The "Orders" tab allows you to manage diagnostic examination orders handled by an external collection facility. After selecting this tab, a list of orders issued by doctors during visits and by registration directly in the patient's card is displayed. The names of examinations, that for some reason have not been completed, are displayed as crossed out. For each order, a fee is displayed (if a price list has been assigned to the order), the phrase "costless" (if the order is carried out free of charge) or the phrase "no price list has been assigned" (in the case of orders issued by doctors to which no price list has been assigned yet). The amount of fee may be displayed in green (if the order has been paid or payment amount is zero) or red (if the order has not been paid yet). With each order, there is also information displayed whether the order has been approved or not. As long as the order is not approved, one can edit it (assign a price list, indicate the details of the referring physician, make approval) by clicking the "Edit" button next to it. When the order is approved but unpaid, the "Payments" button is displayed next to it, which opens the payment system in a new window, thus allowing the payment to be accepted. Additionally, each order has the "Print" button visible, which enables the user to print the order. If the order has been accepted and a financial document has been issued for it (or if the order is free of charge), then the "Unrealized" button will appear next to the order, enabling you to indicate examinations that have been ordered but have not been realized. (Marking examinations as unrealized, unless they are free of charge, entails the need to issue a correcting financial document, and this can only be done if the primary document has been issued, hence the "Unrealized" button is visible only if the primary document has already been issued for the order and no correction document has been issued or the order was free of charge.) For users with appropriate privileges, a red "Mistakes" button is visible for accepted orders, other than costless ones, which allows you to correct mistakes in settlements for orders. Under the list of orders, you can see the "Add order" button that allows you to add a new order.

To add a new order, click the "Add order" button. A form for selecting a price list and a list of tests will then be displayed. Depending on the patient's status, the appropriate price list is selected by default in accordance with the configuration entered in the "Configuration" functionality in the "Administration" menu. The examinations and prices from the selected price list are displayed. In the case of a long list of examinations, one can use the "Search ..." field to find the appropriate examination - when entering a phrase in the search field, the list of examinations is limited to those that contain the entered phrase.

There is also a possibility of (co) financing the examination by the payer. In this case, indicate the payer's price list, and then the price list form will change its appearance - additional fields will appear in it:

• settle with clinic pricelist - if a given examination is not included in the payer's price list, then it will be settled according to the clinic's price list, if it is in the payer's price list, then it will be settled according to the payer's price list, and if there is a situation that the examination is to be settled according to the clinic's price list, even though it is included in the payer's price list, then by such an examination, the "settle with clinic pricelist" box should be checked
• payer's price - the price of a given examination defined in the payer's price list (visible only for examinations that are defined in the payer's price list and have the same VAT rate in the payer's price list as in the clinic's price list)
• patient's surcharge - the amount that the patient has to pay (the payer may not cover the costs in 100%); by selecting an examination that is defined in the payer's price list, the system enters the patient's surcharge value equal to zero by default (this value can be changed manually; if the selected examination is defined in the payer's price list, the patient's surcharge field cannot be empty - the value can be zero, but cannot be empty)
• patient's discount - an information field where one can enter what discount the patient is entitled to for a given examination with a given payer
• order code - a field for entering the order code assigned by the payer; the field is optional, but if the payer provides the order code, it should be entered due to the fact that the payer will require this code in the settlement; if several examinations have been selected from the price list and the order code is one, the same code should be entered for each selected examination

It is also possible to issue an order carried out free of charge. In order to issue such an order, select the price list (as the source of services for the order) and check the "costless realization" option, and then the fields with prices will disappear by the examinations.

To issue an order, after selecting the price list and examinations, select the appropriate option in the "Approval" field and click the "Save" button. If the "not approved" option is selected, the order will not be able to be performed, but will still be editable. If the "approved" option is selected, the order cannot be edited anymore, but it will be possible to perform it (accept payment).

In the case of an order issued by a physician with the information "pricelist not assigned", click the "Edit" button. The form will be displayed, which is identical to the form for adding a new order, except that the tests ordered by the doctor will be marked in it (if they exist in the price list - if they do not exist, an appropriate message is displayed in red). After verifying the data, save them by clicking the "Save" button.

After verifying the data, save them by selecting the option in the "Approval" field and clicking the "Save" button.

If the list of examinations possible to order contains many items, then when adding / editing the order you cannot see at a glance which examinations have been selected. To get a quick preview of the selected examinations, check the box "show only marked examinations" - the system will then hide all unmarked examinations.

To accept payment for an order, click the "Payments" button next to a given order and then go to the "Payments for diagnostic tests (external collection point)" section and record the payment receipt as described in the payment module in the "Payments" tab in the patient's card.

If the order has been approved (passed for realization) and some (or even all) examinations from the order could not be realized, then one should click the "Unrealized" button next to such an order. A form with a list of examinations in the order will then be displayed. In the form, one should check the examinations that have not been realized and save the form. In such a situation, in the "Payments" tab in the patient's card, in the "Payments for diagnostic tests (external collection point)" section, an overpayment will appear with the option of issuing a correcting financial document, for which the overpayment should be returned to the patient.

If there is a situation in which a mistake related to settlement occurs in the order for examinations, then the "Mistakes" button should be used. It should be borne in mind that correcting mistakes often involves modifying the issued financial documents and has a number of limitations.

First, select the mistake category to correct.

The first category is the change of the price list and / or examination / examinations on the order. After selecting this category, a list of possible price lists is displayed with the price list selected by default, which is assigned to a given order (if the error correction concerns the change of the test / tests within the price list assigned to the order, then the price list should not be changed) For each test from the price list in the source price list, the same test from the target price list is automatically selected, if it exists in the target price list - otherwise, the user must indicate which test from the target price list the system should replace the source test with. When changing the price list / test, you can leave the test prices as they were saved in the order at the time of its creation, or you can change the test prices to those currently in force in the target price list, while the procedure should be defined independently for each test. The price list / study can be changed for each approved paid order, when there is no change in the prices of any study, and for the following cases of orders, when at least one of the prices is changed: there must be no correcting financial document for the order, each financial document be either unpaid or fully paid in one transaction, when changing the price list / examination, the VAT rate cannot be changed. When performing the price list / research operation, the price change will affect the financial document issued for the order and the payment registered for the order, if any (the names and prices of the research will be changed on the financial document and the payment will be adjusted according to the payment for the research)!

The second category of error is adding a test to the order, which the registration user or doctor forgot to add when creating the order. After selecting this category, the test adding form is displayed. It is available in two variants: the first - with basic test data if the order is not (co-) financed by the payer or when the order is (co-) financed by the payer but the added test does not exist in the payer's price list, the second - with the possibility of indicating that the added study is to be (co)financed by the payer and the possibility of entering data specific to settlements with the payer. The operation of adding a study will affect the financial document issued for the order and the payment registered for the order, if any (the study will be added to the financial document and the payment will be increased by the amount due for this study)! The operation of adding a study is possible only for the following cases of orders: lack of correcting financial documents for the order, each primary financial document for the order unpaid or fully paid within one transaction.

The third category of error is deletion from a test order that was added by mistake. After selecting this category, the test deletion form is displayed. The study removal operation will affect the financial document issued for the order and the payment registered for the order, if any (the study will be removed from the financial document and the payment will be reduced by the amount due for this study, in particular if the study being deleted is the only study on the financial document, then together with the study both the payment and the financial document will be deleted)! Tip: if you want to remove from the order the only study for which a financial document was issued and then add another study, you should first add a new study and only then delete the one that was to be removed (if you use the order of deleting and then adding, then when deleting study, the financial document would also be deleted, and when adding a new study, it would not be recreated). The survey deletion operation is possible only in the following cases of orders: lack of correcting financial documents in the order, each primary financial document in the order unpaid or fully paid in one transaction or paid in any number of transactions, if the deletion of the survey is accompanied by the deletion of payments and document.

The fourth category of error is the removal of the mistakenly registered payment for the order with the possibility of deleting the financial document as well. It is not possible to delete a financial document without deleting payments made for it. It is not possible to remove the overpayment without deleting the financial document, because there is a rule in the payment system that there can be no financial documents with a negative amount (overpayment) for which the amount has not been refunded. Tip: because the categories of errors described earlier cannot be corrected when there is a correcting financial document with the order, you can use this functionality to remove the fee for the correcting financial document together with this document in order to correct errors from other categories.

The fifth category of mistakes is the transformation of a paid order into a free order or vice versa, if the order was mistakenly created contrary to the intention. When converting a paid order into a free order, all financial documents relating to the order, if any, will be deleted.

The sixth category of mistakes is the connection of the payer's price list to the order if it was not connected by mistake when creating the order or the disconnection of the payer's price list from the order if it was mistakenly connected when creating the order. Both of these activities can only be performed if no financial document has been issued for the order yet.

The seventh category of mistakes is exchanging the payer's price list with another one when placing an order. To exchange  the payer's price list with an order, all examinations assigned to the order and settled according to the payer's price list must exist in the target price list and must have the same VAT rates as in the source price list.