Change the Assignment of Orders for an Appointment

By default, the orders appear with a Sched For ID that matches the person for whom the appointment is scheduled. This topic explains how to assign a different Staff ID for different orders.

1. Place the cursor in the Sched For cell for the order you want to change. Click once.
2. Type the ID of the person responsible for this order, or select the person from a lookup – the search defaults to the logged in user ID – (the lookup button is on the right side of the cell). Click on the lower right-hand Save button (Ctrl+S). Saving is not necessary if you are working in the Clinical Work Area.
3. If you are NOT in the Clinical Work Area, you can change several adjacent orders at once. Click on the first order in the series and change it as above. Then use the mouse to highlight the Sched For cells of all the other orders you wish to change, starting with the order you just changed. Right click and select Autofill Selection. The block of highlighted cells all change to match the first one in the series. Save your changes.