Ordering, Scheduling, and Attaching Results for Outside ... · 6. Click the check box next to each day of the week you want to consider when setting appointments. 7. Click “View

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Ordering, Scheduling, and Attaching Results for Outside Consultations

This guide covers the entire workflow for outside consults in PrimeSUITE. Sections of this guide describe

tasks for specific roles.

Ordering an Outside Consultation (For Providers)

1. Create a note, navigate to the Plan section, and apply the “MD Orders for Consult” template.

Check off the consultations being ordered.

2. If no template is being used, start typing the order name in the orders textbox. The system will

automatically search and display results in a dropdown. Select the appropriate order.


If the search does not returned an expected match, try the following:

a. Prefix your search string with an asterisk. This may cause the search to take more time,

but will apply the search string to the entire order name.

b. Uncheck the “Search Filter” checkbox. This will may cause the search to take more time,

but will expand the search to more than just the order favorites you have configured.

If the order appears with the “Search Filter” checkbox unchecked, you may want to add

the order to your favorites list, so that it will appear during the initial search. This is

typically done for common orders. If you want to do this, follow the following steps:

i. Instead of adding the order via the dropdown, click the “Add Order” link.

ii. Click the “Name Search” link.


iii. Make sure that “Search Filter” is unchecked, and begin typing the name of the

order in the textbox.

iv. When the order is visible in the results list, check the “Favorite” checkbox next

to it, and click the row itself (to add the order to your selections). Finally, click

the “OK” button.


After an order is added to your favorites, it will also appear under the “Favorites” link

after you click “Add Order” – categorized under the appropriate category.

3. Save & Sign the note.


Configuring Orders Tracking Filters for Consults (For Scheduler)

1. Navigate to Orders Tracking using the “Orders Tracking” menu item under “Chart”.

2. Create two filters for consult orders by clicking on the chevron icon in the upper-right.

a. The first filter should be named “Consult Ordered”, have “Ordered” checked under

“Status”, and have “Consults” selected under “Concept Category”.


b. The second filter should be named “Consult Scheduled”, have “Scheduled” checked

under “Status”, and have “Consults” selected under “Concept Category”.



Tracking Consult Orders (For Scheduler)

Once both filters are created the outside scheduler will use them to find ordered consults that need

to be scheduled, schedule them, and then move the order to status of “Scheduled”.

1. Apply the “Consult Ordered” Filter. If your filter is configured to group orders, you will need to

click the “+” icon next to the group you would like to view.

2. View each order using the “View/Edit” links, then click the icon in the upper-left of the order

window to view the originating note.

3. Schedule the consult appointment (see “Scheduling Outside Consults” below).


a. If you cannot schedule the appointment, use the “Additional Comments” textbox to

document your attempt, and click “Save & Close”.

b. If you are able to schedule the appointment, change the order’s status to “Scheduled”,

then click “Save & Close”. You may also add a note under “Additional Comments”.


It is recommended that the “Consult Scheduled” filter is reviewed often to ensure that ordered consults

are scheduled and results are added to the patient’s chart in a timely fashion.


Scheduling Outside Consults (For Scheduler)

1. Locate the patient record using the Patient Search icon.

Note: If you have selected to use the current patient when scheduling appointments, you may

skip this step.

2. Go to the “Schedule” menu and select “Appointment Scheduling”.

3. Click the check box next to the “Outside Specialists” under “Resources”.

4. Check the appropriate center under “Locations”.

Note: this only applies if your site has multiple locations


5. Specify the date range for which you want to view the schedule. Consider using the +/- keyboard

shortcut to increment the day in the “From Date” and “To Date” textboxes.

6. Click the check box next to each day of the week you want to consider when setting

appointments.

7. Click “View Schedules” link, and the available appointment times will display for the selected

resource in the main schedule area. You may need to click the blue arrow at the top of the main

schedule area to navigate to the correct day.

8. Under the “Appointments” list, select the type of Outside appointment needed, and drag the

appointment icon to an appointment time.


9. Verify the duration of the appointment and make changes if needed in the Appointment

window that displays.

10. Specify the “Chief Complaint” and “Comments”. It’s good practice to specify whether or not the

patient is able to transport themselves in the “Comments” textbox.


11. Click the “Save” button.

Printing Referral Paperwork

1. To run the Referral Request Letter report, press ALT + C on your keyboard to show the report

shortcut textbox, then type in rl and press enter.

2. Change to the default filter.


3. Adjust your date range filters if needed, then and the “Immediate” link on the left to run the

report.


4. When the report is finished, it will display on the screen for your review. Click on “Print” to print

all the referral letters in the date range of the filter.


Linking an Incoming Fax with a Consult Order (For Medical Records)

Once the consult has been scheduled and the participant attends the consultation, the site should be

expecting the paperwork back from the consulting provider in Greenway’s Document import section.

1. Open the Document Import window by clicking here icon in the upper-right.

2. Click on “Select From Document List”.

3. Make sure your filter is showing incoming faxes by clicking the icon. Check “Fax” and click

“Save”. Note: you may need to specify the folder name if there are other sites or facilities using

the integrated fax feature.


4. Click each fax document and process them the same way a scanned document would be

processed.


5. Make sure to link the document back to the appropriate consult order, so that the order is

changed to a “Returned” status.

It is recommended that consult order documents are routed to the physician in the same way a

lab order document is. If this is done, the physician will see these consult documents under

“Unsigned Docs”.


Documents

Ordering, Scheduling, and Attaching Results for Outside ... · 6. Click the check box next to each day of the week you want to consider when setting appointments. 7. Click “View