BnTRx

Training module

Change Session Date for New Orders

Back to training

Set the correct session date data before creating an order from clinic and patient workflows.

Where to find session date

  • Clinic intray forms: use the calendar icon beside Confirm & Create Order or Save & Create Order.
  • Edit Patient Details: use the calendar icon beside Save and Create Order.

Change session date

  1. 1

    Open the relevant patient form and locate the calendar icon beside the order-creation button.

  2. 2

    Select the icon to open the date picker.

  3. 3

    Choose the required date, or select Today.

  4. 4

    Confirm by selecting Confirm & Create Order or Save and Create Order.

Validation and limits

  • Future dates cannot be selected.
  • A valid session date is required before an order can be created.
  • If the date is missing or invalid, BnTRx shows an error and does not create the order.

Tips

  • Check the button label before creating the order - it shows Today or the selected date.
  • Use session date selection to back-date an order when treatment occurred before data entry.

Article 01

Add Patient to Today's Clinic List

Article 03

Create Draft Order and Submit