Help : Add Order

Add an order for a lab or scan by clicking on the plus icon in the upper righthand corner of the Open Orders block or, more commonly, from an open encounter note.

Add/Schedule Orders pop-upWhen the Add/Schedule Orders pop-up first appears, you will see automatically-generated lists of common or favorite orders below the "Run the Following Tests" search bar.
  • Patient's Favorites are the orders that have most commonly been placed for this patient.
  • Common Labs and Common Scans are the labs and scans that have most commonly been used by the whole practice.
  • Note that these automatically-generated lists of common or favorite orders cannot be manually modified.
Click on an order from one of these lists to add it, or type in the search bar to search by order title, subtitle, category, CPT or ICD10 code, nickname, and/or description using whole or partial words. The system will search the database as you type and list results below. By default, the system will return results from your preferred short list, which includes any order you have ever added to a patient's chart, along with orders that you have manually added to the list. If there are no matches on your short list, or if you enter a “+” in the search bar, it will instead return all matching entries from the full code set.
  • How to manually edit your preferred short list: type to search for an order that you would like to manually add (or remove) from the short list. Right-click on the order when it appears in the search results list and select "ADMIN: Add/Remove as preferred CPT". A pop up will appear confirming that you have added or removed that item from the orders short list.
You may add multiple orders at once by continuing to select from the favorites list and/or using the search bar. You must also specify one or more reasons (diagnostic codes) for the order. If you add the order from an encounter note, any diagnosis in the encounter note when the order is added will automatically appear in the order form. Remove a diagnosis from the form using the [x] button to the left of the diagnosis. Add diagnoses using the search box provided. Add notes, if desired, or leave default text.

Adding Orders via Chart Parts

You can add orders into a Chart Part to make it an easy addition to an open SOAP note. When you set up a Chart Part, choose Order/Lab from the Add Action drop down menu at the bottom of the Add New Template pop up. Then, search for the order you are looking for in the smart search bar, and add it to the Chart Part. You can add multiple orders, as well as corresponding diagnoses and text for the SOAP note in this pop up. Save, and add to your open SOAP note as normal. This will show the Order, as well as any diagnoses or other actions associated with the Chart Part to the Suggested Actions block in the SOAP note.