SSMT: OID - Order Defaults - Req Perf Location / Site

Description

The OID - Order Defaults - Req Perf Location / Site is used to set behavior defaults on the Requested Performing Location or Site Level. It is most often used to set chargeable defaults. It can also be used to set other defaults on this level such as, patient instruction defaults, order detail display defaults, needs info defaults, specimen type defaults, and overdue date requirement behavior.

Using the spreadsheet

This spreadsheet has the concept of sequence which requires a little understanding. If you extract the SSMT spreadsheet you will notice that every orderable item exists with a sequence number of 1. This level cannot be edited. If you decide to add an entry to define a default, you must begin with sequence 2 (assuming it doesn't exist all ready). You would fill out the spreadsheet with the information needed to specify your desired behavior. This should be loaded as sequence 2. Once the sequence 2 level is defined, you can add more defaults for the same orderable item by increasing the sequence number for each default necessary.

Once you are done adding the levels of defaults, you must add another entry. I'm still trying to determine why this is exactly, but it requires you to load a top level with essentially no information. The best method to use is to copy the sequence 1 level and change the sequence number to be one higher than the highest default you added. If you only added a sequence 2 level, you would enter this final entry as sequence 3. Please see the example below, which illustrates how to add a chargeable default for a specific site.

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SSMT Columns Described

Order Code Orderable Item Sequence Request Performing Location Site Location When To Charge ChargeDEList HoldForReasonDEList OrderInstructions PatientInstructionID AlwaysDisplayDetailFLAG NeedsInfoDeList UseAllscriptsPtInstructionFLAG SpecimenTypeReqFLAG OverdueDTTMReqFLAG AdminInitialCharge AdminAdditionalCharge ApplyBelow