Changing Order Statuses in Material Orders (Delay, Receive, Notify)

In Material Orders, you can change the status of an invoiced order to indicate one of the following conditions:

  • The order has been delayed.
  • The order has been received by your office.
  • You have notified the patient that the order is ready for pickup.
  • Changing the order status to Notify does not automatically notify the patient.
  • You cannot use this procedure to change the status of orders that are currently in Lab on Hold, Remade, Returned, Collections, Reinstate Drop, or Cancelled/Voided status.
  1. On the left side of the Demographics screen, click Material Orders.

    The Material Orders screen opens.

  2. Click the Invoiced tab, if it is not already displayed.
  3. Locate the order in the Invoiced Orders list and select Delay, Receive, or Notify from the Actions drop-down list.

    If you select Delay, the Delay window opens. Enter a Delay Note explaining the reason for the delay.

    The Status column changes to show the updated status.

Returning the Order Status to In Process

Follow this procedure if you need to change an order's status from Delayed, Received, or Notified back to In Process.

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

    The Material Orders screen opens.

  2. Click the Invoiced tab, if it is not already displayed.
  3. Locate the order in the Invoiced Orders list and select In Process from the Actions drop-down list:

    The Status column changes to show that the order is now in In Process status.