Why can’t I find my Posted order(s)?

All your orders live in the Dashboard’s Service Order Monitor (SOM).  Orders change status while going through their lifecycle, and a status change automatically moves the order to the applicable tab inside the SOM (like Today, Draft, Posted, Accepted, Problem, and Inactive).  Each of these tabs has a Status and Sub-status filter that lets you easily group orders by status/sub-status.

 

For example, a Posted order’s status can change to either Accepted or Expired.

  • Accepted status – when a Posted order is accepted by a Provider, multiple things change:
    • The order’s status changes to Accepted, and it automatically moves into the Service Order Monitor’s Accepted
    • You can now go into the order and see the contact information for the Provider that accepted it.
  • Expired status – when a Posted order is not accepted by a Provider before the appointment window (date/time) starts. For example, an order scheduled on a Wednesday at 12pm will expire on that Wednesday at 12pm, if it’s not accepted by then.
    • The order’s status changes to Expired, and it automatically moves into the Service Order Monitor’s Today
    • You can display all Expired orders on this tab by using the Status filter and selecting Expired from the dropdown menu.
    • Accepted orders can also expire if the Provider (that accepted it) has released the order before the appointment window (date/time) starts – the order will automatically re-post, but if it’s not accepted again before the appointment window, it’ll expire.
    • You can edit and re-post Expired orders by changing the service date/time. Otherwise, you can Void the order if it’s no longer needed.  We have a lesson on what to do when you no longer need an order that includes steps on how to void an order.

 

 

 

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