Using Order Sets in EHR 24/7

If it would be useful to link certain diagnosis codes to labs, radiology tests, referrals, and medications, you can use Order Sets in Office Ally’s EHR 24/7. Order Sets help streamline documentation, saving time by ordering as you document patient care within an Encounter. Follow the steps below to create and use Order Sets.

Before We Begin

Before creating or using an Order Set, ensure the following:

• Required labs, radiology clinics, referral providers, and medications have already been added to your account.

• Progress notes must include only the diagnosis code(s) assigned to the Order Set for it to function correctly.

Steps to Create an Order Set

1. Navigate to Order Sets

•  Go to the Manage Office tab.

• Under the User section, click on Order Sets.

• On the Order Sets List page, click Add in the upper-right corner.

2. Enter Order Set Details

• In the Add Order Set pop-up, enter an Order Set Name (required).

3. Add Relevant Diagnosis Codes

• In the Relevant Diagnosis section, search by diagnosis code or description.

• The system will suggest codes as you type.

• Select a code and click Add to save it to the Order Set.

• You may add more than one diagnosis code.

• Note: The progress note must include all diagnosis codes in the Order Set, and no additional codes.

4. Add Lab Orders

• In the Lab Orders section, select a lab from the drop-down menu.

• Click one of the ellipsis (…) buttons next to the Test field:

• First ellipsis: User-defined test codes

• Second ellipsis: System-defined test codes

• Select a test code and click Add.

5. Add Radiology Orders

• In the Radiology section, select a radiology clinic from the drop-down.

• Search for and select a test code using the ellipsis (…) buttons.

• Click Add to save the code.

6. Add Referrals

• Expand the Referrals section by clicking the + icon.

• Choose a referring provider from the drop-down list.

• Enter comments as needed.

• You may add up to three referral providers.

7. Add Medications

• Expand the Medications section by clicking the + icon.

• Click one of the ellipsis (…) buttons:

• First ellipsis: User-defined medication list

• Second ellipsis: System-defined medication list

• Select a medication to add it to the Order Set.

8. Save the Order Set

• Click Add at the bottom of the page to save.

• Saved Order Sets will appear on the Order Sets List.

Steps to Use an Order Set in a Progress Note

1. Open a Progress Note

• Edit an existing progress note or create a new one.

2. Add Required Diagnosis Codes

• Scroll to the ICD-10 Codes section.

• Search for and add the diagnosis code(s) associated with the Order Set.

• The diagnosis codes must match the Order Set exactly.

3. Apply the Order Set

• Scroll to the Lab/Radiology section.

• Click the Order Set button.

• An Order Set pop-up will display available lab orders, radiology orders, referrals, and suggested medications.

4. Select Order Set Items

• Check the box next to each item you want to add to the note.

• Suggested medications are view-only and cannot be selected.

• Click Update to save your selections.

5. Confirm and Complete

• A confirmation message will appear indicating your selections were successful.

• Click Cancel or close the pop-up.

• Your selections will be added to the progress note.

Additional Notes

• If EDI connections are established with your selected lab, navigate to View Lab/Radiology Orders to submit lab orders.

• Referrals can be viewed or printed from View Referrals, located under the Orders option in the top menu.

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