Edit Order Entry Rule

Description

Use the Edit Order Entry Rules page to define the specific settings for conditions and actions associated with order entry rules. Many of the conditions have an option of how the system will apply the condition. In these cases, you may choose whether the rule should apply if the selected items exist on the order, or if the rule should only apply if the selected items do not exist on the order.

Access

Select Add or Edit for the desired condition or action on the Order Entry Rules administration page. See the Order Entry Rules topic.

Adding or Editing Order Entry Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

Clinical Info Responses: The responses to clinical information questions that must be be included or absent on the order to allow the rule to fire.
1. Select the Any Of The Following Clinical Question Response(s) or the All Of The Following Clinical Question Response(s) options to establish whether all of the selected clinical questions must have the selected responses to trigger the rule or if the rule will be triggered as long as there is a matching response to at least one of the clinical questions. Select the Do Not Use This Condition option to keep the selected rules on the list, but to prevent the system from using this condition, no matter what the responses are. This is a convenient option if you wish to use this condition only part of the time for the order entry rule.
2. Enter one or more characters in the search field, and then select Search to select the clinical question from the Clinical Info Search page. See the Clinical Info Search topic.
3. The system lists the questions you add in the Clinical Questions section. Select X next to a question if you wish to remove it from the list.
4. Select an option from the drop-down list next to each question (Equals, Does not equal, Is Greater Than, Is Less Than, Is empty, or Is not empty), and enter one or more values in the field (items separated by semicolons). The system will compare the value from the Clinical Info administration page to the one you enter here using the relationship you select (greater than, equals, etc.) to determine if the condition is met and whether or not the rule should fire.
5. Repeat these steps to add all of the desired questions to the condition.
6. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Collection Locations: The collection location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Collection Locations or the All Collection Locations Except option to establish whether the condition will apply to the locations you add, or if it will apply to all of the locations in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired locations to the condition.
4. The system lists the locations you add in the Collection Locations section. Select X next to a collection location if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Compare Date/Times: The ability to define date/time constraints. You can define multiple date/time comparisons, and at least one of the date/time comparisons defined must be met for the rule to fire.
1. Select either the All of the Following Date/Time Comparisons or the Any of the Following Date/Time Comparisons option to define date/time constraints.
  1. Selecting the All of the Following Date/Time Comparisons option means that every date/time comparison defined must be met in order for the rule to fire.
  2. Selecting the Any of the Following Date/Time Comparisons option means that at least one of the date/time comparisons defined must be met in order for the rule to fire.
2. Select Add to add date/time comparisons. When this button is selected, drop-down lists will appear.
3. Select an option from the Current Date drop-down list, the Is greater than drop-down list, and the Current Date drop-down list.
  1. If you select the Patient Birth Date/Time option, the rule will not evaluate the comparison if the patient has no Birth Date/Time.
4. Select Add again to add multiple date/time comparisons, or select X to remove date/time comparisons from the list.
5. Select Plus or Minus from the drop-down list, followed by adding a value in the field. By default, zero time units will be added or subtracted. The time unit textbox can have a range between zero and 1,000.
6. Select either Hours, Days, or Weeks from the drop-down list.
7. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
CPT Codes: The ability to check for the CPT codes that are configured on an order choice. This can be configured on the Order Choices administration page.
1. Select either the Selected CPT Codes... or the All CPT Codes Except... options to establish whether the condition will apply to the CPT codes you add, or if it will apply to all CPT codes in the system except for those you add.
2. Select inside the CPT field to select a CPT code, or enter text into the field. This is a search-as-you-type field. Select the code to add the code to the table. The table will display the code and its active status. Select the Select checkbox to remove the CPT code from the table.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Current Order Choices: The order choices that will have order choice-specific actions performed on them, or the order choices that must be included or absent on the order as new or added order choices to allow the rule to fire.
1. Select either the Selected Order Choices or the All Order Choices Except... option to establish whether the condition will apply to the order choices you add, or if it will apply to all of the order choices in the system except for those you add.
2. Select the One of the following order choices is the only newly added order choice on the order checkbox to trigger the rule whenever one of the selected order choices is the only order choice on the order. If more than one order choice, including more than one order choice selected for this condition, is on the current order, then the rule will not trigger. The current order includes any order choices on a new order or order choices being added to an existing order.
3. Enter one or more characters in the search field, and then select Search to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
4. Repeat these steps to add all of the desired order choices to the condition.
5. The system lists the order choices you add in the Current Order Choices section, along with their active statuses. Select X next to an order choice if you wish to remove it from the list.
6. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

Important

When you specify one or more order choices for the Current Order Choices condition and you specify one or more additional order choice-specific conditions (e.g., Diagnosis Codes or Testing Hosts), then all of the order choice-specific conditions you set must be true for one of the specified Current Order Choices, or the rule will not fire during order entry.

Current Phlebotomist: The current phlebotomist that when selected when a new order is entered matches the phlebotomist that is selected in the order entry rule.
1. Select either the Selected Phlebotomists or the All Phlebotomists Except option to establish whether the condition will apply to the phlebotomist(s) you add, or if it will apply to all of the phlebotomist(s) in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the phlebotomist. This is a search-as-you-type field.
3. Repeat these steps to add all of the desired phlebotomist(s) to the condition.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Days of the Week: The day and/or time of the week, when saving an order, for the rule to fire.
1. Select the checkbox(es) for one or more days of the week to specify when the rule should fire.
2. Once you select a day, the system selects the All Day option by default to allow the rule to trigger any time during the selected day. To set a specific time range, select the Time Frame option, and then enter a beginning and ending time in the format HH:MM AM/PM.
  Note
  Your time frame cannot stretch across two days (e.g., 11PM to 8AM). In this case, you could set a time frame of 11PM to 11:59PM on day one and 12AM to 8AM on day two to capture the desired time frame.
3. Be sure to select the appropriate Time Zone option from the drop-down field at the top of the page.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

Diagnosis Codes: The diagnosis code(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Diagnosis Codes or the All Diagnosis Codes Except option to establish whether the condition will apply to the diagnosis codes you add, or if it will apply to all of the diagnosis codes in the system except for those you add.
2. Select either the Use Specific Diagnosis Codes or the Use Diagnosis Code Range option to establish whether the system will evaluate specific diagnosis codes or a group of diagnosis codes.
  - Use Specific Diagnosis Codes: Once you select this option, enter one or more characters in the search field, and then select Search to select the diagnosis code. Repeat these steps to add all of the desired diagnosis codes to the condition. The system lists the diagnosis codes you add in the Diagnosis Codes section. Select X next to a diagnosis code if you wish to remove it from the list.
  - Use Diagnosis Code Range: Once you select this option, enter the first and last diagnosis code for the range.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Diagnosis Codes Are Invalid: The diagnosis codes that are invalid must be included or absent on the order to allow the rule to fire.
1. The condition can be set to Do not use this condition or Any diagnosis code is invalid. The Do not use this condition option is selected by default. When the Do not use this condition option is selected, order entry rules will not use the condition. When the Any diagnosis code is invalid option is selected, the condition will trigger if any diagnosis code on the entire order is invalid for any order choice.
2. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Entered By Users: The condition to select users or all users except that have entered orders to allow the rule to fire.
1. Select either the Selected Users or the All Users Except option to establish whether the condition will apply to the users that you select, or of it will apply to all of the users except for those you select.
2. Search for a user by entering text into the Entered By User search field, or select inside the field to search. This is a search-as-you-type field. Select on a user's name to add that user to the list. The user will appear in the list with the user's full name, ID, phone number, and fax number, if available.
3. Remove a user by unchecking the checkbox in the Select column, or by selecting the user's name.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Fasting Statuses: The fasting status(es) required for the rule to fire.
1. Select either the Selected Fasting Statuses or the All Fasting Statuses Except option to establish whether the condition will apply to the statuses you select, or if it will apply to all of the statuses except for those you select.
2. Select or clear the checkboxes for one or more of the fasting statuses to set the condition for the selected statuses.
3. Once you have completed your changes, select Save button to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Hospital Service: The hospital service value(s) that must be included or absent on the order's encounter to allow the rule to fire.
1. Select an option from the Hospital Service drop-down list (Contains, Does not contain, Equals, Does not equal, Is empty, Is not empty, Contains item in list, or Does not contain item in list), and enter one or more values in the field (items separated by semicolons). The system will compare the value from the Encounter page to the one you enter here using the relationship you select (contains, equals, etc.) to determine if the condition is met and whether or not the rule should fire.
2. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Insurance Companies: The insurance company(ies) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Companies or the All Insurance Companies Except option to establish whether the condition will apply to the insurance companies you add, or if it will apply to all of the insurance companies in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the insurance company from the Insurance Search page. See the Insurance Search topic.
3. Repeat these steps to add all of the desired insurance companies to the condition.
4. The system lists the insurance companies you add in the Insurance Companies section. Select X next to an insurance company if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Insurance Plans: The insurance plan(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Plans or the All Insurance Plans Except option to establish whether the condition will apply to the insurance plans you add, or if it will apply to all of the insurance plans in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the insurance plan from the Insurance Search page. See the Insurance Search topic.
3. Repeat these steps to add all of the desired insurance plans to the condition.
4. The system lists the insurance plans you add in the Insurance Plans section. Select X next to an insurance plan if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Insurance Types: The insurance type(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Types or the All Insurance Types Except option to establish whether the condition will apply to the insurance types you add, or if it will apply to all of the insurance types in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search button to select the insurance type from the Insurance Type Search page. See the Insurance Type Search topic.
3. Repeat these steps to add all of the desired insurance types to the condition.
4. The system lists the insurance types you add in the Insurance Types section. Select X next to an insurance type if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Insurance Selected: The primary insurance plan that must be assigned or not assigned to the order to allow the rule to fire.
1. Select the Primary Insurance option to select the insurance as the primary insurance for the order.
2. Select either the Primary insurance is assigned to the order or the Primary insurance is not assigned to the order option to establish whether the condition will apply when the primary insurance is assigned to the order, or when it is not assigned to the order.
  - Select the Secondary insurance is available for the patient checkbox to have the system check the selected patient for secondary insurance plans. This option is disabled if the Primary insurance is assigned to the order option is not selected. With this option enabled, it allows an order entry rule to have a condition of having a primary insurance assigned to the patient and checking to see if there is another insurance available for the patient to use.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Insurance Settings: The insurance company and plan settings that must be selected to the order to allow the rule to fire. The condition will never be true for patients who do not have insurance. For patients who do have insurance, the condition's settings will be evaluated for all levels of insurance that they possess (primary, secondary, and tertiary).
1. Select the All of the following insurance settings or the Any of the following insurance settings option to have the settings apply to either all of the insurance settings on the page or any of the following insurance settings on the page.
2. Select any of the following insurance settings to apply to the rule. The condition can be configured so that all selected insurance settings must be true in order for the rule to trigger, or so that any selected insurance settings being true will cause the rule to trigger.
  - Insurance company is active
  - Insurance company is not active
  - Insurance company is validated
  - Insurance company is not validated
  - Insurance plan is active
  - Insurance plan is not active
  - Insurance plan is validated
  - Insurance plan is not validated
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Medications: This condition will cause a rule to fire when the proper medication information is filled out (or not filled out, as the case may be).
1. Select either the Selected Medications or the All Medications Except option to establish whether the condition will apply to the medications you add, or if it will apply to all of the medications in the system except for those you add.
2. Select the No Medications Are Assigned To The Order option to establish that there are no medications attached to the order.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Order Choice Billing Statuses: The order choice status(es) that must be assigned or not assigned to the order to allow the rule to fire.
1. Select either the Selected Billing Statuses or the All Billing Statuses Except option to establish whether the condition will apply to the statuses you select, or if it will apply to all of the statuses except for those you select.
2. Select or clear the checkboxes for one or more of the billing statuses to set the condition for the selected statuses.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Order Choice Cancellation: Use to apply the rule when any saved order choices are cancelled on the Order Patient Samples page. In addition, when enabled, the order entry rule conditions Clinical Info Responses, Diagnosis Codes, Order Choice Billing Statuses, Order Choice Priority, Other Order Choices, Sample Types, and Testing Hosts will be compared against the newly cancelled order choices.
1. Select the Do not use this condition option to have the system not use this condition.
2. Select the Cancelling any qualifying order choices option to have the system cancel any qualifying order choices.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Order Choice Frequency: The time range is calculated for finding other instances of order choices to allow the rule to fire. Checking is based on the draw date/time of the current order and compares it to previous orders based on their dates/times. Order choice frequency allows the rule to fire when the number of occurrences is actually lower than the amount specified.
1. Select the Selected Order Choice option to apply the rule to the selected order choice. This is selected by default.
2. Enter values into the ___ ___ occurrences within ___ of the current order's ___ fields to apply constraints. Select the first drop-down list to select either Exceeds or Does not exceed. Select either Hours, Days, Calendar Days, Weeks, Years, or Calendar Years from the second drop-down list to apply a value. Select the third drop-down list to select either Order Date/Time or Collection Date/Time to constrain by either order or collection date/time.
  Note
  When a user selects Calendar Days from the drop-down list, the time range will be calculated up to the end of the day, not just up until the Order Date or Collection Date.
3. Select the Only check order choices on the current order option to have the system only check order choices on the current order. Checking is based on the draw date/time of the current order and compares it to previous orders based on their dates/times.
4. Select the Check frequency across all patients linked to the patient on the current order option to have the system to allow the rule to apply to all patients that are linked to the current order's patient. This setting will have the system check the frequency across all patients that linked to the patient on the selected order.
5. Select the Use the Order's Proposed Collection Date/Time when the Sample's Collection Date/Time is not set option (when the Collection Date/Time option is selected) to have the system include results where the drawn date/time is empty but the proposed date/time is not. If there is a drawn date/time, it will still be included.
6. Search for frequency order choices by entering text into the Frequency Order Choices search field, or select inside the field to search. This is a search-as-you-type field. Select an order choice to add that order choice to the list. The order choice will appear with an abbreviation of the order choice in number form, name, CPT codes (if any), the local name, collection information, and whether the order choice is active. For order choice frequency, there is an ACO available to use order creation date/time for comparison instead for order choice-level frequency. A user must have the necessary security permissions to view and configure ACOs located on the System Defaults administration page.
7. Select Add on the Result Exception List table to add result exceptions to the condition. Select Add, followed by entering a result into the Result field. Select Add to add more results. Select X to remove the result from the list. Select Save in order to save the results on the Order Entry Rule Condition page.
8. Remove an order choice by unchecking the checkbox in the Select column, or by selecting the order choice's abbreviation number.
9. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Order Choice Priority: The priority(ies) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Priorities or the All Priorities Except option to establish whether the condition will apply to the priorities you add, or if it will apply to all of the priorities in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the priority from the Priority Search page. See the Priority Search topic.
3. Repeat these steps to add all of the desired priorities to the condition.
4. The system lists the priorities you add in the Priorities section. Select X next to a priority if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Order User-defined Field Response: The responses to user-defined field(s) that must be answered to allow the rule to fire.
1. Select either the Any Of The Following User-defined Question Response(s) or the All Of The Following User-defined Question Response(s) options to establish whether all of the selected user-defined questions must have the selected responses to trigger the rule, or if the rule will be triggered as long as there is a matching response to at least one of the order user-defined questions.
2. Select one or more of the user-defined questions, select one of the operators (contains, does not contain, equals, does not equal, is empty, is not empty, contains item in list, does not contain item in list, greater than, less than), and then enter the value that the users' responses must match for the condition to be true.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Ordering Location User-defined Field Response: Allows the user to specify criteria for any set of the ordering location's user-defined fields to trigger on. The rule can be configured to trigger if any of the selected user-defined fields meet their specified condition, or it can be configured to only trigger if all of the selected fields meet their specified condition.
1. Select the Any of the Following User-defined Question Response(s) checkbox to have the system use any of the selected user-defined fields responses created in the section below.
2. Select the All of the Following User-defined Question Response(s) checkbox to have the system use all of the selected user-defined fields responses created in the section below.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Ordering Location's State: The ability for the user to define if an order entry rule will fire based on the state value in the ordering location's address.
1. Select an option from the Ordering Location State drop-down list. Select either Contains, Does not contain, Is equal to, Is not equal to, Is empty, Is not empty, Contains item in list, or Does not contain item in list to specify the state of the ordering location.
2. Enter a value into the blank field next to the drop-down list to define the condition.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Locations or the All Ordering Locations Except option to establish whether the condition will apply to the ordering locations you add, or if it will apply to all of the ordering locations in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the ordering location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired ordering locations to the condition.
4. The system lists the ordering locations you add in the Ordering Locations section. Select X next to an ordering location if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Ordering Provider Professional Suffixes: The professional suffix that the ordering provider must have or not have to allow the rule to fire.
1. Select either the Selected Provider Professional Suffixes or the All Provider Professional Suffixes Except option to establish whether the condition will apply to the ordering providers' professional suffix that you add, or if it will apply to all of the ordering providers' suffixes in the system except for those you add.
2. Select Add Professional Suffix to enter the exact text of a suffix for the condition in a pop-up prompt. You must enter the exact match for the suffix, including punctuation. The system does not consider the case of the text, but it does consider spelling and punctuation. For example, "PhD" is the same as "phd," but "PhD" is not the same as "Ph.D." You may wish to enter several punctuation variations of suffixes to be certain you include all the ways users may have entered the suffixes in the providers' records.
3. After you have entered the suffix, select OK to add the suffix to the list.
4. Repeat these steps to add all of the desired ordering provider suffix to the condition.
5. The system lists the ordering provider suffixes you add. Select X next to a suffix if you wish to remove it from the list.
6. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Ordering Providers: The ordering provider(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Providers or the All Ordering Providers Except option to establish whether the condition will apply to the ordering providers you add, or if it will apply to all of the ordering providers in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the ordering provider from the Ordering Provider Search page. See the Ordering Provider Search topic.
3. Repeat these steps to add all of the desired ordering providers to the condition.
4. The system lists the ordering providers you add in the Ordering Providers section. Select X next to an ordering provider if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Originating Host: The original host that must be included or absent on the order to allow the rule to fire. This is available for all host types, including EMR.
1. Select either the Selected Originating Hosts or the All Originating Hosts Except... option to establish whether the condition will apply to the host(s) you add, or if it will apply to all of the host(s) in the system except for those you add.
2. The system lists the originating hosts you add in the Originating Hosts search-as-you-type field. Select a blue link or select the magnifying glass icon to search. Clear the Select checkbox to remove the host from the table.
3. The table displays the name, active status, and fax number of the originating host.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Other Order Choices: The order choice(s) that must be included on the order to allow the rule to fire. This is applied in addition to Current Order Choices.
1. Select the All Order Choices are selected option to establish that the condition will apply to the order choices added. This option is selected as default.
2. Select the Any Order Choice is selected option to trigger the Other Order Choices condition if any of the order choices on the condition exist on the order.
3. Enter one or more characters in the search field, and then select Search to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
4. Repeat these steps to add all of the desired order choices to the condition.
5. The system lists the order choices you add in the Other Order Choices section, along with their active statuses. Select X next to an order choice if you wish to remove it from the list.
6. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Patients: The patient(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Patients or the All Patients Except option to establish whether the condition will apply to the patients you select, or if it will apply to all of the patients except for those you select.
2. Enter one or more characters in the search field, and then select Search to select the patients from the Patient Search page. See the Patient Search topic.
3. Repeat these steps to add all of the desired patients to the condition.
4. The system lists the patients you add in the Patients section. Select X next to a patient if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Patient Age: The patient's age required for the rule to fire.
1. Enter and select the appropriate options to set the age required to trigger the rule.
  - Comparison Value: Select Equal To, Older Than, Younger Than, or Between the ages from the drop-down list to set whether the patient's age must be greater than, less than, equal to, or between the number(s) you specify.
  - Numeric Value: Enter the number against which the system will compare the patient's age at the time of the order for the specified unit of time.
  - Unit of Time: Select the unit of time (Days, Weeks, Months, or Years) the system should use for the age comparison.
  - Old compared to: Select an option of comparison for the patient's age. Select either Current Date, Collection Date, or Order Date from the drop-down list.
  - Once you have completed your changes, select Save button to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

Important

When the system makes this comparison, it treats the numeric value as an integer (whole number) of the selected unit of time (days, weeks, months, or years). So, for example, if you set the patient age rule condition to be older than 17 years, the patient would need to be 18 years or older to trigger the rule. The system would not trigger the rule if the patient's age was 17 years and 2 months because (based on your settings) the system looks only at the age in years, disregarding any quantity of days, weeks, or months over the specified number of years, until the patient is one full year beyond the defined numeric value of 17. Likewise, if you define the patient age rule conditions to be older than 48 months, the patient would need to be 49 months or older to trigger the rule, as the system would disregard any quantity of days or weeks over the specified number of months, until the patient is one full month beyond the defined numeric value of 48.

Patient Race: The patient's race required for the rule to fire.
1. Select either the Selected Patient Races or the All Patient Races Except option to establish whether the condition will apply to the races you select, or if it will apply to all of the races except for those you select.
2. Enter one or more characters in the search field, and then select Search to select the patients from the Race Search page. See the Race Search topic.
3. Repeat these steps to add all of the desired patient races to the condition.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Patient Sex: The patient's sex required for the rule to fire.
1. Select either the Selected Patient Sex or the All Sexes Except option to establish whether the condition will apply to the sexes you select, or if it will apply to all of the sexes except for those you select.
2. Select or clear the checkboxes for Male, Female, and/or Undeclared to set the condition for the selected sexes.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Patient User-defined Field Response: The patient responses to user-defined fields that must be answered to allow the rule to fire. A condition can now be defined to allow the rule to be evaluated based on the operator that has been selected for each user-defined field.
1. Select either the Any Of The Following User-defined Question Response(s) or the All Of The Following User-defined Question Response(s) options to establish whether all of the selected user-defined questions must have the selected responses to trigger the rule, or if the rule will be triggered as long as there is a matching response to at least one of the patient user-defined questions.
2. Select one or more of the user defined questions, select one of the operators (contains, does not contain, equals, does not equal, is empty, is not empty, contains item in list, does not contain item in list, greater than, less than), and then enter the value that the users' responses must match for the condition to be true.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Patient's State: Allows the user to define if an order entry rule will fire based on the state value in the patient's address.
1. Select an option from the Patient State drop-down list. Select either Contains, Does not contain, Is equal to, Is not equal to, Is empty, Is not empty, Contains item in list, or Does not contain item in list. Add text into the field to the right of the drop-down list.
2. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Patient Class (custom): The custom patient class required for the rule to fire.
1. Select either the Selected Custom Patient Class or the All Custom Patient Classes Except option to establish whether the condition will apply to the classes you select, or if it will apply to all of the classes except for those you select.
2. Select or clear the checkboxes for one or more of the custom patient classes (defined on the System Defaults administration page) to set the condition for the selected classes.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Patient Class (system): The system-supplied patient class required for the rule to fire.
1. Select either the Selected Patient Class or the All Patient Classes Except option to establish whether the condition will apply to the classes you select, or if it will apply to all of the classes except for those you select.
2. Select or clear the checkboxes for Outpatient and/or Inpatient to set the condition for the selected classes.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Practices: The practice required for the rule to fire.
1. Select either the Selected Practices or the All Practices Except option to establish whether the condition will apply to the practices you select, or if it will apply to all of the practices except for those you select.
2. Search for practices by entering text into the Practices search field, or select inside the field to search. This is a search-as-you-type field. Select on a practice to add the practice to the list. The practice will be displayed by name and whether the practice is active or not.
3. Remove a practice by unchecking the checkbox in the Select column, or by selecting the practice's name.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Primary Care Providers: The rule will fire when the patient's primary care provider is included in the list of primary care providers that were selected in the rule. Alternatively, the condition can be configured to fire when the patient's primary care provider is not included in the list of primary care providers that were selected in the rule.
1. Select either the Selected Primary Care Providers or the All Primary Care Providers Except option to establish whether the condition will apply to the primary care providers you add, or if it will apply to all of the primary care providers in the system except for those you add.
2. Enter one or more characters in the search field, and then select the Search button to select the primary care providers.
3. Repeat these steps to add all of the desired primary care providers to the condition.
4. The system lists the primary care providers you add in the Primary Care Provider section. Select Select next to a primary care provider if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Profiles: The profile required for the rule to fire.
1. Select either the Selected Profiles or the All Profiles Except option to establish whether the condition will apply to the profiles you select, or if it will apply to all of the profiles except for those you select.
2. Search for profiles by entering text into the Current Profiles search field, or select inside the field to search. This is a search-as-you-type field. Select on a profile to add the profile to the list. The profile will be displayed by name and whether the profile is active or not, as well as a Do not include on future recurring orders option. Select this option if you do not want to include the profile on future recurring orders.
3. Remove a profile by unchecking the checkbox in the Select column, or by selecting the profile's name.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Sample Types: The sample type(s) that must be included or absent on the order choices routed to the lab when saving an order to allow the rule to fire.
1. Select either the Selected Sample Types or the All Sample Types Except option to establish whether the condition will apply to the sample types you select, or if it will apply to all of the sample types except for those you select.
2. Enter one or more characters in the search field, and then select Search to select the sample types from the Sample Type Search page. See the Sample Type Search topic.
3. Repeat these steps to add all of the desired sample types to the condition.
4. The system lists the sample types you add in the Sample Types section. Select X next to a sample type if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Storage Temperatures: The storage temperatures(s) that must be included or absent on the order choices in the order to allow the rule to fire.
1. Select either the Selected Storage Temperatures or the All Storage Temperatures Except option to establish whether the condition will apply to the storage temperatures you select, or if it will apply to all of the storage temperatures except for those you select.
2. Enter one or more characters in the search field, and then select Search to select the storage temperatures from the Storage Temperature Search page. See the Storage Temperature Search topic.
3. Repeat these steps to add all of the desired storage temperatures to the condition.
4. The system lists the storage temperatures you add in the Storage Temperatures section. Select X next to a storage temperature if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Test Frequency: The test frequency to count the number of occurrences of the specified tests for a patient within a specified amount of time and will trigger if the number of occurrences has been exceeded. The condition does not take tests on the currently selected order choices into account because the system does not know what tests will be on the order choices at the time the order is placed.
1. Select the Selected Tests option to have the rule apply to the specified tests in the Frequency Tests table.
2. Enter values in the May not exceed ___ occurrences within ___ ___ of the current order's ____ fields. These fields allow the user to select the number of occurrences to trigger at, the time range to look for occurrences within, and whether that time range should be based on the order's order date/time or collection date/time. Select Hours, Days, Calendar Days, Weeks, Years, or Calendar Years from the drop-down list. Select either Order Date/Time or Collection Date/Time from the drop-down list.
3. Select the Check frequency across all patients linked to the patient on the current order checkbox to check the frequency across all patients linked to the patient on the current order.
4. Select the Accumulate occurrences of tests with the same LOINC code checkbox to accumulate occurrences for different tests that have the same LOINC code.
5. Select in and enter text in the Frequency Tests search-as-you-type fields to add tests to the table. Select the Select checkbox to add or remove them from the table.
6. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Testing Hosts or the All Testing Hosts Except option to establish whether the condition will apply to the testing hosts you add, or if it will apply to all of the testing hosts in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the testing host from the Host Selection page. See the Host Selection topic.
3. Repeat these steps to add all of the desired testing hosts to the condition.
4. The system lists the testing hosts you add in the Testing Hosts section. Select X next to a testing host if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Time Since Collection: The condition will be interpreted as the user is defining the minimum amount of time that has passed between current time and the most recent collection time that has been stored on the order to date to allow the rule to fire.
1. Enter time values into the available fields to specify when a sample on the order needs to have a collection time older than or equal to the days/hours/minutes values entered. The default is zero.
2. Select the If no actual collection time exists, use the proposed collection time option if no collection time exists. If no collection time exists, this option will have the system use the proposed collection time.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.

Setting Order Entry Rule Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

Add Medications: Adds set medications to orders when the rule conditions are met. The medications will only be added if they are not already included on the order. For toxicology order choices, when the order entry rule adds a medication to the order, it will also automatically add the order choice associated with the medication to the order. (The medication and order choice are linked during order choice setup. See Order Choices.)
1. Enter text into the Add Medications search-as-you-type field to search for and select medications to add to the rule. Select the blue link in the Name column to add the medication to the table, or select the Select checkbox. When searching, select an option from the Class drop-down list to select a class type for the medication.
2. Select the Show common only checkbox to have the table display only common medications, or select the Show active only checkbox to have the table display only active medications in the system.
3. The table displays the ability to select a medication, medication name, aliases, class, whether the medication is common or not, and whether the medication is active in the system.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Add Order Comment: Adds a user-defined order-level comment to the order. The user will be able to designate where the comment will be available in the application.
1. Enter text into the Order comment to add field in the Order Entry Rule Action section of the Edit Order Entry Rules page. This text will be the comment that will be added to the lab report, requisition, manifest, form letter, and/or sent to the lab electronically.
2. Select the Display on lab report checkbox to have the order comment added to the lab report.
3. Select the Display on requisition and manifest checkbox to have the order comment added to the requisition and manifest.
4. Select the Display on form letter checkbox to have the order comment added to the form letter.
5. Select the Send to lab electronically checkbox to have the order comment sent to the lab electronically.
6. Select the Copy comment on next standing order creation checkbox to have the system copy the comment (if any) on the next standing order when it is created.
7. Select the Do not create multiple comments with the same text checkbox to prevent duplicate comments from being added to the order by the order entry rule action. A duplicate comment is considered any comment that would contain the same comment text as an existing comment; any settings on the comment are not taken into consideration.
8. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Add Order Choice Comment: Adds order choice comments to specified order choices. The user will be able to designate where the comment will be available in the application.
1. Enter text into the Order choice comment to add field in the Order Entry Rule Action section of the Edit Order Entry Rules page. This text will be the comment that will be added to the lab report, requisition, manifest, and/or sent to the lab electronically, as well as a drop-down list to select where the order choice comment will be added to.
2. Select the Display on lab report option to have the order choice comment added to the lab report.
3. Select the Display on requisition and manifest option to have the order choice comment added to the requisition and manifest.
4. Select the Send to lab electronically option to have the order choice comment sent to the lab electronically.
5. Select the Do not create multiple comments with the same text checkbox to stop the rule from creating duplicate comments. When the checkbox is not selected, then the previous functionality of always creating the comment when the rule triggers will remain; however, when the checkbox is selected, the new functionality will prevent any duplicate comments from being created by the rule.
6. Select an option from the The order choice comment will be added to drop-down list to choose where the order choice comment will be added to. You may select either Qualifying Current Order Choices or Any Qualifying Order Choice from the drop-down list.
7. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Add Result Recipients - Locations: Adds result recipients to orders via order entry rules and can be applied to both electronic orders as well as orders created/edited on the Order Patient Samples page.
1. Enter one or more characters in the Add Location Result Recipient search field, or select the magnifying glass icon to search. This field is a search-as-you-type field.
2. Enter information into the available fields after selecting the Add Location Result Recipient search field to add a location result recipient. Enter information into the Location ID, ZIP Code, Provider Last Name, City, and/or Practice fields as necessary. Select the Show active only checkbox to only show active location result recipients. Select Clear to clear all fields.
3. Select a location result recipient by selecting on the name of the location. The table displays the name, location ID, practice, and active status of each location, if available. Once the location name is selected, the location will appear in the table in the Order Entry Rule Action section of the Edit Order Entry Rule page.
4. Remove a location by selecting on the name of the location or by selecting the checkbox in the Select column.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Add Result Recipients - Users: Adds result recipients to orders via order entry rules and can be applied to both electronic orders as well as orders created/edited on the Order Patient Samples page.
1. Enter one or more characters in the Add User Result Recipient search field, or select the magnifying glass icon to search. This field is a search-as-you-type field.
2. Select a user result recipient by selecting on the name of the user. The table displays the name, ID, phone, and fax number of each user, if available. Once the user is selected, the user will appear in the table in the Order Entry Rule Action section of the Edit Order Entry Rules page.
3. Remove a user by selecting on the name of the user or by selecting the checkbox in the Select column.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Append Order Choices: Adds the selected order choices to the order.
1. Enter one or more characters in the search field, and then select Search to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
2. Repeat these steps to add all of the desired order choices to the action.
3. Select Search next to the Assign appended order choices the priority of field to select a priority from the Priority Search page (see the Priority Search topic) to have the system assign that priority to appended order choices.
4. Enter text into the Assign appended order choices the billing status of field to search for and assign a billing status to an appended order choice. The default selection is "T.B.D."
5. Enter text into the Assign appended order choices the internal billing status of field to search for and assign an internal billing status to an appended order choice.
6. Select an option from the Assign appended order choices the diagnosis codes from drop-down list. Select either Do not assign diagnosis codes, Entire order, or Removed order choices by this rule from the drop-down list. Selecting Do not assign diagnosis codes will make it so no diagnosis codes will be added to the appended panels. Selecting Entire order will make it so that all the diagnosis codes that are on other order choices on the order will be assigned to the new appended order choice. Selecting Removed order choices by this rule will make it so that only the diagnosis codes from any order choices that this rule removed will be added to the new appended order choice. This option may assign diagnosis codes to an order choice even though the signed-in location setting Do not associate ICD codes when adding a new order choice to an order is enabled.
7. Select the Copy clinical info from existing order choices to newly appended order choices checkbox to copy clinical information answers to newly-appended order choices. Appended order choices will now be able to copy clinical information answers from existing order choices on the order. The clinical information will be copied from the first instance of the clinical information question with answers.
8. The Assign host specimen to appended order choices for electronic messages checkbox is selected by default. Clear this checkbox to prevent appended order choices from assigning host specimen information from an existing qualifying order choice already on the order. With this checkbox cleared, any appended order choices will send an ORM(SN) message to the EMR to fill the host specimen placer IDs.
9. Select an option from the If an order choice is removed by this rule, copy HL7 pass-through fields from drop-down list and select either Do not copy pass-through field data, First removed current order choice with pass-through field data, or First removed order choice with pass-through field data from the list. First removed current order choice with pass-through field data will only copy the field data from an order choice that was configured as a Current Order Choice and removed by the Remove Current Order Choices action. First removed order choice with pass-through field data will copy the field data from any order choice that was removed either by the Remove Current Order Choices or Remove Order Choices actions. Both actions will only copy the pass-through fields from the first order choice that received data from OBR-18, OBR-19, OBR-56, OBR-57, OBR-58, or OBR-59.
10. Select an option from the When an order choice is appended, copy HL7 pass-through fields from drop-down list. Note that the If an order choice is removed by this rule, copy HL7 pass-through fields from drop-down list overrides these settings. Select one of the following options:
  - Do not copy pass-through field data: Select this option to not copy pass-through field data when the order choice is appended.
  - First current order choice with pass-through field data: Select this option to copy pass-through field data from the first newly added order choice.
  - First order choice with pass-through field data: Select this option to copy pass-through field data from the first order choice.
11. The system lists the order choices you add in the Append Order Choices section. Select X next to an order choice if you wish to remove it from the list.
12. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Append Profiles: Adds order choices from a configured profile to an order.
1. Enter one or more characters in the Append Profiles search field, or select the magnifying glass icon to search. This field is a search-as-you-type field.
2. Select Search next to the Assign appended profiles the priority of field to select a priority from the Priority Search page (see the Priority Search topic) to have the system assign that priority to appended profiles. Select Clear to remove characters from the search field.
3. Select the Maintain order choice association with profile checkbox to have the system maintain the profile association with the order choices added to the order by the rule. This will only add the profile association to the order choices that are added to the order because of the Appended Profile OER action. This will not add the profile association to order choices already resident on the order before the rule fires.
4. The Assign host specimen to appended order choices for electronic messages checkbox is selected by default. Clear this checkbox to prevent appended order choices from assigning host specimen information from an existing qualifying order choice already on the order. With this checkbox cleared, any appended order choices will send an ORM(SN) message to the EMR to fill the host specimen placer IDs.
5. The system lists the profiles you add in the table on the Order Entry Rule Action section of the Edit Order Entry Rules page. The table lists the name, a Do not include on future recurring orders checkbox, and active status. Remove the profile(s) by selecting the name of the profile or by selecting the checkbox in the Select column.
6. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Assign Case: Assign or unassign a case to a specific list of users. This action is only available with an AP license.
1. Select from one of the following options:
  - Unassign AP Case: Select to unassign the AP case when the action is triggered.
  - Rotate between these users: Select to assign the AP case to a specific list of AP users when the action is triggered. Use the Selected Users search-as-you-type field to search for and select users to add to the list. The first order to trigger the action will be assigned to the first user in the list. The second order will be assigned to the second user in the list, and so on until the final user in the list is reached. The next order assignment will be to the first user in the list and will continue through the list in a round-robin fashion. You can only select users who could be assigned to cases that are selected in the Current Order Choices condition. This action will assign all qualifying order choices to the selected user.
2. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Automatically Collect Order: Marks all samples for the order as collected if the order entry rule's conditions are met.
1. Select the Mark all samples for the order as collected checkbox to mark all samples for the order as collected.
  - Only mark current (newly added) order choices as collected: Select the checkbox to mark the current order choice as collected.
  - Automatically collect split orders created from this order entry rule: Select the checkbox to automatically collect split order that were created from this specific order entry rule.
2. Select either Select sample types or All sample types except... on the page:
  - Select sample types: The action only collects samples that use one of the selected sample types in the multi-select search-as-you-type field.
  - All sample types except: The action only collects samples that do not use any of the selected sample types in the multi-select search-as-you-type field.
3. Select in or enter text in to the Sample Types search-as-you-type field to search for and select a sample type. Select the blue link in the Name column to add the sample type to the table. Clear the Select checkbox to remove the sample type from the table.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Batch Transmission: Defines an order choice's batch transmission status.
1. Select an option from the Action not used drop-down list to set a batch transmission status. Select either Action not used, Bypass batch transmission, or Force batch transmission from the drop-down list.
2. Select an option from the The batch transmission status will be applied to drop-down list to set where the batch transmission status will be applied. Select either Any Qualifying Order Choice or Qualifying Current Order Choices from the drop-down list. Any Qualifying Order Choice will be selected by default.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Change Order Choice Profile Information: Allows a rule to either change one profile to another, add a profile association, or remove a profile association.
1. Enter one or more characters in the Change Order Choices ordered under search field, or select the magnifying glass icon to search. This field is a search-as-you-type field. This field will allow you to set which order choices are changed when certain order choices are ordered under a specific profile. Select X to remove the profile from the search field.
2. Enter one or more characters in the Profile to being ordered under search field, or select the magnifying glass icon to search. This field is a search-as-you-type field. This field will allow you to set which profiles are used when ordering under another profile. Select X to remove the profile from the search field.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Display Message: Displays an alert message on the page for the user placing the order. This action applies only to orders manually changed on the Order Patient Samples page; there is no action for electronic orders.
1. Enter or modify the message in the text field.
2. Select Test to see what the message will look like when it is displayed on the Order Patient Samples page. Select OK on the test pop-up.
3. Select the Display message on every save attempt checkbox to have a message pop-up every time the user saves the order.
4. Once you have completed your changes, select Save to return to the Order Entry Rules page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Force ABN: Forces an ABN to be generated for testing frequency violations or invalid diagnosis codes. This will apply to order entry rules running against orders being saved on the Order Patient Samples page as well as orders being saved when parsing HL7 messages.
1. Select the Action not used drop-down and select either Action not used, Force ABN due to testing frequency, or Force ABN due to invalid diagnosis codes from the drop-down list.
2. Select the Force ABN will be applied to drop-down list to configure where the Force ABN action will be applied to. Select either Qualifying Current Order Choices or Any Qualifying Order Choice from the drop-down list.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Force/Suppress Requisition Printing: Adds the ability to suppress requisition printing alongside the ability to force requisition printing.
1. Select the Do not force or suppress requisition printing option to have the system not force or suppress requisition printing.
2. Select the Force requisition to print option to have the system force requisitions to print.
3. Select the Suppress requisition from printing option to have the system suppress requisitions from printing.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Force Requisition to Print: Produces requisitions as if the Auto-print requisition to Local/Remote printer signed-in location setting and the Auto-print requisition to Local/Remote printer ordering location setting are both enabled.
1. Select the Automatically print requisition option to enable requisition auto-printing if the rule is triggered.
2. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Force Result Release or Hold: Allows a rule to either force results to be held on an order choice, or force results to be released on an order choice.
1. Select an option from the Action not used drop-down list to set a status to force or hold result releases. Select either Action not used, Force result release, or Force hold results from the drop-down list.
2. Select an option from the The results will be affected on drop-down list to set what the results will be affected on. Select either Any Qualifying Order Choice or Qualifying Current Order Choices from the drop-down list. Any Qualifying Order Choice will be selected by default.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Generate Form Letter: Creates a PDF form letter to print for the user placing the order. This action applies only to orders manually changed on the Order Patient Samples page; there is no action for electronic orders.
1. Select an option from the Form Letter drop-down list to establish which form letter the system sends if the rule is triggered. You may create new form letters using the Layout Templates administration page. See the Layout Templates topic.
2. Select the Save form letter as Linked Order Document checkbox to have the system save the form letter as a linked order document.
3. Select the Suppress immediate form letter printing checkbox to inhibit the print pop-up when the associated rule condition is met.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
New Alternate Collection Information Set: Forces order choices that have not been collected to use an alternate collection information set. This applies to order entry rules running against orders being saved on the Order Patient Samples page as well as orders being saved when parsing HL7 messages.
1. Enter text into the Alternate Collection Information Set Name field to define the name of the alternate collection information set.
2. Select the The new alternate collection information set will be applied to drop-down list to configure where the new alternate collection information set will be applied to. Select either Qualifying Current Order Choices or Any Qualifying Order Choice from the drop-down list.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
New Billing Status: Assigns a new billing status to the order choices that are designated in the Current Order Choices condition.
1. Select an option from the New Billing Status list to establish which billing status the system sends if the rule is triggered.
2. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
New Priority: Assigns a priority to the order choices that are designated in the Current Order Choices condition.
1. Enter one or more characters in the search field, and then select Search to select the priority from the Priority Search page. See the Priority Search topic.
2. Repeat these steps to change the priority associated with this the action.
3. The system lists the priority you add in the New Priority section. Select X next to the priority if you wish to remove it from the list.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
New Testing Host: Routes the order choice designated in the Current Order Choices condition to a new host (if it is a valid routing choice).
1. Enter one or more characters in the search field, and then select Search to select the testing host from the Host Selection page. See the Host Selection topic.
2. Repeat these steps to add all of the desired testing hosts to the action.
3. The system lists the testing hosts you add in the New Testing Host section. Select X next to a testing host if you wish to remove it from the list.
4. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Set Patient Sex: Allows the user to select a sex from a search field.
1. Select Set to set the patient's sex.
2. Select a sex from the Set the Patient Sex to search-as-you-type field. Select either F/M, Female, M/F, Male, or Unknown from the list. Select X to remove the option from the field.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
New Order User-defined Field Responses: Lists new order user-defined field responses for the User Defined Fields administration page.
1. Select all checkboxes for custom fields that should be configured. When a custom field checkbox is selected, the field to the right of the checkbox becomes available. Enter an order user defined field response in all fields that apply.
2. Repeat these steps to add all desired custom fields.
3. Select either the Use Ordering Provider as response or Use Primary Care Provider as response checkboxes in the user-defined fields area at the bottom of the page to specify what type of response will be included on the field.
4. Select the Append responses checkbox to allow the ability to allow order entry rules to append user-defined multi-select field responses.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
New Patient User-defined Field Responses: Lists new patient user
- Patient Class (custom): The custom patient class required for the rule to fire.
  1. Select either the Selected Custom Patient Class or the All Custom Patient Classes Except option to establish whether the condition will apply to the classes you select, or if it will apply to all of the classes except for those you select.
  2. Select or clear the checkboxes for one or more of the custom patient classes (defined on the System Defaults administration page) to set the condition for the selected classes.
  3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
defined field responses for the User-defined Fields administration page.
1. Select all the checkboxes for custom fields that should be configured. When a custom field checkbox is selected, the field to the right of the checkbox becomes available. Enter a patient user defined field response in all fields that apply.
2. Repeat these steps to add all of the desired custom fields.
3. Enter time ranges in the fields that apply in the format MM/DD/YYYY, or select Now to enter the current date into the field. Select Clear to remove values from the fields.
4. Select the Append responses checkbox to allow the ability to allow order entry rules to append user-defined multi-select field responses.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Prevent Saving Order: Does not save the order, and returns the user to the Order Patient Samples page.
1. Select or clear the Prevent saving the order when this rule qualifies option to control whether the system allows the user to save the order when the rule's conditions are met.
2. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

Note

If you enable this action for the rule, the system requires you to also add the Display Message action (see above) to set a message to alert users why the system is not saving the order.

Remove Current Order Choices: Removes the order choices that are designated in the Current Order Choices condition.
1. Select the Do not remove selected order choices from order option to have to have the system not remove the selected order choices from the specified order.
2. Select or clear the Remove current order choices from order when this rule qualifies option to control whether the system removes the order choices specified in the Current Order Choices rule condition when the rule's conditions are met.
3. Select the Cancel selected order choices from order when this rule qualifies option to have the system cancel any selected order choices from the order when this rule qualifies.
4. Enter text into the Cancellation reason field to specify the reason why the current order choice has been cancelled.
5. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Remove Order Choices: Removes order choices from an order and allows order choices to be removed from the order as long as the order choice is not final and has not yet sent the order message to the testing lab.
1. Select the Do not remove selected order choices from order option to have to have the system not remove the selected order choices from the specified order.
2. Select the Remove selected order choices from order when this rule qualifies option to have the system remove selected order choices from the order when this rule qualifies.
3. Select the Cancel selected order choices from order when this rule qualifies option to have the system cancel any selected order choices from the order when this rule qualifies.
4. Enter text into the Cancellation reason field to specify the reason why the order choice has been cancelled.
5. Enter text into the Selected Order Choices search-as-you-type field to search for order choices, or select an order choice from the table.
6. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

Note

The following order choices will be removed from the qualifying order as long as the order choice is not final and the order message for the order choice has not yet been sent to the lab.

Reroute Existing Order Choices' Testing Host: This action updates a previously saved order choice's lab/testing facility. Only order choice's included in the Other Order Choice list are updated for this rule.
1. Select in or enter text into the Reroute to Testing Host search-as-you-type field to search for and select a new testing host to reroute to. Select the blue link to add/remove the host from the table.
2. Select X to clear the field, or select the magnifying glass icon to manually search for a new testing host.
3. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

Note

This action requires the Other Order Choices condition.

Send Notifications: Allows the user to define specific event notifications to be sent out when the result evaluation rule is triggered.
1. Select Add Notification to add an order entry rule-level notification. When the button is selected, an Add Order Entry Rule Notification pop-up will appear. The pop-up will ask what type of notification you would like to create. Select Order Entry Rule Notification to add a notification, or select Cancel to return to the Edit Order Entry Rules page.
2. Once you have selected the Order Entry Rule Notification button, a notification will be added to the Order Entry Rule-level Notifications section. The section will display the active status, event type, a description, a threshold (required), and the option to delete the notification.
3. Edit the event type and description fields by selecting inside the fields and editing as necessary. For example, the event type will read Order Entry Rule Notification and the description will read An Order triggered the Order Entry Rule Event Notification. Select the Active checkbox to remove the active status from the notification.
4. Select a field code from the Field Code drop-down to allow a message to be configured to display additional order-level information in the generated notifications. These are the field codes that are currently supported: Ordering Location Fax Number, Ordering Location Name, Ordering Location Phone Number, Ordering Provider Fax Number, Ordering Provider Name, Ordering Provider Phone Number, and Order-level User-defined Fields. When including user-defined fields in a notification, if the checkbox Include User-defined Field Question Text With Responses is checked, when a UDF configured in the notification has a response provided, its question text will be prepended to the response. For example: user-defined question text: 1234 (user response on the Order Patient Samples page). If the UDF configured in the notification is not answered, it will not appear in the generated notification.
5. Delete the notification by selecting X. The Order Entry Rule-level Notifications section will display a "No order entry rule notifications defined" message.
6. Select Add Recipient to add a recipient for the notification. When the button is selected, an Add Event Recipient pop-up will appear. The pop-up will ask what type of recipient you would like to create.
  - Select User to select an the system user to be the notification recipient. When the button is selected, you will select an the system user from the available table by selecting on the user's name, or by entering one or more characters in the Search field to search for a specific the system user. Select the user's name to add the user to the Order Entry Rule-level Notifications section. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Delete the user by selecting X. A "No recipients defined" message will be displayed.
  - Select Event Log to send a notification to the event log. See the Event Log topic.
  - Select External Recipient to create an external recipient. A new section will appear under the notification and will require you to fill in a name and delivery details in the specified fields. The required fields will be highlighted in red. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, or Client Services Item from the drop-down list. Add a description by selecting inside the Description field and adding text as necessary. Delete the recipient by selecting X. A "No recipients defined" message will be displayed.
  - Select Location to select a location to be the notification recipient. When the button is selected, you will select a location from the available table by selecting on the location name, or by entering one or more characters in the Search field to search for a specific location. Select the location name to add the location to the Order Entry Rule-level Notifications section. Select the Delivery Type drop-down list to select a delivery type. Select either Email, Fax, Client Services Item, or Inbox (Other Reports) from the drop-down list. Delete the location by selecting X. A "No recipients defined" message will be displayed.
  - Select Ordering Location to create an ordering location. A new section appears on the page as Current Ordering Location. Select the Delivery Type drop-down list to select a delivery type. Select either Client Services Item, Email, Fax, Inbox (Other Reports), or Location's configured delivery method from the drop-down list. Delete the location by selecting X. A "No recipients defined" message will be displayed.
  - Select Ordering Provider to create an ordering provider. A new section appears on the page as Current Ordering Provider. Select the Delivery Type drop-down list to select a delivery type. Select either Client Services Item, Email, or Fax from the drop-down list. Delete the location by selecting X. A "No recipients defined" message will be displayed.
7. Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.
Send Requisition to Printers: Automatically generates and sends a requisition for an order to a set of defined direct printers. This action will not take place in real time if the order entry rule's option Run this rule as changes are made on the order checkbox is checked.
Automatically print requisition: Select this checkbox to have the system automatically print a requisition.
Printers: Enter the name of the printer(s) into the Printers field to search for and select a printer. This is a search-as-you-type field. Entering printers in this list will automatically have the requisition print to the specified printers. Check Select to select the printer(s), followed by selecting Save to save changes made to the page.
Suppress Result Recipient Roles: Suppresses result delivery to recipients by role. When a rule with this action is run, the system checks the current list of result recipients for any recipients that should be suppressed based on their role. This does not apply to recipients from the patient's result delivery list, since they cannot be suppressed.
- Users (does not include the Order Provider or the Primary Care Provider: The system user is the recipient. The system users does not include the ordering provider or the primary care provider.
- External Recipients: External recipient.
- Hosts: Host acts as recipient.
- Locations (does not include the Ordering Location): Location is the recipient. Locations does not include the ordering location.
- Ordering Location: Ordering location is the recipient.
- Ordering Provider: Ordering provider is the recipient.
- Primary Care Provider: Primary care provider is the recipient.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.

Force ABN: Forces an ABN to be generated for testing frequency violations or invalid diagnosis codes. This will apply to order entry rules running against orders being saved on the Order Patient Samples page as well as orders being saved when parsing HL7 messages.

Select the Action not used drop-down and select either Action not used, Force ABN due to testing frequency, or Force ABN due to invalid diagnosis codes from the drop-down list.
Select the Force ABN will be applied to drop-down list to configure where the Force ABN action will be applied to. Select either Qualifying Current Order Choices or Any Qualifying Order Choice from the drop-down list.
Once you have completed your changes, select Save to return to the Order Entry Rules administration page to continue creating or editing the order entry rule. Remember that you must select Save on the Order Entry Rules administration page in order to finalize the changes you make on this page.

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Edit Order Entry Rule

Description

Access

Adding or Editing Order Entry Rule Conditions

Setting Order Entry Rule Actions