Create Order

Note: The [Orders] label is configurable in the application. Other labels such as [Requests] can be used. For simplicity, [Orders] is used throughout the Help.

In portal version 4.5.1, you can access the Create Order function from the Orders menu bar option or once you are in the context of a patient. In portal versions 5.1.0 and later, you can access the Create Order function only after you are in the context of a patient. See the Access Create Order topic for more information. 

Complete the following steps to create an order from the Create Order page once you are in the context of a patient:

  1. From the Physician list, select the ordering physician.
  2. From the Location list, select a location (to receive the order). The system lists order forms based on the orders the selected location can process.
  3. If you are using portal version 4.5.1, select one or more order forms. Upcoming orders and filled/scheduled orders over a configurable time (for example, 200 days) are displayed based on the order forms you selected. Review previously submitted orders to avoid submitting a duplicate. Go to Step 5.
  4. If you are using portal version 5.1.0 or later, select an order form. Upcoming orders and filled/scheduled orders over a configurable time (for example, 200 days) are displayed based on the order form you selected. Review previously submitted orders to avoid submitting a duplicate.
  5. If you want to see the order form for an upcoming or filled/scheduled order, select the View Order icon .
  6. If you want to see additional request information for an upcoming or filled/scheduled order, select the View Additional Request Information icon 
  7. If you want to see Orders Originating From Outside Your Organization, select the button.  
  8. Ensure that your web browser is set to allow pop-ups, then select Create Order Forms (portal version 4.5.1) or Create Order Form (portal versions 5.1.0 and later) to proceed. The system creates the selected order forms. Each order form opens separately in a form viewer. Complete each order per the guidance on the form.
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