Entering Patient Data > Entering Orders > Signing and Submitting an Order
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Signing and Submitting an Order
As you select new orders or make other changes (such as renewing, holding, resuming, ordering again, or discontinuing), they are added to the patient’s list of new orders, which are displayed at the top of the Orders Summary screen, in the New Orders section. The patient’s new orders continue to accumulate on this list and are not submitted to the server until you tap the Sign & Submit button. (See also Understanding Unsubmitted Orders.) Once you tap Sign & Submit, all of the patient’s new orders are submitted at once.
The SIGN/SUBMIT button is disabled if there are any orders in the New Orders section that have a red exclamation mark . This icon indicates that the new order either has required fields that are not completed, or clinical decision support (CDS) alerts that are not yet viewed. Tap on the new order to open the Order Details screen and complete the required fields or view the alerts. When you return to the Orders summary, the red exclamation icon is removed and the SIGN/SUBMIT button becomes enabled again. See Reviewing Clinical Decision Support (CDS) Alerts for more information.
After you tap the Sign & Submit button, you may be required to enter your PatientKeeper password or a numeric PIN (Personal Identification Number). Or, if Apple’s Touch ID® or Face ID® feature has been set up on your device (see Establishing a Touch ID or Face ID for Logging In or Signing Orders), and has also been enabled by your administrator, you can use your fingerprint or facial image to sign your orders instead of a manually entering a password o PIN.
Depending on how your administrator has configured the system, any one of the following scenarios may apply:
You are never required to enter a password or PIN (or to use Touch ID/Face ID) after you tap the Sign & Submit button.
You are required to enter a password or PIN the first and every time that you tap the Sign & Submit button. If Apple’s Touch ID or Face ID feature is enabled on your device, after you enter your password or PIN the first time, you are then prompted to use the Touch ID/Face ID feature (instead of password or PIN) each time you tap the Sign & Submit button.
You are required to enter a password or PIN the first time you tap the Sign & Submit button, and then the application “remembers” your this information for subsequent submissions in the same session. You are not required to enter it again unless you have a period of inactivity (no new order submissions) that is longer than a specific period of time defined by your administrator. Again, if Apple’s Touch ID or Face ID feature is enabled on your device, after you enter your password or PIN the first time, you are then prompted to use the Touch ID/Face ID feature (instead of password or PIN) whenever you have a period of inactivity that is longer than the defined time.
NOTE: You are not required to re-enter your password or PIN (or to use Touch ID/Face ID) when resubmitting after viewing or resolving an alert about an interaction or duplicate order.
In addition, your administrator may require you to enter the name of a provider who can co-sign the orders for you. This feature can be enabled for all orders, or just certain types.
To sign and submit all your new orders for a given patient, follow the steps below.
1. On the Orders Summary screen, if any orders in the New Orders list have a red exclamation mark , tap on the new order to open the Order Details screen, and then complete any required fields or review any CDS alerts. Then tap Back to return to the Orders Summary.
The red exclamation icon is removed and the SIGN/SUBMIT button becomes enabled.
2. On the Orders Summary screen, at the bottom of the New Orders section, tap Sign & Submit .
3. If an additional password, PIN, or co-signing provider are required, the Signature screen is displayed, containing one or more of the dialogs below is displayed. Complete each screen as follows, depending on what it requires:
-Manual Entry of Password or PIN: Manually enter your password or PIN, and then tap Done.
-Manual Entry of Password or PIN, plus Co-Signing Provider: Manually enter your password or PIN, and then enter the name of the co-signing provider (using the Search field or the Recently Selected list), and then tap Done. If only one provider can co-sign for you, that name is defaulted into the field for you.
-Touch ID or Face ID in place of Password or PIN: If Touch ID or Face ID is enabled (and your Touch ID/Face ID has been established via Establishing a Touch ID or Face ID for Logging In or Signing Orders), then immediately after you tap Sign & Submit one of the following dialogs is displayed:
For Touch ID: “Touch ID for PatientKeeper. Sign using your fingerprint.” Press your finger lightly on the Home button to register your fingerprint and immediately sign your orders.
If your fingerprint is not accepted for any reason, a Sign using pin/password option is automatically displayed. If you select this option, the Password or PIN field is shown. Enter your password or PIN and then tap Done.
For Face ID: The Face ID logo is shown. Show your face to the front camera to register your identity and immediately submit your orders.
If your facial image is not accepted for any reason, a Try Face ID Again option is automatically displayed. Select the option and try again. Or tap Cancel, tap into the Password or PIN field, enter your password or PIN, and then tap Done.
NOTE: If you change your password or PIN, the next time you attempt to use Touch ID/Face ID to sign your orders it will fail. In that case, you are prompted to manually enter your new password or PIN on the Signature screen one time. After that, Touch ID/Face ID can be used successfully again.
-Co-Signing Provider: If a password or PIN are not required, or if you used Touch ID/Face ID in place of manually entering the password or PIN, you may next see a dialog asking for the name of the co-signing provider. Enter their name using the Search field or the Recently Selected list, and then select Done. If only one provider can co-sign for you, that name is defaulted into the field for you.
Each of the patient’s new orders are now checked for interactions or duplicates.
-If none are found, the order is submitted to the server and moves to the Existing Orders section. If you were required to enter a co-signing provider, the orders are then routed to the co-signing provider for signature, and they are also added to the patient’s Existing Orders list.
NOTE: When orders are routed to a co-signing provider, they are routed as either a printed order sheet or made available in whatever system your facility uses for managing order deficiencies, depending on how your system is configured. In some cases, the order deficiency system may then route the order to PatientKeeper’s eSignature application for the co-signing provider. Contact your PatientKeeper representative to implement the eSignature workflow, as this requires work by the PatientKeeper Integrations team.
-If the order has errors, an alert or warning describing the error is displayed. You can correct the issue and submit again, or you can discard the order. See Reviewing Interaction and Duplicate Order Alerts.
NOTE: If your device does not have connectivity at the time you tap the Sign & Submit button, the orders are not submitted and remain on your device in the New Orders section. See Understanding Unsubmitted Orders.

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