Page Description

Use the Batch Orders page to place batch orders in Copia. On this page, users will be able to configure options for batch order entry and customize the orders that will be created. When users click the Save button, orders will be created. The orders will be created with an order ID according to the ID Generation scheme created for Batch Orders. Each of these orders will have a newly created patient with a last name that matches the order ID. Users can then review the orders/patients afterwards and edit information as needed. The Batch Orders page will display according to the Batch Orders template defined in the Copia system. This template can be defined at both the System level and the Location level. Also, as previously mentioned, the order ID of created orders will be generated according to the Batch Orders ID Generation scheme defined at the System level. The right "Create batch orders (Lab Tasks>Manage Orders)" will control access to this page.

Note that Miscellaneous and Specimen Source order choices cannot be batch ordered.

For more help, click one of the following links:

• Accessing this Page
• Setting Batch Order Information

Accessing this Page

• Click the Manage Orders menu button, and then click the Batch Orders submenu link. Note that a Copia System Administrator must enable this page on the System Defaults administration page, or the Batch Orders page will not appear as an option in the Manage Orders menu.

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Setting Batch Order Information

1. Click the Current Template drop-down list in the Batch Order Information section to select a template for batch orders. For example, "Standard Batch Order - Order Choices Report."
2. Select the Create Generic Patients radio button to create a batch order of generic patients in Copia.
   • Enter a value into the Batch Size field to define the size for batch orders. This field is required.
3. Select the Select Patients radio button to select individual patients in Copia.
   • Select the Use patients' default insurance checkbox to use the configured default insurance company and plan information for the individual patient.
4. Enter a value into the Sequence # Start field to define the sequence number for batch orders. This acts as an override to the normal sequence of numbers. If the sequence code is used in the ID Format, batch orders generated will start at the number defined and work their way up numerically. For example, if "7" is used as the sequence number, when the batch order IDs are generated, Copia will use "7" then "8" then "9" and continue upwards for the sequence code. This field is required.
5. Enter a value into the User Defined Text field to define user text for batch orders. This field is required.
   • Click the Batch Order ID button to display the Order ID Preview pop-up. This pop-up displays the first order ID. For example, "000000.130625-0001." Click the Cancel button or the X button to close the pop-up.
6. Enter text into the Ordering Location field, or click the magnifying glass icon to manually search for an ordering location for batch orders. This is a search-as-you-type field. When specified for a batch order template, order location information will be displayed when that specific batch order template is selected. The page will display the Order Date in the format MM/DD/YYYY HH:MM AM/PM. You may manually add a date by clicking the calendar icon. Click the Now button to insert the current date/time. If available, the page will display the ID, address one and two, city, state, and ZIP code. Click the X button to remove the ordering location from the field.
7. Enter text into the Ordering Provider field, or click the magnifying glass icon to manually search for an ordering provider for batch orders. This is a search-as-you-type field. When specified for a batch order template, order provider information will be displayed when that specific batch order template is selected. If available, the page will display the ID, email address, fax, and NPI. Click the X button to remove the ordering provider from the field.
8. Enter text into the Collection Location field, or click the magnifying glass icon to manually search for a collection location for batch orders. This is a search-as-you-type field.
9. Click inside the Billing field, or click the downward arrow to select either "Direct Bill" or "Client Bill" from the available list. Click the X button to remove billing information from the field.
10. Click inside the Fasting field, or click the downward arrow to select either "No," "Yes," or "Unknown" from the available list. Enter a value into the Hours field to define the amount of time that fasting has occurred, if at all.
11. Click the Comments button to add comment(s) to the batch order. When clicked, the Order Comments pop-up will appear, allowing the user to add comment(s) on the batch order. Click the Add button to display the Add Order Comment pop-up to add a comment to the batch order. Click inside the blank comment field to begin typing a custom comment, or click the ... button to add a quick comment via the Quick Comments pop-up. Click the checkbox next to the quick comment that you want to insert. Click the "Postpend" drop-down list to select either "Postpend," "Prepend," or "Replace." Click the Separate Comments with drop-down list to select either "Comma," "Semi-colon," "Colon," "Space," or "Vertical Bar" to separate the quick comments. Click the Save button to save the selected quick comments to the batch order. Click the Close Window button to close the pop-up without saving any changes.
12. Click the Insert Date/time button to insert the current date/time into the text field on the Add Order Comment pop-up in the format MM/DD/YYYY HH:MM AM/PM. Select the Display on lab report checkbox to have the comment appear on the lab report. Select the Display on requisition and manifest checkbox to have the comment appear on the requisition and manifest. Select the Display on form letter checkbox to have the comment appear on the form letter. Select the Send to host electronically checkbox to have the comment sent to the host electronically. Click the Save button to save the order comment and return to the Order Comments pop-up, or click the Cancel button to close the pop-up without saving any changes. Click the OK button on the Order Comments pop-up to apply added order comments to the batch order, or click the Cancel button to close the pop-up without saving any changes.
13. Click the Results to... button to navigate to the Results Recipients page to add a recipient to the batch order. To add a recipient, click the Add button to navigate to the Add/Edit Recipient page where you may select the recipient type and recipient.
• Select the Copia User radio button in the Recipient Type section to search for a Copia user in the Copia User search field in the Recipient section.
• Select the External Recipient radio button in the Recipient Type section to add information for an external user in the Recipient section.
  • Click the Delivery Method drop-down list to select either "Email" or "Fax" as the delivery method.
    • Select "Email" as the delivery method to establish email information for the delivery method. Enter the recipient's name into the Name field, enter the recipient's email address into the Email Address field, and enter the subject line into the Email Subject Line field. Click the Use Default button to enter a default subject line, and click the Clear button to clear the subject line.
    • Select "Fax" as the delivery method to establish fax information for the delivery method. Enter the recipient's name into the Name field and enter the fax number into the Fax Number field.
• Select the Location radio button in Recipient Type section to add location information for a specific location in the Recipient section.
  • Click inside the Filter By Provider field to filter by a specific provider. This is a search-as-you-type field. Click the X button to clear the field, or click the magnifying glass icon to manually search for a provider.
  • Click inside the Location field to search for a specific location. This is a search-as-you-type field. Click the X button to clear the field, or click the magnifying glass icon to manually search for a location.
• Select the Host radio button in the Recipient Type section to search for a host in the Host search field in the Recipient section.

Click the Save button to save the recipient and return to the Result Recipients page, or click the Cancel button to return to the Result Recipients page without saving any changes. Note that you must click the Save button on the Result Recipients page to save the recipient to the batch order. Select the Suppress checkbox to suppress the recipient, or select the Redeliver checkbox to redeliver the result(s). Click the X button to delete the recipient from the page.

14. Enter text into the Order Choice Search field to search for an order choice. Enter text into the Diagnoses ICD-9/ICD-10 field to search for ICD-9/ICD-10 code(s). Click the Search button to perform the search, and click the Summary button to view a summary of the code.
15. Click the Reset button to reset the entire batch order information page. Click the Save button to save any changes made to the batch order. Click the < Back to System Defaults button to return to the System Defaults administration page.

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