Medication Order Set

Medication Order Sets are reusable medication prescription templates that help you order faster and keep prescribing consistent across your practice.

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What is a Medication Order Set?

An order set lets you save a group of medications with default values once, then apply that set when ordering for a patient.

• The system pre-fills medication fields such as Prescription SIG, Duration, Quantity, and Refills.
• You can still adjust any value before you submit.
• Order sets are site-specific and cannot be shared across clinic sites.

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Where to find Medication Order Sets

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Manage order sets

Use this path to create, edit, duplicate, archive, and restore order sets:

1. Open Preferences from the left sidebar.
2. Click the Order Sets tab in the top navigation.

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Use order sets while ordering

You can apply order sets from:

• Patient Profile -> Medications -> Create New
• Chart Note -> Medications -> Medication Order
• Medication drawer -> Import Order Set

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Create a Medication Order Set

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Step 1: Open the Order Sets page

1. Open Preferences.
2. Click Order Sets.
3. Click Add Order Set.

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Step 2: Name the order set

1. Click the pencil icon next to Name your order set.
2. Enter a clear name, such as Knee Pain - NSAID Protocol.

Note: Names must be unique within your site.

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Step 3: Add an optional description

Add context that helps other providers understand when to use the set.

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Step 4: Link optional diagnosis codes

1. In Diagnosis Code, search ICD-10 codes or condition names.
2. Select one or more codes from the dropdown.

You can leave diagnosis codes blank if you plan to pick the set manually.

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Step 5: Add medications

1. In Medication, click the + button to add a row.
2. Search and select the correct medication/formulation.
3. Fill in these fields for each medication:
   • Prescription SIG
   • Duration (number + unit)
   • Quantity
   • Refills
   • Pharmacy (optional)

You can add multiple medications in one set. You can also use Search Order Sets in the right panel and click Add to copy medications from an existing set.

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Step 6: Save

Click Create Order Set. Important behavior:

• You can save an order set with only a name, then add medications later.
• If you add a medication row, that row must have a medication selected before saving.
• You can mark the set as Mark as my favorite so it appears under Favorites when searching.

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Manage Medication Order Sets

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Active and Archived tabs

• Active: available for use.
• Archived: hidden from standard search and ordering popovers until restored.

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Search

Use the search field to filter by order set name or diagnosis code.

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Row actions in Active

• Edit: update name, description, diagnosis codes, and medications.
• Duplicate: creates Original name (Copy) so the name remains unique.
• Archive: moves the set to Archived after confirmation.

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Archived actions

• Restore returns the set to Active so it can be used again.

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Favorites

• Mark as my favorite is set in the edit view.
• Favorites are per user and do not change the set for other users.

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Use an Order Set When Ordering

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From Patient Medications

1. Open a patient profile and go to Medications.
2. Click Create New.
3. In the search popover, choose from tabs like All, Favorites, Order Sets, or Individual Order.
4. Select an order set to prefill the medication drawer.
5. Review and adjust fields, then submit.

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From Chart Note

1. Open the chart note and go to Medications.
2. Click Medication Order.
3. Select an order set or individual medication.
4. Review and submit for the current patient and appointment.

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Import Order Set inside the medication drawer

If the drawer is already open:

1. Click Import Order Set.
2. Search and select an order set or medication.

Behavior depends on existing rows:

• If only an empty row exists, imported items replace that row.
• If filled rows already exist, imported items are appended.

You can import multiple times, add medications manually, or remove rows before submitting.

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Tips and best practices

• Use clear names so providers can find the right set quickly.
• Group complete protocols into one set when possible.
• Favorite the sets you use most often.
• Archive older sets instead of deleting so you can restore later.
• Remember order sets are templates; all standard validation and checks still apply before submission.

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Quick reference

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FAQ

Can I share an order set across multiple clinic sites?

No. Order sets are site-specific and only available within the current clinic site.

If I apply an order set, can I still change medication details?

Yes. Applying a set pre-fills values, but you can edit SIG, duration, quantity, refills, and other fields before submitting.

What happens when I archive an order set?

Archived order sets are hidden from standard search and ordering popovers. You can restore them from the Archived tab when needed.

Are Favorites shared with other users at my site?

No. Favoriting is per user. Marking a set as favorite only affects your own search experience.