Manage My Order Sets
athenaClinicals, athenaClinicals, athenaCoordinator, athenaCoordinator Core
This page allows providers to create, preview, copy, update, and delete order sets and diagnosis order sets, as well as subscribe to and unsubscribe from order sets and diagnosis order sets.
On the Main Menu, click Settings > Order Sets
- Display the Manage My Order Sets page: On the Main Menu, click Settings > Order Sets.
Select one or more options from the Filter by fields
- User — Select a user name from the menu to search for order sets for that user only.
- Specialty — For multispecialty practices only, you can select a specialty name from the menu to search for order sets for that specialty only.
- Order set type — You can filter the search by the type of order set (Has specified diagnoses or No specified diagnoses).
- Order set name — You can filter the search by the name of the order set.
- Diagnosis — You can filter the search by the diagnosis name.
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Sets with compendium changes — Select this option to display order sets in which a facility-specific order was replaced by a global athenaOne order or which was discontinued.
Filter the list or reset your filters
- Click Filter.
The search results appear. - Click Reset to specify different search filters.
- Display the Manage My Order Sets page: On the Main Menu, click Settings > Order Sets.
- Click Add new. The input fields appear at the top of the page.
- Order Set Name — Enter a short, descriptive name for the new diagnosis order set.
- Ordering — Leave this field blank.
Select the diagnoses
- Under the Diagnoses heading, use the tabs or the Search tool to select the diagnosis that you want.
In the Search tool, enter text or an ICD-10 code to view a list of matching SNOMED diagnoses.
The diagnosis appears as a blue row in the Diagnoses and Orders Detail form.
If the SNOMED diagnosis you selected has not been mapped to an ICD-10 code, click the Add ICD-10 code link and select the ICD code.
Select orders for each diagnosis
- Under each blue diagnosis bar, use the Add Orders tabs to locate and select the orders that you want. You can select as many orders as you need. The orders that you select appear under the Diagnoses and Orders Detail heading below, in the tan box.
- Enter the order details in the fields provided. To expand a collapsed order item, click the gray heading bar for the order.
- For Imaging, Surgery/Px, and Referral orders, you can add CPT codes in the Procedure Code fields. When you add CPT codes to an order set, those procedure codes populate automatically when you select the order set in an encounter or order group.
Note: You can use the Perform Date field to create order sets that include orders to be fulfilled today and in the future. For example, an order set can include orders for an initial fracture visit (e.g., an order for a cast to be applied today, along with a prescription for pain medication to be filled today, and an X-ray order to be completed in four weeks).
- Click Add to save and add the diagnosis order set. You can now select the order set when adding a diagnosis or order for a patient.
- Display the Manage My Order Sets page: On the Main Menu, click Settings > Order Sets.
- Click Add new. The input fields appear at the top of the page.
- Order Set Name — Enter a short, descriptive name for the new order set.
- Ordering — Leave this field blank.
Select orders
- Under each blue No Diagnosis bar, use the Add Orders tabs to locate and select the orders that you want. You can select as many orders as you need. The orders that you select appear under the Diagnoses and Orders Detail heading below, in the tan box.
- Enter the order details in the fields provided. To expand a collapsed order item, click the gray heading bar for the order.
- For Imaging, Surgery/Px, and Referral orders, you can add CPT codes in the Procedure Code fields. When you add CPT codes to an order set, those procedure codes populate automatically when you select the order set in an encounter or order group.
Note: You can use the Perform Date field to create order sets that include orders to be fulfilled today and in the future. For example, an order set can include orders for an initial fracture visit (e.g., an order for a cast to be applied today, along with a prescription for pain medication to be filled today, and an X-ray order to be completed in four weeks).
- Click Add to save and add the order set. You can now select the order set when adding a diagnosis or order for a patient.
- Display the Manage My Order Sets page: On the Main Menu, click Settings > Order Sets.
- Scroll down to the order set that you want to copy (or use the filter fields to locate the order set).
- Click copy. The order set details appear.
- Order Set Name — Enter a unique name to describe this new order set.
- Ordering — Leave this field blank.
- Edit the order set details as desired.
- Click Save. The order set is listed with your username as the owner, with "Yes" under the Visible in the Encounter column.
- Display the Manage My Order Sets page: On the Main Menu, click Settings > Order Sets.
- Scroll down to the order set that you want to subscribe to (or use the filter fields to locate the order set).
- Click subscribe. The page refreshes showing the order set listed with "Yes" under the Visible in the Encounter column.
To unsubscribe from an order set that you are currently subscribed to, click unsubscribe.
- Display the Manage My Order Sets page: On the Main Menu, click Settings > Order Sets.
- Scroll down to the order set that you want to preview (or use the filter fields to locate the order set).
- Click preview. The Diagnoses and Orders Detail pane appears, showing the order set details.
- Click Cancel to return to the initial view of the page.
CMS updates ICD-10 codes annually, removing certain codes and adding more specific replacements. Because athenaOne removes expired ICD-10 codes from order sets and encounter plans, providers must select a new ICD-10 code when using these order sets and encounter plans. The practice can update order sets and encounter plans to use the new, more specific ICD-10 codes.
- Display the Manage My Order Sets page: On the Main Menu, click Settings > Order Sets.
- You can filter the list of order sets using the filter fields at the top of the page.
- Locate the order set in the list, and click the update link.
- Scroll down to the diagnosis and click it.
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Click the ICD-10 code menu to display mapped codes, or click Add ICD-10 code.
- Search for and select the replacement ICD-10 code.
- Click Save to save the changes.
An order set is a set of orders that can be selected as a unit for the convenience of the provider. When a provider selects a diagnosis for an order in the Assessment / Plan encounter section or in an order group, any order sets configured for the diagnosis appear at the top of the Order Sets list, followed by all order sets that are in athenaOne for your practice.
Example: A provider always orders the same labs, imaging studies, and medications when a patient is diagnosed with hypertension and would like it to be easier to order the orders together.
Order sets must be created by, subscribed to, or assigned to the provider (by a practice administrator) before a provider can use them in a patient encounter.
Note: The Manage My Order Sets page allows providers to administer their own order sets. The Order Sets page allows authorized users to administer order sets for the entire practice, so there are no links to subscribe or unsubscribe. You will not receive a warning message if your edits or deletions will affect subscribed providers.
Providers have full control over the order sets and diagnosis order sets that they create. When you "subscribe" to an order set, you can use it to create orders, but you cannot change it. Subscribers are prevented from making changes to order sets that another user has created.
If you want to edit an order set that you are subscribed to, click copy, make changes, and save the order set using a new name.
The page lists order sets in the following order:
- Order sets that you own (those you created yourself)
- Order sets that you subscribed to
- Global order sets (assigned to you by an administrator)
- All other order sets available for subscription
- Deleted order sets
If Ordering is specified, it is respected within these categories.
If you would like to inherit changes from the order set's current owner on an ongoing basis, click subscribe. Subscribing to an order set makes it available from within encounters and order groups.
In the Assessment / Plan section of the encounter, under the Orders heading, the Order Set tab shows both My Order Sets and Subscribed Order Sets. The My Order Sets list includes only order sets that you own. The Subscribed Order Sets list contains order sets that you subscribed to.
Important: Subscribed order sets may have been updated since the last time you used them.
Just as you can subscribe to any existing order set to make it available to you in encounters, other users can subscribe to your order sets. Users subscribed to your order sets inherit any changes you make to the order sets that you own. If users have subscribed to your order sets, you are notified in the update mode.
When external lab facilities such as LabCorp and Quest Diagnostics remove orders from their compendium, those orders in athenaOne are either replaced with global orders or marked as discontinued in order sets and encounter plans.
Note: For athenaOne for Hospitals & Health Systems, this feature applies to discharge orders only (not to hospital order sets).
If a removed order is mapped to a global order, athenaOne automatically replaces it with the global order in all order sets and encounter plans to ensure that a related order is still available. These orders are marked as Replacement on the Order Sets and Encounter Plans pages.
The global order retains the clinical provider from the original order and allows you to select the Lab Order Details.
If an order that was removed from a compendium is not mapped to a global order, it remains available in order sets and encounter plans but contains the following warning:
WARNING: The test is no longer orderable via this accelerator. Please change either the test or the receiving facility before sending.
Discontinued orders with no global replacements are marked as Discontinued on the Order Sets and Encounter Plans pages. You can update the discontinued order with a different facility-specific one.
Search Filter Fields | |
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User |
Select a user name from the menu to search for order sets for that user only. |
Specialty | For multispecialty practices only, you can select a specialty name from the menu to search for order sets for that specialty only. |
Order set type |
You can filter the search by the type of order set: Has specified diagnoses or No specified diagnoses. |
Order set name |
You can filter the search by the name of the order set. |
Diagnosis |
You can filter the search by the diagnosis name. |
Sets with compendium changes |
Select this option to display order sets in which a facility-specific order was replaced by a global athenaOne order or which was discontinued. |
Column headings | |
Name | The name of the order set. |
Usage (Last 12 Mos.) |
The rolling 12-month usage of the order set. Click the column heading to sort the list by ascending or descending order.
athenaOne updates the usage counts every day at 4 a.m. ET. For this reason, your use of an order set today is not reflected in the Usage column until tomorrow. The Usage column calculation is based on:
Note: If an order set was copied from an existing order set, the new order set has its own ID, so its usage is calculated separately.
The usage count is calculated based on order set usage per encounter or order group. An order set is counted only once when:
Note: Order sets that were used in deleted documents are included in the usage count (document status is not considered in the order set usage calculation). |
Users | The rendering providers who can use the order set. |
Visible in Encounter | This field is set to Yes if you created or subscribed to the order set. |
Ordering | Ignore this field. |
Diagnoses/Orders | The ICD-10 and SNOMED code and description. |
Add new view | |
Order Set Name |
Enter the name of the order set. |
Ordering |
Do not use this field. |
Order Set Elements | |
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Fields vary depending on the selected diagnoses and orders. |