During Initial Order Creation:
Create a New Order:
Begin by initiating a new order.
Navigate to Custom Fields:
During the order creation process, proceed through the workflow steps until you reach Step 3 of the order process. This step is where the custom fields section is located.
The custom fields section is where you can input additional information specific to the order. These could be things like special instructions, clinical details, or other custom requirements based on the type of order.
Enter Data into Custom Fields:
In the Custom Fields section, you will find a list of available custom fields.
Some fields may be system-pinned while others might be custom fields tailored for specific needs.
Locate the custom field you want to fill out, and enter the relevant data. Depending on the type of field, this could be a text box, a dropdown menu, a checkbox, or a date field.
Add Additional Custom Fields (if necessary):
If you need more options, look for a "Show More" link or button. This will expand the view and display additional custom fields that are available but not immediately visible.
You can add values to any of the custom fields displayed or make any changes to the existing data.
Save the Order:
Once you have filled out the custom field values as needed, continue to finalize the order creation and save the order record. The custom field values will now be attached to the order.
Editing Custom Fields in an Existing Order Record:
Locate the Order Record:
To edit the custom fields of an existing order, search for the order record you want to modify. This can be done by order ID, patient name, or other search criteria.
Modify the Order:
Once the order record is located, click on the Modify button (indicated by a blue plus icon) in the upper right-hand corner of the page. This will allow you to edit the order details.
Navigate to the Custom Fields Section:
In the order modification workflow, go to Step 3, where you will find the Custom Fields section.
If necessary, click "Show More" to display any additional custom fields that were not previously visible.
Edit the Custom Field Values:
Once you're in the Custom Fields section, locate the field you want to update.
Modify the data as needed—this could involve changing text, updating dates, or selecting new options from dropdown menus.
Save the Changes:
After making the necessary changes to the custom fields, save the updated order record. The new custom field values will be reflected in the order.
Key Features of Custom Fields in Order Records:
System-Pinned Custom Fields: These are predefined fields that are automatically available for every order, based on the system’s configuration.
Custom Fields: These are additional fields created by the organization to capture more specific information for particular orders (e.g., special instructions or clinical notes).
Show More: If there are more custom fields than are initially visible, clicking the "Show More" button will reveal additional fields available for the order.
Dynamic Field Types: Custom fields can vary in the type of data they capture, such as free text, numbers, checkboxes, or dates, depending on the needs of the organization.
Key Points:
System-Pinned Custom Fields: These are fields that are pinned and are visible to all users in the patient quick view panel within the patient record.
Additional Custom Fields: Your system might allow you to add additional custom fields. You can access these by clicking “Show More” if they are not initially visible.
User-Pinned Custom Fields are fields that individual users can manually select to be always visible in the patient record's quick view side panel. These fields remain fixed in the panel, regardless of whether they have a value or not. Unlike system-default pinned fields, these are customized by the user to highlight information that is most relevant or important to their specific workflow. User pinned custom fields are only visible to the user who pinned them.
By efficiently managing custom fields in order records, you can ensure that all relevant data is captured, leading to more accurate orders and smoother workflows for administrative teams.