How to set up a

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How to set up a

• Default template
• Master order set
• And how to merge them

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How to set up a default template
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First you need to have a patient encounter open
Just click once on the patient in your
appointment window
Then select Template Management
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Click the Template Selection tab
Expand My Favorites
Right Click the template you like
Choose Default Encounter Template
The template needs to have been saved in your
personal folder
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Now when you click the S/O on a patient it will
load your favorite template
You still have the ability to switch to another
template Through the circled drop down menu.
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How to create a master order set

• Order sets can contain
• Lab
• Rads
• Meds
• They can be merged into your default encounter

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Open A/P Module
Order labs as normal EXCEPT choose Save to Queue
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Same in Rad tab
Review Impression carefully because it will be
the same for everyone who has this CXR selected
from the order set
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Submit to Queue orders are underlined
Always choose Expand Sig so you can proof what
the bottle will say
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Go back to Order Set tab to see all of your Save
To Queue orders
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Choose Save as Order Set and name your order set
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Using Master Order Set
Now in any encounter it will be available in your
Order Set drop down
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You can choose which labs, rads and meds you
would like to order
Either Select OR pick modify if you want to
change something
The click Submit
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As your orders are entered, if you have choosen
to Modify, it will stop At the appropriate order
and allow you to change dosage, etc
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Putting it together

• How to maintain and add to your master order set
• How to merge your master order set with your
  template

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Maintain
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If you would like to add to your Order Set, just
Save to Queque
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Those orders Saved to Queque are now underlined
They are automatically selected in the Order Set
screen
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You can Save as Order Set
Click on the name of your Master Order Set
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Choose Add To (note defaults to Replace and
will erase previous order set)
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Merge
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Under Tools, pick Template Management
Leave Template Name field empty
From Owner Type drop down pick personal and click
Search
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This will find all YOUR templates
Hold CTRL on the keyboard and mouse select the
two you want to merge
Then click Merge button
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The screen will load showing that your Template
merged with your Orders
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Notes

• Now every time you open that template whether it
  is your default or you choose it, you will have
  that order set associated with it and
  automatically in the Order Set Tab.
• If you continually Add To your order set, you
  will need to merge it periodically with the
  template to update the template with the new
  orders.

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Questions?

• Page me
• 646-8490
• mailto9046468490_at_page.metrocall.com
• Email
• Mailtob_n_bowes_at_sar.med.navy.mil