Medical Orders

Before you start

An order is a provider's sign-off for a patient to receive certain services, for a set number of visits within a date range. Adding orders needs a role that can manage orders, such as a nurse practitioner or medical director.

Step 1: See who needs one

In Appointments, the Orders column shows Needed when a visit requires an order and none covers it, and a check (Approved) when one does. It's blank for services that don't need orders. The appointment itself shows Order needed or Order approved.

Step 2: Add an order

1. Open the appointment and select Chart Notes (or open the patient's profile).
2. Under Orders on the Patient tab, select Add order.
3. Enter # Refills: how many visits it covers.
4. Check the Start Date and Exp. Date (one year by default).
5. Choose the services it covers and add any Notes.
6. Select Create. You're recorded as the ordering provider.

Step 3: What it unlocks

• Each matching visit within the date range uses one refill. The Orders table shows how many have been filled.
• With an order on file, the provider on the visit can chart the intervention (see Assessments).

Step 4: Choose which services need one

1. In Procedures, open the service and select the pencil.
2. Turn Orders Required off for services that don't need an order. It's on by default.

Tips

• Booking isn't blocked without an order. The visit shows Order needed until one is added.
• Using Orders-gated intake? Patients with a current order skip the automatic intake form.