Enhancements to Pending Order Preview Tab and Specimen Details

Personal > Administration > Tracking > Message > Outbound > Pending Orders > Click Open Order

Patient > Clinical > Lab > Pending Orders > Click Open Order

Patient > Provider Notes > Select Provider Notes > Lab > Pending Orders > Click Open Order

What’s New

Users can update specimen information for signed and queued orders that require manual submission.
Signed and submitted orders are locked and cannot be modified.
Specimen Details now includes new editable fields:
– Collected By
– Collection Site
– Comment
Collected By dropdown shows all users at the selected location with a searchable list.
Collection Site dropdown includes predefined options plus an Other option that converts the field to free text (50-character limit).
Comment field captures reaction-related notes; special characters are restricted except parentheses and full stops.
A new Transmission Status dropdown has been added with the options:
– Signed-Queued
– Signed-Submitted
– Failed to Send
Transmission Status becomes enabled when the main Status dropdown is set to Signed, Cancelled, or Archived.
Detailed logs—including updates to specimen information—are now shown in the addendum.

How It Works

Open a lab order from any of the workflows listed above.
If the order is signed and queued (manual submission required), specimen fields become editable; signed and submitted orders remain locked.
In Specimen Details, users can:
– Select Collected By from a searchable list of users at the location.
– Choose a Collection Site, or select Other to enter free text (up to 50 characters).
– Enter a Comment (reaction-related information) using allowed characters only.
On the Pending Orders page, users can refine results using the new Transmission Status filter when applicable.
Updated specimen details and all related actions appear in the addendum logs.

Benefits

Enables more precise specimen documentation for orders requiring manual submission.
Adds structured, user-friendly fields that improve data completeness and clarity.
Enhances workflow efficiency through improved filtering options.
Strengthens auditability with detailed action logs.
Ensures a consistent and accurate process for managing lab orders across modules.