Editing Orders

You can only edit the following kinds of orders:

  • Orders that are in the Draft and Non-Invoiced Orders lists on the Non-Invoiced tab, and
  • Orders that are on the Invoiced tab and have the Lab On Hold status.

Orders that have been invoiced but are not in Lab On Hold status cannot be edited in Eyefinity Practice Management. Remake orders also cannot be edited. To change these orders, you need to return the order and re-create it. For information on how to return orders, see Returning Orders.

This section contains the following topics:

  1. Click the order you want to edit in the Draft Orders list on the Non-Invoiced tab.

    The Order Summary opens.

  2. Locate the section(s) you want to edit and click Change.

  3. Enter the new information.
  4. Perform one of the following:
    • Click Save Draft to keep the order as a draft order.

      • When an order is in Draft, any authorizations associated with it remain available for use on other orders.

    • Click Continue to Pricing to price the order. For more information on pricing orders, go to Pricing and Adding Insurance to Orders.

  1. Locate the order you want to edit in the Non-Invoiced Orders list.

  2. Select Edit from the Actions drop-down list.

    The Order Summary opens.

  3. Locate the section(s) you want to edit and click Change.

  4. Enter the new information.
  5. Click Continue to Pricing.

    6. If you have Eyefinity EHR integrated with Eyefinity Practice Management, and the patient has one or more pending Eyefinity EHR exams, the most recent EHR exam is automatically added to the order when you click Continue to Pricing, if the order does not currently include an exam. A message displays at the top of the Current Pricing screen, notifying you that the exam has been added. If the order cannot be added due to issues with the exam, such as missing information, a message displays with a link to open the exam for editing.

    You can delete an EHR exam from an order when it has been added automatically. The exam remains in the system and will be available to use on a different order.

  6. Add insurance and complete the order as you normally would.

Editing Invoiced Orders with Lab On Hold Status

When you generate an order invoice, you can put the order on hold and transmit it to the lab at a later time. You can edit these on hold orders by selecting one of the following options from the Actions drop-down list on the Invoiced tab.

  • Change Lab - When you change the lab on an order, the existing order is updated with the new lab information and the order is saved in Lab on Hold status until you are ready to submit it.
  • Edit - When you edit an order, the original order is voided and a new order with identical order details is created for you to modify. You cannot edit orders that are remakes.

Changing the Lab on a Lab On Hold Order

  1. On the Invoiced tab in Material Orders, locate the order you want to edit in the Invoiced Orders list. The order should have Lab On Hold listed in the Status column.

  2. Select Change Lab from the Actions drop-down list.

    The Order Summary opens.

  3. In the Lab area of the summary, click Change.

  4. Select a lab.

    5. The Order Summary opens with the new lab information.

  5. If you need to change the lab submission method, complete the following steps.
    Changing the lab submission method may require you to change your lab or product selections for the order.
    1. Click Change next to Submission in the Lab area.

      The insurance selection screen opens.

    2. Select the Lab Submission method and click the + button for the insurance.

      A message appears, listing the items on the order that need to be changed to accommodate the new submission method, and asking you to confirm that you want to continue.

    3. Click OK.

      The Build Order screen opens.

    4. Make changes to the order, as necessary.
    5. Click Continue to Summary.

  6. Click Save.

    The order is saved with the new lab and remains in Lab on Hold status. To transmit the order to the lab, select Release to Lab from the Actions drop-down list.

Editing Order Information on a Lab On Hold Order

When you edit an order, the original order is voided and a new order with identical order details is created for you to modify. You cannot edit orders that are remakes.

  1. On the Invoiced tab in Material Orders, locate the order you want to edit in the Invoiced Orders list. The order should have Lab On Hold listed in the Status column.

  2. Select Edit from the Actions drop-down list.

  3. In the Edit Order # window, click Yes, Edit Order.

    The Order Summary opens.

  4. Locate the section(s) you want to edit and click Change.
  5. Enter the new information.
  6. Click Continue to Pricing.

  7. Add insurance and complete the order as you normally would.