Table of Contents
ORDERS PENDING CO-SIGNATURE: 3
ORDERS PENDING MD SIGNATURE: 5
The Orders Management Center is where users can access sub-menus that include Orders Pending Co-Signature, Orders to be Sent, Orders Pending MD Signature, and Orders history. You can access Orders Management through the menu bar View/Orders Management.
User permissions allow your agency to set up specific users to require co-signature on all orders. To access orders pending co-signature from the menu bar, select View/Orders Management/Orders Pending Co-Signature. Once on this screen, the user can filter for Branch, Date Range, as well as search for a Patient name. Select "Generate" once you have updated the filters. The information can also be exported to Microsoft Excel for further analysis.
To complete the co-signature process, select the Type hyperlink of the item you want to cosign. A PDF preview of the order will appear where you have the option to Co-Sign, Print, or Close.
After you have selected "Co-Sign," a confirmation box will appear. Enter your signature & signature date and select either "Co-Sign" or "Co-Sign and Approve" based on your permissions and agency policy. If "Co-Sign" only is selected, the order will flow to the QA Center for approval.
Once orders are approved, the Orders To Be Sent screen will populate the items ready to be sent to the physician either manually (fax, mail, deliver) or electronically through the physician portal. To access Orders To Be Sent from the menu bar, select View/Orders Management/Orders To Be Sent. Within the order sent screen, you can sort and filter by the below items.
To send orders electronically, select/multi-select the checkbox next to the order and select "Send Electronically." A confirmation will appear in the top right-hand corner of your screen confirming the orders were sent successfully. At this time, physicians who were set up to sign orders electronically will be able to access the Physician Portal to sign their orders. Once marked as Sent Electronically, the orders move to the Orders Pending Signature sub-menu. The order is also updated to a "Sent to Physician (Electronically)" status in the patient chart.
For physicians who have not agreed to receive their orders electronically, you can also filter and send orders manually. To view order in PDF format, select the printer 
icon. From this window, you can print the order. Once printed, select the orders you plan to send manually on the left and select the button in the top right to "Send Manually." Once marked as Sent Manually, the orders move to the Orders Pending Signature sub-menu. The order is also updated to a Sent to Physician (Manually) status in the patient chart.
To track outstanding orders previously sent to the physician or to mark an order as received and/or signed, access Orders Pending MD Signature. From the menu bar select View/Orders Management/Orders Pending MD Signature. Within the orders pending MD signature screen, you can sort and filter by the below items.
There are currently two ways to mark an order as received with signature. Individual Orders can be marked received by locating the order that has been returned signed by the physician. Once found, select the "Receive" action button in the far right-hand column. The Received Date and MD Sign Date will now be open to fill out with the appropriate dates. Then select "Update."
You can also select multiple orders at one time to mark as received. Choose the applicable orders on the far left-hand side and select "Receive Orders" at the bottom of the screen. A pop up will display for you to confirm the Received Date and Physician Signature Date.
Once an order is marked as received, it moves to the Order History screen. The order will also be updated in the patient chart to indicate "Returned W/Physician Signature."
For a complete list of received and outstanding orders, a user can access the Order History screen through the menu bar by selecting View/Orders Management/Orders History. Within the Orders History screen, you can sort and filter by the below items.
If the order Sent Date, Received Date, or MD Sign Date were entered incorrectly, corrections can be made by selecting "Edit" in the Action column. Upon selection, a pop-up window appears allowing you to update one or all the dates. Selecting "Update" will save the changes and "Exit" will discard any changes to the record.
A great resource is available 24/7 is our Help Center. A place to get answers to frequently asked questions or watch videos on all our Axxess products. Our help center can be accessed by going to Help/Support & Training/Help Center or https://www.axxess.com/help/
