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Panel

Hospital Orders Privileges

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

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Description

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Screen
Hospital Orders

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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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(charges auto-added by episodes, patient census, documents, etc.)

Order Management screen
Cashier Approve & Finalize Order

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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 ItemAllows the user the ability to approve a single order item.

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Order Management Screen

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Approve Adjustment

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Allows the user the ability to approve an adjustment added to an order.

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Order Management Screen, Cashier Screen

Add Order Item

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Allows the user to add an order item to the bill from the order management screen.

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Order Management Screen

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Edit Order Item

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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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Order Management Screen

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Delete Order Item

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Allows the user to delete an order item from the order management screen.

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Order Management Screen

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Unapprove Order Item

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Allows the user to unapprove an order item from the order management screen.

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Order Management Screen

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Edit Order Item Comment

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Allows the user to edit comments on order items.  

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Order Management Screen

Edit Order Item Date

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Allows the user to edit the order item date.  Without this, the date is read-only.

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Order Management Screen

Edit order Item Amount

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Feature

Allows the user to modify the subtotal for the item.  Without this, the subtotal is locked in place based on qty x price. 

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Order Management Screen

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Edit Order Item Qty Amount

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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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Order Management Screen

Unapproved Delete Order ItemAllows the user to approve deleted items on a hospital order.

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Order Management Screen
Approve & Finalize Order

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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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Order Management Screen

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Review Order

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Allows the user to set the order to Review status, indicating it is ready to be reviewed prior to ApprovalOrder Management Screen
Finalize OrderAllows the user to set the order to Finalize, but not approve all items if they

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not yet unapproved

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Order Management Screen

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Unfinalize Order

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Allows the user to change a Finalized order back to a working status by clicking on Unfinalize order.

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Order Management Screen

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Approve All Order Items

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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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Order Management Screen

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Delete All order Items

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Allows the user to delete all order items from the bill, regardless of whether they were approved or not.

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Order Management Screen

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Transfer Open Order

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Allows the user to transfer an open order

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Order Management Screen

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Recalculate Order Total

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Allows the user to recalculate the order total (for example if client tax status changed)

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Order Management Screen
Bill From Pick List

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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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Order Management Screen

Hold Order

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Allows the user to place an order on Hold status.

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Order Management Screen

Open

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orders

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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.)

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  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

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Allows the user to add an adjustment to an order. 

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Order Management Screen

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Delete Adjustment

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Allows the user to delete an adjustment from an order. Also controls Undelete.

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Order Management Screen

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Unapprove Adjustment

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Allows the user to remove the approval of a previously approved order adjustment.

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Order Management Screen

Edit Order Type

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Allows the user to edit the Order Type (standard, late, etc) on the Order management page

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Order Management Screen

Edit Order Item Package OptionsControls access to editing Packages on the Order Management screen.  Order Management Screen
Edit Order Tax RegionAllows the user to modify the tax region on the order.Order Management Screen
Bill from Estimate ListAllows the user to add items from the estimate list to the patient's orders.Order Management Screen
Delete EstimatesAllows the user to delete estimates from the Patient record.Patient Record



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Setup & Admin Guides
Setup & Admin Guides
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