There are several options for creating an order template. 


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: 


  • Place the order. Once completed, press the Save As button located at the top of the screen.


  • The following screen will be displayed:


  • Type a name that describes the order template.


  • If you want to replace the created template with an existing one, select the Replace Existing Template option.


  • Select the existing template, which you want to replace.


  • Select the Just for me option, if the template created will be used only by the provider who is creating it. 


  • Select the Everybody option, so that the template created will be used by all suppliers.
  • Once the supplier has selected the corresponding option, press the OK button.


Option #2

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


  • 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: 


  • Place the order. Once completed, press the Save As button located at the top of the screen.


  • The following screen will be displayed:


  • Type a name that describes the order template.


  • If you want to replace the created template with an existing one, select the Replace Existing Template option.


  • Select the existing template, which you want to replace.


  • Select the Just for me option, if the template created will be used only by the provider who is creating it. 


  • Select the Everybody option, so that the template created will be used by all suppliers.
  • Once the supplier has selected the corresponding option, press the OK button.


Option #3

  • Go to the Advanced Progress Note screen.
  • Click on the More button, located next to the Pending Orders link 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: 


  • Place the order. Once completed, press the Save As button located at the top of the screen.


  • The following screen will be displayed:


  • Type a name that describes the order template.


  • If you want to replace the created template with an existing one, select the Replace Existing Template option.


  • Select the existing template, which you want to replace.


  • Select the Just for me option, if the template created will be used only by the provider who is creating it. 


  • Select the Everybody option, so that the template created will be used by all suppliers.
  • Once the supplier has selected the corresponding option, press the OK button.


Option #4

  • Go to the Advanced Progress Note screen.
  • Press the Add Order 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: 


  • Place the order. Once completed, press the Save As button located at the top of the screen.


  • The following screen will be displayed:


  • Type a name that describes the order template.


  • If you want to replace the created template with an existing one, select the Replace Existing Template option.


  • Select the existing template, which you want to replace.


  • Select the Just for me option, if the template created will be used only by the provider who is creating it. 


  • Select the Everybody option, so that the template created will be used by all suppliers.
  • Once the supplier has selected the corresponding option, press the OK button.


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 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: 


  • Place the order. Once completed, press the Save As button located at the top of the screen.


  • The following screen will be displayed:


  • Type a name that describes the order template.


  • If you want to replace the created template with an existing one, select the Replace Existing Template option.


  • Select the existing template, which you want to replace.


  • Select the Just for me option, if the template created will be used only by the provider who is creating it. 


  • Select the Everybody option, so that the template created will be used by all suppliers.
  • Once the supplier has selected the corresponding option, press the OK button.


Option #6

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


  • The following screen will be displayed: 


  • Place the order. Once completed, press the Save As button located at the top of the screen.


  • The following screen will be displayed:


  • Type a name that describes the order template.


  • If you want to replace the created template with an existing one, select the Replace Existing Template option.


  • Select the existing template, which you want to replace.


  • Select the Just for me option, if the template created will be used only by the provider who is creating it. 


  • Select the Everybody option, so that the template created will be used by all suppliers.
  • Once the supplier has selected the corresponding option, press the OK button.



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