Use this page for common order, plan of care, approval, signature, and scheduling questions. For the full Clinical Manager workflow, see Review and approve a provider order.

What is the difference between a plan-of-care order and a routine provider order? The plan of care is built at the start-of-care visit and drives the episode: frequencies, disciplines, interventions, goals, and locators. It is reviewed in the Review Plan of Care task. Routine provider orders are mid-episode changes, such as medication changes, new procedures, discontinued wounds, or added visits. They are reviewed in Review Provider Order.

Who owns order approval and signature follow-up? The Clinical Manager owns Review Provider Order, Review Plan of Care, and Review Add-on Eval approval tasks. Medical Records owns signature follow-up, returned signatures, and filing signed documents to the patient chart.

What creates the order approval task? The order entry flow includes a Review & Complete screen before submission. After the order is submitted, Enzo creates the related approval task: Review Provider Order, Review Plan of Care, or Review Add-on Eval.

How do I enter a provider order? Open the patient's Orders tab and select Add New Order. On mobile, open the patient, open Orders, then tap the plus sign. Inside a mobile visit, open Orders from the visit and tap the plus sign. See Enter a provider order.

How are mid-episode orders handled? Every new provider order flows through Review Provider Order. On approval, the order content updates the related chart sections: medications, diagnoses, visits, vital sign parameters, procedures, and interventions/goals.

What is the main review rule? Check the Order Description and the selected content type tabs before approval. The description states what is ordered. The tabs update the chart to match the order.

Why do I check both the description and the tabs? An order can be worded correctly and still miss the chart update. An order can also have the tabs filled in and still be wrong if the description is vague. Both have to match before Approve Order.

What should I catch before approval? Catch missing dates, unclear frequency, missing discipline, missing clinical rationale, wrong provider, wrong order type, and content tabs that do not match the order text.

Why does approval matter so much? Approval locks the order. After approval, corrections require a Clarification Order or a Dummy Order.

What are order content types? Content types are the order sections that update the patient chart. Select the content type when the order changes that part of the chart.

What does it mean for the tab to match the description? If the Order Description says to add an SN visit on 8/5/2026, the Calendar content type must show that visit on 8/5/2026. If the description discontinues a medication, the Medications content type must show the discontinued medication.

How do I update visits, medications, diagnoses, vitals, wounds, procedures, interventions, or goals? Select the matching order content type and complete that tab before Review & Complete. See Update chart sections in a provider order.

How do I make a wound or procedure appear on the next visit's assessment? Add it in the order's Procedures section with type and location. After approval, the next visit includes the matching skilled assessment form.

What are vital sign parameters? Vital sign parameters are the thresholds in the order for when a clinician calls the provider. Confirm them during order review.

What is a verbal order? Use Verbal when the order was obtained from the provider or provider's agent before a signed document is received. Complete Communicated With, Order Obtained Date, Order Obtained Time, and Signing Provider.

What is a written order? Use Written when the source is provider documentation that already exists. Enter the order in Enzo so the chart sections update. Set Send to Physician based on whether the provider still needs to sign.

Can a written order update the chart without entry and review? No. A written document does not update medications, calendar visits, procedures, diagnoses, vital sign parameters, or interventions/goals by itself. Enter the order and review the matching content type tabs.

Can the order type be corrected before approval? Yes. Correct Type before Approve Order if the order was entered as the wrong type.

How do I send an informational copy to a provider who does not need to sign? Select that provider as Secondary Provider. The Signing Provider is asked to sign. The Secondary Provider receives a copy only.

What goes in the order description box? Use Order Description for the complete provider order text. Include the discipline, date, frequency, duration, reason, and exact clinical change when those details apply.

What should not be implied? Do not rely on "see previous order," "date change only," or shorthand that does not state the full order. If the detail is not written in the order, it is not ordered.

What should a medication order include? Include the medication name, dose, route, frequency, start date, stop date when applicable, and whether the medication is added, changed, held, or discontinued.

What should a visit order include? Include the discipline, visit type when needed, exact date or frequency, duration, and reason for the visit change. Also update the Calendar content type.

Can the person entering the order correct it before submitting? Yes. The order entry flow shows Review & Complete before Confirm Order. Correct the order details and content type tabs before submitting the order for approval.

Can the Clinical Manager correct it before approval? Yes. In Review Provider Order, click Review / Edit Order, correct the details or content type tabs, then click Save Changes. Saving changes returns to the review task. Click Approve Order only after the order is correct.

When is the order automatically sent to the provider? After the Clinical Manager clicks Approve Order, Enzo locks the order and checks whether it should go to the provider. If Send to Physician is enabled and the provider has a configured delivery route, Enzo routes it by the provider's preference.

Does auto-send remove user control over the order? No. Auto-send only controls delivery after approval. The order entry screen and Clinical Manager review task are the control points for what goes out. Correct the provider, type, description, content types, and Send to Physician before Approve Order.

What transmission methods are available? Orders can send by eSign (DocuSign), Fax, Email, or Print based on the provider's Preferred Method. See Transmission options and The provider library.

What if the order needs manual handling? If the order does not send automatically, Medical Records works it from Orders. Track orders through Ready to send, Awaiting signature, Signed, and Filed on the orders dashboard. See Work the orders dashboard.

Why does the Clinical Manager name appear on the order? When the Clinical Manager completes Review Provider Order, Review Plan of Care, or Review Add-on Eval, their signature is added to the order as the clinical review cosign.

Only the signature page came back. Is the order lost? No. Outbound order pages include a QR code tied to the order. The returned signature page can attach back to the right order automatically.

Can an approved order be edited? No. Approved orders are locked. Use the correct follow-up order path: Clarification Order when the wording was wrong, or Dummy Order when the wording was right but a content tab was missed. See Correct an approved order.

When do I use a clarification order? Use a Clarification Order when the approved order description was wrong, incomplete, or unclear. Start the description with Clarification Order:, restate the corrected order in full, update every content type it touches, and route it for provider signature.

When do I use a dummy order? Use a Dummy Order when the approved order text was correct but the chart update was missed. Reference the signed order and date, update the missed content type, and do not route it for provider signature when the signed order already authorized the clinical content.

Is there any post-approval edit window? Treat approved orders as locked. Content type tabs are locked at approval. Use a Clarification Order or Dummy Order for corrections after approval.

When a frequency or POC is approved, do the visits plot themselves? The frequency is plotted on the patient calendar during order or POC review. Approval confirms it. Assigning clinicians to the plotted visits is the scheduler's job: Assign a clinician to a visit.

I entered an order but cannot see the visit. Why? The order may not have included the Calendar content type, may still be waiting for Clinical Manager approval, or may be outside the ordered week or frequency. See I entered an order. Why can't I see the visit?.

How do authorization limits interact with the plan of care? Authorization binds the plan. If the POC recommends 60 visits and the payer authorizes 12, the authorization governs. Visits beyond the limit are not plotted without an updated order.