Creating an order on behalf of a new user

Ordering just one item or service

  1. Select the ‘Users’ tab
  2. Enter the name of the user you want to create an order for, and click ‘Search’
  3. Click the ‘Order For’ link to the left of the user’s name
  4. Click on the service or item you want to purchase
  5. Press ‘Add to Cart’
  6. Select the chart string the user wishes to charge and press ‘Continue’
  7. Input the desired quantity and an optional note, then click ‘Update’
  8. Click ‘Purchase’
  9. Confirm ‘OK’ on the pop-up to finish the purchasing process
  10. Lastly, go to the top of the screen and click ‘Exit’

Ordering multiple items/services in one cart (when not using the ‘Order Form’ facility view)

  1. Follow steps 1-7 from the directions for ‘Creating an order on behalf of a user – Just one item or service’
  2. To add a second item/service, click the link towards the top left part of the screen that says your facility name (see below)
  3. Click on the service/item you want to add
  4. Click ‘Add to Cart’
  5. Input the desired quantity and an optional note, then click ‘Update’
  6. Repeat steps 2-5 from these directions for additional services/items to be added
  7. When you are done adding services/items, click ‘Purchase’
  8. Confirm ‘OK’ on the pop-up to finish the purchasing process
  9. Lastly, go to the top of the screen and click ‘Exit’

*The numbers preceding the hyphen in the Order ID will apply to all items in the cart/purchase

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