How to Add Items to an Order

How do I access the Order Management Screen?

First, you will need to access the Order management screen.  You must have at least one privilege under Hospital Orders to be able to reach this screen.  You will also need the Add Order Item privilege to start adding items to the bill.

The easiest way to get to the correct order from the Patient Record is by right clicking on the Billing section and choosing Go To Order Management.  Or from the header of the episode, right click and select View Order.

How do I find the information I need on the Order Management screen?

The Order Management screen has three sections:  Episode information, Order Details, and Order Item Details.

At the top of the screen is the Episode information, including the Patient information, and the Primary Owner / Bill Party who will be responsible for paying the listed charges.  

The Order Details section is a list of all the items that can be added to the bill, and the actions that can be performed on the orders.  (Note: Many of the options on this screen are locked behind privileges, so you may not have all of the buttons displayed above on your screen.)

The Order Item Details will load at the bottom of the screen whenever an item is added, or a line on the order is selected.  This contains the detailed information about the specific item.

How do I add a new item to an order?

Click on the Add New Item button. 

This will load the Item Details section at the bottom of the screen.

If you know the line and sequence number of the item you want to add, you can start by filling that in.  The correct item will load automatically.

Or you can search by a keyword or a few letters that match in the Description box.

For example, typing in the letters "special exam" will load all the items containing those key words into the drop down menu.  Scroll through and select the correct product from this list.

When you choose the product you want to add, the rest of the details will automatically fill in, including the date, the price, and the bill party.

You will need to manually change the Quantity, and click out of the box.  Then you will get a preview of the current Subtotal. 

Confirm that the unit and the DVM who requested to have this item added to the patient's order is correct. 

When you have updated the information to be accurate, click on Save to add the product to the Order.

How do I add items using a Billing Pick list?

An alternate method to add items to the bill is the Billing Pick List.  If your unit has set this up for you to access, you can find the most commonly billed items in an easy to read list, and add items from the list without having to look them up.

You must have the privilege Bill from Pick List in order to add items in this way.  Some hospitals may only allow you to add items from the pick list, and give you this privilege instead of Add Order Item. 

Click on the Pick List button.

When the Pick List window opens, no list will be selected.  Tab into the Pick List selector to start searching, or choose the Pick List from the drop down menu.

You can tab to filter by units as well.  

Once you have selected your pick list, it will automatically load.  Note that very large lists can take a few moments to load.

The Pick List will have each item on a row.  The default quantity is zero.

To increase the quantity of an item, click on the plus sign next to the Qty row.  To reduce the quantity, click on the minus sign.   

You can also tab into a row and manually enter the quantity into the number field.

When you have selected all the items you want to add to the Order, click on the Post button.

All the items with a quantity greater than one will be applied to the bill.