Review and Edit Orders
Last updated August 7, 2025
How to Use the Orders Tab
Overview
The Orders tab provides a structured interface for managing laboratory tests, diagnostic procedures, and other medical orders for your patients. It displays orders in an easy-to-read table format with editing capabilities for test names and due dates.
Getting Started
Accessing the Orders Tab
1. Open a patient note in the system 2. Click on the "Orders" tab in the navigation 3. The tab will show a count of current orders: "Orders (3)" for example
Understanding the Interface
The Orders tab displays:
- Empty State: When no orders exist, you'll see a "No orders yet" message with a document icon
- Orders Table: When orders are present, they appear in a structured table format
Working with Orders
Table Structure
The orders table contains three columns:
- Test Name: The name or description of the ordered test/procedure (customized to your EHR)
- Date: The due date or scheduled date for the order
- Actions: Delete button for removing orders
Setting Due Dates
1. Click in the Date field for any order 2. Use the date picker that appears 3. Select the appropriate date from the calendar 4. The system supports several date formats:
- Standard dates: MM/DD/YYYY format
- "Today": Automatically converts to current date
- ISO format: YYYY-MM-DD format
Date Conversion Features
The system intelligently handles date entries:
- "Today" entries: Automatically converts to the current date
- Various formats: Accepts multiple date input formats
- Smart display: Shows dates in a consistent, readable format
Managing Orders
Deleting Orders
1. Locate the order you want to remove 2. Click the trash/delete icon in the Actions column 3. Order is removed immediately - no confirmation required 4. Note: Deletion is permanent and cannot be undone
Order Status and Permissions
- Editable Orders: When the note status is "Open" or "Draft"
- Date fields can be modified
- Orders can be deleted
- Locked Orders: When the note status is "Locked"
- Test names become read-only
- Date fields are disabled
- Delete buttons are grayed out and non-functional
- Tooltip shows "Cannot delete - order is locked"
Best Practices
Common Workflows
Adding Laboratory Orders
1. Navigate to the Orders tab 2. Review AI generated orders. 3. Update dates as needed or delete unnecessary orders. 4. Review for accuracy before saving the note.
Troubleshooting
Cannot Edit Orders
Issue: Fields appear grayed out or unresponsive Solution: Check if the note status is "Locked" - locked notes cannot be modified
Date Not Saving Correctly
Issue: Date reverts to previous value Solution:
- Ensure you're using a valid date format
- Try typing "today" for current date
- Use the date picker instead of manual entry
Orders Not Displaying
Issue: Orders tab shows "No orders yet" but orders should exist Solution:
- Refresh the patient data
- Check if you're viewing the correct patient
- Verify the orders were saved properly
Delete Button Not Working
Issue: Clicking delete doesn't remove the order Solution:
- Check if the note is locked (delete is disabled for locked notes)
- Ensure you have proper permissions
- Try refreshing the page if the interface seems unresponsive
Benefits
- Organized Display: Clear table format makes orders easy to review
- Flexible Editing: Direct field editing for quick modifications
- Date Intelligence: Smart date handling for various input formats
- Status Awareness: Clear indication when orders are locked or editable
- Workflow Integration: Seamlessly fits into clinical documentation process