How to Access Order Sets

These steps show you the orders in the Order Set so you can pick just the specific orders you want, or all the orders in a set. After you prescribe the order set, set the specific instructions for each order individually.

  1. You must first have the client open, then click the Search icon.
  2. Type “Orders” into the search bar.
  3. Click to select “Client Orders (Client)” from the search results.
  1. The client Orders list page will open. Click on the New icon.
  1. This takes you to the Orders Being Modified/Discontinued window. Without selecting any orders listed in the top half of the window, click the OK button.
    • Note: If you select an order listed in the top half of the window and click OK, you can modify or discontinue the selected order. Refer to Modify an Order or Discontinue an Order for instructions.
    • A blank Client Order page opens where you can create a new order.
  1. Complete the Order Entry Details section.
  1. Click the Save button in the tool bar  .
  1. Click the Order Set tab.
  1. In the blank data entry field, type part or all of the order set you want to prescribe.
  2. Select the highlighted option in the drop down list.
  1. The orders in the order set appear below the Order tab.
  1. Select the check box next to each order you want to prescribe to the client. If you do not want to prescribe an order, simply leave the check box unchecked.
    1. Complete the fields for each order you wish to include.
  1. Click the Insert button.
  1. Click the Save button in the tool bar.
  1. Sign the Order(s).