Clinical Order Sets & Standing Orders (User Guide)

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

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Activate an Order Set From a Patient Chart

1. Open the patient chart (/cl/charts/:id).
2. Tap the floating + action button (bottom-right) and select Start Order Set.
   • The action requires the cl.order_sets.activate permission and a linked pm_patients record.
3. Choose a template, review the items grouped by category (Labs, Medications, Assessments, Monitoring), uncheck any items that should not be activated, add an optional reason, and submit.
4. The activation is recorded in cl_order_set_activations. Individual orders are then created through CL-05 / CL-09 hooks (Phase 2).

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Browse and Manage Order Set Templates

• Navigate to CL → Resources → Order Sets (/cl/order-sets).
• Search by name or category. Drafts, approved, and retired templates are listed (filter as needed).
• Use New Order Set to create a template (requires cl.order_sets.manage). Add items per category, mark required defaults, and save.
• Order sets are hidden when an admin disables order_sets_enabled in CL module settings.

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Execute a Standing Order (Nurses)

1. Navigate to CL → Resources → Standing Order Protocols (/cl/standing-orders).
2. Select an active protocol (within its effective/expiration window).
3. Open Execute and complete the parameter form. Frequency limits are enforced before submission (e.g., “max 2 per 24h”).
4. Submitted executions are append-only — they cannot be edited or deleted. Review and corrections happen via the supervisor review workflow.

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Permissions

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Related

• Spec: specs/cl/specs/CL-44-clinical-order-sets-standing-orders.md
• Admin guide: order-sets-admin-guide.md