How to use Order Progress


Click a topic to learn more:

  Viewing open orders

After logging in, the Order Progress screen appears, which lists all of your open orders. Jump to your account activity, online orders, or log-in screen by clicking one of the main navigation buttons above the list.

1. Open orders are listed by patient name (Records of), in alphabetical order, with up to ten listings per page. Click the arrows or page numbers below the listings to page through the listings, or to jump to the first or last page of listings.

2. Listings can be filtered to show only those dealing with a particular case, order date, order number or patient name. In the Search By drop-down, select:

  • Case Name, then type a few characters of a case name in the field.
  • Order Date, then enter dates in the From and To fields, or click a fieldŐs calendar icon and select a date in its Date Navigator.
  • Order No., then type an order number in the field  (starting after the hyphen).
  • Patient, then type a few characters of a patient's name in the field.
  • Status,dropdown selection is added to the criteria box.

3. Select from All, Active only, or Completed only from the Status list to customize your list.

4. Click Find.

 

NOTE

The Date Navigator is a perpetual calendar that provides an easy, visual way to change and view dates. To change the month, click the forward and back arrows next to the month and year label. To select a date, click it. To clear the date in the attached date field, click Clear. To close the Date Navigator without selecting a date, click Close.

 

TIPS

To change the order of the listings, select a category in the Sort By drop-down, then click Find.

If you want to sort list by patientsŐ last names, you must enter their names Ňlast name, first nameÓ style when creating orders in the Online Orders screen.




  Viewing locations

Orders are made up of parts. Each part represents a different location where records for the patient named on the order are held. An order remains open until records from all of its different locations have been retrieved. After all the records have been retrieved, the order is closed and archived. You can view the status of all the parts in an order in its Locations screen.
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1. To view the status of all the parts in an open order, click its order number in the Order Progress screen.

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2. In the Locations screen, all parts of the order, including the record type and its current status, appear. Parts are listed by part number, with up to ten listings per page. Click the arrows or page numbers below the listings to page through the listings or to jump to the first or last page of listings.

3. If a detail hyperlink appears under an individual partŐs status, click it to see the recordŐs acquisition history.

4. Click Close to return to the Locations screen.

 

5. Click Back to return to the main Order Progress screen.

 

TIP

To change the order of the locations, select a category in the Sort By drop-down. Then click Find.



  Viewing records

You can view details about records that have been retrieved from a location, plus copies of the actual records, from the Locations screen.

1. In the Locations screen, click the plus sign (+) in front of a locationŐs part number.

 

2. In the records listing that appears under the location, click a file in the File Name column to see the retrieved records.

 

NOTES

For PDF files, such as the sample shown, MR Web uses Adobe Reader to display records. For TIFF files, MR Web uses the default image viewer program on your computer.

If you donŐt have Adobe Reader, you can download it for free from the Adobe website.

If you want a hard copy of any screen, click the print button on your web browser.