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This screen is the Order Set Management page, accessible at /cl/order-sets. It administers rows in cl_order_set_templates for the current organization.

Overview

The Order Sets page lists all active (non-retired, non-deleted) cl_order_set_templates for the current organization, sorted alphabetically by name. A search bar filters by template name or category. Users with cl.order_sets.manage see a New Order Set button that opens OrderSetTemplateDialog. Each listed template has Edit and Delete actions; deletion is a soft-delete (sets deleted_at) and requires confirmation. If cl_module_settings.order_sets_enabled is false, the list is replaced by an empty state reading “Order sets are disabled — Ask an administrator to enable order sets in CL module settings.” No data is fetched in that case. Templates have a status field; useOrderSetTemplates by default excludes retired templates unless includeRetired is passed as true (the page passes true, so retired templates are visible to administrators).

Who it’s for

Requires permission: cl.order_sets.view Creating, editing, or deleting templates additionally requires: cl.order_sets.manage

Before you start

  • You must hold cl.order_sets.view to access this route.
  • The cl_module_settings.order_sets_enabled setting must be true (or not explicitly set to false). If it is false, no order sets are accessible and an administrator must enable them in CL module settings.
  • To create or modify templates, you additionally need cl.order_sets.manage.

Steps

1

Navigate to Order Sets

Go to /cl/order-sets. If you see “Order sets are disabled,” contact an administrator to enable order sets in CL module settings.
2

Search for an order set

Type in the Search order sets… field to filter by name or category.
3

Create a new order set template

Click New Order Set (requires cl.order_sets.manage). The OrderSetTemplateDialog opens. Fill in the name, category, and template details, then save. New templates default to draft status.
4

Edit an existing template

Click Edit on a listed template. The same dialog opens pre-populated. Save to apply changes.
5

Delete a template

Click Delete on a template and confirm the destructive dialog. Deletion is a soft-delete; the template’s deleted_at is set and it no longer appears in the list.

Key concepts

cl_order_set_templates has a status field. The page loads templates including retired ones (includeRetired: true). SME: confirm the lifecycle states and which roles can transition a template between states.
useDeleteOrderSetTemplate sets deleted_at and updated_by on the row rather than removing it. Deleted templates are filtered out by .is('deleted_at', null) in queries.
The component reads cl_module_settings via useClModuleSettings. If order_sets_enabled is explicitly false, an empty-state screen replaces the list — no templates are fetched.
No templates matching search: “No order sets yet — Create your first order set to streamline ordering.” Load error: an Alert with a sanitized error message.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/OrderSetManagementPage.tsx
  • src/cores/cl/hooks/useOrderSetTemplates.ts