Order Approval

(Topic Last Updated On: 05/05/2010)

The Order Approval menu item on the Medical menu launches the Order Approval window, which can be used in two distinct manners to view, approve, edit, print, and/or cancel patient orders. For facilities using the 'Pending' order setup, this window appears from the Dose Patient screen when a patient is retrieved with one or more orders scheduled to go into effect. The orders are displayed and can be selected by the dispensing person, to either approve, cancel, or put on hold. For facilities using the 'Approval' order setup, this window is accessed from it's menu item incrementally, to view and approve or deny pending orders in the system. Facilities using the 'Pre-Approved' order setup do not use this screen, since all orders are approved as soon as they are entered. For more information on order scenarios in Methasoft, refer to the 'Scenarios' section of the 'Orders Overview' topic.

Field Descriptions

Order Type

This field is used to filter the orders displayed on the grid by limiting the orders displayed to only one order type. 'All' is selected here by default so that all orders are displayed when this screen is opened. Available selections include all order types in Methasoft.

Status

This field is used to filter the orders displayed on the grid by limiting the orders displayed to only one order status. 'All' is selected here by default so that all orders are displayed when this screen is opened. Available selections include all order statuses in Methasoft.

Process On or Before

This field is used to filter the orders displayed on the grid by limiting the orders displayed to only orders with 'Process On' or 'Start On' dates of this date or prior. Today's date is selected here by default so that all orders scheduled to take effect today or on prior dates are displayed when this screen is opened.

(Order Type) Details

The bottom half of the screen dynamically changes to display the details of an order selected in the grid. Refer to the topics on each order type in the system for more information on the fields appearing in this section of the screen.

Grid Columns

Process On

This column displays the 'Process On' or 'Start On' date for each order.

Approved

This column displays a checkmark for each order that has been 'Approved' in the system.

Reason

This column displays the text entered in the 'Reason/Notes' field for each order. For 'Custom' orders, this column displays the text entered in the 'Summary' field.

Type

This column displays the type of each order.

Patient ID

This column displays the patient ID number for the patient for whom each order was entered.

Full Name

This column displays the full name of the patient for whom each order was entered.

Command Buttons

Approve All

Pressing this button will mark all orders displayed on the grid as 'Approved'.

Approve/Unapprove

Once an order has been selected in the grid, this button will appear as Approve or Unapprove according to the approval status of the order selected. Pressing this button will approve a selected unapproved order, or unapprove a selected approved order.

Delete

Once an order has been selected in the grid, pressing this button will bring up a 'Delete Order' application message, confirming you want to delete the selected order. Pressing Yes then deletes the order.

Edit

Once an order has been selected in the grid, pressing this button will launch the Orders screen, displaying the details of the selected order for editing. This button becomes disabled if a Titrate/Detox order that cannot be edited on the Orders screen is selected. In this case the order will need to be edited on the Titrate/Detox Order screen.

Cancel

Once an order has been selected in the grid, pressing this button will change the status of the order to 'Canceled'. Canceled orders remain in the system but do not affect patient Dosing Information.

Once an order has been selected in the grid, pressing this button will print the Patient Orders report for the order to the configured report printer.

Print All Approved

Pressing this button will print the Patient Orders report for each order displayed on the grid marked as 'Approved'.

Dosing History

Once an order has been selected in the grid, pressing this button will launch the Dosing History window, displaying the associated patient's dosing history.

Procedures

How to Approve an Order
1.) (Optional) Make selections in the 'Order Type', 'Status', and 'Process On or Before' fields as needed so that the order to be approved is displayed on the grid. 2.) Select the order on the grid you wish to approve. 3.) Click on Approve. The Approve button will change to Unapprove, and the 'Approved' grid column will now be checked for the selected order.

How to Unapprove an Order
1.) (Optional) Make selections in the 'Order Type', 'Status', and 'Process On or Before' fields as needed so that the order to be unapproved is displayed on the grid. 2.) Select the order on the grid you wish to unapprove. 3.) Click on Unapprove. The Unapprove button will change to Approve, and the 'Approved' grid column will now be unchecked for the selected order.

How to Delete an Order
1.) (Optional) Make selections in the 'Order Type', 'Status', and 'Process On or Before' fields as needed so that the order to be deleted is displayed on the grid. 2.) Select the order on the grid you wish to delete. 3.) Click on Delete. The 'Delete Order' application message will appear, confirming you want to delete the selected order. 4.) Click on Yes to delete the order.

How to Cancel an Order
1.) (Optional) Make selections in the 'Order Type', 'Status', and 'Process On or Before' fields as needed so that the order to be canceled is displayed on the grid. 2.) Select the order on the grid you wish to cancel. 3.) Click on Cancel. The selected order has now been canceled, and the 'Status' column will change to 'Canceled' for the selected order.

How to Edit an Order
1.) (Optional) Make selections in the 'Order Type', 'Status', and 'Process On or Before' fields as needed so that the order to be edited is displayed on the grid. 2.) Select the order on the grid you wish to edit. 3.) Click on Edit. This will launch the Orders window displaying the details of the selected order for editing. 4.) Make changes as needed to the detail information of the order. 5.) Click on Save. This will bring up the 'Order Saved' application message shown below, which offers an option to print the Patient Orders report for the edited order. 6.) Click on Yes to print the edited order, or No to return to the Order Approval window.

How to Print an Order
1.) (Optional) Make selections in the 'Order Type', 'Status', and 'Process On or Before' fields as needed so that the order to be printed is displayed on the grid. 2.) Select the order on the grid you wish to print. 3.) Click on Print. The Patient Orders report will be printed for the selected order to the configured report printer.

Considerations

Make Sure You Understand Your Facility's Order Setup in Methasoft Before Using This Window

It is important to understand when this window should be used, which will vary depending on your Methasoft configuration and your facility's policy and procedures. Review the 'Scenarios' section of the 'Orders Overview' topic for more information on order scenarios in Methasoft, to ensure that this window is being properly.

Some Titrate/Detox Orders Cannot Be Edited From This Window

Due to the complexity of Methasoft's titrate/detox order functionality, some titrate/detox orders will disable the Edit button when selected on the grid, requiring users to modify the selected schedule on the Titrate/Detox Order screen instead. If the selected titrate/detox order can be edited on the Orders window, then the Edit button will be enabled for editing the selected order.