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Order Workflow

Manage orders, products, and the complete ordering process

How to Create Orders from Patient Profiles

Learn how to create orders directly from a patient profile, including searching for products and staging orders for billing and pharmacy processing.

Creating an Order from Patient Profile

This guide will walk you through the process of creating an order directly from a patient's profile in the EMRG system.

Step-by-Step Process

1. Navigate to Patients

Click "Patients" in the side navigation bar to access the patient management interface.

Patients MenuPatients Menu

2. Search for Patient

Click the "Search by patient name or ID" field to find the specific patient you want to create an order for.

Search FieldSearch Field

3. Select Patient

Search and select the patient from the list to access their profile.

Patient SelectionPatient Selection

4. Access Patient Profile

Click "Create Order" in the patient profile to begin the order creation process.

Create Order ButtonCreate Order Button

5. Search for Products

Click the "Search products..." field and search for the product you want to add to the order.

Product SearchProduct Search

6. Add Product to Order

Click the "+" button next to the desired product to add it to the order.

Add Product ButtonAdd Product Button

7. Create and Stage Order

Click "Create Order" to finalize and stage the order. This will allow your Billing and Rx Input teams to bill the order and then send it to the pharmacy.

Final Create OrderFinal Create Order

What Happens Next

The created order will appear in the orders table (from the Orders sidenav) and in the orders table on the patient's specific profile. The order will be staged for processing by your billing and pharmacy teams.

For additional support with order creation, contact our support team at support@joinemrg.com.

How to Create Orders from Patient Profiles - EMRG Support | EMRG Docs