Order History

Order History is used to audit and control changes made to active orders. Two features are provided.  Both of these features can be configured under Utilities...Options...Order History.

(1) You can select which order fields cannot be changed. A new order will be created automatically if these fields are changed.

(2) You can tell the program to make a record of changes made to each order [if a new order is not otherwise created automatically as a result of (1)].   

Automatic Rewrite For Order Changes

By placing a check mark next to a field name in the right box, you are telling the program to prevent users from modifying this field without creating a new order.  When a user attempts to edit a checked field, the program will ask them if they "want to DC the existing order and automatically create a new order" (a.k.a., Rewrite).  If they answer "Yes", the program performs the "rewrite" function for them so they can then make changes on the new order.  Any fields that do not have a check mark can be modified until the order is discontinued.   

The "Rewrite" column in the "Order Types" box (on the left) covers three additional fields that are not included in the previous box: they are the Sig, the Interval and the Rate..if the check box next to the order type is checked, then a change to any of these three fields (of that order type) will result in a prompt for a new order. This option is usually checked for non-IV solutions and for piggybacks, and may be checked for large volume IVs and TPNs depending upon user preference.

Log Order Changes

When turned on, this feature records every change made to an active order, unless the change resulted in a new order as described above (i.e., the old DC'd order and the new active order are your documentation in such cases). The user who last changed the order will be displayed in the lower left portion of the order detail screen. To see all the changes made to the order, select the "Order History" button.  If any changes have been recorded, the "Order History" screen will be displayed.  A summary of all changes appears in the lower portion of the window.  Detailed information about the currently selected record appears in the upper portion of the window.