Description
Use the Standing Order page to establish or edit the recurrence schedule for a standing order. If you add a recurrence pattern to an order that has already been collected, the program populates the next instance of the standing order into the system.
Note
The Daily tab is selected by default.
The program displays an asterisk next to the tab name to indicate which type of standing order you are viewing. It also displays an "(S)" next to the order ID throughout the program to indicate standing orders.
Because the program stores the signed-in location in the system, standing orders may use routing rules based on the original signed-in location for subsequent orders in a series of a standing order.
Access
- Select the Standing Order checkbox when it has not been previously selected for the order on the Order Patient Samples page.
- Select Recurrence Pattern on the Order Patient Samples page.
Note
To enable the Recurrence Pattern button, navigate to the AdminCenter > System Setup > Locations > select a location > Ordering Location tab > select the Allow user to enter standing orders checkbox.
Technical Manual
Hourly Tab
Select this tab to set an hourly recurrence pattern.
Start
Select the start date and time for the standing order.
| Starting Date/Time | If this is the first order in the recurrence, enter the date and time the recurrence schedule should begin in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. If this is not the first order in a recurring order, the program displays the date and time of the initial order. |
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| Current Date/Time | Enter the date and time the next recurrence should occur in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Note These date fields do not appear when you are placing the first order in a recurring order.
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| Repeat every __ hours __ minutes | Enter how often in hours and/or minutes the order should be repeated. |
End
Select the end date and time for the standing order. You may select only one of the following.
| End after __ occurrences | Enter the total number of times the order should occur. |
|---|---|
| End by _//___ _:_ AM/PM | Enter the date and time the standing order should end in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. |
| Continue recurrences for __ ___ | Enter a number and select a unit of time as the limit for how often the standing order is repeated. Hours is selected by default. |
Insurance
Select this checkbox if all recurrences should be billed to the patient's default insurance company. Clear this checkbox if one or more recurrences will not be billed to the patient's default insurance company. Note You must have the necessary security right to modify this option. |
Daily Tab
Select this tab to set a daily recurrence pattern.
Start
Select the start date for the standing order.
| Starting Date | If this is the first order in the recurrence, enter the date the next recurrence should occur in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. If this is not the first order in a recurring order, the program displays the date and time of the initial order. |
|---|---|
| Current Order Date | Enter the date the recurrence should continue in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Note These date fields do not appear when you are placing the first order in a recurring order. |
| Repeat every __ days | Enter how often in days the order should be repeated. |
End
Select the end date for the standing order. You may select only one of the following.
| End after __ occurrences | Enter the total number of times the order should occur. |
|---|---|
| End by _//___ | Enter the date the standing order should end in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. |
| Continue recurrences for __ ___ | Enter a number and select a unit of time as the limit for how often the standing order is repeated. Days is selected by default. |
Insurance
| Use default insurance for all standing orders | Select this checkbox if all recurrences should be billed to the patient's default insurance company. Clear this checkbox if one or more recurrences will not be billed to the patient's default insurance company. Note You must have the necessary security right to modify this option. |
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Weekly Tab
Select this tab to set a weekly recurrence pattern.
Start
Select the start date for the standing order.
| Starting Date | If this is the first order in the recurrence, enter the date the next recurrence should occur in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. If this is not the first order in a recurring order, the program displays the date and time of the initial order. |
|---|---|
| Current Order Date | Enter the date the recurrence should continue in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Note These date fields do not appear when you are placing the first order in a recurring order. |
| Repeat every __ weeks on S-M-T-W-T-F-S | Enter how often in weeks the order should be repeated and select the checkbox that corresponds to the day(s) of the week on which the recurrence should occur. You may select more than one checkbox. |
End
Select the end date for the standing order. You may select only one of the following:
| End after __ occurrences | Enter the total number of times the order should occur. |
|---|---|
| End by _//___ | Enter the date the standing order should end in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. |
| Continue recurrences for __ ___ | Enter a number and select a unit of time as the limit for how often the standing order is repeated. Weeks is selected by default. |
Insurance
| Use default insurance for all standing orders | Select this checkbox if all recurrences should be billed to the patient's default insurance company. Clear this checkbox if one or more recurrences will not be billed to the patient's default insurance company. Note You must have the necessary security right to modify this option. |
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Monthly Tab
Select this tab to set a monthly recurrence pattern.
Start
Select the start date for the standing order.
| Starting Date | If this is the first order in the recurrence, enter the date the next recurrence should occur in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. If this is not the first order in a recurring order, the program displays the date and time of the initial order. |
|---|---|
| Current Order Date | Enter the date the recurrence should continue in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Note These date fields do not appear when you are placing the first order in a recurring order. |
| Repeat every __ months | Enter how often in months the order should be repeated. |
| Repeat on the __ ___ of every ___ months | Select a day of the month and enter a number of months the order should be repeated. |
End
Select the end date for the standing order. You may select only one of the following.
| End after __ occurrences | Enter the total number of times the order should occur. |
|---|---|
| End by _//___ | Enter the date the standing order should end in the format MM/DD/YYYY. Select a date from the calendar view by selecting the calendar icon located next to the date fields. |
| Continue recurrences for __ ___ | Enter a number and select a unit of time as the limit for how often the standing order is repeated. Months is selected by default. |
Insurance
| Use default insurance for all standing orders | Select this checkbox if all recurrences should be billed to the patient's default insurance company. Clear this checkbox if one or more recurrences will not be billed to the patient's default insurance company. Note You must have the necessary security right to modify this option. |
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History Tab
Select this tab to view information on the other orders that are part of the selected standing order, including any scheduled but not yet released orders.
This tab is available if you select Recurrence Pattern while reviewing an existing standing order on the Order Patient Samples page.
| Collected Orders | This list displays the Order ID, Order Date, and Status of each order in the series that has already been collected or cancelled. |
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| Uncollected Orders | This list displays the Order ID and Scheduled Date for orders in the series that have not yet been collected. |
| Scheduled Orders | This list displays the dates for orders in the series that have not yet been placed in the system. |
| Print Summary | Select this button to display a standing order summary report on the View PDF page. Note When calculating recurrences for a standing order, the program uses the beginning of the day for the end date specified. |
| Print Selected | Select this button to print a requisition for selected orders. |
Buttons
| Save | Select this button to save the modifications to the recurrence pattern and return to the Order Patient Samples page. |
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| < Back | Select this button to return to the Order Patient Samples page without saving your changes. |
