Orders Tab
- Dylan Nigh
The Orders tab and ability are 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.
Protip: Orders can be accessed from the Orders tab within the Patient ability or the Orders ability icon on the toolbar (Customize Toolbar if the ability is hidden).
Order Filters
The settings of these filters determines what Orders appear in the Order Table. Each order record is associated to an office, provider, user, type and status. An order must match all of the selected filters, or it will be omitted from the order table. After selecting the filters, click the Reload button to the right of the order window to update the table so it reflects the new information.
By default, with a patient selected, these filters will be set to All Offices, All Providers, All Users, All Order Types, and status Open. This will display all open orders for the selected patient. Without a patient selected, the filters will default to All Offices, All Providers, the logged in user, All Order Types, and Open. This will display all open orders assigned to the logged in user.
Order Table
The upper portion of the Orders tab/ability contains the orders table. This area displays a list of orders based on the above filters, and is used to create new order records.
Click the green plus button to create a new order. More information on creating orders can be found in the article Creating Orders. Click the red minus button to archive an order.
The order table contains a number of columns that display some details of the order at a glance. The table can be sorted by any column - just click on the column header to toggle between ascending and descending order.
Order Details Pane
The Order Detail pane will display all of the information pertaining to the order including the Patient information, Careslip information, Lab information, Notes, Status, Assignees, etc.
Assignment & Status Pane
On the right in the middle portion of the Order Detail area, there are several menus and checkboxes that will help assign An order can be assigned to any MacPractice user and this field is used as a filter above the Order Table. An order can only be assigned to one user at a time, but it can be transferred between users.
For example, a provider may create an order, requesting a front office worker call a referral regarding a patient. The provider creates the order and assigns it to the front office worker. The front office worker calls the referral, gets the necessary information, notes it in the order, and assigns the order back to the provider. The provider can then review the information and close the order to indicate its completion.
Notes Pane
The right side of the order detail pane holds the Notes field for free-form notes on the order. Click the Add Note button to post the note to the order. Once a note is posted it is displayed below the note field and cannot be edited. Each note includes a date and time stamp, the user that posted the note, and the user the order was assigned to at the time.