Creating Standing Orders via Tasks

To create a standing order in OptiMantra, you will want to use the Tasks feature. See also this article related to creating tasks: Create Tasks for Intra-Office and Patient Communications. 

To create a standing order:

1. Open the tasks feature
2. Click Create New Task
3. Select the associated patient
4. Fill in the task with needed information and select the "Order Type" appropriate. 
   • If an Order Type task is due in the next 7 days it will appear on the patient dashboard.
5. Add in the notes the instructions, limitations, and needed information for the staff.
6. When the order is completed, the staff should save the notes in the task and replace the due date for the next expected interaction. 

Review the below video for additional details: