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The Orders Ability is used to enter information about a patient's care and to coordinate tasks and workflow with other MacPractice users within the Office. It's a great tool that, when used correctly, can streamline your office's workflow.

Table of Contents

Configuring Orders

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Using Orders

Configuring Orders

While there isn't much that needs to be set up initially, there are a few items you'll want to review before using Orders.

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Order Types are used to organize and categorize orders within the Orders Table. MacPractice comes with eighteen default order types, ten of which are reserved for use with special features. However, you can create custom Order Types to serve any purpose you need within your office.
A user cannot create Orders with a reserved order type.
You can review all Order Types here.

All Order Types are stored in the References Ability.  Navigate to the References Ability and select the Order Types node in the sidebar. You can expand the node to see all of the Order Types present within your office's database.

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Configuring Order Preferences

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Finally, you'll want to review your Preferences for Orders. Navigate to the MacPractice Menu and select "Preferences". Select "Orders" from the sidebar.

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The Reminders options allow you to control when reminders will pop up. You'll want to configure these to your liking. Please refer to the Orders Preferences - Orders page for more details.

Using Orders

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The Reminder Lightbulb will light up if the currently logged in user has an Order assigned to them with a Reminder active.

  • Default: No Reminders

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  • glossary_Lightbulb.pngImage Added
  • Yellow: A Reminder is queued Up

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  • Red: An urgent reminder is queued up.

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    You can then click the Lightbulb to get a list of all currently active Reminders.

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For more information, please refer to the Reminders article.

Orders and Attachments

Sometimes you'll want to include additional information to an Order. For this purpose, you can include Attachments on an Order. You can do this from either the Orders Ability or the Attachments Ability.

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As we discussed previously in Adding and Configuring Order Types, there are ten default order types that are reserved for special purposes. We won't cover all of them here in this guide, but we will cover some of the most common ones. For more information on Order Types, please refer to the Order Types articlehttps://macpractice.atlassian.net/wiki/spaces/MPHelpDesk/pages/72352740/Orders+Tab#Order-Type.

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  • Careslip Changes: These Orders are created from the EMR Ability, the EHR Ability, or the iEHR App if a user creates a Billing Order. This generates a Careslip Changes Order in the Patient's Orders. Instead of a Short and Long Description, information concerning the billing codes and diagnosis codes will appear instead.
    There will also be a "Post Charges" button present that, when clicked, will post all charges in the Order to the Patient's Ledger. The New Charge window will appear, which gives you the opportunity to make any changes.

  • Laboratory: Lab Orders types are used to create and manage lab requisitions and receive lab results from selected laboratories. Configuring lab requisitions is an additional purchased feature. For more information, please contact the MacPractice Corporate Sales team or refer to the Labs Ability article here.

  • HL7 Imported Transactions: This Order Type is used for transactions that were imported via HL7. For example, transactions from the iPhone interface or from SpringCharts would come through as an HL7 Imported Transaction. For more information on these, please refer to the HL7 Imported Transactions article.

  • Patient Portal Corrections: This Order Type is used for any corrections received from the Patient Portal. This can include messages, or updated demographic information.