How to create a new order

This page shows you how to start a new order for a patient.

Who can do this: Any portal user.

Before you start

Have the patient’s name ready. If they’re not added yet, you can add them from this screen.

🎬 Video

The full flow of starting a new order, searching for a patient, and saving a prescription.

orders-create-a-new-order.mp4

1. Go to Orders.
2. Click + Order.

The Orders screen with the + Order button highlighted.

3. In the New Order window, type the patient’s name in the search box.

The New Order window with the patient search box.

4. Click the patient’s name in the results list.
5. If no match appears, click Patient not found, add patient now.
   • This takes you to add a patient.
6. Check the patient’s details, which now appear at the top of the window.
   • Picked the wrong person? Click Change to search again.
7. Fill in the prescription details below the patient’s name.

The prescription form inside the New Order window.

8. To save without prescribing, click Save as Draft.
   • A draft is a prescription you’ve saved but haven’t issued yet.
9. To issue the prescription now, click Save & Prescribe instead.
   • This asks for your Secure PIN, a 6-digit code that confirms the action.
10. In the window that opens, enter your Secure PIN if asked.
11. Click Save Draft or Save & Prescribe to confirm.

What happens next

The small window closes and the new order appears in the Orders list.

A draft saves at Pending Prescription status, ready for you to finish later. Save & Prescribe issues it right away.

If something goes wrong

• If you close the window before saving, your changes are lost. Start the order again from + Order.
• If no patient matches your search, click Patient not found, add patient now.
• If you click Change to pick a different patient, your in-progress prescription details are cleared. Fill them in again for the new patient.