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 | Type | Definition | Example / Screenshot | Verified |
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| Hospital Orders | Root Access | Grants 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. |
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| Create orders | Feature | 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. |
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| Cashier Approve & Finalize Order | This is the cashier screen, not the Order screen | |||
| Approve Order Item | Feature | Allows the user the ability to approve a single order item. |
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| Approve Adjustment | Feature | Allows the user the ability to approve an adjustment added to an order. |
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| Add Order Item | Feature | Allows the user to add an order item to the bill from the order management screen. |
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| Edit Order Item | Feature | Allows 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. |
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| Delete Order Item | Feature | Allows the user to delete an order item from the order management screen. |
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| Unapprove Order Item | Feature | Allows the user to unapprove an order item from the order management screen. |
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| Edit Order Item Comment | Feature | Allows 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 | Feature | Allows the user to edit the order item date. Without this, the date is read-only. |
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| Edit order Item Amount | Feature | Allows the user to modify the subtotal for the item. Without this, the subtotal is locked in place based on qty x price. |  | |
| Edit 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. |
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| Unapproved Delete Order Item | Allows the user to approve deleted items on a hospital order. | ??? | This is not functioning as the tooltip describes | |
| Approve & Finalize Order | Feature | Allows the user to approve all items and set the order to Finalize (indicating it is ready for the cashier to process payment) |
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| Review Order | ?? | ??? | Changes nothing | |
| Finalize Order | Feature | Allows the user to set the order to Finalize, but not approve all items if they were unapproved |
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| Unfinalize Order | Feature | Allows the user to change a Finalized order back to a working status by clicking on Unfinalize order. |
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| Approve All Order Items | Feature | Allows 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. |
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| Delete All order Items | Feature | Allows the user to delete all order items from the bill, regardless of whether they were approved or not. |
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| Transfer Open Order |
| Feature | Allows the user to transfer an open order |  | | |
| Recalculate Order Total | Feature | Allows the user to recalculate the order total (for example if client tax status changed) |  | |
| 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. |
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| Hold Order | Feature | Allows the user to place an order on Hold status. |
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| Open order | Feature | 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 | Allows the user to add an adjustment to an order. |
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| Delete Adjustment | Feature | Allows the user to delete an adjustment from an order. Also controls Undelete. |
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| Unapprove Adjustment | Feature | Allows the user to remove the approval of a previously approved order adjustment. |
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| Edit Order Type | Feature | Allows the user to edit the Order Type (standard, late, etc) on the Order management page |
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