Description
Use the Standing Orders page to view or print a report of all standing orders placed in the specified range of dates. You may look up standing orders that have already been placed, or standing orders scheduled in the future. This report will only contain standing orders. To view a list of regular orders, use the Orders page. See the Orders topic. Note that if the ordering location for an order changed on the Order Patient Samples or Reassign Order pages so that the system cancelled the old order and created a new order, then the system adds "-reassigned" to the end of the original order's order ID on this report. The report criteria allow you to show or restrict displayed results according to when the order was placed, the lab that performed the testing, the ordering location, the ordering provider, or the patient. Depending on the level of rights assigned to your role, the system will limit the report to orders for your signed-in location, for the locations associated with your practice, or for all locations for all practices within the system.
Access
AdminCenter > Reports > Standing Orders
You must have the necessary security permissions to access the AdminCenter menu. In addition, you must have the necessary rights at the at the practice level to access this report.
Technical Manual
Setting the Report Criteria
Enter the desired report criteria for the standard orders report. Note that it is important to select the appropriate criteria to retrieve your desired orders. Use of multiple criteria could limit the number of possible matches, where use of a single criterion could result in multiple matches and draw an out-of-memory error. If either of these events occurs, reset your filters and click Refresh.
| Order Date/Proposed Collection Date | Select which type of date to use for the report. |
|---|---|
| Start/End | Enter a Start or End date. Select dates from the calendar view by clicking the calendar icons located next to the Start and End date fields. The system will only search for standing orders placed or collected within this date range. By default, the date range is set to include only the current date. |
| Lab | Select the lab that performed the testing from the drop-down list. The system will only search for standing orders where the testing was or will be performed at the selected lab. Select All to include orders from all lab testing locations. |
| Ordering Practice | Select the practice associated with the ordering location from the drop-down list. The system will only search for standing orders that were placed at ordering locations associated with the selected practice. Select All to include orders from all practices. Click Search to select the ordering practice in the Practice Search page. See the Practice Search topic. |
| Ordering Location | Select the location where the order was placed from the drop-down list. The system will only search for standing orders that were placed at the selected location. Select All to include orders from all ordering locations. Click Search to select the ordering location in the Location Search page. See the Location Search topic. Note that the system only displays on the report the locations with which you are associated. |
| Ordering Provider | Enter one or more letters and click Search to select the ordering provider in the User Search page. See the User Search topic. Click Clear to clear the field. |
| Patient | Enter one or more letters and click Search to select the patient in the Patient Search page. See the Patient Search topic. Click Clear to clear the field. |
| Order Results by | Select either Location or Patient Name to set whether the system sorts the matching standing orders by location or by patient name. |
| Group by | Select one of the following options to group the standing orders:
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| Max Results Limit | Enter a value in the field to set the maximum number of rows of information the system displays for the report. If it reaches the maximum, the system displays a message that it cannot display the report. By default, the system displays up to 30,000 results. |
| Report Type | Select a report type from the drop-down list:
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| Refresh | Click to display the standing orders that fit the report criteria filters in the Report section of the page. To modify the report, adjust the report criteria and click Refresh. |
Reviewing & Printing the Standing Orders Report
Once you have set the criteria and clicked Refresh, the system updates the list in the Report section of the page. See "Setting the Report Criteria" above. Use the scroll bar on the right side of the page to view the details for all of the standing orders in the report. If you have system-level rights to view reports, you will see standing orders for all locations. If you have the rights for only a set of practices, you will only see the standing orders for practices you have the rights to view.
Note
When a cancelled order choice appears on the report, the order choice's name/abbreviation will have strikethrough text to note that it has been cancelled.
Click to open the standard print pop-ups. Change the print settings as desired, and then click Print. The system will print the report according to the settings you established in the print pop-ups (number of copies, printer destination, etc.) | |
| < Back | Click to return to the previous page. |
