Manage Standing Orders for a Specific Patient via Legacy Order Entry

1 In the menu bar, click Order Entry.

Note: The Order Entry menu appears only if you can place orders with your current lab.

If the streamlined Order Entry page appears, click the Go to Legacy Order Entry link at the bottom of the page. If that link does not appear, see Manage Standing Orders for a Specific Patient via Streamlined Order Entry.

2 If the Client box does not display the appropriate client, specify the desired one.

For more information, see Initiate an Order.

3 Do one of the following:

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

• Display the list of all pending orders for a specific patient. Select the Advanced Results check box and search for the patient (as described in Retrieve or Add a Patient). On the Patient Search - Advanced Results dialog box, click next to the patient whose standing order you want to manage.

For more information about the displayed pending orders, see Working with the Patient Search - Advanced Results Dialog Box.

• Display the list of all standing orders for a specific patient and client. Retrieve the patient (as described in Retrieve or Add a Patient) and click the View Standing Orders link in the Patient Information area.

All standing orders associated with the specified patient and client appear on the Standing Orders dialog box. If more than one standing order exists, you can browse from one order to the next by clicking the arrows at the top of the dialog box.

Notes:

• If an instance of the standing order has already been filed within the specified interval, the phrase early appears in the Status area. You can file an instance of this standing order, but you must provide the reason for doing so.

• If a standing order contains an order code that is no longer valid (for example, if the lab no longer performs a particular test, or if the client is no longer allowed to order that test), the phrase (inactive) appears in red after the test name. You cannot file an order that contains an invalid order code, and you should not renew it.

• If or appears in the Status area, you can position the pointer over that symbol to see the Companion Diagnostics program name and national client number.

4 Do one of the following:

Note: If appears for a particular patient on the Patient Search - Advanced Results dialog box, clicking the select or edit icon under the Action column might automatically change the lab and client to the appropriate ones, and you will not be able to use accessioning.

a Click or the Select link for the standing order that you want to file.

Notes:  

• For LTC clients, the select icon does not appear on the Patient Search - Advanced Results dialog box. On the Standing Orders dialog box, the phrase LTC appears in red instead of the Select link. Standing orders for LTC clients can be filed only via the draw list.

• If you try to file an instance of a Companion Diagnostics standing order, and none of your assigned labs can process those orders, a message advises you of this. You cannot work with that order.

• You cannot file an instance of a Companion Diagnostics standing order for a program that is currently inactive.

b If the standing order has a future start date, or if an order has already been placed within the specified interval (for example, if the specimen is to be collected once a week, and you try to file an order for a second time in the same week), a message advises you of this.

To place the order now anyway, in the Comment box, type the reason for filing the order now, and then click OK on the Patient Search - Advanced Results dialog box or click Continue on the Standing Orders dialog box.

Note: This message does not appear if the standing order frequency is daily and the interval is less than every five days.

c Make any appropriate changes to the order (as described in Placing an Order via Legacy Order Entry).

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 remove an existing lab reference ID. You also cannot remove the patient, although you can search for a different one (if you accessed the order from the Patient Search - Advanced Results dialog box, not the Standing Orders dialog box).

For Companion Diagnostics standing orders, the original client appears in the Additional Copies area, and you cannot remove or edit that recipient or any other recipients from the original order. (You also cannot add any tests that are not part of the program.)

Notes:  

• If you change the patient demographics, physician, or billing information, the original standing order is typically updated automatically. However, if you specify a bill type that requires less data than currently resides in the system (for example, if you change Bill Type from Insurance or Patient to Client), a prompt asks whether or not you want to change the information in the system. To update the original standing order, click This patient’s current order and all future orders and then click OK. Otherwise, any changes that you make will apply to this instance only.

For Companion Diagnostics standing orders, Bill Type automatically changes to Client for this order only (if a different bill type was specified for the original standing order).

• If the order includes only ICD‑9 codes, and there is a one-to-one correspondence between an ICD-9 code and an ICD‑10 code, the corresponding ICD-10 code automatically replaces the ICD-9 code. Any ICD-9 codes that do not have a single corresponding ICD-10 code are retained in the order and identified as written diagnoses on the requisition when you file the order. If the insurance carrier requires a diagnosis, written diagnoses do not satisfy that requirement, and you must add an ICD-10 code before you file the order.

• If the order includes any order codes that 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.

• A Companion Diagnostics standing order cannot be scheduled for the future.

• If the standing order included any alternate order codes, they are automatically replaced with primary codes.

d Click File and print the requisition and labels.

a Click or the Edit link for the standing order that you want to modify.

Notes:  

• You can edit standing orders only for your assigned labs. If the Search Nationally check box is selected on the Patient Search - Advanced Results dialog box, does not appear next to orders for labs that you cannot access.

• You cannot edit a Companion Diagnostics standing order for a program that is currently inactive.

b In the Comment box, type the reason for modifying the order, and then click OK (if you clicked the edit icon on the Patient Search - Advanced Results dialog box) or Continue (if you clicked the Edit link on the Standing Orders dialog box).

These comments appear in the requisition log.

c Make any desired changes to the order (as described in Placing an Order via Legacy Order Entry), and then click Save SO or Save SO+Order.

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

Notes:  

• You can search for a different patient only if you accessed the order from the Patient Search - Advanced Results dialog box, not the Standing Orders dialog box.

• If the order includes only ICD‑9 codes, and there is a one-to-one correspondence between an ICD-9 code and an ICD‑10 code, the corresponding ICD-10 code automatically replaces the ICD-9 code. Any ICD-9 codes that do not have a single corresponding ICD-10 code are retained in the order and identified as written diagnoses on the requisition when you file the order. If the insurance carrier requires a diagnosis, written diagnoses do not satisfy that requirement, and you must add an ICD-10 code before you file the order.

• If the order includes any order codes that 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 is for an LTC client, if the Home Draw check box was selected, or if the standing order was scheduled to begin in the future, the Save SO+Order button does not appear.

• If the standing order included any alternate order codes, they are automatically replaced with primary codes.

Your changes are saved and will appear the next time an instance of this standing order is filed. If you clicked Save SO+Order, you are also prompted to file an instance of this order.

a On the Patient Search - Advanced Results dialog box, click for the standing order whose reminder you want to change.

If a reminder has already been set up, the settings appear on the Reminder Notification dialog box automatically.

Notes:  

• The reminder icon does not appear if the standing order has a daily frequency.

• If you are currently viewing the Standing Orders dialog box rather than the Patient Search - Advanced Results dialog box, browse to the appropriate standing order and click the Edit link.

To stop an existing reminder, clear the Send Reminder check box. To change the reminder method, click Edit next to the Send Reminder check box and complete the Reminder Notification dialog box. To start a reminder, select the Send Reminder check box and complete the Reminder Notification dialog box. For more information, see Specify Standing Order Details.

b Do one of the following:

• To have the reminder sent via email, in the Reminder Method list, click Email. If the patient’s email address exists in eLabs, it appears automatically in the Email box. If no email address appears, or if it is incorrect, type the patient’s email address.

• To have the reminder sent via a text message, in the Reminder Method list, click Text Message. If the patient’s mobile telephone number exists in eLabs, it appears automatically in the Mobile Phone box. If no phone number appears, or if it is incorrect, type the patient’s mobile phone number. Be sure to advise the patient that any text messaging charges apply.

• To have the patient called by telephone, in the Reminder Method list, click Phone Call. In the Phone area, click the appropriate option (Home, Work, or Mobile). If the specified type of phone number exists for the patient in eLabs, it appears automatically in the adjacent box. If no phone number appears, or if it is incorrect, type the appropriate phone number.

• To stop an existing reminder, click Remove. (This button appears only if a reminder is enabled for this standing order.) The dialog box closes, and reminders will no longer be sent for this standing order.

Note: For US phone numbers, you must include the area code. For international phone numbers (which begin with 011), the phone number can include up to 20 digits.

c If you added or changed a standing order reminder, click Save.

Any email address or phone number that you provided is automatically saved with the patient’s record, even if you subsequently stop the reminder.

Notes:  

• If you are currently viewing the Patient Search - Advanced Results dialog box rather than the Standing Orders dialog box, click in the Actions column before proceeding.

• For information about expiring standing orders for multiple patients simultaneously, see Manage Standing Orders for a Specific Client.

• You cannot expire a Companion Diagnostics standing order for a program that is currently inactive.

a On the Standing Orders dialog box, click the Expire link for the standing order that you want to expire.

b In the Comment box, type the reason for expiring the order, and then click Continue.

The Status area displays expired, and any reminders will be discontinued.

Notes:  

• If you are currently viewing the Patient Search - Advanced Results dialog box rather than the Standing Orders dialog box, click in the Actions column before proceeding.

• If the standing order contains an order code that is no longer valid (for example, if the lab no longer performs a particular test, or if the client is no longer allowed to order that test), the phrase (inactive) appears in red after the test name. If the standing order has not expired, you can edit it (as described previously) and add a different test, as appropriate.

• You cannot renew a Companion Diagnostics standing order for a program that is currently inactive.

a On the Standing Orders dialog box, click the Renew link for the standing order that you want to renew.

Notes:  

• If the standing order included any alternate order codes, they are automatically replaced with primary codes when you renew the order.

• If the standing order did not include an ICD-10 diagnosis code, a message appears. Click OK and edit the standing order (as described previously) to add an ICD-10 code. Then you can renew the order.

b In the Start Date box, type the date when the first specimen should be collected.

Tip: To specify a future date, you can type t+# (where # is the number of days after today). For example, type t+14 to specify the date 14 days from today.

Note: The start date cannot be more than 365 days in the future.

c In the End Date box, type the date when the order should end.

Note: For non-Companion Diagnostics standing orders, the end date cannot be more than 186 days from the start date. For Companion Diagnostics standing orders, the end date cannot be more than the maximum time frame defined for the specified program (such as five years).

d In the Comments box, type any comments that you want to include when you review this standing order and in the requisition log.

e Click Continue.

A new standing order is created with the specified dates. (If you renewed an active standing order, that order remains active until it is expired. For information about expiring a standing order, see the preceding section on expiration.)

If the original standing order included a reminder, that reminder applies to the new standing order as well. For information about changing the reminder, see the preceding section on reminders.