Working with Chart Box Orders

Your search results may contain orders for many different patients. Clicking on an order selects it, displaying the patient's name and order description above the tab.

You can narrow your search results to orders that belong to a single patient by selecting an order for that patient, clicking the right mouse button, and selecting the Filter on menu option. Options to Delete Order(s), Do DataEntry + Printing and Do Invoicing are also available from this menu. See Working with Orders for additional information about using those capabilities.

The background color of the check box (located in the first column of the orders grid) indicates the length of time since the order was last changed. If less than one day has passed, the area behind the check box is white. At two days, this area is tinted a light red. This color becomes progressively darker as the days pass and no changes to the order are made. After a week, the background color changes to a solid red. This color coding makes it easy to identify the orders receiving the least attention.

If your clinic pre-defined work flow sequences during system setup, the sequence number will increment automatically each time you save a form, and the associated entries in the Status, Work Group, and Owner fields will progress accordingly. You may occasionally save a form before finishing it, in which case you should manually step the sequence number back by one (do this in the Next Seq # field located at the top of the open form) to prevent the sequence from inappropriately advancing to the next sequence number when you save.

If you are not working in a form, if work flow sequences were not pre-defined, or if the work flow for a particular order varies from the pre-defined flow in a given situation, you may need to edit the sequence fields manually. This can be done by clicking in the desired field in the orders grid and selecting a new entry from the drop-down menu. While orders can be marked as "Done" automatically, it may be necessary to do this manually in the orders grid. For additional information see Marking Orders Done. When an order is marked "Done" the background color of the record changes to green.