Templates: MAT Orders

MAT Order Templates streamline the order entry process by allowing users to build and manage reusable templates for medication-assisted treatment (MAT) orders.

Required Permissions: Super Admins, Records Admins, or users with the Manage Template or Edit Templates feature assigned to their profile can create and manage templates.

MAT Orders Templates

Use the template page to find, manage, or copy templates.

1. To begin, click Templates in the header, then select Orders > MAT Orders.
2. The MAT Orders tab shows all MAT Order templates. 
   1. Search: Use the search bar to locate a specific template.
   2. Status: If the toggle is blue, the template is enabled. If it is grey, it is disabled.
   3. Edit: Modify an existing template.
   4. Copy: Duplicate the template for use at another location.
   5. Delete: Remove the template. You will be asked to confirm the deletion.

Create a MAT Order Template

Follow these steps to build a new MAT Order Template:

1. On the MAT Orders tab, click + New MAT Order.
2. Complete all required fields marked with an asterisk (*).
3. Select a Location from the drop-down list.
• Note: If you are in the My Locations view, you will see only the locations enabled in your user profile.
4. Type the template name in the Name field.
5. Fill out any optional fields you want to include in the template.
6. Select a phase from the drop-down list.
   
7. Choose a medication. The Route, Dosage Form, and Strength fields will auto-fill.
8. If needed, check the Blind box to hide the dose from the patient when signing. This option is often used for taper orders.
9. Select Standard, Titration, Taper, or Interval from the Order Type drop-down.

Set On-Site Schedule

1. You can set on-site schedules using Day and Week options.
   • Day: Set the week drop-down to Day for daily onsite dosing.
   • Week: Set the interval (e.g., every 1 or 2 weeks) and select the applicable weekdays.
2. Enter the dose amount.
3. If needed, click Add Split to divide the dose for multiple administrations in one day.
4. Add notes, if needed.
5. Set the status to Enabled and click Save.
6. The new MAT order template appears in the Template list, which includes Name, Location, Order Type, Phase, Last Modified By, Status, and Actions columns.

Copy a Template

Follow these instructions to copy a template:

1. Click the Copy icon next to an existing template.
2. Rename the template.
3. Select a location from the drop-down list.
• Note: Only locations enabled in your user profile appear in the list.
4. Click Copy.

After Copying a Template

• If the selected location matches your current one, the system opens the edit view.
• If it’s a different location, a green confirmation message appears. Switch to the selected location to enable the template.
• Review and enable the template when ready.

Important: Always review copied templates. Medication and phase settings are location-specific. Update them based on availability at the new location.

Using MAT Order Templates

You can apply a MAT order template when starting a new order or modifying an existing one:

1. Click the MAT Order tab.
2. Click New or Change Order.
3. Select a template from the drop-down list.
4. Update any necessary fields, review the order details, and click Submit. Click here to learn more about MAT orders.