Function documentationCreate Appointment and Clinical Order

 

You use the Create Appointment and Clinical Order function if you wish to create an appointment together with a clinical order in one work step.

Features

You call the planning grid, for example, Appointment Planning View Type or Plan Appointment. For calling the Create Appointment and Clinical Order function, the following options are provided:

  • You can choose the Create Appointment and Clinical Order function in the context menu of a free time interval.

  • You can double-click a free time interval.

If you create a new appointment, you also have the function Create Clinical Order available in the following places:

  • when creating an appointment in the appointment editor

  • when searching for an appointment in the time slot or appointment list

After you have called the function Create Appointment and Clinical Order or Create Clinical Order, the Create Order: Selection for Assigning Appointments dialog box appears.

Selection List (Create Order: Selection for Assigning Appointments dialog box).

The selection list for order types is provided for assigning appointments to order types. See Order Type Selection List

You can assign the previously selected appointment proposals to order types including services.

  • In the selection list (right-hand screen area), the system shows the appointments that are not yet saved and represents them with - (-). If you assign an order type to an appointment in the selection list, the system identifies the appointment with - (-).

    Note Note

    Note that you are allowed to transfer a maximum of ten order types into the selection list and that appointments to which no order type is assigned cannot be transferred into the clinical order.

    End of the note.

  • In the list of order types (left-hand screen area) the system shows all the order types that can be assigned to the appointments displayed.

You can, for example, perform the following functions in the Assign Order Type to Appointment dialog box.

Function

Procedure

What You Should Know

Assignment

To create an assignment, select an order type or the corresponding services and choose Select (Select). 

Assignment without Appointment

Select an order type or the corresponding services and choose Select Without Appointment Without Appointment (Select Without Appointment) to include order types without appointment reference in the selection.

An order item without an appointment is therefore produced in the clinical order dialog.

Undo Assignment

Select an order type in the selection list and choose Remove from Selection Undo Assignment (Remove from Selection) to cancel a previously created assignment.   

Choose Layout

Choose one of the following functions from the selection list Choose Layout (Choose Layout) to edit the layout:

  • Choose Layout

  • Save Layout

  • Save Layout

  • Manage Layout

Note Note

Note that the system always automatically selects the next appointment in the selection list. If you assign an order type to an appointment, the system automatically selects the next unassigned appointment.

If you have selected only one order type or corresponding service and then choose Transfer (Transfer), the selected order type is assigned automatically to the selected appointment and you access the clinical order.

End of the note.

For more information about creating clinical orders, see Create Clinical Order.