Data Entry and Print from an Order

  1. From any orders grid (Appointment Register, Inj/Ill Visit, or Orders screen, or any of the Chart/Orders tabs in the Clinical Work Area), select the order(s) you want to work on by marking the leading checkbox(es).
  2. Click on the Data/Print button (in the Clinical Work Area, right-click and select Data Entry + Printing).
  3. The appropriate data-entry screen displays. If the data-entry screen does not display, the order may be marked that data entry is not necessary; for example, if data is entered via a PDF form. To access the data entry screen anyway, right-click on the order and select the Go to data screen option.
  4. Enter data and save (Ctrl+S).
  5. If a report is specified for the order, you are prompted to run and print the report.
    Note: You cannot maintain automatic workflow sequencing without printing the report.
    1. To run the report and print it to paper:
      1. Review the report specifications; edit if necessary.
      2. Click the Run Report button.
      3. Click the Print Report button on the report toolbar.
      4. Select a printer and make any necessary changes in the Print Setup window.
      5. Click OK to print the report.
      6. If more than one order was selected, you will be prompted to move to the next selected order. Otherwise, you are returned to the orders grid.
    2. To run the report and attach a PDF copy to the patient's medical record:
      1. Review the report specifications; edit if necessary.
      2. Click the Run Report button.
      3. Click the Export Report button on the report toolbar.
      4. To attach the report to the current order, answer YES when prompted.
        1. Respond to prompts about sequencing and returning to the orders grid as appropriate. When you are done, the attached report is exported as a PDF file and opens automatically in the forms workspace.
        2. Make any changes or additions (such as stamping it with a signature).
        3. Flatten the report.
        4. Exit the forms workspace.
        5. If more than one order was selected, you will be prompted to move to the next selected order. Otherwise, you are returned to the orders grid.
      5. To attach the report to the patient's medical record with a new order, answer NO when prompted to attach it to the current order.
        1. Answer YES to add this report to a patient's medical record.
        2. Respond to prompts about sequencing and returning to the orders grid as appropriate. When you are done, the attached report is exported as a PDF file and the Orders - Attach File screen automatically opens.
        3. Complete the necessary fields of the Orders - Attach File screen (see Orders Quick Guide > Attach a File to an Order> To a New Order).
        4. Select the report file from the list of available files.
        5. Review the report in the PDF viewer and make sure it is the correct one to attach.
        6. Click the Add to Medical Record button.
        7. If more than one order was selected, you will be prompted to move to the next selected order. Otherwise, you are returned to the orders grid.