Orchard Enterprise Technical Reference Guide

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Page Description

Use the Reassign Order page to correct situations where orders are associated with the incorrect patient by reassigning them.

Accessing this Page

  • Select the Administration menu button, select the Manage button, and then select the Reassign Order submenu link. You must have the necessary security permissions to access the Administration menu button. When you select the Administration menu button, the system opens the main Administration menu, which contains administrative menu buttons, including the Manage menu. To return to the main menu for the system, select the Tasks menu button.

Searching Order IDs

  1. Use the Choose the order that currently has the wrong patient associated with it section to search for the inaccurate order. The order may have any status, including Complete, Cancelled, or Final.
  2. Enter two or more characters into the Order ID field and select Search to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you have selected the desired order, the order ID and a summary of the selected order is displayed. Ensure the correct order is displayed.
  4. If it is not the correct order, select Start Over to clear the Reassign Order administration page and begin a new process.
  5. If the selected order is correct, search for Patient IDs in the Choose the patient that should be associated with the selected order section. See "Searching Patient IDs" below.

Searching Patient IDs

  1. Use the Choose the patient that should be associated with the selected order section to search for and select the correct patient for this order.
  2. Enter two or more characters into the Patient Name or ID field and select Search to select the desired patient in the Order Search page. See the Order Search topic.
  3. Once you have selected the desired patient, the patient's name as well as a summary of the selected patient's ID and demographics is displayed. Ensure the correct patient information is displayed.
  4. Enter characters into the Ordering Location field, or select Search, to search for an ordering location to be associated with the order. This field is required.
    • Select the Leave ordering location unchanged option to have the system leave the ordering location unchanged when reassigning the order.
  5. Enter characters into the Collection Location field, or select Search, to search for a collection location to be associated with the order. This field is required.
    • Select the Leave collection location unchanged option to have the system leave the collection location unchanged when reassigning the order.
  6. Enter characters into the Ordering Provider field, or select Search, to search for an ordering provider to be associated with the order. This field is required.
    • Select the Leave ordering provider unchanged option to have the system leave the ordering provider unchanged when reassigning the order.
  7. Select an option from the Insurance Set drop-down list to specify how the insurance set associated with an order is handled when the order is reassigned. Select Retain source order's selected insurance for the destination patient option for default behavior. If the selected patient for reassigning the order does not already have a matching insurance set, a new set is created based on the insurance set that was originally configured on the order; Select the Do not retain source order's selected insurance, use 'No Payor' option to not retain the source order's selected insurance, but use a no payor option instead; Select the Specify order's insurance based on the destination patient option that will display a search-as-you-type field to select the insurance set from those associated with the selected patient. Select an insurance from the search-as-you-type field to the right of the drop-down list. A selected insurance is required for this option.
  8. If it is not the correct patient, select Start Over to clear the Reassign Order administration page and begin a new process or select X to remove characters from the search fields.
  9. If the selected patient is correct, reassign the patient to the order using the Perform Reassignment section. See "Reassigning the Order" below.

Reassigning the Order

  1. Use the Perform the reassignment section to change the patient associated with the order in the system.
  2. Select Perform Reassignment to initiate the reassignment process. During the reassignment process, the system does the following:
    • If the selected order is part of a standing order series, the system prompts you to confirm that you wish to reassign the selected order and all related orders, no matter what their status. Select OK to have the system reassign the selected order and all related orders.
    • The system ensures the ordering location is one of the locations associated with the new patient's practice, and changes it to one, if necessary. If it modifies the ordering location or the practice of an order, the system creates a copy of the original order and assigns the new patient record to it. The system marks the old order as cancelled, and adds "-reassigned" to the end of the original order's sample IDs. In addition, the system generates billing messages (if configured) for the newly created order and creates credit messages for the old order.
    • Once an order is reassigned, the system resends the results to all the recipients, including sending reports to the appropriate User and Location Inboxes. Note that the location that receives the results may change if the new patient belongs to a different practice.
  3. The system displays the message "The selected patient is now the patient assigned to the selected order above" to indicate a successful reassignment.
  4. Select Start Over to save the changes, clear the Reassign Order administration page, and begin a new process.
  5. Print a summary report of the reassignment in the View summary report for the selected order section. See "Viewing the Summary Report" below.

Viewing the Summary Report

  1. Use the View summary report for the selected order section for the following actions:
    • View current or historical results for the order.
    • View, add, or modify comments.
    • Fax or print the report.
  2. Select View Order's Summary Report to view the report and access comment, fax, and print functions in the Lab Report page. See the Lab Report topic.
  3. Select Start Over to clear the Reassign Order administration page. Changes are saved and a new process begins.