Topics Order Sheet Search:  
Introduction
The Order Sheet feature gives you the provision to:
- maintain and track all your orders from a single screen with respect to Lab, Radiology, Consult, and Procedure
- track if a referred patient has gone and taken the tests
- order a Procedure/Consult and track the same
- Switching between individual screens of Orders is not required.

Note:
  • If an ordered Lab, Radiology, Consult, or Procedure is already present in the Patient's Health Maintenance with the status 'Result Received', then on the HM screen under the column Result, a hyperlink of the Order No. is displayed; clicking it displays the test result details.
  • When the Order Sheet link is clicked, the screen takes up the whole monitor space; the TOC menu is shrunk and is expanded by clicking the Expand TOC icon:

Field Description 
Order Bar: displays the list of Orders (i.e., Lab/Radiology/Consult/Procedure) (with statuses 'To be Ordered' and 'Ordered'). It is a horizontal scrolling list. Depending upon your screen resolution, if the left scroll icon: is clicked, then the next fixed list of Orders is displayed, and if the right scroll icon: is clicked, then the previous fixed list of Orders is displayed.
Following are the respective details of the Order Bar:
i. Lab: Lab Orders are identified by the letter 'L' appearing to the left of the Order number (in the case of an 'Ordered' Lab) or to the left of the Vendor name (in the case of a 'To be Ordered' Lab).
ii. Radiology: Radiology Orders are identified by the letter 'R' appearing to the left of the Order number (in the case of an 'Ordered' Radiology) or to the left of the Vendor name (in the case of a 'To be Ordered' Radiology).
iii. Consult: Consult Orders are identified by the letter 'C' appearing to the left of the Consult Order number (if the Order is already created) or Consult Order name (if the Order status is 'To be Ordered').
iv. Procedure: Procedure Orders are identified by the letter 'P' appearing to the left of the Procedure Order number (if the Order is already created) or Procedure Order name (if the Order status is 'To be Ordered').
Hint: 

  • All the Orders that are 'Ordered' already are distinguished with a tick (ü) mark.

  • The delete provision (via icon: ) has only been provided for Orders that are yet to be ordered.
  • On selection, the Order has a darker background (Echo Blue color).

    • On Select Tab
    Add ICDs: on click, the button displays two options, General and Past ICD to choose ICDs from. Selecting the 'General' option invokes the IMO Search for Diagnosis Codes, and selecting the 'Past ICD' option displays the Past ICD Search popup. The area or section next to the Add ICDs button displays all the ICDs that have been either added from the Assessment screen (Dark Cyan colored ICDs) or added from the Order Sheet screen (Olive colored ICDs) itself; the Assessment ICDs are displayed first, followed by non-Assessment ICDs of the current encounter.
    NotesNote: If the ICDs added exceed the available space, then ellipses are displayed, and each ICD added after that is displayed on the tooltip. IE browser has a limitation of showing tooltips up to 512 characters only.
    Lab; Radiology; Consult; Procedure; and Quick Tabs:
    Each tab is horizontally divided for 'display' of results.
    - Selection/Filter Pane
      Available parameters and options are
      o Vendor
      o Preferred/All/HM/Order Set
      o Filter By drop-down list and Filter By search field

    I. Selection Pane on the Lab/Radiology Tabs
    Vendor – displays the list of active labs available. By default, 'Any Lab/Rad' is selected.
    Preferred – displays the Doctor-Preferred list of Lab/Radiology tests (on the Display pane) for the Vendor selected, followed by the Clinic-Preferred list. This option remains selected by default only if there are tests available in the Preferred List.
    All – displays active Lab/Radiology tests (on the Display pane) that are supported by the Patient's gender (male/female/both) and supported by the Vendor selected. This option remains selected by default only if there are no tests available in the Preferred List.
    HM - displays Lab/Radiology tests (on the Display pane) which are added in the Health Maintenance with the status of 'Due' or 'Tentative'.
    NotesNote: There is a cut-off period considered with respect to the Due Date. The cut-off period is calculated by adding the Encounter Date to the number of days configured in the property, os.dueafter.days. Thus, only when the Due Date for a test on the HM screen is less than the cut-off date is the test displayed.
    Order Set - displays the Order Set name, the tests which are included in that Order Set, supported by the Patient's gender, followed by the Last Order/Result date. The Vendor drop-down list displays 'Any Lab' as the default selection (disabled), and the Filter By drop-down list option has the 'Order Set Name' text displayed. The Order Set option displays only of type 'LB' (Lab)/ 'RL' (Radiology) respectively.

    Filter By - the drop-down list displays criteria such as All, Panel, Test Name, Category, and LOINC Code to filter and display tests on the Result/Display pane.  The text field next to the Filter By drop-down list is used for manual search.

    Result/Display Pane:
    The first column displays the Select button, which, when clicked, transfers the selected test to the right-side section. The first column is the same for all four tabs.
    Note: Not every test has the Select button; instead, only the first test of the order has the Select button, which, when clicked, transfers and displays the entire details of all the tests on the right-side section.
    The other columns displayed on the Lab/Radiology Tabs are Test Name, Category, and Last Order/Result; under the Last Order/Result column, the date hyperlinks are displayed, which, when clicked, invoke the Order or Result popup respectively; it is easy to distinguish an Order date from a Result Received date, as the icon: when prefixed to a date indicates it to be the order date of an Order and the icon: when prefixed to a date indicates it to be the order date of Results received for the Order.

    II. Selection Pane on the Consult Tab
    The list of all consults that are added from the Consult Master (GoTo tab: Settings Configuration → Consult) is displayed. Vendor – Not Applicable for the Consult tab. Preferred – Not Applicable for the Consult tab. All – displays active Consult tests (on the Display pane) that are supported by the Patient's gender (male/female/both). HM - displays Consult tests (on the Display pane) which are added in the Health Maintenance with the status of 'Due' or 'Tentative'. Note: There is a cut-off period considered with respect to the Due Date. The cut-off period is calculated by adding the Encounter Date to the number of days configured in the property, os.dueafter.days. Thus, only when the Due Date for a test on the HM screen is less than the cut-off date is the test displayed. Order Set - displays Order Sets only of type 'CM' (Consult) on the Consult Tab. Filter By - the drop-down list displays criteria such as All, Specialty, and Complaint to filter and display tests on the Display panel.

    Result/Display Pane:
    The first column displays the Select button, which, when clicked, transfers the selected test to the right-side section. The first column is the same for all four tabs.
    Note: Not every test has the Select button; instead, only the first test of the order has the Select button, which, when clicked, transfers and displays the entire details of all the tests on the right-side section.
    The other columns displayed on the Consult Tab are Consult Name, Specialty, and Consult Provider.
    Under the Consult Provider column, if the Consult Provider information is not available or present for any Consult, then the Assign Provider link is displayed instead. When clicked, the Assign Provider link invokes the Consult Provider Search popup, and the Assign Provider link is replaced with the selected value immediately after a Provider is assigned.

    III. Selection Pane on the Procedure Tab
    A list of internal as well as external Procedures that are added from the Procedure Master (Goto menu: Settings → Configuration → click the Procedure link to invoke the Procedure Master screen) is displayed. Procedures are categorized into types such as Internal (for procedures done within the clinic) and External (for procedures done in an external clinic); the distinction is clear, with the Type column displaying it as Internal or External.
    Additional informationNote: The Procedure list displayed is gender-based, i.e., for male patients, Procedures defined for male and both are displayed.

    Vendor – the drop-down list is not applicable for the Procedure Tab.
    Preferred – the option is not applicable for the Procedure Tab.
    All – the option displays active Procedure tests (on the Display pane) that are supported by the Patient's gender (male/female/both).
    HM - the option displays Procedure tests (on the Display pane) which are added in the Health Maintenance with the status of 'Due' or 'Tentative'.
    Order Set - displays Order Sets only of type 'PR' (Procedure) on the Procedure Tab.
    Filter By – The Filter By drop-down list is not available for Procedures, but the filter text field is available, where results are filtered for display depending upon the text entered.

    Result/Display Pane

    The first column displays the Select button, which, when clicked, transfers the selected test to the right-side section. The first column is the same for all four tabs.
    Note: Not every test has the Select button; instead, only the first test of the order has the Select button, which, when clicked, transfers and displays the entire details of all the tests on the right-side section.
    The other columns displayed on the Procedure Tab are Procedure Name, Type, and Last Order/Result; under the Last Order/Result column, the date hyperlinks are displayed, which, when clicked, invoke the Order or Result popup respectively; it is easy to distinguish an Order date from a Result Received date, as the icon: when prefixed to a date indicates it to be the order date of an Order and the icon: when prefixed to a date indicates it to be the order date of Results received for the Order.

    IV. Selection Pane on the Quick Tab
    Tests of all types (i.e., LB, RL, CM, PR, and additionally OS) are displayed in a common list, thus creating a one-point entry to select and order tests. The tests of type Order Sheet or OS are defined from the existing Order Set Master screen (Goto tab: Settings → Configuration → under the Workflow column → Order Set).

    Vendor – the drop-down list is not applicable for the Quick Tab.
    Preferred – the option is not applicable for the Quick Tab.
    All – the option displays all types of Orders that are active and are supported by the Patient's gender (male/female/both).
    HM - the option is not applicable for the Quick Tab.
    Order Set - displays Order Sets of all types on the Quick Tab.
    Filter By – The Filter By drop-down list is not available for the Quick Tab; the default text displayed on the drop-down list is 'Order Set Name', but the filter text field is available, where results are filtered for display depending upon the text entered.

    Result/Display Pane

    The first column displays the Select button, which, when clicked, transfers the selected test to the right-side section. The first column is the same for all four tabs.
    Note: Not every test has the Select button; instead, only the first test of the order has the Select button, which, when clicked, transfers and displays the entire details of all the tests on the right-side section.
    The columns displayed on the Quick Tab when the 'All' option is selected are Name, Type, Category, Last Order/Result whereas when the option 'Order Set' is selected, then columns such as Order Set, Name (of the tests), Type, and Last Order/Result are displayed.

    NotesNote:
    • If tests belonging to an Order Set are gender-based, then these tests are displayed based on the gender of the patient. For example, for a male patient, only Male tests are displayed.

    • Tests added from the Quick Tab on the left to the right side are displayed under the respective accordion category (e.g., Lab tests under Lab Order, Radiology tests under Radiology Order, etc.).

    Right-side section : (Selected Orders) consists of accordion panels of Lab Orders, Radiology Order, Consult, and Procedure, and each test is displayed vendor-wise. For example, tests for the Lab Vendor, Lab Corp, will have all lab tests under the same lab vendor.
    • The toggle buttons, when expanded, display the details of individual tests. Tests are transferred from the left-side section to the respective section on the right side with a click on the Select icon: Right scroll order arrow

    Note: The icon: indicates there are data or details present in the respective accordion.

    On the Lab Order/Radiology Order Accordion

    • On the right side, the Lab/Radiology Order Accordion displays the details of the test, such as Vendor Name, Order Number (if any), Order Status (if any), Test Name, and assigned ICD details available in the Assessment for that encounter (if any).

    Assign ICDs - clicking the Assign ICDs button invokes the Test-ICD Mapping popup. All Assessment ICDs and non-Assessment ICDs are available for assignment. Selected and assigned ICDs are displayed along with the Test details. ICDs can be removed or reassigned from the same popup, but only for tests with no status.
    Vendor Name - The drop-down list displays the Vendor list.
    Order Number - Order Number is displayed in brackets if an Order is created for the Test. Status - The order status, such as Entered, Approved, Ordered, or Deleted, is displayed. For tests whose order is saved in the Order Sheet but the order has not yet been created, no status is displayed.
    Note:
    • Even tests that have been deleted in the current encounter are displayed.
    • The maximum character entry allowed in the Comments section is limited to 1024 characters.

    Comments - The Comment icon: invokes different popups for Lab and Radiology. The maximum character entry allowed in the Comments for Lab section is 1024; for the Internal Comments and Report Comments sections, the limit is 300 characters each.
    Test Name - displays the test name.
    ICD link - when clicked, the link invokes the popup, ICD Mapping (Assign ICDs), and through the popup it is possible to change the assigned ICDs – this link is available only when an Order is in the Entered state.
    Now - The option, when selected, schedules the Order at the current moment. Future - The option, when selected, enables its drop-down list to display future time durations in days, weeks, months, and years. Note: If the options 'Now' and 'Future' are selected, then the system creates two orders, one for now and the other for the future scheduled day.

    On the Consult Order Accordion

    On the right side, the Consult Order Accordion displays the details of the test, such as Consult Name, Consult Order Number (if available), Order Status (if any), Consult Provider Name, reason for consult, and the assigned ICD details available in the Assessment for that encounter (if any). Note: The Order Number is displayed only if an Order has been generated; it will not be present if the Order number is yet to be generated.
    ICD link - when clicked, the link invokes the popup, ICD Mapping (Assign ICDs), and through the popup it is possible to change the assigned ICDs – this link is available only when an Order is in the Entered state.
    Now - The option, when selected, schedules the Order at the current moment. Future - The option, when selected, enables its drop-down list to display future time durations in days, weeks, months, and years. Note: If the options 'Now' and 'Future' are selected, then the system creates two orders, one for now and the other for the future scheduled day.
    Search - the Search icon, when clicked, invokes the Consult Provider Search, giving a provision to change the Consult Provider name displayed on the Consult (only for Consults with 'Entered' status or no status).
    [+] - click the icon to add a new Consult Provider by entering the details.

    On the Procedure Accordion

    On the right side, the Procedure Accordion displays the details of the test, such as Procedure Name, Procedure Type indicator icons: (indicating Internal Procedure) and (indicating External Procedure), Procedure Order Number (if available), Procedure Status (if any), (Procedure) Performing Provider Name, and the assigned ICD details available in the Assessment for that encounter (if any). Note: The Order Number is displayed only if an Order has been generated; it will not be present if the Order number is yet to be generated.
    ICD link - when clicked, the link invokes the popup, ICD Mapping (Assign ICDs), and through the popup it is possible to change the assigned ICDs – this link is available only when an Order is in the Entered state.
    Performing Provider - click the Search icon to invoke Medics Search.
    Schedule - The drop-down list is a combination of the 'Now' option and the 'Future' drop-down list as seen on the other accordions.
    – The 'Now' option, when selected, schedules the Order at the current moment.
    – The period options, when selected, schedule an appointment in a future time frame, which can be in days, weeks, months, or years.
    Search icon - to change the Performing Provider name displayed on the Procedure (only on Procedures with 'Entered' status or no status).
    [+] - click to add a new Performing Provider by entering the details. Note: The Medics Search displays Providers of type RD (Referring Provider), DR (Attending Provider), ZE (Organization Provider), and ZR (Referring Organization).

    On the Order Tab

    Refer to Table 1 to understand the significance of Order statuses:
    Table 1:
    No. Status Significance
    1. Entered Order is created, but the user does not have approval rights.
    2. Approved Order has been approved; the user has the required approval rights.
    3. Ordered Order has been ordered via Print, Fax, or eSent.
    4. Results Received Results for the Order have been entered or attached.
    5. Complete and Reviewed The Order has been reviewed.
    6. Deleted The Order has been deleted.


    On the Lab/Radiology Order Tab
    Refer to 'See Also' at the end for more details on Lab and Radiology Order.

    On the Consult Order Tab
    Order Details – displays the order details, which are as entered on the Select Tab. Only the Order By, Reason, ICD link, and Order Date fields in the section are editable. For Statuses and their significance refer to Table 1.
    Refer To – this section displays details such as the name, telephone number, address, email address (if available), and n2n email address (if available). The link, Refer To, when clicked, invokes the Consult Provider Search popup (displaying Providers of types DR, RD, ZE, and ZR).
    The CC: link invokes the Medics Search popup with categories such as Medics, Address Book, Others, and Surescripts.
    Consult Tab – The editable fields are Subject (only if the status is Entered or Approved), Fax Coversheet option, Attach (only if the status is Entered or Approved), and the text editor. The working and functioning of the Consult Tab is similar to the existing functionality of Letters-Out; the text area displays the Letter Template HTML associated with the Consult Master. It is possible to edit the letter body only if the status of the Order is Entered or Approved. The Attach icon, when clicked, invokes the Document List search to choose an attachment from.
    Response Tab – this tab is enabled for Orders with the status 'Ordered'. The Attachment button on the tab provides the option to attach a Consult Report either from the user's computer or from the Document List.
    Consult Attach is available from three locations: - Menu: Messages → Click Attach - Menu: Messages → Click Scan - Menu: Messages → Click Letters-In
    Note:
    • A new consult property defines the sequence in the Document List for the 'Consult' type. On the Document List, if a Consult Order is available, then the Order is displayed; if the result is available, then the Consult result is displayed.
    • Once the Consult result is attached, it enables the Review icon, and once the review comments are entered, the Order status changes to 'Complete & Reviewed'.

    On the Procedure Order Tab

    The UI of the Order Tab consists of Order Details at the top, followed by the provision to add results on three tabs, namely: Procedural, Pre-Procedural, and Attachments.
    The Procedure Order provides the ability to:
    - Visit the patient's past ICD, Face Sheet, Document List, and Doctor Form.
    - Copy from existing Procedures present in the patient's encounter.
    - Review the results of procedures performed.
    - Assign optional CPT/HCPCS
    - Enter review comments for the results received
    • The newly created Order displays the order details with the status 'Entered'—unless the user has access rights defined for CPOE, in which case the Order status displays as 'Approved'.
    • The Order status changes from 'Entered'/'Approved' to 'Results Received' if the Procedural form details are entered and saved, and also if any attachments are added to the order form and saved on the Attachment Tab.
    • The Pre-Procedural tab remains disabled if the Procedure does not have a Pre-Procedural template associated. The Pre-Procedural tab is available for entering details if the Procedure has a Pre-Procedural template associated.
    Note: A Pre-Procedural form when filled and saved, does not impact the Order status; i.e., there is no change in the status of the Order.
    Hint iconHint:
      The CPT/HCPCS button is enabled if the Procedural template has optional CPT/HCPCS assigned to it. The DocForm icon is enabled if the Procedural template has a Doctor Form associated with it.

    Preview of Procedure Order
    On the Preview of the Procedure Order (with statuses 'Entered'/'Approved'/'Ordered'), the Procedure Order details are displayed, followed by Pre-Procedural details.
    Preview of Procedure Result
    On the Preview of the Procedure Result (with status 'Result Received'), the Procedure Order details are displayed, followed by Attachments (if available), and then followed by Pre-Procedural details (if a print template is available).
    Hint:
    - The templates used are the Procedure Order Template (as selected in the Procedure Master) and the Pre-Procedural template (assigned in Clinic Forms); if the print template of the Procedure Order is not defined, then the system considers the default template for preview and print. If the print template of the Pre-Procedural is not defined, then the Pre-Procedural details are not displayed on preview and print.
    - No Fax, Email, or Download options are available for an Internal Procedure.
    External Procedure Order
    The External Procedure Order screen is the same as the Letter-Out screen. The Attach icon, when clicked, invokes the Document List screen.
    Note: The External Order, once ordered, is removed from the Orders list.

    Action Buttons

    Create Order: Click to create the order.
    Save: Click to save any updated details.
    Reset: Click to revert unsaved changes.

    See Also: Lab Order | Radiology Order