Build a Template—Details

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• Add a Template

• Pull Orders for the Template

The Order List window, which opens whenever you start a template in the builder, serves as a holding area for every order to be placed on the template. There are several options for pulling orders into this list, four of which are available on the Order List menu, with the fifth from Custom Controls:

Definitions and Uses:

• Orders in the template

• Order sets

• Multi-orders

• Order lists

• General Care (other) orders

Step-By-Step:

• Add an Order to the List

1. Click the Order List menu, then click Add an Order to the List.

2. Select an order type from the drop-down list that opens on the right.

• Allergies, Admit and Transfer orders automatically add an order to the list without invoking an order form.

• For other order types, either the current orders list for the order type or the form for a single order opens.

3. If the order type scratch pad is displayed, click a button in the Add New Orders section to open the applicable order form.

4. Complete the order form and click OK (ALT+O).

5. If the order type scratch pad is displayed, write other orders of this type as needed.

6. Click Close (ALT+C). The order or orders you wrote are displayed in the template order list.

• Add an Order Set to the List

• This process copies all of the orders in an order set to the template Orders List, so they can be used in the template. See Building an Order Set.

1. Click the Orders menu, then click Add an Order Set to the List.

2. When prompted, click to select an order set (green folder). (Yellow folders can contain order sets; click a yellow folder to display the order sets inside, if any.)

3. Click OK (ALT+O).

• Add a Multi Order to the List

1. Click the Order List menu, then click Add a Multi-Order to the List.

2. Select an order type from the drop-down list that opens on the right.

3. In the caption field provided, type a description and instructions as needed for the orders available with this button.

4. Click OK (ALT+O). Your selection is listed in the template orders as Multi: followed by the order type you selected.

• Add an Order List to the List

1. Click the Order List menu, then click Order List.

2. In the caption field provided, type a description of the orders available from this list.

3. Click OK (ALT+O). Your selection is listed in the template orders as Order List: followed by the caption you entered.

4. Pull in orders to add as list items: see Add an Order and Add an Order Set.

• Add a General Care (Other) Order to the List

1. Click the Custom Order menu, then click Add a General Care (Other) Order to the List.

2. Type the first part of the order (up to the place for the first variable) in the Label Text 1 field.

3. To add a variable, click the first unused Variable checkbox. The Variable Definition window opens.

1. Click an option button to choose the Numeric, Free-text, or Combo type.

2. Define parameters for the variable:

• For the numeric type, type values for a minimum and maximum to set an acceptable range for entries.

• For free-text, type the number of character spaces the field will display (field width). This doesn't limit the number of characters that the user can enter.

• For the combo field, type each drop-down list item and press enter. To erase an item, click to select it, then click Remove.

3. Click OK (ALT+O).

• You can add up to three variables (entry fields) to any custom-defined general care other order.

• Labels can be set to the left (before), the right (after), or both sides of an entry field.

• Labels and variable parameters cannot be edited once you click OK. You must create a new order if the current order is not correct.

• Only the Pharmacy related setting can be changed once the order is on the template. See Editing Order Properties.

• Check the preview at the top of the order definer dialog box to be sure that the order you're writing will fit on the template.

4. Continue to add text and variables (up to three) as described above.

5. Type instructions if needed. (Instructions are indicated on the template with <I> at the end of the order.)

6. Click OK (ALT+O). Your selection is listed in the template orders as typed, with XXX marking variable fields.

• Move Orders to the Template

• To move orders from the template Order List, click and drag them to the template:

1. Click the order you want and hold the mouse button down.

2. Move the mouse pointer over the template. The pointer should now have a + beneath the arrow.

3. If the pointer does not have a + beneath the arrow, move it back over the Order List. Do not release the mouse button. When the pointer changes, move it back over the template.

4. Move the pointer to the template and release the mouse button.

• To fill a drop-down order list:

1. Drag the Order List: your caption from the template Order List window.

2. To change the width of the field, lock the template items (lock = button down, dragging OFF), then click and drag the right side of the field.

3. Drag orders from the Order List to the field of the drop-down list. The first order you move is listed first, the next is second, and so on.

4. To change the order of the items in the list, remove and replace the orders.

• Notice the upper left corner of the surrounding rectangle when placing the item. This corner will snap to the nearest dot on the template. See Moving Orders.

• To avoid having to rewrite orders (except for orders saved in an Order Set), place all of the orders somewhere on the template and save before you close. Any orders left on the list when the template is closed are lost and must be rewritten if needed. (Saved order sets can always be pulled back into the Order List.)

• When you're moving orders from the Order List to the template, Drag On/Off has no effect.

• Add a Frame

• See Using Frames

1. Click the Frames menu, then click Add a Frame.

2. Type a caption for the frame.

3. Click OK (ALT+O).

4. The pointer changes to a plus (+) sign. Starting in the upper left and dragging down to the lower right, click and drag to draw the frame where you want it.

• Add a Label

• See Using Labels

1. Click the Labels menu, then click Add a Label.

2. Type a caption for the label, then click OK (ALT+O).

3. The pointer changes to a plus (+) sign. Click the spot on the template where you want the label.

• Add or Remove Pages from the Template

• To add a new page:

1. Go to the last page by clicking the 4 on the toolbar.

2. On the last page, click 4 again, or click the Screen menu, then click the Next Page option.

3. The Next Page function only adds a page if you currently have the last page in view. You cannot insert pages into the middle of a template.

• To remove a page:

1. Bring the page into view using the Next or Previous Page buttons.

2. Remove any orders that you still want to use by dragging them back to the Order List.

3.  Click the Screen menu, then click the Delete Current Page option.

4. When prompted, click OK to confirm the deletion.

• Move Orders, Labels, and Frames

• To move an order, label, or frame to a new position on the same page:

1. Enable dragging (unlock = button up).

2. Click the order, label, or frame and hold down the mouse button. The item is surrounded by a black rectangle.

3. Move the mouse pointer to the new location.

Notice the upper left corner of the surrounding rectangle when placing the item. This corner will snap to the nearest dot on the template.

4. Release the mouse button.

• To move an order from one page to another:

1. Enable dragging (unlock = button up).

2. Drag the order back to the order list.

3. Open the page you want, and drag the order to that page.

4. Click the order, label, or frame and drag it to its new location.

• To put a label or frame on another page:

1. To save typing, copy the text:

1. Lock the template items (lock = button down, dragging OFF).

2. Select the label or frame.

3. To copy text for a label: Click the Labels menu, then click Change Selected Label Caption.

4. To copy the caption for a frame: Click the Frames menu, then click Change Selected Frame Caption.

5. Select the text, then press CTRL+C.

6. Click OK (ALT+O).

2. Remove the original. See Deleting a Label or Frame.

3. Click the next page or previous page button to open the page you want.

4. Add a new label or frame. Press CTRL+V to paste the text you copied. See Adding a Label or Adding a Frame.

• Remove Orders, Labels, and Frames

• To take an order off the template, drag it back to the Order List. See Moving Orders, Labels, and Frames.

• To remove items from a drop-down order list:

1. Lock the template items (lock = button down, dragging OFF).

2. Click to display the items in the list.

3. Click to select the item to be removed. (It is displayed in the list field.)

4. Drag the order from the field back to the Order List.  See Moving Orders, Labels, and Frames.

• To remove a label or frame:

1. Lock the template items (lock = button down, dragging OFF).

2. Select the label or frame.

3. To delete a label, click the Labels menu, then click Delete Selected Label.

4. To delete a frame, click the Frames menu, then click Delete Selected Frame.

• Deleting a frame also deletes any orders or labels that are inside the frame.

• Make Orders Mutually Exclusive

• See Mutually Exclusive Orders.

1. Lock the template items (lock = button down, dragging OFF).

2. Select the orders. To add an order to an existing group, select all of the orders including the new one.

3. Click the Orders menu, or right-click a selected order.

4. Click Group Selected Orders.

5. To remove an order from the group, select the order to be removed.  (Select all of the orders to remove entire grouping.) Click the Orders menu, or right-click a selected order, then click Ungroup Selected Orders.

• Set Order Properties

1. Lock the template items (lock = button down, dragging OFF).

2. Select the order.

3. Click the Orders menu, or right-click a selected order.

4. For General Care (Other) Orders, to change whether the order will be sent to pharmacy, click Pharmacy Related (will send to Pharmacy) or Not Pharmacy Related.

5. For other orders, click Define Properties for Selected Order(s).

6. Click any or all of the Variable checkboxes to enable that property for all of the selected orders:

• Initially Checked—the order is selected in the template as a default, forcing the user to uncheck the order to remove it from the session.

• Disable Edit—in the template player, the ordering provider can select an order, then click the Edit button to open the original form an make changes. By disabling this editing capability, you force the user to pull up the individual order forms outside of the template.

• Invokes Order Screen—when selected by the user on the template, the form for this order opens automatically.

• Other variables replace the order parameter as written—for example, start time, rate, or fluid for IVs—with the drop-down list that appears in the original order form. The default value is whatever you selected when you wrote the order.

7. Click Okay (ALT+O).

• Line Up a Group of Orders

1. Lock the template items (lock = button down, dragging OFF).

2. Select all of the orders (across columns is okay, as well as down; the number of columns is preserved).

3. Click the Orders menu, then click Select Align Selected Orders. Each checkbox is brought into line, and the variable fields are moved to a straight column to the right of the orders.

• Change the Caption of a Label or Frame

1. Lock the template items (lock = button down, dragging OFF).

2. Select the label or frame.

3. Open the editor:

• To change text for a label: Click the Labels menu, then click Change Selected Label Caption.

• To change the caption for a frame: Click the Frames menu, then click Change Selected Frame Caption.

4. Type the text.

5. Click OK (ALT+O).

• Change the Color of the Text of a Frame or Order

1. Lock the template items (lock = button down, dragging OFF).

2. Select the label.

3. Click the Labels menu, then click Change Selected Label's Font Size/Color.

4. Select a typeface from the Fonts list.

5. Select Regular, Italic, Bold, or Bold Italic from the Styles list.

6. Select a size for the type.

7. To underline the words, click the Underline checkbox.

8. Select a color from the Color drop-down list.

9. Click OK (ALT+O).

• Change the Color or Font of a Label

1. Lock the template items (lock = button down, dragging OFF).

2. Select the label.

3. Click the Labels menu, then click Change Selected Label's Font Size/Color.

4. Select a typeface from the Fonts list.

5. Select Regular, Italic, Bold, or Bold Italic from the Styles list.

6. Select a size for the type.

7. To underline the words, click the Underline checkbox.

8. Select a color from the Color drop-down list.

9. Click OK (ALT+O).

• Add a More Info Button Linking to a Service or Department Intranet Site

• Save the Template

• To save your work without closing the template, click the button on the toolbar, or press CTRL+S, or click the File menu, then click the Save option.

• To save and close the template:

1. Click the File menu, then click the Exit option.

2. When prompted, click Yes (ALT+Y) to save the template.

• Print a Picture of the Template

1. This process generates a picture of the open page of the template on paper. Click  to display the next page or  to display the previous page.

2. To print to the default printer for your device, click , press CTRL+P, or click the File menu, then click the Print option.

3. To print to a printer other than the default for your device:

• Click the File menu, then click the Print Setup option.

• When prompted, click to select a printer.

• Click Print.