Resource Centre - Orders Module

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The Orders module displays a list of patient orders (if available) from the source systems. This module retrieves data from the selected visit only to a maximum of 30 days back.

image of the orders module option

To access the Orders Module, click the Orders option located in the Clinical Modules menu.

This module can be used to gain insight into the types of orders that have been entered for the patient during the selected encounter, including the order status, priority and result status. This information can be helpful if you need to determine if the patient already has an order for a test or procedure and the status of that order. It’s important to note that there may be orders entered and resulted for the patient from other visits and from beyond the 30 days back and will not display in the Orders module in your current view. Be sure to check the associated modules (Labs, Microbiology, and Radiology for example) to view available module-specific results. 

For more information about the Priority, Orders Status and Results columns, refer to the description table.

a note icon The Order Result icon and Order Details may not be available for all facilities. The Orders module is not applicable and will not display when viewing Home and Community Care (HCC) patient encounters. 

 

Order Results Icon

The Order Result results icon icon displays in the first column of the list view as shown in the image below indicates that the order results are available to view in the details.  If an order does not have the Order Result icon, this indicates that there is no results available for this order. In this case, the status of the order may show IPR meaning the order is In Progress as in the example below. If the order is not resulted, clicking anywhere on the line item will only display the order details in the Detail view. 

image of the orders module

a tip icon To view orders from another visit, select a different encounter by clicking on the timeline or select a different encounter form the visits module then go to the Orders module to see the list of orders associated with the new encounter you selected.

Feature Summary

Order List

The list view displays a list of orders from the selected visit and based on the Days Back filter. 

a tip icon You can sort the list view by click on any of the available column headers.  The list will resort the display order in ascending or descending order. 

Smart Filter

The Smart Filter is used to narrow down the list of orders to display only those related to the text you entered in the search. In the example above, the Smart Filter Search box was used to narrows the list of results to display that included text that began with lab OR wlmh.

image of the smart filter in orders module

The Smart Filter searches the Orders List grid for any text that begins with the text entered in the search. All other orders are filtered out and do not display in the view.

a tip icon See the Smart Filter section to learn more about filtering results and lists with the Smart Filter tool.

Days Back Filter

image of the days back filter options

The Days Back filter refers to the amount of information presented in the view based on the number of days back from the date of the order date.

The Orders module can go to a maximum of 30 days back.

a tip icon Make sure that your Days back is set appropriately to include the available data in that date range. Example: If you’re looking for an order that was made three weeks ago, and the Days Back is set to 7 days, then you will not be able to see that order.

Priority

The priority column indicates if the order was entered as:

  • S – Stat
  • U – Urgent 
  • R - Routine

Order Status and Result Status

Order status types can vary depending on the contributing source system. Select the order line item to view the details. Common types include: 

  • ORD – Ordered
  • TRN – Transmitted
  • IPR – In Progress
  • COM – Completed
  • RES - Resulted (this status type will include the order results  icon in the first column)
  • CNC - Cancelled

 

Viewing Order Results

To view the order results:

1. Click the icon results icon next to the order you want to view. 

image of the orders module details

Order results appear in a Detail window below the list of orders.

2. Click the Close button Image of close button to close the result Details

3. Click the Orders module option from the Clinical Modules menu to return to the Orders list.

a note icon Module-specific results are also available in the associated source module and can be accessed beyond the 30 day window limited to the Orders module. 

 

Viewing Order Details

To view order details, click on the line item of the order you want to view (as shown below). 

This displays the order workflow details of the selected item indicating that the order was received by the designated department at the facility.

image of viewing the orders module details

Depending on your preference settings, Order Detail window will display to the right of the orders list or below the orders list.

Click the Close button Image of close button to close the Order Detail screen and return to the Order list view.

 

Order Module Preferences

Module Preferences are used to customize how you want to view information presented in the Orders module to suit your clinical viewing needs. Preferences need only be set once, and can be easily be updated anytime as your clinical needs change.

Click the Preference preferences icon icon located in the module header to access Orders preferences. 

image of the orders module header

image of the preferences tab

After updating your preference settings, click the Save & Apply button Image of save and apply buttonto save your changes.

a note icon Orders module preferences can also be accessed from the Global Preferences.

The following table provides a summary of all available preference settings:

Preference Description

Default Detail Location

image of the default detail location options

Allows you to set the default location of the Details window: 

  • Bottom – The Detail view displays below the results list.
  • Right –The Detail view displays to the right of the results list. 

Days Back

image of the days back options

The Days Back filter refers to the amount of information presented in the view based on the number of days back from the date of the order date.

The Orders module can go to a maximum of 30 days back.

a tip icon  Make sure that your Days back is set appropriately to include the available data in that date range. Example: If you’re looking for an order that was made three weeks ago, and the Days Back is set to 7 days, then you will not be able to see that order.

Sort By

image of the sort by options

Customize which column you would prefer your orders to be sorted by. 

Sort Direction

image of the sort direction options

After setting the Sort By column, you can select to sort the data in Ascending or Descending order. 

a tip icon If the Sort By column selection is a date (numeric) field, selecting Descending order will display the most recent order at the top of the Orders list. If the Sort By column selection is a character (A through Z) field such as the Order Procedure column, the Sort Direction will be in alphabetical order A to Z Ascending order, or Z to A in Descending order.