Manage Standing Orders for a Specific Patient via Streamlined Order Entry

1 Access streamlined order entry and retrieve a patient as described in Initiate a Lab Order.

Note: If the legacy Order Entry page appears, and no banner with a link to streamlined order entry appears at the top, see Manage Standing Orders for a Specific Patient via Legacy Order Entry.

2 In the Patient’s Pending Orders title bar, click Get Pending Orders.

The section displays a list of the patient’s held, scheduled, and standing orders:

Notes:  

• If the patient has no pending orders, the Patient’s Pending Orders section does not appear.

• After you click Get Pending Orders, the number of pending orders for the patient appears in parentheses in the Patient’s Pending Orders title bar. You can subsequently hide these orders by clicking Hide Pending Orders, and see them again by clicking View Pending Orders.

• Generic orders are not included. To manage those orders, see Manage Standing Orders for a Specific Patient via Legacy Order Entry.

• To view a list of the tests and diagnoses in the order, position the pointer over .

This also displays the frequency of the standing order, the date when the last specimen was collected (or the phrase first draw if a specimen has not yet been collected), the start and expiration dates, and how many days remain before the standing order expires (0 for an expired standing order).

If any of the order codes are invalid, a message appears instead of the test name.

• The date in the Draw Date column is determined by the start date and the frequency of the standing order.

For example, if a weekly standing order is created on Monday, and the specimen should be collected every Wednesday, then the initial draw date would be the following Wednesday’s date. However, if the first specimen is collected on Tuesday, then the next draw date would be a week from Wednesday.

In addition, if an instance of a standing order was filed with another lab (for example, if the patient went to a Quest Diagnostics PSC while traveling), the draw date is updated accordingly.

If the specimen should be collected in the future, the draw date appears in bold red text.

• For orders created via eLabs, the Created By column includes the user name of the person who created the order. For third-party-orders, this column displays EMR.

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

• If any information is too long to display in its entirety, an ellipsis (...) appears. You can position the pointer over the displayed information to see the complete information.

3 Do one of the following:

To provide information about a collected specimen, file the order, and print the requisition and labels, follow these steps:

a Position the pointer over the Actions link for the active standing order that you want to file, and then click Select.

Notes: For LTC clients, the Select menu item does not appear. Instances of standing orders for LTC clients can be filed only via the draw list (as described in Managing LTC Orders).

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.

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, click Finalize, and print the requisition and labels (as described in Placing an Order via Streamlined Order Entry).

You can typically change any aspect of the order except the patient’s SSN or patient ID, as well as the lab or client. For some clients, you cannot change an existing lab reference ID.

Notes:  

• If you change the patient demographics, physician, or billing information, the original standing order is typically updated automatically. As a result, all future orders for that standing order will have the latest information.

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 appears, asking whether or not you want to change the information in the system. To update the original standing order, you must 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.

• 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 finalize 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 finalize the order.

• If the order includes any order codes that are no longer valid (for example, if the lab no longer performs a particular test, or if the client is no longer allowed to order it), those codes are removed automatically, and a message advises you of this. You can add different tests, as appropriate.

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

a Position the pointer over the Actions link for the active standing order that you want to change, and then click Edit.

b In the Comment box, type the reason for modifying the order, and then click OK.

This comment appears in the requisition log.

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

You can typically change any aspect of the order except the patient’s SSN or patient ID, lab, client, or the starting date of the standing order. For some clients, you cannot change an existing lab reference ID.

Notes:  

• 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 finalize 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 finalize the order.

• If the order includes any order codes that are no longer valid (for example, if the lab no longer performs a particular test, or if the client is no longer allowed to order it), those codes are removed automatically, and a message advises you of this. You can add different tests, as appropriate.

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

• If the order is for an LTC client, or if the standing order was scheduled to begin in the future, the Save+Order button does not appear.

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

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

a Position the pointer over the Actions link for the standing order that you want to expire, and then click Expire.

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

The Status column displays SO - Expired, and any reminders are discontinued.

a Position the pointer over the Actions link for the standing order that you want to renew, and then click Renew.

Notes:  

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

• If an ICD-10 diagnosis code is required but was not previously included, 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 Comment box, type any comments that you want to provide.

These comments appear on the Order Entry page if this standing order is edited, and in the requisition log.

c 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.

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

Note: The end date cannot be more than 186 days from the start date.

e Click OK.

If the original standing order included a reminder, that reminder resumes. For information about changing the reminder, see the preceding section on editing a standing order.