This screen is the Order Set Management page, accessible atDocumentation Index
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/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.viewto access this route. - The
cl_module_settings.order_sets_enabledsetting must betrue(or not explicitly set tofalse). 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
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.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.Edit an existing template
Click Edit on a listed template. The same dialog opens pre-populated. Save to apply changes.
Key concepts
Template status
Template status
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.Soft delete
Soft delete
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.Module setting gate
Module setting gate
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.Empty states
Empty states
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.
Related
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.
Documentation sources
Documentation sources
- src/routes/cl.tsx
- src/cores/cl/pages/OrderSetManagementPage.tsx
- src/cores/cl/hooks/useOrderSetTemplates.ts