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Asteris Keystone: Ordering Services

Order diagnostics from inside a SOAP and have results sync automatically.

Updated over 10 months ago

This integration is currently in Beta testing.

An announcement will be made when it is available to all customers.

We've made ordering an Asteris service from a SOAP super simple: it's almost identical to adding a normal product or service to a patient's record—albeit with some Asteris-specific steps that you'll be familiar with.

Adding and Administering an Asteris service to a Tx plan

If you've added treatments to a patient's record, this part of the process will look familiar to you.

  1. Open the patient's active SOAP

  2. Navigate to the 'Plan' section

  3. Scroll to 'Order Treatments'

  4. Search for and select the Asteris service you want to add

  5. Select the 'Add' button to add it to the Tx plan

  6. Select the 'Administer' icon

  7. This will generate an Asteris modal

Ordering Asteris Services: Imaging

Asteris has a unique modal that appears when you add a service (or services) to a patient's Tx plan.

In the modal, you'll need to:

  • (If multiple services are added to a Tx plan) Select the service

  • Choose between Schedule or Queue

  • Select 'Save'

  • The service will now be sent to Asteris

Removing an Asteris Service from a SOAP

If you need to remove the Asteris service from a treatment plan:

  1. Open the SOAP

  2. Navigate to the Plan

  3. Open the Tx History

  4. Click the 'Undo' button on the right under actions

Ordering an Asteris Service Without the Integration

If you've already ordered a diagnostic directly from Asteris Keystone and want to make sure it's added to the patient's invoice, you're able to order services without using the integration.

  1. Open the patient's active SOAP

  2. Navigate to the 'Plan' section

  3. Scroll to 'Order Treatments'

  4. Search for and select the Asteris service you want to add

  5. Select the 'Add' button

  6. Select the 'Edit' icon under 'Actions' in the Tx plan

From here:

  1. Toggle the 'Administer Without Asteris Integration' toggle to the on position

  2. Adjust the priority and add additional instructions (if needed)

  3. Select 'Save'

  4. Administer the treatment in the Tx Plan


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