This page appears when you click the Save as Recurring button from the Order Samples: Sample Information step of order entry.

Use this page to enter or edit the recurrence schedule and recurrence reminder information for the order. If you are creating a new schedule, this page will be empty. If you are editing a schedule, the current information will be displayed.

The Save as a Recurring Order page displays the Recurrence Schedule, the list of Scheduled Orders, the Reminder information, and the Patient's Prior Recurring Orders.

• The Recurrence Schedule lists the parameters that you entered when you scheduled or edited the order recurrences (see below).
• The Scheduled Orders list displays the date for each of the recurrences based on the Recurrence Schedule. Use the scroll bar to view the remainder of the list, if necessary. This list contains all of the orders that have been scheduled, but have not yet been ordered. When first defining a recurring order, all orders in the series, including the one you are in the process of saving, are considered to be scheduled.
• The Reminder section of the Save as Recurring Order page allows you to schedule reminders to help ensure that you notify the patient that a recurring order must take place (see below). When these reminders appear, you will see a page that lists the patient's contact information and that contains a place for you to log when you notified the patient of the recurring order. After you save the order, you may print the Recurring Reminder Report, which lists all of the reminders that need to be sent. See Available Reports.
• The Patient's Prior Recurring Orders section of the Save as Recurring Order page allows you to view the patient's prior orders that have been recurring orders. These entries are listed with the dates the orders were placed and the names of the recurring order choices. This information is also available on the Edit Patient: Recurring Orders Tab page.

Note that the patient and order information that you entered when placing the order is displayed at the bottom of the page.

Creating or Editing a Recurrence Schedule

To create a new schedule or to edit the existing schedule:

1. Click the Edit Recurrences button.
2. This brings up the Recurring: Daily page. Use this page to schedule or edit daily recurrences of the order, or click on the Weekly, Monthly, or Yearly tabs to schedule or edit weekly, monthly, or yearly recurrences.
3. Once Harvest Webstation has received the new or edited schedule, it will be displayed in the Save as a Recurring Order page.
4. Set up reminders, if desired (see below).
5. Save the recurring order (see below).

Setting up Reminders

1. Click the Remind checkbox. By default this checkbox is marked, but you may modify your advanced configuration options to leave it unmarked by default, if desired.
2. Enter the number of Days or Hours you would like to use for the reminder.
3. Select whether you would like to be reminded Before Due Date or After Due Date.

For example, if you enter 2 in the Days field and select After Due Date, then you will receive a reminder notification two days after the recurring order was supposed to take place.

You may modify your advanced configuration options to specify a default Days or Hours before/after due date value.

4. Select the Critical checkbox if you want to require a log entry before you can close the reminder pop-up window.

Saving a Recurring Order

1. If you wish to return and view or edit the order prior to saving it, click the Back button to return to the Order Samples: Sample Information page.
2. Click the Cancel button if you wish to cancel placing the order. When asked to confirm the cancellation, click the OK button to cancel placing the order and return to your homepage, or click the Cancel button to return to the recurring order page without cancelling the order.
3. When you have completed creating or editing the Recurrence Schedule (see above) or recurrence Reminders (see above), click the Save Order button to save the order as a recurring order with the schedule that you specified. When creating a new recurring order, you must create a recurrence schedule in order to save the order.

Note that if there are clinical questions assigned to one or more order choice, then the Clinical Questions page appears before you are allowed to save the order.

Note that if one or more testing locations for the order are set up to print requisitions, then the requisition display page(s) and print dialog box(s) appear. Verify the settings and then confirm or cancel printing the requisitions. Close the requisition display pages to continue to the Unreleased Order Details page. See Printing Requisitions for more information.

If you have made changes to either the provider or the list of order choices, then by default Harvest Webstation will ask you if you want to change the provider or order choices for the entire recurring order definition or just for this order. Click either the Cancel button to change only the current order, or click the OK button to change this and all future recurrences. Note that an advanced configuration option may be set to prevent you from modifying the recurring order definition when there are changes to the provider or order choices.

4. After you save the order, the Unreleased Order Details page appears, displaying the order and confirming that the order was saved. From this page, you may view all of the order details, print the order, print labels for the order, print invoices, or delete the order.

All orders placed via Harvest Webstation are sent to the Release Stored Orders window in Harvest. See the Harvest online help for more information.