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Sending Automated Orders

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Name: ________________________________________
Date: _________________________________________
Procedure 13-6:
Sending Automated Orders
Objective: Send an automated order to the lab using an EHR.
Equipment and Supplies: Computer with electronic health record software; orders from the
physician
Affective Behaviors: Affective behaviors provide a professional approach to a skill that enhances
the patient encounter. These behaviors may also display sensitivity to a patient’s rights and
enhance communication. Pay close attention to these skills, which will be in bold, italicized font.
Skills Assessment Requirements
Read and familiarize yourself with the procedure. Complete each procedure within a reasonable
amount of time, with a minimum of 85% accuracy.
Documentation
Use the area below for any documentation needed to complete the procedure.
Procedure_09-1 to 13-6.indd Page 91 26/04/17 11:11 AM f-424 /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
1. ✦ Be sure the system is turned on.
2. ✦ Log in with your assigned
username and the password you
previously created.
3. ✶ Identify the correct patient EHR
following clinic policies.
4. ✶ Ask the patient where she wants
the lab order sent. Verify that
the facility can accept electronic
orders.
5. ✦ Locate the order entry screen,
according to the steps required
within the software program.
6. ✶ Select laboratory procedures,
type of procedure, and specific
type of test based on software.
7. ✶ Enter all required parameters for
test selected.
8. ✶ Select the laboratory facility that
is to receive the order.
9. ✶ Complete the signature process,
according to the steps required
within the software program.
10. ✶ Verify that the entry is correct,
reflects the test intended, and
agrees with the physician order.
This may require navigating to a
new location within the software
such as “order management.”
11. ✶ Save the order.
12. ✶ Activate or send the order
according to the steps required
within the software program.
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
Name: ________________________________________
Date: _________________________________________
Procedure_09-1 to 13-6.indd Page 92 26/04/17 11:11 AM f-424 /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
13. ✦ Close the patient’s electronic
health record.
14. ✦ Log o the system.
GRADING
Points Earned
Points Possible 111 111
Percent Grade (Points Earned/
Points Possible)
PASS: ❑ YES
❑ NO
❑ N/A
❑ YES
❑ NO
❑ N/A
Instructor Sign-O
Instructor: ______________________________________________ Date: _________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
Name: ________________________________________
Date: _________________________________________
Procedure_09-1 to 13-6.indd Page 93 26/04/17 11:11 AM f-424 /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
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Sending Automated Orders

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Completed 22 November 2020

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