Data Entry and Print from an Order
- 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).
- Click on the Data/Print button (in the Clinical Work Area, right-click and select Data Entry + Printing).
- 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.
- Enter data and save (Ctrl+S).
-
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.
-
To run the report and print it to
paper:
- Review the report specifications; edit if necessary.
- Click the Run Report button.
- Click the Print Report button on the report toolbar.
- Select a printer and make any necessary changes in the Print Setup window.
- Click OK to print the report.
- 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.
-
To run the report and attach a
PDF copy to the patient's medical record:
- Review the report specifications; edit if necessary.
- Click the Run Report button.
- Click the Export Report button on the report toolbar.
- To attach the report to the current
order, answer
YES when prompted.
- 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.
- Make any changes or additions (such as stamping it with a signature).
- Flatten the report.
- Exit the forms workspace.
- 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.
- 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.
- Answer YES to add this report to a patient's medical record.
- 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.
- Complete the necessary fields of the Orders - Attach File screen (see Orders Quick Guide > Attach a File to an Order> To a New Order).
- Select the report file from the list of available files.
- Review the report in the PDF viewer and make sure it is the correct one to attach.
- Click the Add to Medical Record button.
- 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.
-
To run the report and print it to
paper: