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Custom Orders let you build reusable order-letter templates, then generate patient-specific orders quickly with prefilled clinical and demographic details.

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What are Custom Orders?

Custom Orders help your team standardize frequent order workflows.
  • Build reusable templates for order letters.
  • Add variables that auto-populate with live data.
  • Generate finalized custom orders from those templates.
Variables can automatically pull data such as Patient, Provider, Facility, and other order details when the order is created.

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Create custom order templates

Use the template builder to design and save reusable formats your team can use repeatedly.

Arcade demo: Create and save a reusable custom order template.

To create a template:
  1. Open the Custom Orders template area from your admin workflow.
  2. Start a new template in the rich text editor.
  3. Add your standard clinical language and structure.
  4. Insert variables for fields you want auto-filled at order creation.
  5. Save the template with a clear, searchable name.

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Create a custom order or letter

After templates are set up, create a patient-specific order from the Orders workflow.

Arcade demo: Create and complete a custom order or letter from the Orders page.

To create a custom order:
  1. Open Orders and click +Order.
  2. Select Custom under Order Type.
  3. Choose the appropriate template.
  4. Confirm order details, including patient and provider context.
  5. Review the generated letter and send or finalize.
✨Smart Tip: Keep template names specific to the use case (for example, by specialty, referral purpose, or recipient type) so staff can find the right template quickly.

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FAQ

A template is the reusable format. A custom order is the patient-specific output generated from that template with auto-filled values.
Common variables can pull values like Patient, Provider, and Facility details. Available variables depend on the order context.
Yes. Templates accelerate drafting, but you should review and update the generated content before sending to ensure it matches the current patient scenario.