Order Worksheet

Version 20.14

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Order Worksheet

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Tasks tab > New Order button

The Order Worksheet assigns tasks to departments within the Practice. Tasks can be associated to an Encounter or Well Visit template and automatically populate the Order Worksheet. Tasks can also be assigned through each of the tabs located on the Order Worksheet.

Order Worksheet Map

Number
SectionDescription

1

Order Worksheet Summary tabThe Order Worksheet Summary tab displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status. The function button options in this tab are Delete, Create, and Do Now.

2

Med tabThe Medication Entry tab allows you to create, add, refill, print, send and review prescriptions from this location. The function button options in this tab are Add RX, Create, and Do Now. The Show EFR checkbox is also displayed in this tab.

3

Lab tabThe Diagnostic Test and Lab entry tab is where you can add a diagnostic test, create a diagnostic test order, modify an order, and perform a diagnostic/test requisition from this location. The function button options in this tab are New, Create, and Do Now.

4

Imm tabThe Immunizations tab allows you to create and modify tasks for immunization. The function button options in this tab are Imms (which accesses the patient's Immunization Chart), Create, and Do Now. Recommended vaccines are indicated at the bottom of the Order Worksheet when in this tab. 

5

Pat Ed tabThe Patient Education tab allows you to create, modify, and view resource/handout orders. The function button options in this tab are Create and Do Now.

6

Survey tabThe Survey tab allows you to create and modify Survey orders, and administer surveys. The function button options in this tab are Create and Do Now. Do Now opens the Survey window.

7

Follow-up Task tabThe Follow-Up Tasks tab allows you to create and modify follow-up orders, and select to schedule a follow-up. The function button options in this tab are Create and Do Now. Do Now opens the Calendar window. 

8

Other Tasks tabThe Other Tasks tab is where you can add a referral letter, create tasks for miscellaneous activity, modify a task, and perform tasks. The function button options in this tab are Referral (which opens the Referral/Care Transaction Details window), Create, and Do Now. A list of Task Types can be found below.
9Function buttonsThe function buttons differ depending on which tab of the Order Worksheet you're viewing. Refer to the numbered sections above to see what actions are available from each tab.
10Order Worksheet gridThe Order Worksheet grid displays the orders in the selected tab.
11Action buttonsThe action buttons are used to add, delete, edit, save, and cancel new entries into the Order Worksheet window.

Task Type Table

SelectionDescription
A/R Followup
Task will launch the Claims section of the Patient Chart.
AccountTask will launch the Summary section of the Patient Chart.
Asthma PlanTask will launch the Asthma Plan wizard.
ChecklistTask will create a checklist.
ConsentTask will open the Consents and Directives window.
Dev GraphicalTask will launch the Graphic Developmental Milestones.
Dev NarrativeTask will launch the Narrative Developmental Milestones.
Flow ChartTask will open the Preventive Care Flow Sheet.
HistoryTask will open the History window.
InsuranceTask will open the Insurance section of the Patient Chart.
MessageTask will open a message window.
Records RequestTask will open the Event Chronology window.
Referral LetterTask will open the Referral/Care Transitions Detail window. Entry of a patient referral is complete from this window.
RegisterTask will open the Basic Information section of the Patient Chart.
ReportTask will open the Event Chronology window.
ScanningTask will open the Input Scanned Items window.
ScheduleTask will open the Calendar.
Vital SignTask will open the Vital Signs and Growth Measurements window.

Version 20.13

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Order Worksheet

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Tasks tab > New Order button

The Order Worksheet assigns tasks to departments within the Practice. Tasks can be associated to an Encounter or Well Visit template and automatically populate the Order Worksheet. Tasks can also be assigned through each of the tabs located on the Order Worksheet.

Order Worksheet Map

Number
SectionDescription

1

Order Worksheet Summary tabThe Order Worksheet Summary tab displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status

2

Medication Entry tabThe Medication Entry tab allows you to create, add, refill, print, send and review prescriptions from this location.  

3

Diagnostic Test and Lab Entry tabThe Diagnostic Test and Lab entry tab is where you can add a diagnostic test, create a diagnostic test order, modify an order, and perform a diagnostic/test requisition from this location. 

4

Immunizations tabThe immunizations tab allows you to create and modify tasks for immunizations in this location.  Clicking the needle icon accesses the patient’s immunization chart.   Recommended vaccines are indicated at the bottom of the order worksheet.

5

Patient Education tabThe Patient education tab allows you to create, modify, and view resource/handout orders from this location. 

6

Survey tabThe Survey tab allows you to create, modify, and administer survey orders from this location.  Clicking the Do Now button opens the Survey window.

7

Follow up (F/U) Task tabThe Follow Up Tasks tab allows you to create and modify follow-up orders, and select to schedule a follow-up from this location.  Clicking the Do Now button opens the Schedule and Practice Workflow window.

8

Other Tasks tabThe Other Tasks tab is where you can add a referral letter, create tasks for miscellaneous activity, modify a task, and perform tasks from this location.
Task Types are listed below.
Clicking the Add Referral Letter opens the Referral/Care Transaction Details window.

Task Type Table