ROLE PRIVILEGES NEEDED: <udl-white>Orders Report<udl-white>

SETUP: <udl-white>Teams<udl-white>

FILTER | STATUS | PRINT | REPORTS | QUIZ

The Orders Report allows you to view all of the orders in your system.  Go to

1. Reports
2. Orders Report

Select the drop down <btn>   All Items Checked  ▾ <btn> to the right of Agency to choose your agenc(ies).

You can search by patients first or last name

Certification From/To Dates

You can choose to include Interim Orders

FILTER <returntomenu>menu ↑<returntomenu>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Team....

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Order Status

OR you can filter by selecting the drop down <btn>   All     ▾   <btn> under Physician.

If you hover over the address book <icon-addressgray>xxx<icon-addressgray> icon ...

You will be able to view the physicians contact information

STATUS <returntomenu>menu ↑<returntomenu>

If you click on the drop down <icon-dropdown>xxx<icon-dropdown> to the right of Status...

You will be able to see the many changes of the orders status

PRINT <returntomenu>menu ↑<returntomenu>

You can also print the order by clicking on the Print <icon-printer>xxx<icon-printer> icon </icon-printer></icon-printer>

REPORTS <returntomenu>menu ↑<returntomenu>

You can export to a PDF or Spreadsheet (List Only) or PDF or Spreadsheet (Orders) Report

Orders Report List Only <btnw>   PDF (list only)   ▾  <btnw> includes:

• Patient Name
• Team
• Type of Order
• Cert From Date
• Cert To Date
• Status
• Associate
• Physician
• Sent

Orders Report List Only <btnw>   Spreadsheet (list only)   ▾  <btnw> includes:

• Patient
• Team
• Type
• Cert From
• Cert To
• Status
• Associate
• Physician
• Sent
• Received

Orders Report <btnw>   PDF - (Orders)    ▾  <btnw> includes:

• Agency
• Patient
• Type of Order
• From Date
• To Date
• Status
• Discipline
• Frequency and Duration
• Order Start
• Order End
• Comment

Orders Report <btnw>   Spreadsheet - (Orders)   ▾  <btnw>

• Agency
• Name
• Type
• From Date
• To Date
• Status
• Disc
• F + D
• Order Start
• Order End
• Comment