Generating the Current Patient Orders Report

The Current Patient Orders Report allows you to query order types for Work in Progress or Draft orders.

If you select Work In Progress Orders, the report lists details including order status, customer phone numbers, lab information, dispensing information, order balance, and any notes. These can be sorted by order status and product type, and filtered by promise date.

If you select Draft Orders, the report lists the patient name, order type, creation and expiration dates, the resource, and the order name. This report can also be sorted by product type and is automatically deleted after 30 days. Draft orders are non-invoiced orders and provide the office with patient contact information. No date range is available to filter by, as the system generates the last 30 days.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Dispensary Reports.
  3. Click Current Patient Orders.
  4. Select the Order Type to print.
  5. Do one of the following:
    • If you selected Work in Progress Orders in step 4, enter the date range to print and select the Order Status(es) and Product Type.
    • If you selected Draft Orders, select the Product Type.
  6. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

    If you selected Invoiced Orders, the report lists details including order Status, customer phone numbers, lab information, and order balance.

    If you selected Draft Orders, the report lists the patient name, order type, creation and expiration dates, the resource, and the order name.

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.