Adding Order Notes to an Order

You can add order notes to both non-invoiced and invoiced orders. Order notes appear in the Correspondence: Notes screen, where you can view, edit, or print them later. For more information, see Search for a note

What do you want to do?

  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Search for the patient and select them from the results list.

    The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.

  3. On the left side of the Demographics screen, click Material Orders.
  4. Click the Non-Invoiced tab, if it is not already displayed.
  5. In the Non-Invoiced Orders list, locate the order where you need to add notes and click the Order Status link.

    The Order Status History window opens.

  6. Type the Order Notes.
  7. Click Save.
  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Search for the patient and select them from the results list.
  3. On the left side menu, click Material Orders.
  4. Click Invoiced, if necessary, to open the Invoiced tab.
  5. In the Invoiced Orders list, locate the order where you need to add notes and click the Order Status link.

    The Order Status History window opens.

  6. Type the Order Notes.
  7. Click Save.
  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Search for the patient and select them from the results list.
  3. On the left side menu, click Material Orders.
  4. Locate the order and click the Order Status link.
  5. Make changes to the note, as necessary.
  6. Click Save.