How-to: Searching incoming orders

how-to

Use the Search Panel to find specific orders in the Incoming Orders queue.

Steps

1. Go to Queues → Incoming Orders

From the left sidebar, expand Queues and select Incoming Orders.

Navigating to Incoming Orders from the left sidebar by expanding Queues and selecting Incoming Orders

2. Enter your search criteria

In the Search Panel, enter any combination of:

Patient Last Name
Patient First Name
Patient DOB
Patient Phone Number
Order ID

Search Panel with basic search fields highlighted: Patient Last Name, Patient First Name, Patient DOB, Patient Phone Number, and Order ID

3. Run the search

Click Search or press Enter.

Mouse cursor hovering and clicking on the Search button

4. Review your results

Matching orders appear in the Results Table. Click an Order ID to open the full order details.

Results Table with Order ID column highlighted showing clickable order links

Using Advanced Search Options

For more specific searches, additional filters are available.

5. Expand Advanced Search Options

Click Advanced Search Options in the top-right corner of the Search Panel to reveal additional fields.

Advanced Search Options expanded showing medication, prescriber, and date range fields6. Enter additional criteria

Medication Name
Medication Strength
Drug Form
Prescriber Last Name
Prescriber First Name
Created from / Created to — filter by when the order was created
Due from / Due to — filter by when the order is due

7. Run the search

Click Search or press Enter.

Clearing your search

8. Reset the search form

Click Clear All to reset all fields and return to the full list of incoming orders.

Mouse cursor hovering and clicking on the Clear All button

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