Orders
Orders is where you create and manage Lab Orders, Imaging Orders, and Other orders. Pick tests from Practice → Lab Settings (panels/orders) and studies from Practice → Imaging Categories. Send To LAB / To PCP / Create Task (fax package can include clinical notes). Results return under Labs or Imaging—not inside Clinical Notes. Notes document the visit; Orders place the work.
What Orders Is For
Order entry and tracking for this patient. Sub-tabs: Lab Orders, Imaging Orders, and Others. Create orders, attach diagnosis/procedure details as the form allows, generate paperwork, send or fax packages, create related tasks, and follow status.
Where and When to Use It
Open chart → Orders when the provider or staff must place a new lab or imaging order. Do not use Labs/Imaging result tabs as the main place to build complex new orders. Dashboard Results is for reviewing inbound results, not replacing Orders.
Lab Orders — How to Use and Change
Open Lab Orders → Create → choose panels/templates from Practice Lab Settings → complete required clinical/billing fields → save. Send options may include send to lab, to PCP, create task, or fax-related paths when configured. Open an existing order to review status, download, or delete when allowed. Returned results are reviewed under Labs.
Imaging Orders — How to Use and Change
Open Imaging Orders → Create → choose categories from Practice Imaging Categories → complete the form → save/send per workflow. Track status here; completed or inbound imaging results appear under Imaging.
Other Orders
Use Others when the order is not a lab or imaging order. Follow the same create/review pattern your practice configured for other order types.
Usage Flow: Lab Order to Result
Practice sets Lab Settings → chart Orders → Lab Orders → Create → choose panels/tests → To LAB / To PCP / Create Task → track order → result files to Labs (or Dashboard Results) → sign/view → optional pull into Clinical Note. Details: Practices → Lab Settings and Patients → Labs.
Usage Flow: Imaging Order to Result
Practice sets Imaging Categories → Orders → Imaging Orders → Create → select categories → send options → result files to Imaging → sign/view → optional note documentation. Details: Practices → Imaging Categories and Patients → Imaging.
Common Issues
No templates/categories: set up Lab Settings or Imaging Categories under Practice. Looking for result PDFs: open Labs or Imaging. Looking to write the visit note: Clinical Notes (Notes Templates). Tab missing: Lab and/or Imaging patient permissions. Send/fax failed: permissions, attachments, or fax setup. Task not created: choose Create Task send option.