Settings: Orders Tab

The Orders Settings tab allows you to create custom frequencies for Medication/Action Orders.

For EMR instances using the Lab Interface, you will also use this tab to create Statements of Medical Necessity for lab testing and set Lab Order Frequencies for your bi-directional lab or analyzer interface. 

Updating Orders Settings

Let's review how to make updates to your Orders settings. 

1. Click on your initials and choose Settings.
   
2. Open the Orders tab.

Lab Orders

The Lab Orders tab allows you to set Statements of Medical Necessity and Lab Order Frequencies.

1. • Statements of Medical Necessity: This section is specific to the Lab Interface and allows users to customize the rationale for why the lab order was placed. Click here to learn more.
   • Lab Order Frequencies: Create a custom set of frequencies for your lab orders. There are four frequency types, click here to learn more.

Medication/Action Order Frequencies

The Medication/Action Order Frequencies tab allows you to create custom frequencies for Medication and Action Orders using Daily or Weekly intervals.

1. Search: Enter search terms. You can use commas to separate multiple terms.
2. Add Frequency: Click to add a new order frequency. (See the section below on adding custom frequencies for more information.)
3. [drag]: Click on the [drag] text and, without releasing the mouse button, drag the frequency to the desired location, then release.
4. Edit: Click on the edit pencil to make changes to the frequency.
5. Copy: Click on the copy icon to duplicate the frequency.
6. Delete: Click on the red x to delete the frequency.

 If you click on the edit icon, you will see the following screen.

If your facility has a master instance, frequencies will be location-specific and will only be available for the location selected here. 

Custom Frequencies for Medication/Action Orders

Create your organization’s custom frequencies using Daily or Weekly Intervals. Use the Every type to create duration-based frequencies and At type to create schedule-based ones.

Note: The longest dosing interval available is 365 days. 

1. To add a new frequency, open the Medication/Action Orders Frequencies tab.
2. Scroll to the end of the page and click Add frequency.
3. Name the frequency. This appears in the Frequency drop-down when adding a Medication or Action Order so be specific.
4. From the Interval drop-down select Daily or Weekly. 
   • Selecting Weekly introduces a day picker. Select the days of the week to administer the order.
5. Click the + icon to add a schedule.
6. From the Type drop-down select Every or At.
   • Every: Allows you to determine how often in Days, Hours, and Minutes to administer this order.
   • At: Allows you to set the specific time(s) when the order should be administered.
7. Use the + icon to add as many schedules as needed. 
8. Once you have set a schedule, check the Enabled box to make this frequency available for use.
9. For Master Instances, please select all Locations where this frequency should be available.
10. If an error was made, click the X to remove the frequency or delete the item altogether. 
11. Click Update to save your changes.

Frequency Examples

Example: Two times per day
Every (Duration-based)	At (Schedule-based)
Example: Once a week
Every (Duration-based)	At (Schedule-based)

Frequency Tips

• You must click the Enabled checkbox in order to see the frequency in the Frequency drop-down in Orders and Order templates.
• The name of a frequency cannot be changed if it is already in use. You can disable the frequency and create a new one if needed.
• You have the ability to drag and drop the frequencies. The order you arrange them in is how they will display in the frequency drop-down.
• If changes are made to an existing frequency, and a user clicks on the Change Order button of an order using the existing frequency, they will see the following warning.