MTW IT Service Desk

Step

Tips/notes

1

To view the orders for a patient, select the ‘Patient List’ tab and choose the patient list showing your incoming referrals from the ‘current list dropdown’

Alternatively, you can search for the patient if you know their details

2

With the patient selected and displayed in the Patient Banner, click on the ‘Orders’ tab to view the orders that have been placed

3

The ‘Options Panel’ on the left has options to filter the orders displayed.

4

‘This Chart’ will show just the orders placed on that current attendance, whereas ‘All Available Charts’ will display all orders from all attendances

5

The Order Summary will display the sections either open or closed

6

Click the ‘+’ icon to expand the Referrals section 

7

Select the referral to your department

8

Double click on the referral request to open the order and view the request.

9

Action the request as normal and then click ‘Close’ to return to the Orders Summary screen

10

Once you have dealt with the referral request and no longer wish the patient to show on the patient list, right click on the referral and choose ‘Complete’ from the menu options

11

The status of the referral request will now display as ‘Completed’ with the current date and time as the stop date

12

Click on the ‘Patient List’ tab to return to the main screen to check the patient is no longer listed