Working with Order/Visit Linking

 To link orders to a visit:

1.   Select an encounter from the EOV main screen and click Linking. The Order/Visit Linking screen displays.

2.   The left side of the screen displays all appointments. You can filter the appointment list by selecting an appointment type (BLD or LBW) from the Appt: drop-down list.

3.   Click to select the button next to the desired appointment. Then click the check box or check boxes next to the orders that should be linked to that appointment. Or use Date Matching to link the orders.

4.   Click the  button to link the orders. The linked orders display at the bottom of the screen.

Note: Click the ( ) icon for the desired order/visit pair to remove the link.

5.   When you are finished, click Done to return to the previous screen.

To unlink orders from a visit:

1.   Select an encounter from the EOV main screen and click Unlink.

2.   The Order/Visit linking screen displays.

3.   Click the ( ) icon for the corresponding order/visit pair to remove the link between the order and the visit.

4.   When you are finished, click Done.