To a New Order

  1. If you are on the Orders screen (from the main menu), enter the patient, date, and Sched for ID applicable to the new order and Search, then select Attach File New Order. Jump to step 3.
  2. From the main menu, select Orders - Attach File.
  3. In the Attach File screen, verify that any defaulted information is correct. Enter a date if the Sched Time field did not fill automatically. Be especially careful to correct the Company if this order is not for the patient’s usual employer.
  4. Complete the Task ID. Typically files are attached using a few standard IDs to indicate whether the file is medical or non-medical. In the unlabeled box below, type a description of the file.
  5. Make or modify entries in the workflow fields as necessary to ensure the order will move to the appropriate person’s/group’s Chart Box for attention.
  6. Click Select a Folder to browse to the file you want to attach. Select the file. Verify the contents of the selected file in the display on the right hand side of the screen. If it is the desired file, click Add to Medical Record.
  7. Select whether to delete the source file or leave it in the folder.