
This is where you will enter new Orders. Information is pulled from the patient file. Any of the information that is pulled in can be changed for this particular Order WITHOUT permanently changing any information in the patient file. Remember, it is very easy to edit and/or delete any information at this stage. Once an Order is posted, it then becomes a claim. It is at that point when you will not be able to make many changes and deleting the claim will mean writing the claim off. The best way to prevent unnecessary write offs is to review the Ready to Post reports. There will always be write offs, but you should try to prevent this as much as possible.
The following diagram illustrates posting a regular (non-recurring) Medical Order or a regular (non-recurring) rental Order to a claim.

The following diagram illustrates posting a recurring Medical Order or a recurring rental Order to a claim, while a copy of the Order is sent to the recurring section.

The following diagram illustrates posting a recurring order or a recurring rental Order to the Order section. If the item is a purchase, you will need to print a delivery ticket and mark it delivered. If the item is a rental, it is already marked delivered. When you post the Orders, they become claims without returning to the recurring section.

| Join Orders | Allows you to join two Orders together into one. See How_to_Join_two_Orders_Together. |
| Print Reports | Allows you to select a report to print. |
| Post Orders | Posts the Orders Line Items which have been marked delivered, which become new Claims. |
| Calculate Order Status | Calculates the Ready-to-Post status of Orders. |
| Delivery Tickets | Prints Delivery Tickets which have not been printed. |
| Incomplete Items | Prints Orders that have incomplete or missing information. |
Warning |
Will not stop printing, posting or submitting. |
Error, Minor |
Will allow Item to be printed, posted from Order to Claims, but will not allow the Item to be submitted. |
Error, Critical |
Will not allow an Item to be printed, or Posted. |
| Ready To Post Items | Prints Order Items that have been calculated and deemed ready to put into the claims section. |
| Undelivered Items | Prints Order Items that have not yet been delivered. |
| Delivered Items | Prints Order Items that have been delivered. |
| BackOrdered Items | Prints Order Items that have been marked as being on backorder. |
| All Items | Prints all Order Items regardless of their status. |
| Work-In-Process | See Quote_List |
Warning
Error, Minor
Error, Critical
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