Common actions

To add a new service to the calendar, go to Service Orders Schedule and select any future date and hour:

Enter Service Order information such as A) Patient Encounter, B) Requesting Physician, C) Service name and D) Date.

Now apply E) Service Information in the columns below and Save:

This will create a new request that must be confirmed, click on the validation icon to confirm:

Confirm hour:

Now it will appear as confirmed in your Service Orders Schedule calendar.

To complete the service order, click on it and select the Edit/Complete option:

Click on Process icon to complete this process when it's time to complete it:

Once it has been completed the Completed date and Completed By fields will be filled automatically:

Completed services will appear listed above of the current date:

To cancel an existing service order, select it from the calendar and click on Cancel Order