Change Ordering Location

Description

Use the Change Ordering Location page to make a change so the patient and ordering location you have selected on the Order Patient Samples page are from the same practice. You may select a linked patient, if one is available; search for and select a different patient; create a record for the patient in the selected location's practice, or move the patient to the selected practice. If you do not wish to perform one of these actions, you may return to the Order Patient Samples page and retain the previous ordering location.

When displaying patients, the system only includes patients whom you can view, and it limits the list by the practice the new location belongs to.

Access

Modify the Ordering Location field on the Order Patient Samples page when the ordering location you select is associated with a different practice than the selected patient.

Technical Manual

Select a linked patient

If the selected patient does not belong to the same practice as the selected ordering location, but the patient is linked to a patient who does belong to the practice, the Select a linked patient section appears.

This section lists each linked patient.

Name	Displays the patient name. Select the link in this column to select the linked patient and return to the Order Patient Samples page with the linked patient as the patient for the order.
Patient ID	Displays the patient ID.
SSN	Displays the patient SSN.
DOB	Displays the patient date of birth.
Sex	Displays the patient sex.
Address	Displays the patient address.
PCP	Displays the patient primary care provider.
Practice	Displays the patient practice.

Search for a patient

The program displays any patient records with the same last name and first initial when this page appears.

This section lists each potential matching patient.

Patient	If you do not see the desired patient, type one or more characters in this field and select Search to refresh the list of patients with those who match your new search.
Search	After entering text in the Patient field, select this button to refresh the list of patients with those who match your new search.

Patient List

Name	Displays the patient name. Select the link in this column to select the patient and return to the Order Patient Samples page with the newly selected patient as the patient for the order.
Patient ID	Displays the patient ID.
SSN	Displays the patient SSN.
DOB	Displays the patient date of birth.
Sex	Displays the patient sex.
Address	Displays the patient address.
PCP	Displays the patient primary care provider.
Practice	Displays the patient practice.

Create a record for this patient in the other practice

Create new patient

Select this button to create a new patient record that belongs to the new practice with all the data from the original patient record and to return to the Order Patient Samples page with the newly created patient as the patient for the order.

The program links the new patient to the old patient, and it marks the old patient as non-orderable (if the system is set that way).

Move patient to selected practice

Move Patient

Select the button to move the patient to the selected practice.

This button will appear only if all of the following conditions are met:

You must have the right to move patients to another practice.
The current ordering location's practice must have the setting Allow patients in this practice to move to another practice enabled.
The proposed ordering location's practice must have the setting Allow patients in this practice to move to another practice disabled.
The patient must not have more than one order.
The patient must not have any approved results on any order.
The patient must not have any archived records.
The patient must not have practice-specific insurance.
The patient must not have a linked patient in the proposed practice.
The patient must not have a duplicate MRN in the proposed practice if the proposed practice forces unique MRNs.

If any of these conditions are not met, the system will display text describing what conditions need to be met and what conditions failed that prevent you from moving a patient to another practice.

Buttons

Back to Order Patient Samples	Select this button to return to the Order Patient Samples page and retain the previous ordering location.

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