Process or Release a Future or Recurring Order

NextGen® Enterprise EHR Help

Mark Future and Recurring Orders for Auto Release Using the Orders Management Order Control in a Custom Practice Template

Using an Orders Management Control order control in a custom practice template, you can mark future and recurring orders to be automatically released for one patient or multiple patients for a practice. Open your custom practice template with an Orders Management order control. To mark an order for Auto Release for one patient, from the Orders Management Control practice template top toolbar, select the appropriate patient, right-click the order and select Auto Release. To mark orders for Auto Release for multiple patients, select the appropriate patients, right-click the orders and select Auto Release. Note: You can change a patient's Auto Release status (that is, "mark" as Yes or No) by selecting Auto Release. This overrides the current Auto Release status, even if it was defaulted when the Future or Recurring order was selected for processing. If you select multiple patients, the Auto Release window displays the selected orders that were successfully released and those that failed.

NextGen® Enterprise EHR Help

Set Up a Schedule for a Future Order

When you create a new lab or radiology order, you can set up future order schedules on the Set Schedule window. You can set up one schedule or multiple schedules for the tests you select. Create a new lab or radiology order. Select order criteria (that is, diagnosis, favorites, if appropriate). To schedule a future order, select Set Schedule in the Assign Diagnosis to Selected Tests panel. The Set Order Schedule window opens. Select the Future Order option. Check the order to schedule. Select the future date when the order should be processed. To update the expiration date, select whether the order should expire in Days, Weeks, or Years; or select a date from the calendar. Note: You can update the expiration date timeframe. However, you cannot exceed the number of months your practice has set up in File Maintenance > EHR > Practices > Practice Preferences > Orders Module > FutureRecurring Orders Expires After field. If the order has not been automatically defaulted to be auto released,

NextGen® Enterprise EHR Help

View Future and Recurring Order Schedules

After setting the schedule for future or recurring orders, you can view the schedule from the Orders Summary tab. Note: The Start Date indicates when the schedule becomes active. To view the schedule for a future order, select the order in the Orders Summary grid, and select the Future Order icon. The View Order Schedule window opens. Select OK. To view the schedule for a recurring order, select the order in the Orders Summary grid, and select the Recurring Order icon. The View Order Schedule window opens. Select Close. Note: You can also view the future or recurring schedule by double-clicking an order in the Orders Summary grid, and selecting the View Schedule button on the Update Lab/Radiology Order window. Parent topic: Setting Up and Working with Future and Recurring Orders

NextGen® Enterprise EHR Help

Set up a Schedule for a Recurring Order

When you create a new lab or radiology order, you can set up recurring order schedules on the Set Order Schedule window. You can set up one schedule or multiple schedules for the tests you select. You can also set up recurring orders in the same session on the Set Order Schedule window after creating your future order schedules. Create a Lab or Radiology order. Select order criteria (that is, diagnosis, favorites, if appropriate). To schedule a recurring order, select Set Schedule in the Assign Diagnosis to Selected Tests panel. The Set Order Schedule window opens. Select the Recurring Order option. Select the order to schedule. Select the dates when the orders should occur. For example, your patient needs to have a test on a monthly basis for the next year. Note: You can update the expiration date timeframe. However, you cannot exceed the number of months your practice has set up in File Maintenance > EHR > Practices > Practice Preferences > Orders Module > FutureRecurring Orders Expi

NextGen® Enterprise EHR Help

Setting Up and Working with Future and Recurring Orders

For Lab and Radiology order types, you can set up schedules for future and recurring orders, as follows: Set schedules for recurring and future orders when creating a new lab or radiology order. Quickly display the recurring and future orders schedule from the Orders Summary tab for review. Reschedule recurring and future order from the Orders Summary tab. Note: You can also reschedule recurring and future orders from the Orders Management order control on a custom practice template for multiple patients in a practice. Update the due date for test results. Note: You can track and update the Expect Results date for future and recurring orders. If your practice has set up the Auto Release function in File Maintenance, you can use this function to "mark" future and recurring orders for automatic release. This function enables you to do the following: Select the future and recurring orders to be released automatically according to scheduled dates. Select the task groups to be notified for

NextGen® Enterprise EHR Help

Release an Order

Open your custom practice template with an Orders Management order control. On the Filters bar, select Due. The Orders Management grid for the Due filter opens. Select the row for each order to release. On the Due filter Top toolbar, do one of the following: Select Release. To select additional actions to perform with the release, select the appropriate option from the Release list. The Release Order window displays the order (or orders) with the options to Send and Print. To update an order before it is released, select Update Requisition. A green check mark appears to the left of the order on the Release Order window. Then the Update Order window opens. Enter the required changes. To send an order, select the Send check box. To print the order to your default printer, select the Print check box. Select Process. The Batch Release window opens, displaying the order description and the action in progress. When the action is processed, the window shows the status and displays a message s

Process or Release a Future or Recurring Order

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