These are orders that can be automatically triggered by an event or set of criteria in IDEAS.

The text in the order can be templated and it can be set to send to specific people. The text can also pull in defined information from the patient record.

e.g. if a templated order is automatically sent in response to booking an appointment, the templated text can include;

the name of procedure reseource and staff member

the day and time it has been booked for, swho booked it etc

• when an egg collection appt is booked, an order can be sent to the lab to let them know

• When an embryo transfer appt is booked by the lab, an order can be automatically be sent to nurses to let them know

• sending an order to the finance department after a particular set of criteria (e.g. when a fresh treatment cycle has ben created, the funding source completed and a treatment plan has been added), so that the finance team know that an invoice should be raised for that patient

this is an automated order and the order cannot be customised each time it is sent

it will be automatically sent - you cannot choose to sometimes not send it

When configuring templated orders care should be taken to consider if the criteria fits all scenarios, and if it doesn’t , what criteria could be used to make sure it is only sent appropriately .

Example 1

A templated order will be sent to the lab team every time an egg collection appt is added to the appt diary.

• does it need to be sent in every circumstance or only those where fresh sperm has been identified in the gamete source of the associated treatment cycle?

• If lab team are relying on an order to identify what’s going on in the lab on a particular day , they need to remember that this will not pick up cycles where there will be an egg thaw rather than fresh collection

Example 2

a templated order should be sent to the nursing department every time a particular medical history questionnaire is signed off in the patient record.

• does everyone complete a medical questionnaire PN , or could some patients be ‘missed’ using this mechanism?

• is this PN completed multiple times? would the orders become overwhelming and thus easily missed if too many are being generated?

• Does nurses check their orders often enough for this to be an appropriate process?

Mellowood use only;

Configuration required - templated orders associated with appointments

templated orders are associated with a product key. This key is then associated with the appropriate event in Drugs Tests and Procedures (DTP ) that is the Procedure type in the appointment DTP Config. - Other (appointments and procedures)