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Viewing All Pending and Invoiced Orders

  1. On the left side of the Demographics screen, click Material Orders.

    The Material Orders screen opens. If the patient has an outstanding balance, insurance uncovered balance, or credit, this information appears under Patient’s Outstanding Balances.

  2. The Draft Orders grid lists the patient’s orders that have been saved during the creation process and are incomplete.
    • Click an order to edit it.
    • Click the Print icon to print the order summary.
    • Click the Delete icon to delete the order.
  3. The Pending Orders grid lists the patient’s orders that have been priced or put on hold.
    • Click an Order # link to view the order. For more information, go to Pricing and Adding Insurance to Orders.
    • Click an Order Status link to view an order’s status history.
    • Click a Price link to view an order’s Transaction Details.
  4. The Invoiced Orders grid lists the patient’s invoiced orders.
    • Click an Order # link to view the order information.
    • Click an Order Status link to view an order’s status history. For more information on order status for VSP orders, go to Viewing VSP Order Status.
    • Click a Price link to view an order’s Transaction Details.
    • Click a Payment link to view an order’s Payment History.
    • Click a Ledger icon to view an order’s Ledger view.

      The Ledger view provides detailed order information including patient and insurance payments and any adjustments that were made. To print the Ledger, click Print.