Orders and Workflow Resources Tab

Version 14.8

Overview

This section of template design demonstrates the edit or addition of resources associated to a template.

Add a Resource

  1. Review the Resources tab.
  • Click the Resources tab.

  1. Click the Insert Record button .
  2. Select a method below to add a resource.
  • Method 1:
  • Click the drop-down arrow and select from the resource list. (These were previously added under Utilities> Manage Clinical Features> AAP/Local Content Library).

  • Method 2:
  • Click the ellipse buttonand select a resource saved in a folder.

  • Method 3
  • Click the scanner button  and select a resource that you have already scanned into OP.

  1. Click the drop-down arrow and select a Department.


If you are sending the resource to the Patient Portal the department must be assigned to Patient.
  1. Click the drop-down arrow and select a Usage.

Usage
Definition
Alternate
Will show the item in the task window.  An alternate item needs to be selected at time of charting.
Routine
Will show the item in the task window.  A routine item means that the checkmark will already be there when selecting a task for submission at time of charting.
Standing
A standing order is submitted as a task to the selected department when the template is used at time of charting.


  1. Click the Post edit button .

Edit a Resource

  1. Review the Resources tab.
  • Click the Resources tab.

  1. Click to highlight a resource to edit.
  • Click the drop-down arrow in the Resources field, select a resource.
  • Click the drop-down arrow in the Department field, select a Department.
  • Click the drop-down arrow in the Usage field, select a Usage.
  1. Click the Post edit button .

Delete a Resource

  1. Review the Resources tab.
  • Click the Resources tab.

  1. Click to highlight a resource to delete
  2. Click the Delete record button .