) | Order Management screen |
| Cashier Approve & Finalize Order | Allows a Cashier 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. | |
| Approve Adjustment | Allows the user the ability to approve an adjustment added to an order. | Order Management Screen, Cashier Screen |
| Add Order Item | Allows the user to add an order item to the bill from the order management screen. | |
| Edit Order Item | 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. | |
| Delete Order Item | Allows the user to delete an order item from the order management screen. | |
| Unapprove Order Item | Allows the user to unapprove an order item from the order management screen. | |
| Edit Order Item Comment | Allows the user to edit comments on order items. | |
| Edit Order Item Date | Allows the user to edit the order item date. Without this, the date is read-only. | |
| Edit order Item Amount | Allows 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 | Allows the user to modify the total qty for an order item. Without this, the qty is locked and cannot be changed. | |
| Unapproved Delete Order Item | Allows the user to approve deleted items on a hospital order. | Order Management Screen |
| Approve & Finalize Order | Allows the user to approve all items and set the order to Finalize (indicating it is ready for the cashier to process payment) | |
| Review Order | Allows 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 not yet unapproved | |
| Unfinalize Order | Allows the user to change a Finalized order back to a working status by clicking on Unfinalize order. | |
| Approve All Order Items | 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. | |
| Delete All order Items | Allows the user to delete all order items from the bill, regardless of whether they were approved or not. | |
| Transfer Open Order | Allows the user to transfer an open order | Order Management Screen |
| Recalculate Order Total | Allows the user to recalculate the order total (for example if client tax status changed) | Order Management Screen |
| Bill From Pick List | 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. | |
| Hold Order | Allows the user to place an order on Hold status. | |
| Open orders | 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.) 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. | |
| Delete Adjustment |
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