Order Template for Phone Messages

Version 14.19

About Order Template for Phone Messages

Main Navigation Bar > Phone (Messages group) > New Message > select patient >  Orders tab > Order Template button
Main Navigation Bar > Portal (Messages group) > Unread Phone tab > New Message > select patient >  Orders tab > Order Template button
Main Navigation Bar > External (Messages group) > Unread Phone tab > New Message > select patient >  Orders tab > Order Template button
Main Navigation Bar > Need Action (Messages group) > Unread Phone tab> New Message > select patient >  Orders tab > Order Template button
Clinical tab > Patient Chart button > Messages > New Message > select patient >  Orders tab > Order Template button
Practice Management tab > Patient Chart button > New Message > select patient >  Orders tab > Order Template button
Billing tab > Patient Chart button > Messages > New Message > select patient >  Orders tab > Order Template button

The Order Template for Phone Messages window creates a template that assigns message tasks to departments within the practice to create special instructions, followup, and other tasks for medication, diagnostic tests, immunizations, resources, and surveys.

Order Template for Phone Messages Map

Number
SectionDescription

1

Medications tabThe Medications tab adds or modifies medications to the phone messages order template.

2

Diagnostic Tests tabThe Diagnostic Test tab adds or modifies diagnostic tests to the phone messages order template.

3

Immunizations tabThe Immunizations tab adds or modifies immunizations to the phone messages order template.

4

Resources tabThe Resources tab adds or modifies resources to the phone messages order template.

5

Surveys tabThe Surveys tab adds or modifies surveys to the phone messages order template.

6

Followup tabThe Followup tab creates followup instructions for a specific department on the designated time frame based upon the selected template or purpose.

7

Other Tasks tabThe Other Tasks tab creates other tasks for a specific department on the designated time frame based upon the selected template or purpose.  The folder button opens the Phrase Construction window.  The IDC-10 dropdown opens the diagnostic code window.  The CPT ellipses opens the Superbill: Pending Charges for Procedures window.
8
Function buttonsThe function buttons allow you to add, delete, save, cancel and refresh orders.
Version 14.10

About Order Template for Phone Messages

Path > Smart Toolbar > Phone button > + New Message button > Orders tab > Orders Template button

The Order Template for Phone Messages window creates a template that assigns message tasks to departments within the practice to create special instructions, followup, and other tasks for medication, diagnostic tests, immunizations, resources, and surveys.

Order Template for Phone Messages Map

Number
SectionDescription

1

Medications tabThe Medications tab adds or modifies medications to the phone messages order template.

2

Diagnostic Tests tabThe Diagnostic Test tab adds or modifies diagnostic tests to the phone messages order template.

3

Immunizations tabThe Immunizations tab adds or modifies immunizations to the phone messages order template.

4

Resources tabThe Resources tab adds or modifies resources to the phone messages order template.

5

Surveys tabThe Surveys tab adds or modifies surveys to the phone messages order template.

6

Followup tabThe Followup tab creates followup instructions for a specific department on the designated time frame based upon the selected template or purpose.

7

Other Tasks tabThe Other Tasks tab creates other tasks for a specific department on the designated time frame based upon the selected template or purpose.  The folder button opens the Phrase Construction window.  The IDC-10 dropdown opens the diagnostic code window.  The CPT ellipses opens the Superbill: Pending Charges for Procedures window.
8
Function buttonsThe function buttons allow you to add, delete, save, cancel and refresh orders.