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 | Section | Description |
1 | Order Worksheet Summary tab | The 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 tab | The 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 tab | The 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 tab | The 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 tab | The 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 tab | The 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 tab | The 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 tab | The 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. |
9 | Function buttons | The 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. |
10 | Order Worksheet grid | The Order Worksheet grid displays the orders in the selected tab. |
11 | Action buttons | The action buttons are used to add, delete, edit, save, and cancel new entries into the Order Worksheet window. |
Task Type Table
Selection | Description |
---|---|
A/R Followup | Task will launch the Claims section of the Patient Chart. |
Account | Task will launch the Summary section of the Patient Chart. |
Asthma Plan | Task will launch the Asthma Plan wizard. |
Checklist | Task will create a checklist. |
Consent | Task will open the Consents and Directives window. |
Dev Graphical | Task will launch the Graphic Developmental Milestones. |
Dev Narrative | Task will launch the Narrative Developmental Milestones. |
Flow Chart | Task will open the Preventive Care Flow Sheet. |
History | Task will open the History window. |
Insurance | Task will open the Insurance section of the Patient Chart. |
Message | Task will open a message window. |
Records Request | Task will open the Event Chronology window. |
Referral Letter | Task will open the Referral/Care Transitions Detail window. Entry of a patient referral is complete from this window. |
Register | Task will open the Basic Information section of the Patient Chart. |
Report | Task will open the Event Chronology window. |
Scanning | Task will open the Input Scanned Items window. |
Schedule | Task will open the Calendar. |
Vital Sign | Task 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 | Section | Description |
1 | Order Worksheet Summary tab | The Order Worksheet Summary tab displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status |
2 | Medication Entry tab | The Medication Entry tab allows you to create, add, refill, print, send and review prescriptions from this location. |
3 | Diagnostic Test and Lab Entry tab | The 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 tab | The 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 tab | The Patient education tab allows you to create, modify, and view resource/handout orders from this location. |
6 | Survey tab | The 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 tab | The 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 tab | The 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. |