How to Modify Standing Lab Orders

Standing lab orders will generate 7 days prior to the next occurrence. However, if changes or discontinues need to be made to the recurring lab order, the most recent order needs to be modified.

  1. Click on the Search icon with the client open. 
  2. Type Client Orders in the search bar.
  3. Select Client Orders (Client) from the search results.
  1. This will bring up the Client Orders (Client) list page. Use the filters as needed.
  1. Click the New button in the top right.
  1.  In Client Order Selection Popup, identify the most recently created order from the recurrence and select the checkbox.
    1. If multiple orders needs to be modified you may select multiple.
  2. Click the OK button. Client Order document will open.
¬†Note: You MUST modify on the parent order. It cannot be done for the most recent recurrence of the order.¬† Tip: if you are changing frequency, please make sure you select a frequency with the “[Frequency Time] -Labs” as that indicates to the system that this is a reoccurring order.¬†
  • When Parent Order is Modified– please make any needed changes to the lab order in Order section.¬†
  • Parent Order will be discontinued.
  • New Order will be created with the modified data.
  • New Order will be updated as Parent Order for the Child Orders that are created from the previous Order.
  1. The CDAG Program Enrollment window will pop up. Select the correct Program Enrollment from the available options.
  2. Click OK.
  1. Click the radio button for the order in the Order List section.
  2. Edit the Frequency or other order details. 
  3. Click Modify.
  4. Click Sign.

Video Walk-Through