Searching the Orders Screen

If you have been working on a particular patient, the patient's open orders display when you access the Orders screen. To view a different set of orders, press Clear (or Alt+C), and enter new criteria into one or more of the fields at the top of the screen. In the SVC Provided field, select Yes to display orders that are finished. Do not invoice an order until the Done checkbox is selected or you will have invoices with no Provider ID.

The Done checkbox in the orders list is used to confirm that a specific service is done and is now ready to be billed. If the checkbox is not selected, and you attempt to invoice the order, a message displays asking if you are sure you want to invoice a task that has not been done. You may need to verify that the task has actually been completed, and by whom, before you continue.

Use the D, P, I Status field and the drop-down list field to the right to specify the Data, Print, and Invoice status (D, P, or I) of the order. In the D, P, I Status box, indicate whether you are looking for a status of selected (Completed or not required) or cleared (Not Completed). In the field to the right, indicate whether you want to search on all three columns (Any) or on one particular column (I for invoice, D for data entry, or P for print) of any order. See Orders Screen.

If your clinic has fully implemented assigning a work flow to all orders, you may be able to find all the orders that need billing by searching for the Status of Invoicing, or whatever your facility calls the billing step of the work flow. If you use this approach, you may also want to check that nothing was missed, when you are finished, by searching as explained in the previous paragraph.

Orders often have certain data entry requirements that should be completed before invoicing. For example, if the data entry for an injury is not complete, it may be impossible to create an accurate invoice because the ICD code(s) may be missing. For many orders, the attached form will be used for data entry, and when the form is saved, the contents are written back to the SYSTOC data entry screen. If an order needs data entry, select the box to the left for the desired order(s) and use the Data/Print button to access the appropriate screen(s). When data entry is complete, SYSTOC places a checkmark under the D column for that order. If you need to return to the data entry screen after the order is marked completed, right-click on the order and select the Go to data screen option.