There are several options for creating an order.


Option #1

  • Go to the Advanced Progress Note screen.

  • Click on the Pending Orders link, located in the Patient Dashboard section


  • The following screen will be displayed:


  • Press the Add New Order button, located at the top of the screen.


  • The following screen will be displayed:


  • Select the All button, in the tab called New Order.
  • Search for the code, which you want to create the order (For this example, we will search for code 85025 Complete CBC).


  • Select the gray star to add the code to the frequent codes.
  • Press the Add button next to the description.


  • To select multiple codes, press the button next to the All option.
  • You can also press the Settings button and select the Open Frequent control on start up option, so that the Multiple Code Selection screen is automatically displayed when an order is added.


  • The following screen will be displayed:

        

  • Select the codes, which you want to add to the order (For this example, the codes 85027, 82465 and 80069 were selected).
  • Then press the Save button.

       

  • Automatically, the selected codes will be displayed, to proceed to create the order.


  • Click on the date to select a future date.


  • To add a diagnostic code, press the magnifying glass, which is located in the Dx and DX 2 boxes.


  • The following screen will be displayed:


  • Perform the diagnostic search for the order.
  • Press the Add button, located next to the diagnosis.


  • If the diagnostic code you used is not the correct one, press the right mouse button and select the corresponding option.


  • To add a note related to the order, click on the icon located in the Notes column.


  • Type a note related to the selected order, then press the Ok button to save the note or press the Save note as phrase button to save the note as a phrase. 


  • If you selected the Save note as phrase option to save the note as a phrase, it will automatically be saved in the phrase section. 


  • Proceed to do the same with the other orders.
  • Once you have finished creating the order, press the Save button.


  • If the diagnosis is not among the patient's diagnoses, the following message will be displayed.


  • Press the Yes button to add the code to the patient's diagnoses.
  • Press the No button if you do not wish to add the code to the patient's diagnoses.
  • Otherwise, you can select the diagnosis from the Patient Dx Code located at the top of the screen.


  • If you wish to select the code as the patient's main diagnosis, press the Main Dx button.

    If the code cannot be processed for billing, the following message will be displayed:

  • Press the Yes button to add the code.
  • Press the No button to cancel the action.
  • Once you have finished adding the CPT codes, select the diagnosis. (The Patient Dx Code column will display the patient's active diagnoses, in case the diagnosis you want to add to the order is not in the column called ICD Code, select the Add ICD Code button to search for the diagnosis).
    • Now the provider will have three options:
    • Print the order: Press the Print button. The document will be displayed, to be printed by the supplier. The order will also be saved in the system.
    • Save a “Template” of the order: Press the Save as button, the screen will be displayed where the name of the Template will be typed. The next time you want to create an order to another patient exactly like this prescription, you will only have to select the order template.


  • Guardar la orden:  Press the Save button to save the patient's order.
  • You will be able to access from the following screens, the orders created. 
    • Orders: The created order can be viewed in the Pending Orders table in the Orders screen.
    • Advanced Progress Note: The order created can be viewed in the Pending Orders section of the Patient Dashboard.


Opción #2

  • Go to the Advanced Progress Note screen.
  • Press the More button, located next to the Pending Orders text, in the Patient Dashboard section and select the Open Full Page option.


  • Or, press the right mouse button and select the Open Full Page option.


  • The following screen will be displayed:


  • Press the Add New Order button, located at the top of the screen.


  • The following screen will be displayed:


  • Select the All button, in the tab called New Order.
  • Search for the code, which you want to create the order (For this example, we will search for code 85025 Complete CBC).


  • Select the gray star to add the code to the frequent codes.
  • Press the Add button next to the description.


  • To select multiple codes, press the button next to the All option.
  • You can also press the Settings button and select the Open Frequent control on start up option, so that the Multiple Code Selection screen is automatically displayed when an order is added.


  • The following screen will be displayed:

        

  • Select the codes, which you want to add to the order (For this example, the codes 85027, 82465 and 80069 were selected).
  • Then press the Save button.

       

  • Automatically, the selected codes will be displayed, to proceed to create the order.


  • Click on the date to select a future date.


  • To add a diagnostic code, press the magnifying glass, which is located in the Dx and DX 2 boxes.


  • The following screen will be displayed:


  • Perform the diagnostic search for the order.
  • Press the Add button, located next to the diagnosis.


  • If the diagnostic code you used is not the correct one, press the right mouse button and select the corresponding option.


  • To add a note related to the order, click on the icon located in the Notes column.


  • Type a note related to the selected order, then press the Ok button to save the note or press the Save note as phrase button to save the note as a phrase. 


  • If you selected the Save note as phrase option to save the note as a phrase, it will automatically be saved in the phrase section. 


  • Proceed to do the same with the other orders.
  • Once you have finished creating the order, press the Save button.


  • If the diagnosis is not among the patient's diagnoses, the following message will be displayed.


  • Press the Yes button to add the code to the patient's diagnoses.
  • Press the No button if you do not wish to add the code to the patient's diagnoses.
  • Otherwise, you can select the diagnosis from the Patient Dx Code located at the top of the screen.


  • If you wish to select the code as the patient's main diagnosis, press the Main Dx button.

    If the code cannot be processed for billing, the following message will be displayed:

  • Press the Yes button to add the code.
  • Press the No button to cancel the action.
  • Once you have finished adding the CPT codes, select the diagnosis. (The Patient Dx Code column will display the patient's active diagnoses, in case the diagnosis you want to add to the order is not in the column called ICD Code, select the Add ICD Code button to search for the diagnosis).
    • Now the provider will have three options:
    • Print the order: Press the Print button. The document will be displayed, to be printed by the supplier. The order will also be saved in the system.
    • Save a “Template” of the order: Press the Save as button, the screen will be displayed where the name of the Template will be typed. The next time you want to create an order to another patient exactly like this prescription, you will only have to select the order template.


  • Guardar la orden:  Press the Save button to save the patient's order.
  • You will be able to access from the following screens, the orders created. 
    • Orders: The created order can be viewed in the Pending Orders table in the Orders screen.
    • Advanced Progress Note: The order created can be viewed in the Pending Orders section of the Patient Dashboard.


Option #3

  • Go to the Advanced Progress Note screen.
  • Press the More button, located next to the Pending Orders text, in the Patient Dashboard section and select the Add Order option.


  • Or, right-click on the section and select the Add Order option.


  • The following screen will be displayed:


  • Press the Add New Order button, located at the top of the screen.


  • The following screen will be displayed:


  • Select the All button, in the tab called New Order.
  • Search for the code, which you want to create the order (For this example, we will search for code 85025 Complete CBC).


  • Select the gray star to add the code to the frequent codes.
  • Press the Add button next to the description.


  • To select multiple codes, press the button next to the All option.
  • You can also press the Settings button and select the Open Frequent control on start up option, so that the Multiple Code Selection screen is automatically displayed when an order is added.


  • The following screen will be displayed:

        

  • Select the codes, which you want to add to the order (For this example, the codes 85027, 82465 and 80069 were selected).
  • Then press the Save button.

       

  • Automatically, the selected codes will be displayed, to proceed to create the order.


  • Click on the date to select a future date.


  • To add a diagnostic code, press the magnifying glass, which is located in the Dx and DX 2 boxes.


  • The following screen will be displayed:


  • Perform the diagnostic search for the order.
  • Press the Add button, located next to the diagnosis.


  • If the diagnostic code you used is not the correct one, press the right mouse button and select the corresponding option.


  • To add a note related to the order, click on the icon located in the Notes column.


  • Type a note related to the selected order, then press the Ok button to save the note or press the Save note as phrase button to save the note as a phrase. 


  • If you selected the Save note as phrase option to save the note as a phrase, it will automatically be saved in the phrase section. 


  • Proceed to do the same with the other orders.
  • Once you have finished creating the order, press the Save button.


  • If the diagnosis is not among the patient's diagnoses, the following message will be displayed.


  • Press the Yes button to add the code to the patient's diagnoses.
  • Press the No button if you do not wish to add the code to the patient's diagnoses.
  • Otherwise, you can select the diagnosis from the Patient Dx Code located at the top of the screen.


  • If you wish to select the code as the patient's main diagnosis, press the Main Dx button.

    If the code cannot be processed for billing, the following message will be displayed:

  • Press the Yes button to add the code.
  • Press the No button to cancel the action.
  • Once you have finished adding the CPT codes, select the diagnosis. (The Patient Dx Code column will display the patient's active diagnoses, in case the diagnosis you want to add to the order is not in the column called ICD Code, select the Add ICD Code button to search for the diagnosis).
    • Now the provider will have three options:
    • Print the order: Press the Print button. The document will be displayed, to be printed by the supplier. The order will also be saved in the system.
    • Save a “Template” of the order: Press the Save as button, the screen will be displayed where the name of the Template will be typed. The next time you want to create an order to another patient exactly like this prescription, you will only have to select the order template.


  • Guardar la orden:  Press the Save button to save the patient's order.
  • You will be able to access from the following screens, the orders created. 
    • Orders: The created order can be viewed in the Pending Orders table in the Orders screen.
    • Advanced Progress Note: The order created can be viewed in the Pending Orders section of the Patient Dashboard.


Option #4

  • Go to the Advanced Progress Note screen.
  • Press the Add Orders button, located in the Side Bar section.


  • Or, click on the Search button located at the top left of the screen and select the Add Order option.
  • The following screen will be displayed:


  • Select the All button, in the tab called New Order.
  • Search for the code, which you want to create the order (For this example, we will search for code 85025 Complete CBC).


  • Select the gray star to add the code to the frequent codes.
  • Press the Add button next to the description.


  • To select multiple codes, press the button next to the All option.
  • You can also press the Settings button and select the Open Frequent control on start up option, so that the Multiple Code Selection screen is automatically displayed when an order is added.


  • The following screen will be displayed:

        

  • Select the codes, which you want to add to the order (For this example, the codes 85027, 82465 and 80069 were selected).
  • Then press the Save button.

       

  • Automatically, the selected codes will be displayed, to proceed to create the order.


  • Click on the date to select a future date.


  • To add a diagnostic code, press the magnifying glass, which is located in the Dx and DX 2 boxes.


  • The following screen will be displayed:


  • Perform the diagnostic search for the order.
  • Press the Add button, located next to the diagnosis.


  • If the diagnostic code you used is not the correct one, press the right mouse button and select the corresponding option.


  • To add a note related to the order, click on the icon located in the Notes column.


  • Type a note related to the selected order, then press the Ok button to save the note or press the Save note as phrase button to save the note as a phrase. 


  • If you selected the Save note as phrase option to save the note as a phrase, it will automatically be saved in the phrase section. 


  • Proceed to do the same with the other orders.
  • Once you have finished creating the order, press the Save button.


  • If the diagnosis is not among the patient's diagnoses, the following message will be displayed.


  • Press the Yes button to add the code to the patient's diagnoses.
  • Press the No button if you do not wish to add the code to the patient's diagnoses.
  • Otherwise, you can select the diagnosis from the Patient Dx Code located at the top of the screen.


  • If you wish to select the code as the patient's main diagnosis, press the Main Dx button.

    If the code cannot be processed for billing, the following message will be displayed:

  • Press the Yes button to add the code.
  • Press the No button to cancel the action.
  • Once you have finished adding the CPT codes, select the diagnosis. (The Patient Dx Code column will display the patient's active diagnoses, in case the diagnosis you want to add to the order is not in the column called ICD Code, select the Add ICD Code button to search for the diagnosis).
    • Now the provider will have three options:
    • Print the order: Press the Print button. The document will be displayed, to be printed by the supplier. The order will also be saved in the system.
    • Save a “Template” of the order: Press the Save as button, the screen will be displayed where the name of the Template will be typed. The next time you want to create an order to another patient exactly like this prescription, you will only have to select the order template.


  • Guardar la orden:  Press the Save button to save the patient's order.
  • You will be able to access from the following screens, the orders created. 
    • Orders: The created order can be viewed in the Pending Orders table in the Orders screen.
    • Advanced Progress Note: The order created can be viewed in the Pending Orders section of the Patient Dashboard.


Option #5

  • Go to the Advanced Progress Note screen.
  • Press the Main Orders button, located in the Side Bar section.


  • Or, click on the Search button, located at the top left of the screen and select the Main Orders button.
  • The following screen will be displayed:


  • Press the Add New Order button, located at the top of the screen.


  • The following screen will be displayed:


  • Select the All button, in the tab called New Order.
  • Search for the code, which you want to create the order (For this example, we will search for code 85025 Complete CBC).


  • Select the gray star to add the code to the frequent codes.
  • Press the Add button next to the description.


  • To select multiple codes, press the button next to the All option.
  • You can also press the Settings button and select the Open Frequent control on start up option, so that the Multiple Code Selection screen is automatically displayed when an order is added.


  • The following screen will be displayed:

        

  • Select the codes, which you want to add to the order (For this example, the codes 85027, 82465 and 80069 were selected).
  • Then press the Save button.

       

  • Automatically, the selected codes will be displayed, to proceed to create the order.


  • Click on the date to select a future date.


  • To add a diagnostic code, press the magnifying glass, which is located in the Dx and DX 2 boxes.


  • The following screen will be displayed:


  • Perform the diagnostic search for the order.
  • Press the Add button, located next to the diagnosis.


  • If the diagnostic code you used is not the correct one, press the right mouse button and select the corresponding option.


  • To add a note related to the order, click on the icon located in the Notes column.


  • Type a note related to the selected order, then press the Ok button to save the note or press the Save note as phrase button to save the note as a phrase. 


  • If you selected the Save note as phrase option to save the note as a phrase, it will automatically be saved in the phrase section. 


  • Proceed to do the same with the other orders.
  • Once you have finished creating the order, press the Save button.


  • If the diagnosis is not among the patient's diagnoses, the following message will be displayed.


  • Press the Yes button to add the code to the patient's diagnoses.
  • Press the No button if you do not wish to add the code to the patient's diagnoses.
  • Otherwise, you can select the diagnosis from the Patient Dx Code located at the top of the screen.


  • If you wish to select the code as the patient's main diagnosis, press the Main Dx button.

    If the code cannot be processed for billing, the following message will be displayed:

  • Press the Yes button to add the code.
  • Press the No button to cancel the action.
  • Once you have finished adding the CPT codes, select the diagnosis. (The Patient Dx Code column will display the patient's active diagnoses, in case the diagnosis you want to add to the order is not in the column called ICD Code, select the Add ICD Code button to search for the diagnosis).
    • Now the provider will have three options:
    • Print the order: Press the Print button. The document will be displayed, to be printed by the supplier. The order will also be saved in the system.
    • Save a “Template” of the order: Press the Save as button, the screen will be displayed where the name of the Template will be typed. The next time you want to create an order to another patient exactly like this prescription, you will only have to select the order template.


  • Guardar la orden:  Press the Save button to save the patient's order.
  • You will be able to access from the following screens, the orders created. 
    • Orders: The created order can be viewed in the Pending Orders table in the Orders screen.
    • Advanced Progress Note: The order created can be viewed in the Pending Orders section of the Patient Dashboard.


Option #6

  • Go to the Advanced Progress Note screen.
  • Click on the Orders link, located in the Clinical Evaluation section, or click on the Add button in that section. Or press the Add button in the Clinical Evaluation section (It must be configured in the Progress Notes Templates Settings screen).


  • The following screen will be displayed:


  • Press the Add New Order button, located at the top of the screen.


  • The following screen will be displayed:


  • Select the All button, in the tab called New Order.
  • Search for the code, which you want to create the order (For this example, we will search for code 85025 Complete CBC).


  • Select the gray star to add the code to the frequent codes.
  • Press the Add button next to the description.


  • To select multiple codes, press the button next to the All option.
  • You can also press the Settings button and select the Open Frequent control on start up option, so that the Multiple Code Selection screen is automatically displayed when an order is added.


  • The following screen will be displayed:

        

  • Select the codes, which you want to add to the order (For this example, the codes 85027, 82465 and 80069 were selected).
  • Then press the Save button.

       

  • Automatically, the selected codes will be displayed, to proceed to create the order.


  • Click on the date to select a future date.


  • To add a diagnostic code, press the magnifying glass, which is located in the Dx and DX 2 boxes.


  • The following screen will be displayed:


  • Perform the diagnostic search for the order.
  • Press the Add button, located next to the diagnosis.


  • If the diagnostic code you used is not the correct one, press the right mouse button and select the corresponding option.


  • To add a note related to the order, click on the icon located in the Notes column.


  • Type a note related to the selected order, then press the Ok button to save the note or press the Save note as phrase button to save the note as a phrase. 


  • If you selected the Save note as phrase option to save the note as a phrase, it will automatically be saved in the phrase section. 


  • Proceed to do the same with the other orders.
  • Once you have finished creating the order, press the Save button.


  • If the diagnosis is not among the patient's diagnoses, the following message will be displayed.


  • Press the Yes button to add the code to the patient's diagnoses.
  • Press the No button if you do not wish to add the code to the patient's diagnoses.
  • Otherwise, you can select the diagnosis from the Patient Dx Code located at the top of the screen.


  • If you wish to select the code as the patient's main diagnosis, press the Main Dx button.

    If the code cannot be processed for billing, the following message will be displayed:

  • Press the Yes button to add the code.

  • Press the No button to cancel the action.
  • Once you have finished adding the CPT codes, select the diagnosis. (The Patient Dx Code column will display the patient's active diagnoses, in case the diagnosis you want to add to the order is not in the column called ICD Code, select the Add ICD Code button to search for the diagnosis).
    • Now the provider will have three options:
    • Print the order: Press the Print button. The document will be displayed, to be printed by the supplier. The order will also be saved in the system.
    • Save a “Template” of the order: Press the Save as button, the screen will be displayed where the name of the Template will be typed. The next time you want to create an order to another patient exactly like this prescription, you will only have to select the order template.


  • Guardar la orden:  Press the Save button to save the patient's order.
  • You will be able to access from the following screens, the orders created. 
    • Orders: The created order can be viewed in the Pending Orders table in the Orders screen.
    • Advanced Progress Note: The order created can be viewed in the Pending Orders section of the Patient Dashboard.



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