Orders → External
Record the provider and return the result to the same patient visit.
What to notice
•Clinic requestStart
•External providerRequired
•Result returnedRequired
✓Patient recordOutcome
- Route
- /dashboard/orders
- Who can use it
- Admin · Doctor · Nurse · Pharmacist · Accountant
- Needs first
- Nothing, though suppliers in Inventory help
Orders covers everything the patient buys that the clinic does not perform itself: spectacles, orthotics, hearing aids, outsourced tests, prosthetics. It is a commercial record rather than a clinical one, and it is where the money for those items is tracked.
Creating an order
- 1Open Orders and click New Order, or raise it from the Orders tile in Focus Mode so it attaches to the visit.
- 2Choose the patient.
- 3Set Bill to — Patient, Doctor or Center. This decides who the invoice is raised against, so confirm it before saving.
- 4Set the Payment mode: Full, Installment or Flexible.
- 5Add each item with a description, quantity and price. The running total shows in the footer.
- 6Save, then track the order through its status as the supplier fulfils it.
Bill to is the field people get wrong. Center means the clinic absorbs the cost; Doctor means it comes off that clinician's account. Both are legitimate, and neither is easy to unpick after the invoice is raised.
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