Editing Orders

The Orders menu option displays an editable grid. Cells that display with white backgrounds can be edited in the grid. You can change any editable attribute of an order by clicking on a cell and typing the correct data, or clicking on the selection box to pick a more appropriate action, etc.

The table below lists some of the things you might want to change, and indicates how to change them. Remember to save any changes you make. To keep an orders problem from happening in the future, you may need to correct the Task Prototype on which the order was based, see Defining Task Prototypes.

Table 1. Correcting Specific Order Problems
Problem Solution
Pencil icon for PDF form in F column does not open the desired form. Scroll to Form cell, click on the cell to reveal the down arrow, then choose the correct PDF form. The Task Prototype should be corrected to prevent the problem in the future.
The Sequence, Status or Work Group is incorrect. Use the Check Sequences button to access the appropriate section, then click on the cell and select a more appropriate choice from the drop-down list. It is generally best to simply change the sequence number and let the other changes happen automatically.
Data/Print button goes to incorrect SYSTOC screen. Scroll to Section cell, click on down arrow and choose the correct screen name. The Task Prototype should be corrected to prevent the problem in the future.
Get error "either no orders were selected or..." message. You must put a checkmark in the box in the leftmost column (heading is *) for each order you want to work on.
Can't access data entry screen. There is a checkmark in the Data Entry (D) column, indicating data entry is already done or is not needed. Verify that you are on the correct order; if you need to access the data entry screen again, right-click on the order and select Go to data screen.
The wrong report prints. Although it is possible to change the report name on the grid, in practice it is easier to go to the appropriate source (data-entry) screen (for example, for a PFT report, go to the PFT menu choice and display the desired patient data), press F2, select, and print the correct report. The Task Prototype should be corrected to prevent the problem in the future.
The report needs to be reprinted. Go to the appropriate data-entry screen, display the correct patient's information, press F2, select the report (the appropriate information should default into the report specification settings), and print the report.
An order that should be billable is not appearing on the list of charges to post. Possibly the item has already been placed on an invoice; if so, there will be an invoice number when you scroll horizontally. If there is no invoice number, you can make the item billable by removing the checkmark in the Invoice Entry (I) cell for the applicable order.
The Staff ID for the displayed orders is incorrect. Correct the first order by changing the Sched For cell, then click on the Sched For column to highlight it, right-click, choose Auto-Fill. The revised entry will copy to all the other orders. If the results are not as expected, use the Cancel button to undo the change.
An order is incorrect and should be removed. Select the order by clicking on its leading checkbox, then click on Delete Record on the SYSTOC toolbar (wastebasket icon), or press Ctrl+D.
Note: Do not delete an order that has a teal-colored background in the F column. The colored background indicates it has a chart attached, and it would be lost if the order is deleted!
The Staff ID in the Done By cell is incorrect. Uncheck the Done cell, save if needed, then recheck Done, save again, and enter the correct name when the Staff ID selection box displays.
The description is too general. To meet unexpected needs, there should be some generic tasks that have an "enter description here" type of design. Simply click on the description cell and type what you want the order to accomplish.