Description
Use the Report Order Choice Lists page to add or edit the list of order choice lists available for custom patient requisitions. When you create a report order choice list, there are no restrictions as to which order choices or profiles may be added to the list; however, the system only allows you to add multiples of an order choice to a report order choice list if the order choice's settings allow you to add it to an order multiple times. The system enforces the restriction when a blank patient requisition is created for a patient. At that time, the system compares each order choice to the patient's practice to see if the current patient can have the order choice in question ordered for them. This means that not all of the order choices in the report order choice lists that you have added to the report will necessarily show up on a report.
Access
AdminCenter > Other Setup > Report Order Choice Lists
You must have the necessary security permissions to access the Report Order Choice Lists page.
Technical Manual
Viewing the Report Order Choice Lists List
The Report Order Choice Lists list page contains a list of report order choice lists. If the list is longer than one page, use the page links located below the list to navigate through the list.
Show active only | Select the checkbox to view only active report order choice lists. Set the active/inactive status in the Report Order Choice List Details section of the Report Order Choice List details page. See "Adding and Editing Report Order Choice Lists" below. |
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Name | Enter text into the search-as-you-type field to search for a specific report order choice list or to narrow the list. |
Add | Select to add a new report order choice list to the system. The Report Order Choice List details page will appear, opening a blank record to create a new report order choice list. See "Adding and Editing Report Order Choice Lists" below. You can also select Copy on an existing report order choice list to add a new list using the existing list's details; see below. |
Refresh | Select to refresh search results in the table list. |
Show __ entries | To modify the number of items on the page, adjust the value of the field. The system defaults to 10 per page and displays the total number of items based on your search. |
Name | Select the name of the report order choice list in order to view and/or edit specific details about the report order choice list on the Report Order Choice List details page. See "Adding and Editing Report Order Choice Lists" below. |
Copy | Select to open a new report order choice list with the selected list's details. |
Adding and Editing Report Order Choice Lists
Use the Report Order Choice List details page to add or edit a list.
Active | Select the checkbox to enable users to select the order choice list while creating custom patient requisitions. Clear this checkbox to restrict users from selecting the order choice list. If the list is inactive, the system clears it from the Report Order Choice Lists list page when you select the Show active only checkbox. See "Viewing the Report Order Choice Lists List" above. |
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Name | Enter the name of the list in the field. This field is required. To edit the name of the list, highlight or delete text already displayed in the field, then modify as desired. |
Order Choice Search | Enter one or more characters in the field to open the Order Choice Search quick search pop-up, where you may select the order choices or profiles for the order choice list. The system displays all of the order choices and profiles that matched your search in the Available Order Choices list. You may select the Search All Order Choices or Search Order Choice Lists options (or press Ctrl+Spacebar) to have the system search the selected group of order choices, or you may select the Search Profiles option to only search for profiles that match your entry. The system determines the default search group based on a setting in the Application page. If the list is longer than one page, use the page links located below the list of order choices and profiles to navigate through the list. Note Press the Enter key on your keyboard to add the first order choice or profile on the list to the Selected Order Choices list, or select the abbreviation of one or more order choices or profiles to add them to the Selected Order Choices list. Then, select Save (or press Alt+O) to add the selected order choices to the Report Order Choice Lists details page. Note As you are adding order choices, note the following:
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Move Up Remove Move Down | Select these buttons to modify an order choice's position in the list. Once you have added one or more order choices, select one or more order choices (using the Ctrl or Shift keys as necessary) and select the Move Up, Remove, or Move Down buttons. |
Alphabetize | Select to have the system place all of the order choices in the list in alphabetical order. If you select one or more order choices, the system displays the Alphabetize Selection button. Select this button to have the system place all of the order choices you selected in alphabetical order. |
Clear Selection | To reset all selected order choices to an unselected state, select one or more order choices, and then select Clear Selection. |
Display Format | Select an option to set the Display Format. This format only affects this page; the system does not save this setting.
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Save | Select to record changes and return to the Report Order Choice Lists list page. |
< Back to List | Select to return to the Report Order Choice Lists list page without saving any changes. |