Orderable Item Updates

Build Workbook Tasks

• Inactivate Order Items that will not be ordered
• Set Orderable Source (see recommendation below)
• Order Classifications: Update classifications (Parent Class) for orderable items.
• Order Instructions: Add any instructions for the user to see when placing the order. Use this field to display difference in panels across vendors
• Patient Instructions: Specify any instructions for the patients for each order
• CPT4 Codes: Add CPT4 codes for each order item. These can be used for synching orders across vendors and for mapping orders to the OCD
• Custom Order Status Reason: Define any custom order status reason in the Order Status Reason dictionary that will be used to place an order on hold or in a needs info status
• Needs Info Status Reason: Associate the order item with any customer order status reasons that should put the order in a needs info status
• Hold Order Status Reason: Associate the order item with any customer order status reasons that should put the order in a hold status
• Order Authority: Verify and update order authority on orders
• Display Order Detail: Determine if the order detail dialog should display by default when all required information is defaulted for any orders
• Communication Method Default: Set communication method picklist for each order
• Overdue Intervals: Set default overdue intervals for each order base on priority. Review with customer and set to same value for all orders
• Expiration Interval Set the interval after which each order should expire. Review with customer and set to same value for all orders
• Order Additional Information Questions: Load additional information questions for orders based on requested performing location

Recommendations/Notes

• Set Orderable Source: the recommendation is that this is set to "user or interface" unless there is a need to restrict it from one of the two sources. For example a lab may have a reflex test that can only be ordered by the lab. In that case, you would want to establish that as interface only so a user can't select it.
• Order Instructions: This can be provided by the lab. In most cases clients would have these if they are using order. This is not new, so it should be a review mostly.
• CPT4 : This is for informational purposes only. This should carry over from V10, but if not, you should add them. This helps with the OCD synchronization process.
• Display Order Detail: This tells the system whether or not the order detail screen should always appear or not when a user selects it from the ACI. If off, the order detail screen will only appear if a user choices edit or if required information isn't selected when the order is selected. If turned on, the detail screen will always appear. This is used for confirmation purposes, but if turned on, possibly adds a click to the workflow.