Outstanding Requisitions, Referrals, and Orders

The Outstanding Requisitions, Referrals and Orders window displays a list of all outstanding lab requisitions, referrals and orders. From this window you can view a patient's virtual chart and reconcile any of the labs that are displayed. It allows providers to view patient referrals and track their status. Through this functionality providers can see the patients they have referred, when that patient received an appointment, was seen by a physician, and then transferred back in to their care etc.

Users can either generate a letter and create the order (or referral) at the same time or they can create the order in the Outstanding Requisitions, Referrals and Orders window and then create the referral letter at a later time. If the letter is created later it can still be attached to the order that it relates to. Additionally, users can also view a patient's virtual chart and reconcile any of the labs that are displayed.

A patient can be searched for by entering their name into the Patient field, while specific documents can be searched using the Search field and clicking the Search button (button contains a blue arrow and is located to the right of the Patient field).

The default is to display all requisitions, referrals and orders although a user can filter by patient, Provider, type and status, as required. The table can also be sorted by any of the headings. The headings displayed in this window are:

• Provider: The name of the Provider.
• Patient: The name of the patient.
• Type: Type of order (e.g. referral). This field can be managed and added to, as required.
• Order: The order instruction.
• Age: Age of the order (in days).
• Order Date: The date the order was created.
• Status: Status of the order.
• Description: General details of the order.
• Specific: If applicable this field contains the body location (e.g. if surgery is being ordered it may say left leg).
• Location: The location of the clinic the patient is being referred to.
• Last Modified: Date and time the order was last modified.

At the bottom of the Outstanding Requisitions, Referrals and Orders window are a series of buttons. The functions of these buttons are described below:

• Reconcile: Completes the order and removes it from the window.
• New Order: Opens up a window for the user to create a new order.
• Delete Order: Deletes the selected order.
• Virtual Chart: Opens the patient’s virtual chart.
• Reconcile History: Displays the reconciled history. This can be filtered by Provider and date. If an order has been reconciled by mistake it can be un-reconciled from here.
• Close: Closes the Outstanding Requisitions, Referrals and Orders window.

For Referrals

Create a New Order from the Outstanding Requisitions, Referrals and Orders Window

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders.
2. Click the New Order button.
3. Type in the patient name and select from the list of patients displayed.
4. Click the and select the Provider.
5. Select the Type of order.
6. Type in the Order (i.e. what is to be done).
7. Click the to the right of Status and select Ordered.
8. The order date defaults to today’s date. To select an alternative date double-click in the date field and select from the calendar displayed.
9. Click OK to save the order.

Create an Order from Generate Letter

1. Click the EMR button  on the Accuro Navigation bar and click the Encounter Notes tab.
2. Right-click on the appropriate item and select Generate Letter.
3. Make any changes required to the letter.
4. Click Send Letter. The Letter/Fax Recipients window is displayed.
5. Click the Referral Letter checkbox.
6. Click the down-arrow and select New Referral Order, New Referral Task or select to attach to an existing order that is listed for the patient (these do not have any referral letters attached to them and were created in the Outstanding Requisitions, Referrals and Orders window). New Referral Task is the old method of processing referrals; New Referral Order creates an entry in the Outstanding Requisitions, Referrals and Orders window (whichever option a user selects is remembered for next time).

Delete an Order from the Outstanding Requisitions, Referrals and Orders Window

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders.
2. Select the order being deleted.
3. Click the Delete Order button.
4. A confirmation message is displayed, click Yes.

Note: Once an order is deleted an entry is added to the activity log. If required the order can be recovered using the right-click menu option.

View the Virtual Chart in Outstanding Requisitions, Referrals and Orders

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders from the list displayed. The Outstanding Requisitions, Referrals and Orders window is now displayed.
2. Click to select the appropriate patient's lab.
3. Click the Virtual Chart button. The virtual chart of the patient selected is displayed.

Reconcile in Outstanding Requisitions, Referrals and Orders

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders.
2. Click to select the item being reconciled.
3. Click the Reconcile button.
4. A confirmation message is displayed, click Yes. The item is then reconciled and removed from the list.

View Reconcile History

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders.
   
   
2. Click the Reconcile History button. The Order Reconcile History window is displayed.
   
   
3. Select the From and To dates.
4. Click the and select the appropriate Provider from the list displayed. A history for the Provider between the two specified dates is displayed.
5. If an item has been reconciled in error, click to select and then click the Unreconcile Selected button to unreconcile an item.
6. Click Close to exit the Order Reconcile History window.

Unreconcile an Item Reconciled in Error

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders.
2. Click the Reconcile History button. The Order Reconcile History window is displayed.
   
   
3. Search for the item using the From and To dates and by selecting the appropriate Provider.
4. Select the item that has been reconciled in error and then click the Unreconcile Selected button. A message confirming the item has been unreconciled is displayed.
   
   
5. Click Close to exit the Order Reconcile History window.

Change the Provider for an Outstanding Requisition, Referral or Order

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders from the list displayed. The Outstanding Requisitions, Referrals and Orders window is now displayed.
2. Click the Provider in the appropriate patient's lab and select from the list displayed.

Change the Type of Outstanding Requisition, Referral or Order

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders from the list displayed. The Outstanding Requisitions, Referrals and Orders window is now displayed.
2. Click the Type in the appropriate patient's lab and select from the list displayed.
   Note: To add a new type, select Manage.

Change the Status of an Outstanding Requisition, Referral or Order

1. Press and release the Alt key, click Reports and select Outstanding Requisitions, Referrals and Orders from the list displayed. The Outstanding Requisitions, Referrals and Orders window is now displayed.
2. Click the Status in the appropriate patient's lab and select from the list displayed.

For Lab Requisitions

Filter Outstanding Lab Requisitions View

1. Click the Alt key, select Reports and then Outstanding Requisitions, Referrals and Orders from the list displayed. The Outstanding Lab Requisitions window is now displayed.
2. Enter name in the Patient field to search by patient.
3. Enter keywords in Search field to get specific documents.
4. Click the and select the Providers from the list displayed. The default is all.
5. Click the and select the Type from the list displayed. The default is all.
6. Click the and select the Status from the list displayed. The default is all.
7. Click the and select the Order Date from the list displayed. The default is all.
8. Click  to display Outstanding Lab Requisitions as per your filter selections. Outstanding Lab Requisitions are now displayed as per your filter selections.

Reconcile Outstanding Lab Requisitions

1. Click the Alt key, select Reports and then Outstanding Requisitions, Referrals and Orders from the list displayed. The Outstanding Lab Requisitions window is now displayed.
2. Click to select the appropriate lab and click the Reconcile button. The following message is displayed:
   
   
3. Click Yes to continue. The selected lab is reconciled and removed from the list.