Note window and tap the Add button when you're finished.

Tasks can be created, assigned, and managed from the orders log.

  1. Expand an order card and select Create New Task from the Select Action drop-down menu.
  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. Tap 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 tapping the check box next to the relevant orders.
  2. Select the appropriate option from Batch Close drop-down menu.
  1. Search for a patient and tap their name to open their chart.
  2. Select Orders Log on the left to manage any orders for that particular patient in the same ways described above.