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Order Sets: Residential

Order Sets allows you to group multiple orders into a set. Note: users will still need to complete the fields for each order set (e.g. enter the Frequency and Schedule).

  1. To create an Order Set navigate to Order Sets (Administration).
    1. Click on the Search icon.
    2. Type Order Sets.
      • Only three characters are required before options display.
    3. Select Order Sets (Administration) from the options.
    4. Ensure you go to Sets and not Setup
  1. You will be in the Order Sets screen. Click the new icon in the tool bar.
  1. This will open the Order Set Details screen.
  2. Enter the name of the order set into Name of Order Set field.
  1. Order will default to Active.
    1. This should only be unchecked when order set is no longer needed.
  2. In Building Order Set select order type from Select Order Type dropdown.
  3. In Search Orders field, type name of the order. As you type options will display, select the correct order.
  4. Click Add.
  1. Repeat steps 6-8 as needed.
  2. Once done, click Save in the tool bar.
  3. Defaults can be set within Order Sets. To set defaults, complete the following steps:
    1. Select Set Default button.
    2. Order Set Defaults pop-up window will open. Notice, any defaults set to the individual order will display. Make updates to defaults as needed.
      1. Items displayed here will vary depending on the order set up.
    3. Click the Save & Close button.
    4. Select the checkbox. If this is not selected, on order entry it will display the defaults of the individual order. Not what is set on the order set default.
    1. Click Save in the tool bar.