After a prescription order draft has been created, it remains in the patient's Orders Drafts history, as well as in the Orders tab. This tutorial will explore the process of adding an existing Draft Order to an already open invoice in Vision(X).
Order Drafts
Once an order is created, the user will be prompted to either assign the order to a new or existing invoice, or to save it as a draft. Saved drafts will appear on the Patient Summary page under the "Draft Orders" toggle. A draft order must already be saved to be available to add to an open invoice in the future.
On an Open Invoice
When working with any open invoice, you can create a new Rx order and/or add any existing order draft for sale by clicking "+Add Product Order":
The Add Rx Order to Invoice menu will appear from the right-hand side of your screen, with a list of this patient's saved Rx order drafts displayed. Select an order, then click "Add Selected":
Review and Collect Payment
The saved order draft has been applied to the current invoice. Review all relevant fields, and when ready, collect patient payment to post the invoice. The order is now ready for further processing.
