Adding a Bundle to an Order Set

A Bundle is a group of order items that are usually ordered or administered together. There are two types of bundles: group and selection. A group Bundle is a group of items that must be ordered together, while a selection Bundle is a Bundle in which one or more of the items in the group are optional.

Bundles are not recommended for order set integration. In general, you should always refer to your integration manual for instructions on how to optimally build for integration.

To add bundles, complete the following steps:

1. From a Section or subsection, click the arrow to the right of the Edit button and select Insert to open the Workspace Editor (or select the Section or subsection of interest and press CTRL+I).
2. From the Insert options, select Bundle.
3. From the Pre-Select options, select any of the following options:
   • Optional: If you select this option, the item will not be preselected in the customized order set. Its check box will be unchecked. The item can be manually selected in the order set.
   • Default: If you select this option, the item will be preselected in the customized order set. Its check box will appear with a check mark in it.
   • Required: If you select this option, the item will appear as a required item in the customized order set.
4. From the Evidence options, select one of the following options:
   • None: This is the default setting.
   • Zynx: If you select this option, the Choose Evidence dialog box will open, allowing you to construct the path for the evidence by selecting, in order, the product, module, and evidence you want to link to.
   • Custom: If you select Custom, type the URL in the box.
5. From the Print/Export options, you may select Print Only or Export Only (the default is Both). In Print View, items marked as Export Only will not be displayed. In Export View, items marked as Print Only will not be displayed.
6. In the Bundle Name field, type the name of the Bundle.
7. Choose either Group Bundle or Selection Bundle from the Bundle Type drop-down list. For group Bundles, the Bundle name appears in the Content Editor with a check box, indicating that all the items in the Bundle are ordered together. For selection Bundles, each item within the bundle appears in the Content Editor with its own check box because each item can be ordered separately.
8. In the Additional Info box, add free text to provide details about the Bundle.
9. Optional: The Comment text box can be used to add free text comments. If an item has comments, the icon will appear next to the item in the Viewer and Editor. Users can hover over the icon to display the comments. Keep in mind that comments may appear on the paper order set, depending on the format.
10. Click the Save button. (To minimize the Workspace Editor, click the Save & Hide button.)

You can add Orderable, Medication, or Reminder items to a Bundle. See Adding an Orderable to an Order Set; Adding a Reminder Item to an Order Set; or Adding a Medication.

A Bundle is designated by either a right-pointing arrow or a downward pointing arrow to the right of the item. These arrows indicate whether the Bundle is collapsed or expanded. (You can also double-click to collapse or expand the Bundle.)

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014