Version 20.14

Path: Well Visit Note > Plan/Orders
Path: Encounter Visit Note > Orders

About

The Order Worksheet is used to assign tasks to Departments within the Practice. Orders can be associated with an Encounter or Well Visit template to automatically populate the tabs of the Order Worksheet, or they are entered into the tabs of the Order Worksheet. 

The first tab is the Order Worksheet Summary. This tab displays orders populated by the template and what was added to each tab of the Order Worksheet.

Click + to expand the sections below.

Medications

The Med tab displays ongoing and recent medications for the patient. Medications can be refilled or prescribed from this tab.

Prescribe a Medication

1. Click the Med tab.
2. Begin entering the Name of the medication and press the Enter key or click the Ellipsis button to view all matching Medication Favorites.

1. In the Choose Primary Diagnosis window, select the Diagnosis and click OK. If there is more than one Diagnosis Code, select them from the list and click the OK button. Click the Cancel button to leave the DX field blank for the prescription.
2. Double-click a Medication in the Medication Finder window, and click OK. The Prescription window is displayed.

5. Complete the details of the Prescription, and click one of the following:

• Send: e-Prescribe and save.
• Print: Print and save.
• Save: Save the prescription but e-Prescribe or print at a later time.

Refill a Medication

1. Click the Med tab, and expand the Ongoing Medications.
2. Double-click the Medication to refill. A Confirmation window is displayed to refill the highlighted Medication.
3. Click the Yes button. The Prescription window is displayed.
4. Make any changes that are necessary, and complete the details of the prescription. 
5. Click one of the following:

• Send: e-Prescribe and save.
• Print: Print and save.
• Save: Save the prescription but e-Prescribe or print at a later time.

 Labs / Diagnostic Tests

The Lab tab displays Labs or Diagnostic Tests associated with the selected template. Additional Labs or Diagnostic Tests can be added from this tab.

Add a Diagnostic Test

1. Click the Lab tab. Diagnostic Tests associated with the template are displayed.
2. Review the listed tests and select or deselect the checkbox in the Add column to add or remove a Test from the orders. If no additional tests need to be manually entered, proceed to step 4.
3. If the diagnostic test is not listed, complete the following:

1. Click into the Diagnostic Test Name field or click the Add button , and enter the name of the Diagnostic Test.
2. Select a test from the list.
3. (Optional) Add Special Instructions.
4. (Optional) Add the Dx code.
5. Click the Department drop-down arrow, and select the Department that will complete the task.
6. Click the Save button  to save.
7. Repeat the above steps for additional Diagnostic Tests.

1. Click the Create button to assign the tasks to the selected departments.
2. Click OK to confirm you want to create the tasks.

 Immunizations

The Imm tab displays Immunizations associated with the selected template. Additional Immunizations can be added from this tab.

Add a Vaccine

1. Click the Imm tab. Immunizations associated to the template are displayed in the Immunization Picklist section.

1. Click the radio button in Tdy column for the vaccine(s) that will be ordered today. If no additional Vaccines need to be manually entered, proceed to step 4.
2. If the Vaccine is not listed, follow these steps:

1. Click into the Vaccine Name field or click the Add button , and enter the name of the Vaccine.
2. Select a vaccine from the list.
3. (Optional) Add Special Instructions.
4. Click the Department drop-down arrow, and select the Department that will complete the task.
5. Confirm the Tdy radio button is selected.
6. Click the Save button  to save.
7. Repeat the above steps for additional Vaccines.

1. Click the Create button.
2. Click OK to confirm you want to create the tasks.

Defer a Vaccine

When a Vaccine is deferred it indicates that the parent chose not to have the child receive the Vaccine at this time. When a Vaccine is deferred, the vaccine will continue to be forecast as due or past due. This option should be chosen when a parent is unsure they wish to vaccinate the child or if the practice wishes to continue to forecast the vaccine to discuss with the parent/child at a later time.

1. Click the Imm tab. Immunizations associated with the template are displayed in the Immunization Picklist section.
2. Click the Def radio button to defer a Vaccine.

1. Click the Create button. The Refuse/Defer Vaccine window is displayed.

1. Complete the following fields:

• Defer until: The date defaults 2 weeks from the current date. If you wish to change the date, click into the field and enter a date or click the drop-down and select from the calendar.
• Reason: Select the reason for deferring the Vaccine.
• Details: Select the detailed reason from the drop-down.
• Vaccine: Confirm the Vaccine displayed is the vaccine that is being deferred.
• Comments: Enter additional Comments, if necessary.
• Create consent task for refusal/deferral: Select the checkbox to create a Task for a deferral consent form, if this is your practice policy.

1. Click the Save button.
2. Click OK to confirm you want to create the tasks. The Tasks are created when a Vaccine is deferred and the checkbox is selected to create a consent Task for the deferral.

Refuse a Vaccine

1. Click the Imm tab.
2. Click the Ref radio button to refuse a Vaccine.
3. Click the Create button. The Refuse/Defer Vaccine window is displayed.

1. Complete the fields below:

• Reason: Select the reason for refusing the Vaccine.
• Details: Select the detailed reason from the drop-down.
• Vaccine: Confirm the Vaccine displayed is the vaccine that is being refused.
• Comments: Enter additional Comments, if necessary.
• Create consent task for refusal/deferral: Select the checkbox to create a Task for a refusal consent form, if this is your practice policy.

1. Click the Save button. A Confirmation window is displayed to create the Immunization Tasks.
2. Click the OK button. The Task is created to complete the vaccine refusal consent form if the checkbox was selected on the Refuse/Defer Vaccine window.

Patient Education

The Pat Ed tab displays Patient educational material(s) if associated to the selected template. Additional materials can be added from this tab.

Add Patient Education

1. Click the Pat Ed tab. Resource handouts associated to the template will display in the Resource Picklist section.
2. Review the listed Resources and select or deselect the checkbox in the Add column to add or remove a Resource from the orders. If no additional resources need to be manually entered, proceed to step 4.
3. If the Resource is not listed, complete the following:

1. Click into the Resource Name/Location field or click the Add button , and enter the name of the resource.
2. Select a resource from the list.
3. (Optional) Click the ellipse button to search and attach a file saved in a folder.
4. (Optional) Click the scanner icon to search for scanned educational handouts.
5. Click the Department drop-down arrow, and select the Department that will complete the task. Selecting the Patient Department sends the Resource(s) to the Patient Portal.
6. Click the Save button  to save.
7. Repeat the above steps for additional Resources.

1. Click the Create button to create the Resources and send the task to the proper department.

Surveys

The Survey tab displays Surveys if associated to the selected template. Additional surveys can be added from this tab.

Add a Survey

1. Click the Survey tab. Surveys associated with the template are displayed in the Survey Picklist section.
2. Review the listed Surveys and select or deselect the checkbox in the Add column to add or remove a Survey from the orders. If no additional Surveys need to be manually entered, proceed to step 4.
3. To add an additional Survey, complete the following steps:

1. Click into the Survey Name field or click the Add button, and enter the name of the Survey.
2. Select a Survey from the list. The practice must have a subscription to CHADIS to select the CHADIS source surveys.
3. (Optional) Add Special Instructions.
4. (Optional) Add the ICD-10 code.
5. (Optional) Add the CPT code.

6. Click the Department drop-down arrow, and select the Department that will complete the task. Selecting the Patient Department sends the Survey to the Patient Portal.
7. Click the Save button  to save.
8. Repeat the above steps for additional Surveys.

1. Click the Create button to create the Resources and send the task to the proper department.

Follow-Up

The Follow-up tab displays the recommended follow-up tasks for the patient, such as scheduling the patient's next appointment or creating callback tasks and callback instructions to a selected calendar. Additional follow-up tasks can be added from this tab.

Add a Follow-up Task

1. Click the Follow-up tab. Follow-up appointments associated with the template are displayed in the Follow-up Picklist section.
2. Review the listed follow-ups and select or deselect the checkbox in the Add column to add or remove a follow-up from the orders. If no additional follow-ups need to be manually entered, proceed to step 4.
3. To add an additional Follow-Up, complete the following steps:

1. Click into the Schedule: Next Visit / Appt. Reason field or click the Add button, and use the drop-down list to select the appropriate Visit reason/template for the follow-up. If the reason for follow-up is not listed as a template, enter the reason in the field.
2. Confirm the number of appointments and frequency.
3. (Optional) Add Timeframe / Special Instructions.
4. Click the Department drop-down arrow, and select the Department that will complete the task.
5. Click the Save button  to save.
6. Repeat the above steps for additional follow-ups.

1. Click the Create button to create the Follow-up and send the task to the proper department.

Create Call Back Tasks/Reminders

Tasks and/or Calendar reminders can be created by completing the following information:

Other

The Other tab displays tasks associated with the selected template. This tab is typically used for instruction, procedures, and referrals. Additional tasks can be added from this tab.

Add Other Tasks

1. Click the Other tab. Other tasks associated with the template will display in the Other Picklist section.
2. Review the listed tasks and select or deselect the checkbox in the Add column to add or remove a task from the orders. If no additional tasks need to be manually entered, proceed to step 4.
3. To add an additional task, complete the following steps:

1. Click into the Task Name/Description field, click the Add button, or use the Phrase Construction button to enter or select the task.
2. Confirm the Task Type selection and change, if needed.
3. Confirm the default Due Date selection and change, if needed.
4. (Optional) Select an ICD-10 and CPT Code. 
5. Confirm the Department that will receive the task, or click the Department drop-down arrow, and select the Department that will complete the task.
6. Click the Save button  to save.
7. Repeat the above steps for additional follow-ups.

1. Click the Create button to create the task and send it to the proper department.

Version 20.13

Path: Well Visit Note > Plan/Orders
Path: Encounter Visit Note > Orders

Overview

The Order Worksheet is used to assign tasks to departments within the practice. Orders can be associated to an Encounter or Well Visit template to automatically populate the tabs of the Order Worksheet, or they be entered into the tabs of the Order Worksheet. 

The first tab is the Order Worksheet Summary. This tab displays orders populated by the template and what was added to each tab of the Order Worksheet.

Click + to expand the sections below.

Medications

The Med tab displays ongoing and recent medications for the patient. Medications can be refilled or prescribed from this tab.

Prescribe a Medication

1. Click the Med tab.
2. Begin entering the Name of the medication and press the Enter key or click the Ellipsis button to view all matching Medication Favorites.

1. In the Choose Primary Diagnosis window, select the Diagnosis and click OK. If there is more than one Diagnosis Code, select them from the list and click the OK button. Click the Cancel button to leave the DX field blank for the prescription.
2. Double-click a Medication in the Medication Finder window, and click OK. The Prescription window is displayed.

5. Complete the details of the Prescription, and click one of the following:

• Send: e-Prescribe and save.
• Print: Print and save.
• Save: Save the prescription but e-Prescribe or print at a later time.

Refill a Medication

1. Click the Med tab, and expand the Ongoing Medications.
2. Double-click the Medication to refill. A Confirmation window is displayed to refill the highlighted Medication.
3. Click the Yes button. The Prescription window is displayed.
4. Make any changes that are necessary, and complete the details of the Prescription. 
5. Click one of the following:

• Send: e-Prescribe and save.
• Print: Print and save.
• Save: Save the prescription but e-Prescribe or print at a later time.

 Labs / Diagnostic Tests

The Lab tab displays Labs or Diagnostic Tests associated to the selected template. Additional Labs or Diagnostic Tests can be added from this tab.

Add a Diagnostic Test

1. Click the Lab tab. Diagnostic Tests associated to the template are displayed.
2. Review the listed tests and select or deselect the checkbox in the Add column to add or remove a Test from the orders. If no additional tests need to be manually entered, proceed to step 4.
3. If the diagnostic test is not listed, complete the following:

1. Click into the Diagnostic Test Name field or click the Add button , and enter the name of the Diagnostic Test.
2. Select a test from the list.
3. (Optional) Add Special Instructions.
4. (Optional) Add the Dx code.
5. Click the Department drop-down arrow, and select the Department that will complete the task.
6. Click the Save button  to save.
7. Repeat the above steps for additional Diagnostic Tests.

1. Click the Create button to assign the tasks to the selected departments.
2. Click OK to confirm you want to create the tasks.

 Immunizations

The Imm tab displays Immunizations associated to the selected template. Additional Immunizations can be added from this tab.

Add a Vaccine

1. Click the Imm tab. Immunizations associated to the template are displayed in the Immunization Picklist section. 

1. Click the radio button in Tdy column for the vaccine(s) that will be ordered today. If no additional Vaccines need to be manually entered, proceed to step 4.
2. If the Vaccine is not listed, follow these steps:

1. Click into the Vaccine Name field or click the Add button , and enter the name of the Vaccine.
2. Select a vaccine from the list.
3. (Optional) Add Special Instructions.
4. Click the Department drop-down arrow, and select the Department that will complete the task.
5. Confirm the Tdy radio button is selected.
6. Click the Save button  to save.
7. Repeat the above steps for additional Vaccines.

1. Click the Create button.
2. Click OK to confirm you want to create the tasks.

Defer a Vaccine

When a Vaccine is deferred it indicates that the parent chose not to have the child receive the Vaccine at this time. When a Vaccine is deferred, the vaccine will continue to forecast as due or past due. This option should be chosen when a parent is unsure they wish to vaccinate the child or if the practice wishes to continue to forecast the vaccine to discuss with the parent/child at a later time.

1. Click the Imm tab. Immunizations associated to the template are displayed in the Immunization Picklist section.
2. Click the Def radio button to defer a Vaccine.

1. Click the Create button. The Refuse/Defer Vaccine window is displayed.

1. Complete the following fields:

• Defer until: The date defaults 2 weeks from the current date. If you wish to change the date, click the Field and enter a date or click the drop-down and select a date.
• Reason: Select the reason for deferring the Vaccine.
• Details: Select the detailed reason from the drop-down.
• Vaccine: Confirm the Vaccine displayed is the vaccine that is being deferred.
• Comments: Enter additional Comments, if necessary.
• Create consent task for refusal/deferral: Select the checkbox to create a Task for a deferral consent form, if this is your practice policy.

1. Click the Save button.
2. Click OK to confirm you want to create the tasks. The Tasks are created when a Vaccine is deferred and the checkbox is selected to create a consent Task for the deferral.

Refuse a Vaccine

1. Click the Imm tab.
2. Click the Ref radio button to refuse a Vaccine.
3. Click the Create button. The Refuse/Defer Vaccine window is displayed.

1. Complete the fields below:

• Reason: Select the reason for refusing the Vaccine.
• Details: Select the detailed reason from the drop-down.
• Vaccine: Confirm the Vaccine displayed is the vaccine that is being refused.
• Comments: Enter additional Comments, if necessary.
• Create consent task for refusal/deferral: Select the checkbox to create a Task for a refusal consent form, if this is your practice policy.

1. Click the Save button. A Confirmation window is displayed to create the Immunization Tasks.
2. Click the OK button. The Task is created to complete the vaccine refusal consent form if the checkbox was selected on the Refuse/Defer Vaccine window.

Patient Education

The Pat Ed tab displays Patient educational material(s) if associated to the selected template. Additional materials can be added from this tab.

Add Patient Education

1. Click the Pat Ed tab. Resource handouts associated to the template will display in the Resource Picklist section.
2. Review the listed Resources and select or deselect the checkbox in the Add column to add or remove a Resource from the orders. If no additional Resources need to be manually entered, proceed to step 4.
3. If the Resource is not listed, complete the following:
   1. Click into the Resource Name/Location field or click the Add button , and enter the name of the resource.
   2. Select a resource from the list.
   3. (Optional) Click the ellipse button to search and attach a file saved in a folder.
   4. (Optional) Click the scanner icon to search for scanned educational handouts.
   5. Click the Department drop-down arrow, and select the Department that will complete the task. Selecting the Patient Department sends the Resource(s) to the Patient Portal.
   6. Click the Save button  to save.
   7. Repeat the above steps for additional Resources.
4. Click the Create button to create the Resources and send the task to the proper department.

Surveys

The Survey tab displays Surveys if associated to the selected template. Additional surveys can be added from this tab.

Add a Survey

1. Click the Survey tab. Surveys associated to the template are displayed in the Survey Picklist section.
2. Review the listed Surveys and select or deselect the checkbox in the Add column to add or remove a Survey from the orders. If no additional Surveys need to be manually entered, proceed to step 4.
3. To add an additional Survey, complete the following steps:

1. Click into the Survey Name field or click the Add button , and enter the name of the Survey.
2. Select a Survey from the list. The practice must have a subscription to CHADIS to select the CHADIS source surveys.
3. (Optional) Add Special Instructions.
4. (Optional) Add the ICD-10 code.
5. (Optional) Add the CPT code.

6. Click the Department drop-down arrow, and select the Department that will complete the task. Selecting the Patient Department sends the Survey to the Patient Portal.
7. Click the Save button  to save.
8. Repeat the above steps for additional Surveys.

1. Click the Create button to create the Resources and send the task to the proper department.

Follow-Up

The F/U tab displays the recommended follow-up tasks for the patient, such as to schedule the patient's next appointment or to create call back tasks and call back instructions to a selected calendar. Additional follow-up tasks can be added from this tab.

Add a Follow-Up Task

1. Click the F/U tab. Follow up appointments associated to the template are displayed in the F/U Picklist section.
2. Review the listed Follow-Ups and select or deselect the checkbox in the Add column to add or remove a Follow-Up from the orders. If no additional Follow-Ups need to be manually entered, proceed to step 4.
3. To add an additional Follow-Up, complete the following steps:
   1. Click into the Schedule: Next Visit / Appt. Reason field or click the Add button , and use the drop-down list to select the appropriate Visit reason/template for the follow-up. If the reason for follow-up is not listed as a template, enter the reason in the field.
   2. Confirm the number of appointments and frequency.
   3. (Optional) Add Timeframe / Special Instructions.
   4. Click the Department drop-down arrow, and select the Department that will complete the task.
   5. Click the Save button  to save.
   6. Repeat the above steps for additional follow-ups.
4. Click the Create button to create the Follow-up and send the task to the proper department.

Create Call Back Tasks/Reminders

Tasks and/or Calendar reminders can be created by completing the following information:

Other

The Other tab displays tasks associated to the selected template. This tab is typically used for instruction, procedures and referrals. Additional tasks can be added from this tab.

Add Other Tasks

1. Click the Other tab. Other tasks associated to the template will display in the Other Picklist section.
2. Review the listed tasks and select or deselect the checkbox in the Add column to add or remove a task from the orders. If no additional tasks need to be manually entered, proceed to step 4.
3. To add an additional task, complete the following steps:

1. Click into the Task Name/Description field, click the Add button , or use the Phrase Construction button  to enter or select the task.
2. Confirm the Task Type selection and change, if needed.
3. Confirm the default Due Date selection and change, if needed.
4. (Optional) Select an ICD-10 and CPT Code. 
5. Confirm the Department that will receive the task, or click the Department drop-down arrow, and select the Department that will complete the task.
6. Click the Save button  to save.
7. Repeat the above steps for additional follow-ups.

1. Click the Create button to create the task and send it to the proper department.