Articles in this section

SO Categories and SO Type IDs Definitions and Lists

  • Updated

Background & Definitions
     SO Type ID
     SO Categories
Summary List
Retired Standard Order List
 

Background & Definitions

For more information on Standard Orders (SOs) and how SO Type IDs and SO Categories are utilized in the workflow, see Standard Order Workflow Guide.

The purpose of these ID and category assignments are to:

  • Precisely capture data for the monthly performance report - By utilizing the SO Type ID and their associated Category, the data can be extracted by category group for reporting. 
  • Provide transparency for fulfillment estimates - As the SO analyst would be aware of the expected turnover rate, they can plan their workdays accordingly. Also, when the SO analyst acknowledges to the user that their request was received, they can provide them an accurate completion timeline estimate.

SO Type ID

Each Standard Order type is assigned a unique identifier. The format should match SO### where ### is a unique number. Assignment was and is determined by:

  • If an existing SO Type ID is associated to it from the past, before we retired the use SO Type IDs
  • Next available incremental number for new SO types

Note: Do not reuse SO Type IDs. Retired SOs may be revived and sharing SO Types IDs will impact reporting.

SO Categories

SOs will be assigned one of the following based on their individual requirements/needs:

CATEGORY 1
  • No other resources required
  • Straightforward work with minimal analysis
  • 3 business day turnover between request received and completion*

    *Request received is determined by the JIRA story Creation Date, completion is determined by JIRA story Resolved Date
CATEGORY 2
  • Requires approval from CIS
  • 3 business day turnover between approval received and completion*

    *Approval received is determined by the Implementation subtask Creation Date, completion is determined by Implementation subtask Resolved Date
CATEGORY 3
  • Unique cases that require other resources
  • No standard scale for expected turnover rate

Reminder for expected turnover: unless it has high impact/urgency and is approved by EMR team lead/manager, do not deploy on the last business day of the week (i.e. Fridays or Thursdays if the Friday is a stat). Because of this, if a SO Category 1 is received on a Tuesday for example, the person assigned SO duty should try their best to have it deployed by Thursday

 

Summary List

NOTE - THE SO CATEGORIES ARE NOT FINALIZED YET (SEE EMR-10320)

Below is a list of active user requested Standard Orders and their associated Type ID and SO Category.

SO Type ID SO Type Name SO Category
SO001 External Clinician Dictionary Category 1
SO002 Generic Resource Category 2
SO004 Disease Codes Category 2
SO005 Pathology Set Category 2
SO008 Typing Template Category 2
SO014 Service Code

Mixed: 

  • Category 1: Billable
  • Category 2: Non-Billable
SO015 Short Codes Mixed (Category 1 & 3)
SO015-01 Short Code - Form Links Category 1
SO015-02 Short Code - Form URL Links Category 1
SO016 Pathology Investigation Category 2
SO019 Cross-Reference Terms Category 2
SO020 Manual Transaction Template

Mixed:

  • Category 2: New, Modify & Delete
  • Category 3: Restore
SO021 Letterhead Category 2
SO022 Task Group (Distribution Group) Category 1
SO023 EMR Library Category 2
SO027 Letter Template Category 2
SO030 Appointment Reminder Message Template Category 1
SO031 Export to Excel Category 3
SO032 Headline Category 2
SO033 Hide Unsanctioned Test Clients Category 2
SO034 Move PID/MRN for duplicate UBC Clients Category 1
SO035 POS Facility ID Category 1
SO036 Profile EMR Only Client Creation Category 3
SO037 Report/Extract Recipients Category 1
SO038 Run Queries for VC Primary Care Custom Dashboard and DPT View Category 1
SO039 Signing Group Category 2
SO040 Decommission DRT Report Category 3

Retired Standard Orders List

These are currently retired, however if there is justification and approval to resurrect them, use the same SO type ID if it exists. Their folder and previous works should be located under the 01-Standard Orders\_SO Archive folder

SO Type ID SO Type Name SO Category Comments
N/A Annotation N/A Decision from Nov 17 2025 ATP - only 2 instances, last in 2022
N/A Appointment Type N/A Decision from Nov 17 2025 ATP - not officially sanctioned for SO
N/A Batch Inactivate Patients N/A Decision from SME Dec 9 2025 - confirmed this can be retired
N/A EMR Dictionary N/A Decision from Dec 3 2025 ATP - SAs weekly remove all EMR Dictionary value until EMR-7667 is fulfilled
N/A Payment Summary Filters N/A Decision from Nov 17 2025 ATP - no longer supporting POS specific filters (see EMR-6194)
N/A Reconciliation Filters N/A Decision from Nov 17 2025 ATP - no longer supporting POS specific filters (see EMR-6194)
N/A Gender Enabled POS N/A Decision from Nov 17 2025 ATP - only 2 instances, last in 2023
N/A Order Sets - Radiology N/A Decision from Nov 17 2025 ATP - last request in 2019
N/A PARIS Alerts N/A Decision from Nov 17 2025 ATP - not officially sanctioned for SO
SO007 Simple Forms N/A Unsanctioned SO
SO010 Merge Duplicate Clients N/A This is a Support Request and no longer handled through the Standard Order process
SO012 Client Flow N/A Unknown reason for retirement
SO024 Configure Appointment Views N/A POS Super Users now have the ability to configure this themselves
SO025 Configure User Accounts N/A Accounts management is handled by ESAs or be part of a CR, done along other work that gives reason to do batch changes