Viewing a Patient's Draft and Non-Invoiced Orders

Use the Non-Invoiced tab to view all the patient's draft and non-invoiced orders. You can edit, price, delete, print, and invoice orders from this tab.

1. On the left side of the Demographics screen, click Material Orders.
2. Click the Non-Invoiced tab, if it is not already displayed.
3. The Draft Orders grid lists the patient’s orders that have been saved during the creation process and are incomplete. The list includes the date each draft order was created and the date it will expire, along with the insurance plan and doctor currently associated with the order.
   • Click an order to edit it. For more information, see Edit a Draft Order.
   • Click the Print icon to print the draft order summary.
   • Click the Delete icon to delete the order. For more information, go to Deleting a Non-Invoiced or Draft Order.
4. The Non-Invoiced Orders grid lists the patient’s orders that have been priced or put on hold.
   • Click the Order # link to view the order summary.
   • Click the Order Status link to view the order’s status history and add Order Notes. For more information, go to Add an order note to a non-invoiced order.
   • Select Price from the Actions drop-down list to open the order's pricing screen. For more information, go to Pricing and Adding Insurance to Orders.
   • Select Edit from the Actions drop-down list to open the order summary and edit the order. For more information, go to Edit a Non-Invoiced Order.
   • Select Delete from the Actions drop-down list to delete the order. For more information, go to Deleting a Non-Invoiced or Draft Order.
5. To invoice orders, click Generate Invoice. For detailed instructions, go to Invoicing Orders.