Assigning Orders to Patients

Press the F3 key anytime during an exam to open the Orders window and record a patient’s examination, surgery, test, consultation, laboratory, and immunization orders.

If you record an exam with surgery, examination, test, consult, laboratory, or immunization orders and schedule an examination, the scheduled orders are displayed in the Orders To Be Scheduled window. For more information on scheduling orders in the Task Manager, go to Using the Task Manager in ExamWRITER.
  1. Click the Surgery - Plan - Mgmt tab on the ExamWRITER chart window.
  2. Click the Patient Management bar.

    The Patient Management window opens.

  3. Select the Current and Future Orders check box and click Process.

    The Orders window opens.

  4. Select the appropriate Examination, Surgery, Tests, Consult, Laboratory, or Immunization radio button to record orders for those items.
  5. Select orders in the box on the left of the Orders window.
    • To create and maintain orders, place your cursor in the Search text box and press the F12 key.
    • To search for orders, type text into the Search text box.
    • To add custom text, click Custom Text and type text in the text box.
  6. Select an eye from the Eye drop-down menu.
  7. Choose the appropriate dates from the Timeline drop-down boxes. To record an order for today, select the Today check box.
  8. Select an action from the Action drop-down menu and a date from the calendar.
    • If you select Recall from the Action drop-down menu, the recall will be recorded in the EMR and OfficeMate.
    • If you select Schedule from the Action drop-down menu, the appointment will be recorded in the EMR, but no appointment will be scheduled in OfficeMate.
    • To record a default action for patients’ next appointments, go to To set up default preferences.
  9. If you are an OfficeMate user and you have recalls and the patient’s recall type set up in OfficeMate, select a recall type from the OfficeMate Patient Recall drop-down menu.

    For more information on OfficeMate recalls, see Recalling Patients.

    To set up recall types and schedules, click Setup Recall and select recall types from the Recall Type drop-down menus. To change the recall date, type or select the number of months until the next recall in the Months to Recall text box or type or select a recall date in the Next Recall text box. Click Save to save the new recall type and schedule.
  10. If you want to save the order without the timeline and action date, select the Save WITHOUT Timeline and Action Date check box and click Save(s).
  11. Repeat steps 4–11 for each recall reason and date and click Process when finished.
    To discontinue an order, select the order and click Discontinue Item. Select the date on which the order was discontinued and click Save.