Track Orders
Follow every order from payment through review, labs, and delivery.
Orders is the single timeline for everything a patient buys: payment, forms, labs, clinical review, pharmacy, and delivery. Learn to read it and when to step in. If you master one operator page, make it this one.
Open Orders
The Orders page
Orders shows your network's orders with search, filters, patient and client context, fulfillment milestones, lab status, prescription links, and status controls for operational corrections.
Order statuses
| Status | Meaning |
|---|---|
| Waiting for payment | The patient or client hasn't paid yet. |
| Waiting for forms | Payment is complete or trusted, but required intake forms are missing. |
| Waiting for labs | Required labs aren't complete yet. |
| Ready for review | Everything is in — a provider can review. |
| Under review | A provider is reviewing. |
| Approved, denied, or deferred | The provider's clinical decision is recorded. |
| Sent to lab, results received | Lab fulfillment is in progress or complete. |
| Sent to pharmacy, shipped, delivered | Prescription fulfillment is in progress or complete. |
When to step in
- Open order details to inspect the timeline, patient, client, product, lab, prescription, and payment context.
- Update non-clinical statuses when an operational correction is needed.
- Refresh linked pharmacy or tracking information where available.
- Mark an on-site lab draw complete when it happens outside automatic lab updates.
Order status controls are for operational corrections only. Clinical decisions are recorded through the review workflow — see Complete Chart Reviews.
Use Orders for one-order follow-up and Run Reports for reconciliation and trends.
Common questions
An order is stuck — who fixes it?
Depends on the blocker. Payment, forms, and labs are patient-side waits you can nudge. Operational mislabels are yours to fix with status controls. A stalled review belongs to the queue — see Review Queue.
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