Orders Inbox

Note: The "Orders" label is configurable, for example other labels such as "Claims" or "Requests" can be used. For simplicity, "Orders" is used throughout this topic's Help.

Help Topics on This Page

- Open Orders Inbox 
Filter Orders
Sort Orders Inbox
Display/Hide Orders Inbox Columns
Change Number of Orders Displayed Per Page
View Order
View Patient Summary
Order Status and Allowable Action
View Patient Documents
View Order History
Print Order
Print Multiple Orders at One Time
Archive Order
Archive Multiple Orders at One Time
Change Order Status

Open Orders Inbox

Complete the following steps to open the Orders Inbox:

  1. Select Orders from the menu bar.
  2. If listed, select Orders Inbox.

Filter Orders

Use filters to quickly find what you are looking for in the Orders Inbox. To expand/collapse the filters view, select Filters.  

More on filtering orders.

Sort Orders Inbox

If you want to sort your Orders Inbox, select any column header field. An up arrow () indicates an ascending sort order, for example, a to z; 1 to 10; oldest date to most recent date. A down arrow () indicates a descending sort order, for example, z to a; 10 to 1; most recent date to oldest date.

Hide/Display Orders Inbox Columns

The first time you access your Orders Inbox, the default columns are displayed. There is a set list of available columns and a default subset of active columns for each inbox in the portal. You are provided with the ability to hide/display each of the available columns in each of your inboxes.

Note: Once you change the default columns in an inbox, there is no automatic way to revert back to the default columns; you have to do it manually. Prior to making any column changes, make a note of the default columns. Then, once you hide/display columns and want to revert back to the default, refer to your notes and manually hide/display columns to match the default.

Click the Columns box:  A dropdown menu opens and lists the available Orders Inbox columns. The active columns are checked. 

  • To hide a column from view, click the check box next to the column name. The column is removed.
  • To display a column that is hidden, click the check box next to the column name. The column is displayed.

Tip: Your column selections will persist until you change them.

Change Number of Orders Displayed Per Page

Click the Page Size button: 

A dropdown menu opens and lists options for the number of orders to display per page: 

Make a selection. The page is refreshed and the requested number of orders per page is displayed.

View Order

Open an order in your Inbox. Choose the method that works best for you:

  • Option 1: Click the document ID - the blue hyperlink with a paper icon in front of it:   document ID. It is on the left side of the order row.
  • Option 2: Click the Actions dropdown on the right side of the order row. Choose  Open

View Patient Summary

Two ways to access the Patient Summary view:

  • Click the Patient Name hyperlink on the left side of the order row. The Patient Summary view opens.
  • Click the Actions dropdown on the right side of the order row. Choose  Patient Summary. The Patient Summary view opens.

See Also: Patient Summary View

Order Status and Allowable Action

For an explanation of each Order Status, see the Order Status and Allowable Action List.

View Patient Documents

To access a patient's Documents, click the Actions dropdown on the right side of the order row. Choose  Documents. The patient's documents are loaded into the Document Grid view (formerly Document Tree) on the Documents tab in the Patient Summary view. 

See Also: Documents - Document Grid View (formerly Document Tree)

View Order History

To view the history of an order click the Actions dropdown on the right side of the order row. Choose  History. The order history is loaded into a new window. Click Close to return to the Inbox. 

Print Order

Complete the following steps to print one order from the Orders Inbox:

  1. Open Orders Inbox.
  2. Select the order's check box.
  3. Select Print to open the Document Viewer. The order is displayed.
  4. Select Print on the Document Viewer toolbar.
  5. Make your browser-specific print selections and print the order.  
  6. Select Close to close the Document Viewer and return to Orders Inbox.
  7. If you want to deselect the order, select its check box.

Note: The Provider Portal application does not support functions provided by your Web browser context menu such as print, select all, and copy. Your Web browser context menu is suppressed in the application's Document Viewer. When you right-click within the Document Viewer, an "Unsupported Action" message is displayed. Click here for more information about printing within the Provider Portal application.

Print Multiple Orders at One Time

Complete the following steps to print multiple orders at one time from the Orders Inbox:

  1. Open Orders Inbox.
  2. Select each order's check box.
  3. If you want to select all orders on a page, select the column header check box.
  4. Select Print to open the Document Viewer. The orders are displayed.
  5. Select Print on the Document Viewer toolbar.
  6. Make your browser-specific print selections and print the orders. Page breaks occur between the orders.  
  7. Select Close to close the Document Viewer and return to Orders Inbox.
  8. If you want to deselect specific orders, select their check boxes.
  9. If you want to deselect all orders on a page, use the column header check box. 

Note: The Provider Portal application does not support functions provided by your Web browser context menu such as print, select all, and copy. Your Web browser context menu is suppressed in the application's Document Viewer. When you right-click within the Document Viewer, an "Unsupported Action" message is displayed. Click here for more information about printing within the Provider Portal application.  

Archive Order

Use Archive to remove an order from your Orders Inbox.

Two ways to Archive an order:

  1. Click the Actions dropdown on the right side of the order row. Choose  Archive. Click OK on the confirmation window.   
  2. Click the check box next to the order, click the Archive button: 
    • Click OK on the confirmation window. 

Click the Archive tab in your Orders Inbox to see archived orders.   

Archive Multiple Orders at One Time

To remove multiple orders from your Orders Inbox at one time, Archive them. Click the check boxes next to the orders, then click the Archive button at the top of the Orders Inbox. Click OK on the confirmation screen. Click the Archive tab in your Orders Inbox to see archived orders. 

Change Order Status

To change the status of an order, click the check box beside the order, then click the Change Status button at the top of the Orders Inbox: 

The Change Status window opens. Click the Status box and select a new status. 

Click the Set Status button. Click OK on the confirmation window. 

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