Hospital Orders

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

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.

Order Management Screen

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.

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.

Order Management Screen

Delete Order Item

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

Order Management Screen

Unapprove Order Item

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

Order Management Screen

Edit Order Item Comment

Allows the user to edit comments on order items.  

Order 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

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. 

Order Management Screen

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)

Order Management Screen

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

Order Management Screen

Unfinalize Order

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

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. 

Order Management Screen

Delete All order Items

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

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. 

Order Management Screen

Hold Order

Allows the user to place an order on Hold status.

Order Management Screen

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. 

Order Management Screen

Delete Adjustment

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

Order Management Screen

Unapprove Adjustment

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

Order Management Screen

Edit Order Type

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

Order Management Screen

Edit Order Item Package Options

Controls access to editing Packages on the Order Management screen.  

Order Management Screen

Edit Order Tax Region

Allows the user to modify the tax region on the order.

Order Management Screen

Bill from Estimate List

Allows the user to add items from the estimate list to the patient's orders.

Order Management Screen

Delete Estimates

Allows the user to delete estimates from the Patient record.

Patient Record