Description
Use the Order History page to view patient order information, as well as access patient demographic and insurance information. If archiving is enabled for your system and you have the necessary security permissions, you may also view or restore archived orders for the patient. You must first select a patient using the search feature before you can perform any of those tasks.
Note
The data displayed on this page depends on the column view settings for your facility. The system uses the column view settings to control what columns appear in the tables on this page and the order in which it sorts the displayed information. You may set column view rules at the location or the system default levels. The rules for the signed in location, if available, supersede the system default column view rules.
Access
- Select the Patient Info menu button, and then select the Order History submenu link.
- Select the Order History link below the Find Patient search field on the Demographics, Insurance, Collect Samples, or Order Patient Samples pages.
- Select the name of the desired patient, and then select Order History in the pop-up list on the Find Patient or Order page or the Lab Orders administration page.
- Scan a patient or order bar code while the default page when scanning setting on the System Defaults administration page is set to open the Order History page.
Technical Manual
Reviewing the List of Patient Orders
The system displays the selected patient's name, age, sex, and patient ID at the top of the Order History page once the patient is selected. You may modify demographic and insurance information; review the patient's order history; or place an order, collect samples or create a blank requisition for the patient by selecting the links listed below.
The Order History page contains a list of up to 40 orders. If the list is longer than one page, use the Page links, located below the list of orders, to navigate through the list. This list includes patients across all of the practices to which you are associated. Depending on the Users settings for your account, the system may include patients who belong to practices you are associated with, as well as any additional patients from other practices for whom you have been the ordering provider.
| Find Patient | Select inside the search field to find the desired patient record if a patient is not currently selected or if you wish to select a different patient. See the Selecting a Patient topic. Depending on Users and System Defaults administration settings, the system may display or restrict patients visible to your associates during your patient or order searches. If you did not find the correct patient in your search, you may need to create a new patient record. See the Demographics topic. If you selected a patient in another page before opening this one, then that patient's record is shown. |
|---|---|
| Demographics | Select this link (or press the Alt+U hotkey) to view or modify the patient's demographic information. See the Demographics topic. |
| Insurance | Select this link (or press the Alt+I hotkey) to view or modify the patient's insurance information. See the Insurance topic. |
| Order History | Select this link (or press the Alt+O hotkey) to refresh the current page. |
| Options | Select this link to open a pop-up list of actions. Select the action you wish to take for the selected patient. |
| New Order | Select to place an order for the patient in the Order Patient Samples page. |
| Collect Samples | Select to collect samples for all orders for the patient that are ready for collection. |
| Blank Patient Requisition | Select to view or print a blank requisition from the View PDF page. |
| Patient Labels | Select to print the system default patient-type labels. |
| Change Log | Select to view the change log for the selected patient on the Change Log administration page, if you have the rights to do so). When creating blank requisitions, the system will attempt to use the format selected for your signed-in location, if available. If not, the system uses the system default format. |
| None | If the location's format is set to use the system default, and if the system default format is set to None, then the system disables access to create blank requisitions. |
| Order ID | The identifying number for the order that was assigned when the order was placed. |
| Order Choices | The order choices included in the order. |
| Order Date | The date and time the order was placed. |
| Ordering Provider | The provider who placed that order for the patient. This may or may not be the patient's PCP. |
| Encounter | Allows displayed orders to be filtered by the selected encounter. |
| Status | The current status of the sample collection (Collection Pending or Collected) and of the order (Cancelled, No Results, Partial, Accession Pending (order not yet released into Harvest LIS), Accessioned, or Complete). Order choices with an order choice type designated for storage appear as Complete on this page. |
| Order ID | Select to sort the list of orders by the selected column. Each time you select a column header, the system changes the sort to either ascending or descending order, as indicated by the sort arrow. |
| Refresh | Select to update the list with new orders and results. |
| Cumulative | Select to access the Cumulative Report for the patient. See the Cumulative Report topic. |
| show orders for this patient across practices | Select the link to view the orders for the patient from all of the practices to which the selected patient and all of the patients linked to the selected patient belong. The link will not be visible if the patient is not linked to any other patients. Select the only show orders for this patient and this practice link to view only the orders for the patient from your signed in practice. You will typically use this feature in cases where one patient has records for multiple practices, and you wish to associate the patient records, without deleting or merging records, to indicate they belong to the same person. System Administrators may link patients in the Patients administration page. |
| Hide Cancelled Orders | Select the checkbox to screen out all cancelled orders from the list. |
| Hide Completed Orders | Select the checkbox to screen out all complete orders from the list. |
| Combine Practices | Select the checkbox to combine multiple practices together. |
| Order ID | Select the link to open a pop-up list of page options. Select the page you wish to open for the selected order. Note that some options may not be available. |
| Review Order | Select this option to view the order in the Order Patient Samples page. See the Order Patient Samples topic. |
| Samples | Select this option to collect samples for the order in the Collect Samples page. See the Collect Samples topic. |
| Labels | Select this option to print master and tube labels in the Print Labels page. See the Print Labels topic. This option may be disabled, depending on the administration settings for your signed-in location. |
| Requisition | Select this option to print requisition(s) for the order in the Requisition(s) page. See the Requisitions topic. |
| Change Log | Select this option to view the change log for the selected order. See the Change Log topic. You must have the necessary security right to access the Change Log administration page. |
| Lab Report | Select this option to create a lab report of the order in the Lab Report page. You may view and deliver the lab reports by selecting on either View or Deliver, followed by the other options for Print, User, External Recipient, Location, or Host from the list, followed by their designated options. You may deliver lab reports by selecting Direct Printing, RAPS, Email, and Fax to select a method of delivery. When User and/or Location is selected, followed by Fax or Email, the Deliver Lab Report pop-up will be displayed. |
| View | Select to view the report. |
| Deliver | Select to deliver the report. |
| Select to print the report. | |
| Deliver to | Enter the name of the delivery destination in the field. |
| Select Ordering Provider | Select to enter a name. This field is required. |
| Email Subject | Enter the subject of the email or fax in the field. |
| Email Address | Enter the email address in the field. This field is required. |
| Deliver | Select to deliver the lab report. |
| Cancel | Select to close the pop-up without sending the lab report. See the Lab Report topic. |
| Cancelled | Orders that were cancelled are displayed in the Order Patient Samples page. See the Order Patient Samples topic. |
| No Results | Orders that do not have any results are displayed in the Order Patient Samples page. |
| Partial | Orders that have some results are displayed in the Lab Report page. See the Lab Report topic. |
| Complete | Orders that have results for all order choices are displayed in the Lab Report page. |
| Accession Pending, No Results | Orders that have been released into the Orchard Harvest LIS system. This status is only available if the Harvest LIS host system is configured to expect an accessioning change status message in the Hosts administration page of the system. |
| < Back to Order History | Select to return to the Order History page. |
Viewing and Restoring Archived Orders
| View Archive | Select to archive orders. This button is only available if archiving is enabled for your system and you have the necessary security permissions. See the Archive topic. |
|---|---|
| Order ID | Displays the order ID. |
| Ordered | Displays ordered order choices. |
| Order Date | Displays the ordered date. |
| Ordered by | Displays who it was ordered by. |
| Restore Date | Displays the restored date. |
| Select | Select next the order(s) you wish to restore. |
| Restore | Select to add the date and time of the restore in the Restore Date column for the order. |
| < Back to Order History | Select < Back to Order History when you are finished viewing or restoring the archived orders. |
