How-to: Viewing an incoming order

how-to

Open an order from the Incoming Orders queue to see its full details.

Steps

1. Locate the order in the Results Table

From the Incoming Orders queue, find the order you want to view. Use the Search Panel (TODO: link Search howto) if needed.

2. Click the Order ID

Click the Order ID link in the first column to open the order.

Results Table row with Order ID link highlighted showing cursor click

3. Review the Order Information page

The order opens to the Order Information tab by default, showing patient, prescriber, prescription, and general order details.

Order Information page with key sections labeled: status banner, tab navigation, patient information, prescriber information, general information, and prescription document viewer sidebar

1. Status Banner — Shows the current queue and order mode. Click Edit Order to make changes.

2. Tab Navigation — Switch between Order Information, Rx Information, Payment, Fill History, and other sections.

3. Patient Information — Patient name, DOB, contact details, and address.

4. Prescriber Information — Prescriber name, NPI, organization, and contact details.

5. Prescription Document Viewer — Right sidebar displaying the uploaded prescription document (the slip from the prescriber) or a system-generated prescription image.

6. General Information — Coordinator, priority status, notification settings, and notes for the order.

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