This page has been updated for Version 1.7
Because money management security is critical and each hospital will have different requirements, the Order management system is granular, allowing many specific functions to be turned on and off on a per role basis.
| Privilege | TypeDescription | Definition | Example / Screenshot | Verified | Screen | |
|---|---|---|---|---|---|---|
| Hospital Orders | Root AccessGrants access to the Order Management screen. Without this, users cannot modify bills directly, but can only add items from the patient record via automated methods. |
|  | Create orders | FeatureOrder Management screen | |
| Cashier Approve & Finalize Order | Allows a | user to make a new Order. However, the order cannot be opened without further privileges. Removed? | ||||
| Cashier Screen Access | Feature | Displays the "Go to Cashier" button on the Order screen. Independently requires Cashier screen privileges. |
| | ||
| Cashier Approve & Finalize Order | This is the cashier screen, not the Order screen | Approve Order Item | FeatureCashier to approve and finalize the order from the Cashier screen, instead of performing this action on the Order Management screen. | Cashiering Screen | ||
| Approve Order Item | Allows the user the ability to approve a single order item. | Order Management Screen | | |||
| Approve Adjustment | FeatureAllows the user the ability to approve an adjustment added to an order. |
| Order Management Screen, Cashier Screen | |||
| Add Order Item | FeatureAllows the user to add an order item to the bill from the order management screen. |
| Order Management Screen | |||
| Edit Order Item | FeatureAllows the user the ability to edit an order item from the order management screen. Allows the save button to appear after making permitted changes. Specific sections within the order item are controlled by other privileges, such as the subtotal or qty or comment. | Order Management Screen | | |||
| Delete Order Item | Feature | Allows the user to delete an order item from the order management screen. |
| Order Management Screen | ||
| Unapprove Order Item | FeatureAllows the user to unapprove an order item from the order management screen. | Order Management Screen | | |||
| Edit Order Item Comment | FeatureAllows the user to edit comments on order items. |
| The pencil icon appears regardless of the user having this privilege, but it is non functional | Edit Item Date | FeatureOrder Management Screen | |
| Edit Order Item Date | Allows the user to edit the order item date. Without this, the date is read-only. |
| Order Management Screen | |||
| Edit order Item Amount | FeatureAllows the user to modify the subtotal for the item. Without this, the subtotal is locked in place based on qty x price. |  | Order Management Screen | |||
| Edit Order Item Qty Amount | Feature | Allows the user to modify the total qty for an order item. Without this, the qty is locked and cannot be changed. |
| Order Management Screen | ||
| Unapproved Delete Order Item | Allows the user to approve deleted items on a hospital order. | ??? | Order Management Screen | |||
| Approve & Finalize Order | FeatureAllows the user to approve all items and set the order to Finalize (indicating it is ready for the cashier to process payment) | Order Management Screen | | |||
| Review Order | ?? | ??? | Changes nothing | Finalize Order | FeatureAllows the user to set the order to Review status, indicating it is ready to be reviewed prior to Approval | Order Management Screen |
| Finalize Order | Allows the user to set the order to Finalize, but not approve all items if they | werenot yet unapproved |
| Order Management Screen | ||
| Unfinalize Order | Feature | Allows the user to change a Finalized order back to a working status by clicking on Unfinalize order. |
| Order Management Screen | ||
| Approve All Order Items | FeatureAllows the user to approve all unapproved order items at once, without having to click each individual item to approve it. When the user does not have this privilege, the button is grayed out instead of invisible. | Order Management Screen | | |||
| Delete All order Items | Feature | Allows the user to delete all order items from the bill, regardless of whether they were approved or not. |
| Order Management Screen | ||
| Transfer Open Order | FeatureAllows the user to transfer an open order | Order Management Screen | | |||
| Recalculate Order Total | FeatureAllows the user to recalculate the order total (for example if client tax status changed) |  | Order Management Screen | |||
| Bill From Pick List | Feature | Lower level privilege to allow a user to add items to a bill from a pre-defined pick list. When the user does not have this privilege, the button is grayed out instead of visible. |
| Order Management Screen | ||
| Hold Order | FeatureAllows the user to place an order on Hold status. |
| Order Management Screen | |||
| Open orderFeatureorders | Allows the user to open a new or related order for a client. This privilege is required for personnel who check patients in, as the Order is automatically opened upon admission to the hospital (even for outpatients.) | | Create Adjustment | Feature Pharmacy personnel can be granted this privilege to open orders for Outside Fill patients, or refill patients, and it will create a Bill Only episode for the client in the background. Users monitoring accounting activities in the Exception log can create an open order to fix the issue that caused the account to land in the Exception list. | Admission Screen, Order Management screen, Pharmacy Fill Screen, Patient Record, Exception Log | |
| Create Adjustment | Allows the user to add an adjustment to an order. | Order Management Screen | | |||
| Delete Adjustment | FeatureAllows the user to delete an adjustment from an order. Also controls Undelete. |
| Order Management Screen | |||
| Cashier Screen Access | Displays the "Go to Cashier" button on the Order screen. Independently requires Cashier screen privileges. | Cashering Screen | ||||
| Unapprove Adjustment | FeatureAllows the user to remove the approval of a previously approved order adjustment. |
| Order Management Screen | |||
| Edit Order Type | Feature | Allows the user to edit the Order Type (standard, late, etc) on the Order management page |
| Order Management Screen |
