Manage Scheduled Orders via the Scheduled Orders List

1 In the menu bar, click Requisitions > Scheduled Reqs.

Notes:  

• The Requisitions menu appears only if you can place orders with your current lab.

• You can access generic scheduled orders only if the Include Generic (Held, Scheduled, Standing) check box is selected in your user profile.

2 In the Client list, click the client whose scheduled order you want to file, edit, or delete.

If you can access more than one client, your default client is selected automatically. You can change your default client via your user profile.

To access the scheduled orders for more than one client, hold down Ctrl as you click each client in the list. You can also click the first appropriate client, hold down Shift, and then click the last client; all of the clients in between the first and last selected client are also selected.

3 Do one or more of the following:

• Limit the search to a specific date range. In the Date Range area, type the appropriate date in each box, or click the date on the calendar.

For example, to retrieve a list of orders that are scheduled to occur today, you would type today’s date in both the Start Date and End Date boxes. To retrieve orders that are scheduled to occur during an entire week, you would type Monday’s date in the Start Date box and Friday’s date in the End Date box.

Tip: You can use any of the following shortcuts to specify the date:

• Type t for today’s date.

• Type y for yesterday’s date.

• Type t-# (where # is the number of days prior to today). For example, type t-7 to specify one week prior to today.

• Type t+# (where # is the number of days after today). For example, type t+14 to specify the date 14 days from today.

• Limit the search to a specific patient or requisition number:

a In the Search By area, click the appropriate option button: SSN, PID, Name, or Requisition.

b In the Search String box, type the complete SSN (with or without the hyphens), patient ID, or requisition number, or at least the first character of the patient’s last name.

The requisition number must be seven digits long. If it is not seven digits long, type an appropriate number of zeros in front of the number. For example, if the requisition number is 1234, you must type 0001234.

Tip: You can clear all of the criteria on this page at any time by clicking Reset.

4 Click List Schedule.

All orders that match the specified criteria appear on the page.

For generic orders, the generic client ID appears in parentheses below the eLabs client number, and the generic lab name appears below the requisition number. (If you do not want to include generic orders in the scheduled orders list, clear the Include Generic (Held, Scheduled, Standing) check box in your user profile.)

If an order requires additional action (for example, if required AOE or template information was not completed when the order was scheduled), a message appears at the top of the page, and the requisition number appears in red. You must edit the order before you can file it. For orders that are scheduled to occur after today, the date appears in red.

Tip: You can sort the list by clicking any column heading except Time, Tests Ordered, or Action.

5 Do one or more of the following:

a Click Print.

The data that will be printed appears in a separate preview window.

b On the Print dialog box, make any appropriate changes and then click Print.

The data are printed, and the preview window closes automatically.

a In the Action column, click for the requisition that you want to view or print, or whose labels you want to print.

The requisition appears in a separate Requisition window, and the Print dialog box appears. You can complete the Print dialog box, or click Cancel if you simply want to view the requisition or print labels.

The requisition displays the word DRAFT, and the collection date and time are blank.

b Do one or more of the following:

• To browse through or print the requisition, use the appropriate procedure for your version of Adobe Reader.

• To print the labels, click Print Labels. (This button does not appear if Make/Model is set to None on the Label Printer tab in your user profile.)

• To close the Requisition window, click Close.

a For any order that you do not want to file at this time, select the Omit check box.

Note: The Omit check box is automatically selected and inactive under the following circumstances:

• The order is scheduled to occur after today (as indicated by a red collection date).

• The required AOE or template information was not completed when the order was scheduled, a fasting status is required, or the order includes a test that requires informed consent (as indicated by a red requisition number).

To ensure that you can easily file scheduled orders for tests that require informed consent in the future, you can attest that you will always obtain a signed consent form whenever you order such a test and make it available to the lab upon request. For more information, see Providing Informed Consent.

• The order included only ICD-9 diagnosis codes and a diagnosis is required.

• The order includes an alternate or invalid order code (as indicated by an Attention: Please Edit message in the Tests Ordered column).

To file this order, click for the scheduled order and take the appropriate action, such as changing the scheduled date, completing the required information, adding an ICD code, or adding a valid order code.

For more information about editing a scheduled order, see the next section.

b To specify the time that the specimen was collected, type the time in the box in the Time column.

This box automatically displays any time that was specified when the order was scheduled.

c Click Release Schedule.

d If the Print dialog box appears, make any appropriate changes on the Print dialog box and then click Print to print the displayed requisition(s) and any associated documents (such as the specimen requirements page) at this time. A list of the filed requisitions is printed as well.

Alternatively, if you want to review the requisition(s) before you print, click Cancel.

e Do one of the following:

• To browse through or print the requisition(s), use the appropriate procedure for your version of Adobe Reader.

• To return to the Scheduled Requisitions page, click Return.

• To go to the Order Entry page, click Quit.

Note: When you release scheduled orders in this way, no labels are printed. If you need to print labels, you can do so via the requisition log (as described in Viewing or Reprinting a Requisition or Labels).

a In the Action column, click for the scheduled order that you want to change or file.

The Order Entry page displays all of the information contained in the order.

Notes:  

• If the order is currently being accessed by someone else, a message indicates who accessed the order. (This message can also appear if someone accessed the order and then closed the browser without logging out.) If you click OK, you can edit the order, but only the last changes made to the order are implemented.

• Generic orders are always opened using the legacy Order Entry page.

• For orders that have a future specimen collection date, a message box advises you of this. Click OK to proceed.

• If the order includes any order codes that are invalid (for example, if the lab no longer performs a particular test, or if the client is no longer allowed to order it), a message advises you of this. Any invalid codes are automatically removed from the order, and you can add new order codes, as appropriate, before filing the order.

• If the order includes an alternate order code, that code is automatically replaced with the primary order code. In addition, if you try to add an alternate code to the order, it is automatically replaced with the primary code.

b Make any appropriate changes to the order.

You can typically change any aspect of the order except the lab, client, or patient’s SSN or patient ID. For some clients, you cannot change an existing lab reference ID. You also cannot remove the patient or search for a different one.

For more information, see Placing an Order via Legacy Order Entry or Placing an Order via Streamlined Order Entry.

c Do one of the following:

• If the Specimen Not Collected check box is still selected, click Schedule to save your changes and keep the order on the scheduled orders list. You can print the draft requisition at this time, or print the final requisition when you file the order. Any labels associated with the order are printed automatically.

• If you cleared the Specimen Not Collected check box and provided a date in the Collected Date box, click File to print the final requisition and labels, remove the order from the scheduled orders list, and send it to the lab electronically (if appropriate).

• To discard your changes and keep the order on the scheduled orders list, click Cancel. This does not delete the order; for information about deleting a scheduled order, see the next section.

a In the Action column, click for the scheduled order that you want to delete.

b If a confirmation message appears, click OK.

To prevent this message from appearing again, select the Do not ask me next time check box before you click OK. You can re-enable these messages via your user profile.

Note: If the scheduled order cannot be deleted (for example, if it was filed by someone else after you accessed the scheduled orders list), a message advises you of this. The order will not appear the next time that you access the scheduled orders list.

To return to the page that displays the search criteria for scheduled orders, click Return.