Orders

Orders

Orders section lists all the patient's orders for appointments, surgeries, products or services. Orders section has the following features:

Orders List

Orders list is a list view of Patient's orders. Orders list has following features:

First/Previous/Next and Last buttons

You can navigate through the orders list by using the First/Previous/ Next and Last buttons at the bottom right of the list.

Items per page

You can select number of orders to be displayed per page by clicking on the Items per page drop down and selecting a number. By default 10 is selected.

Sorting Orders list with columns

1. Orders list can be sorted by the following columns:

   • Order Number

   • Doctor

   • Status

   • Amount

   • Activated Date

2. Click on any column header to sort the list according to the column. For e.g. Order Number

3. Orders list is sorted in either ascending on descending order based on order number.

View Order

1. To view an order, click on the number of the order from the orders list that you want to view.

2. User is navigated to the Order detail page.

Add Payment to Order

1. Payment can be added to both Draft order and Activated order. To add a payment to an order, click on number of the order from the orders list that you want to add payment to.

2. User is navigated to the Order detail page in no edit mode.

3. Click on Add Payment icon button next to Payments of Order detail page.

4. Add payment window pops up.

5. Enter all valid details for adding payment and click button.

6. Payment is added and user is navigated back to the order detail page in no edit mode.

Add Order

1. To add an order, click on Add Order icon button on the bottom right corner of Orders page.

2. User is navigated to the Add Order page.

3. Fill in all the order details and click add order item icon button.

4. Add order item window pops up showing the results according to the default search criteria. User can change the search criteria to search for other items listed in the price books.

5. Select order item/s and click button.

6. Order item is added and user is navigated back to the Add order page.

7. Click save icon button.

4. Order is saved for the patient and 'Order(Order Number) has been saved successfully' message appears in toast.

Edit Order

1. Activated order cannot be edited. Only order with Draft status can be edited. To edit an order, click on order number from the orders list that you want to edit.

2. User is navigated to the Order detail page.

3. Click the edit icon button.

4. Order detail page is changed to edit mode.

5. Update the details of the order and click save icon button.

6. Order details are updated and Order detail page is changed back to no edit mode. 'Order(order number) has been saved successfully' message appears in toast.

Print Order

1. To print an order, click on the number of the order from the orders list that you want to print.

2. User is navigated to the Order details page.

3. Click the print icon button at the bottom right corner of the page.

4. User is navigated to a new tab on the browser showing the printable invoice of selected order.

Delete Order

1. Activated order cannot be deleted. Only order with Draft status can be deleted. To delete an order, click the order number from the orders list that you want to delete.

2. User is navigated to the Order detail page.

3. Click the edit icon button.

4. Order detail page is changed to edit mode.

5. Click the delete icon button.

2. A pop up window appears confirming the delete action.

3. Click button.

4. The order is deleted and user is navigated back to the orders list page. 'Order successfully deleted' message appears in toast.