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How do I use the icons and filters on the Delivery Orders page?

What the icons on the Delivery Orders page mean and how to use filters and search.

A few visual indicators on the Delivery Orders page carry important meaning:

  • Resubmit icon: The case has been resubmitted by the rep after a rejection.

  • Exception / off-contract icon: An item on the order has an exception status (Wasted, Explanted, Broken, etc.) or is flagged as off-contract.

  • Duplicate flag icon: The case may be a duplicate order or has a matching patient ID to another order.

Filters and search

  • Use the Status filter to focus on a specific stage — for example, filtering by ‘Enter Invoice Number’ shows all orders waiting on a supplier invoice.

  • The search bar accepts DO#, provider name, facility, surgery type, invoice number, PO number, and more.

  • Each column can be sorted alphabetically using the arrow at the top.

Tip: At period close, filter by ‘Enter PO Number’ to instantly see all approved orders still waiting on a PO. It’s the fastest way to clear the backlog.

Still need help? Click the chat icon in the bottom right corner to submit a ticket.

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