Entering Patient Data > Entering Orders > Adding an Order > Adding Orders from an Order Set
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Adding Orders from an Order Set
Your organization may have created order sets for your use. An order set is a list of suggested orders for a particular procedure or diagnosis. You can quickly select some or all of the orders from the order set and enter them all at once. Only those order sets that your administrator has designated for use on handheld devices can be viewed in the on your mobile device.
There are two types of order sets:
Full Order Sets (or just “Order Sets”): These are large order sets that contain many orders. Full order sets are commonly used when an entire suite of suggested lab, radiology, medication, nursing, or other orders is necessary for a particular procedure or diagnosis. Some of the orders may be selected by default, but you can also review and select additional orders from the order set. Full order sets require more screen real estate in order to display all of the suggested orders, and can therefore be used only on Apple® devices with a screen that is 4 inches or larger.
Mini Order Sets: These are small order sets that contain a limited number of orders (usually less than 10). Mini order sets are commonly used when there are multiple orders that make up a single treatment and the organization wants all of the orders within the order set to be automatically selected by default when the user chooses the order set. When a user chooses a mini order set, the order set screen is not displayed; instead, all of the orders within the mini order set are automatically selected for the user.
Mini order sets can be selected in several ways:
-Mini order sets can be selected from the Favorites list, or after performing an Order Search for one. When selected in this manner, all of the orders from the mini order set are automatically added to the New Orders list on the Orders Summary. Mini order sets can be used in this manner on any Apple device.
-Mini order sets can also be selected from within a full order set. If the full order set contains an Order Search item, the user can select that item and then perform a search for a mini order set. When selected in this manner, all of the orders from the mini order set are automatically added to the larger order set. Mini order sets can be used in this manner only on Apple devices with a screen that is 4 inches or larger.
NOTE: Your Favorites list or Order Search results will show mini order sets on any Apple device, while full order sets will show only on Apple devices with a screen that is 4 inches or larger.
NOTE: During the order entry process, you might see clinical decision support (CDS) alerts (see Reviewing Clinical Decision Support (CDS) Alerts). After submitting an order, you might see alerts about drug, disease, or allergy interactions or duplicate orders (see Reviewing Interaction and Duplicate Order Alerts). Alerts can provide clinical data or inform you of issues related to an order.
To use a full or mini order set:
1. From the Orders Summary screen, tap Add .
The Add Orders screen is displayed.
2. Select the order set using either method below:
-Select it from the Favorites list (see Adding an Order from the Favorites List).
-Search for it (see Searching for an Order to Add).
Your next steps depend on whether you selected a full or mini order set:
-If you selected a mini order set, you are done. The individual orders in that set are added to the New Orders section of the Order Summary. Tap Review to view them and select Sign & Submit.
-If you selected a full order set, the Order Set screen displays. This screen lists all of the orders in the set, with a radio button next to each. Proceed to the next step.
3. Select some or all the orders listed in the order set.
-Scroll up or down to see all of the orders in the order set.
-Select the radio button to the left of the order name to quickly select an order in the order set. The Order Details screen for that order displays automatically only if there are CDS alerts, the order has any required fields that need to be completed, or if your administrator has configured the order to always display the Order Details screen for review purposes. Review any CDS alerts, fill in the required information, and then tap Save to return to the order set screen.
-Select the order name to select an order and also view the Order Details screen, so that you can modify the details of the order. When the Order Details screen is displayed, make your changes and then select Save to return to the order set screen.
-One or more orders may already be pre-selected for you. Do not remove these orders as they are required to complete the order set. If any of the pre-selected orders have an exclamation mark in red on the far right corner of the order , it means that the order has required fields that you need to complete. Select the order name to open the Order Details screen, fill in the required information, and then select Save to return to the order set screen.
-In some cases, when you select a particular order in the order set, one or more additional orders in the set are then also automatically selected for you. For example, there might be two or three items are always ordered together at your organization. If so, your administrator might set them up so that when you order one of the items (known as the “parent” order), the orders for the additional items (known as the “child” orders) are automatically selected for you. If you unselect a parent order, all of the child orders are unselected as well. Regardless of this automated selection/unselection feature, you can always select or unselect any child order individually.
-Some orders are repeating orders (repeating orders display the Repeating icon on the far right). Each time you select a repeating order, another new row for the same order is added to the order set screen, allowing you to enter the same type of order multiple times. For example, if a Physician Consult were set up as a repeating order, it would be listed once on the order set screen. As soon as you select it and enter an order for a consult with a particular physician, another (unselected) order for a Physician Consult is added to the order set screen. Now you can enter a second order for a Physician Consult with a different physician. In fact, you can enter as many Physician Consult orders as you need.
-Some items in the order set allow you to search for an order (search items display a Search icon on the far right). For example, you might see an item called “Other Orders” or “Other Labs.” When you select the item, a Search field is displayed. The field might be empty, allowing you to enter your own search term, or a search term might be automatically entered for you. Just search for the desired order (or mini order set) and select it. The Order Set screen is then redisplayed with the new order(s) listed.
-Use the Expand/Collapse icon next to any heading to expand or collapse sections of the order set. Some order sets are made up of combinations of other smaller order sets. For example, many admission order sets might contain a smaller “nested” order set for standard admission lab tests. These “nested” order sets look similar to any other section in the order set, except that they display the Nested icon on the far right side of the heading. If you select items from a nested order set, and then you collapse it, you are asked whether you want to keep or discard those items.
4. (Optional) During the process of selecting orders from the Order Set screen, you can review the patient’s other clinical results, to help you decide whether or not certain orders in the set are needed. Just tap View Modules at the bottom of the screen to access the module list, select the desired module (such as Lab Results or Test Results), and view the necessary data. You can go to several different modules if necessary, and you can even enter charges in the Charges module, add new problems in the Problem List module, or enter comments in the Sign-Out module. When you are ready to continue with the order set, select View Modules again and choose the Orders module. You are returned to the Order Set screen right where you left off, with your previous order selections still chosen. Finish selecting the necessary orders and then proceed to the next step.
NOTE: While in the middle of an order set, you cannot enter a new note in the Clinical Notes module (via Mobile NoteWriter), nor can you change patients. If you need to perform either of these actions, you must first return to the Orders module, and either finish selecting orders from the Order Set for the current patient (Step 4 below), or Cancel out of the Order Set screen entirely.
5. After you complete your selections, tap Done at the top right corner of the order set screen.
The screen from which you selected the Order Set is redisplayed. For example, if you selected it from a category in your Favorites list, that category is redisplayed. If you selected it by searching for it, the Add Orders search screen with the list of potential matches is redisplayed.
NOTE: An Incomplete Order Set message may display if an order that was supposed to be pre-selected in the order set was not loaded completely. To complete pre-selected orders, save those orders that did not load. For more information, see Loading Incomplete Order Sets.
6. Take any of the actions below.
-Tap Back to go back to the main Orders screen, where you can select another order from the Favorites list, search for another order to add, or add a free-text order.
-Tap Review when you are finished selecting orders.
The Orders Summary is displayed. All of the orders you selected from the order set (as well as any others) are listed in the New Orders section. Each order is listed individually and now behaves as an individual order.
Any orders have an exclamation mark in red on the far right corner () are pre-selected orders from the order set that have CDS alerts that you did not view or required fields that you did not complete. You cannot submit these until you review the alerts or complete the required fields. To do so, select each order to open the Order Details screen, review the alerts and/or complete the required fields, and then tap Save.

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