Configure Expected Date of Completion (DOC) when Creating Orders in EHR

GO TO

Administration → Order Tracking Setup → Edit Practice OTS Settings

STEPS

1. Locate the setting Date of Completion is Based on Follow-Up Appointments.
   
2. Select one of the following options:

   Yes:
   When a follow-up appointment is linked to the order, the system calculates the Expected DOC based on the follow-up appointment date minus the configured offset (Days, Weeks, or Months). This helps ensure tests or procedures are completed before the follow-up visit.

   

   Clinical Example

   Follow-up Appointment Date: March 30
   Configured Offset: 2 Weeks Before
   Expected Completion Date: March 16

   No:
   Expected DOC will always be calculated using the default completion timeframe regardless of whether a follow-up appointment exists.

   

   Clinical Example

   Follow-up Appointment Date: no effect

   Order Created Date: February 16 
   Configured Offset: after 6 Months
   Expected Completion Date: August 16

3. Set the Default Date of Completion rule (for example: After X Days, Weeks, or Months). This rule is applied when:
   • Expected DOC based on follow up is set to Yes (from Step 2) but No follow-up appointment exists, or
   • The follow-up rule is disabled (No from Step 2).
   

   Clinical Example

   Order Created Date: February 16 
   Configured Offset: after 6 Months 
   Expected Completion Date: August 16

4. Click Save to apply changes. The updated configuration will automatically apply to all new orders.

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Where to Find the Expected Date of Completion (DOC)

The Expected DOC is displayed in the following workflows:

• When creating orders from the Orders and Procedures note
• When filtering orders from the Order Tracking page

For a complete walkthrough of both workflows, please refer to the full Order Tracking Management guide.