Create an order for an existing patient

 

One method for creating an order starts with finding the patient’s record. From there, you can enter in the order details.

  1. Click the Scheduling tab.

  2. Click the Patient tab to display the patient table.

  3. Use the Filter button, , to find the patient record. If no patient record is found, create an order for a new patient.

  4. Click the New Order button, , in the row containing the patient information. This displays the new order page.

  5. Fill in the order details. Required fields are highlighted and must be filled in.

    1. Click the Show List button, , in the Procedure field to select a procedure. Only one procedure can be defined at a time. Use the Save and Clone button to define multiple exams.

    2. Click the Scan button, , to scan and upload relevant documents to this order.

    3. Click the Attach button, , to upload an existing document to this order.

    4. Click the Show List button, , and select a referring physician. Add additional referring physicians if necessary by clicking on the Add Record button, .

    5. Confirm the patient’s insurance information associated with this order.  Note that the insurance provider selection applies to this order only. Edit the patient record to make permanent changes to the patient’s default insurance provider information.

  6. Click one of the following buttons to finish:

For details on assigning a scheduled date and time for an existing order, refer to scheduling an exam.