Page Description

Use the Locations page to view the location list, as well as add or edit ordering location settings, signed-in location settings, manage samples settings, result delivery settings, host code settings, and miscellaneous settings. The setting options can be found in specific tabs once the user has clicked the Add button on the Location List page.

Note that the data displayed on this page depends on the column view settings for your facility. Copia uses the column view settings to control what columns appear in the tables on this page and the order in which it sorts the displayed information. You may set column view rules at the location or the system default levels. The rules for the signed-in location, if available, supersede the system default column view rules.

Click on the tab that corresponds to the information you wish to view.

Ordering Location Tab

Use the Ordering Location tab to add or edit ordering location settings on the Locations administration page.

Signed-in Location Tab

Use the Signed-in Location tab to add or edit signed-in location settings on the Locations administration page.

Manage Samples Settings Tab

Use the Manage Samples Settings tab to add or edit manage samples settings on the Locations administration page.

Result Delivery Tab

Use the Result Delivery tab to add or edit reporting settings on the Locations administration page.

Host Codes Tab

Use the Host Codes tab to add or edit host code information used by specified locations on the Locations administration page.

Miscellaneous Tab

Use the Miscellaneous tab to add or edit demographic information, insurance information, lab lists, and results lists on the Locations administration page.

For more help, click one of the following links:

• Accessing this Page
• Accessing Locations Tabs
• Viewing the Locations List
• Searching by Location
• Searching by Practice
• Accessing Location Details
• Adding or Editing Location Details

Ordering Location Tab:

• Adding or Editing Ordering Location Settings

Signed-in Location Tab:

• Adding or Editing Signed-in Location Settings

Manage Samples Settings Tab:

• Adding or Editing Manage Samples Settings

Result Delivery Tab:

• Adding or Editing Result Delivery Settings
• Setting How This Location Receives Results
• Setting When This Location Receives Results

Host Codes Tab:

• Adding or Editing Host Code Information

Miscellaneous Tab:

• Setting Patient Demographics Required Fields
• Adding or Editing Patient Insurance Required Fields
• Harvest LIS Synchronization for this Location
• Adding or Editing the Default Lab List (Signed-in Location)
• Adding or Editing the Default Lab List (Ordering Location)
• Adding or Editing the Always Send Results to These Hosts
• Adding or Editing Location-specific Sequence Number ID Generation Formats

Accessing this Page

• Click the Administration menu button, click the Basic Setup button, and then click the Locations submenu link. You must have the necessary security permissions to access the Administration menu button. To view the available tabs, click the Add button on the Location List page located on the Locations administration page.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Basic Setup menu. To return to the main menu for Copia, click the Lab Tasks menu button.

• Click the Go button on the Clients tab of the Client Services administration page.
• Click the Link button on the Edit Item pop-up on the Items tab of the Client Services administration page.

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Accessing Locations Tabs

1. Click the Ordering Location tab to add or edit ordering location settings on the Locations administration page.
2. Click the Signed-in Location tab to add or edit signed-in location settings on the Locations administration page.
3. Click the Manage Samples Settings tab to add or edit manage samples settings on the Locations administration page.
4. Click the Result Delivery tab to add or edit reporting settings on the Locations administration page.
5. Click the Host Codes tab to add or edit host code information used by specified locations on the Locations administration page.
6. Click the Miscellaneous tab to add or edit demographic information, insurance information, lab lists, and results lists on the Locations administration page.

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Viewing the Locations List

1. The Locations page contains a list of up to ten locations. If the list is longer than one page, use the Page links, located below the list of locations, to navigate through the list.
2. To view active locations only, select the Show active only checkbox at the top of the Locations page. You may set the inactive/active status in the Location Details section of the Locations details page. When inactivating a location, a pop-up will be displayed listing all users that will no longer be able to utilize Copia because of the inactivation. See "Adding or Editing Location Details" below.
3. To narrow the list of displayed locations, or to find a specific location, use the Search options to search by location or practice. Select either Search by location or Search by practice to narrow search results.
4. Select the Missing ___ for checkbox and select either host code or sync info from the drop-down list, followed by clicking in or entering text in the search-as-you-type field to select a host code or information to sync. Select host code to display records without host codes for the selected host. Select sync info to display records that are not synced with the selected host.
5. Select the Show collection locations only option to display only collection locations when searching.
6. Select the Limit to creation date range option to filter the search based on a specific date range. When this option is selected, the Now and Clear buttons become active. Insert a start and end date and time into the available fields in the format MM/DD/YYYY HH:MM AM/PM, or click the Now button to insert the current date and time. Click the calendar icon to manually enter the date and time. Click the Clear button to clear the date and time from the date range fields. If no results are available within the range, a "No matching records found" message will appear in the list.
7. Enter filter data into the City, State, and ZIP Code in order to filter the table based on the location's city, state, or ZIP code.
8. The Location List page displays the practice name, name, active status, and the ability to copy the location. Click the Copy button in the "Copy" column to display the Copy Location Settings pop-up where a user may copy the location and location's alerts and comments by checking the Copy this location's alerts and comments checkbox. Click the Copy Location button to copy the location and return to the Location List page, or click the Cancel button to return to the page without saving any changes.
9. Click the Refresh button to refresh the Location List page and clear all filter material from the fields.
10. If you cannot find the desired location, click the Add button to add a location. See "Adding or Editing Location Details" below.
11. Click the name of the location on the Locations list page to view or edit location information on the Locations details page. See "Adding or Editing Location Details" below.

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Searching by Location

1. Select the Search by location option to search by location name. Enter one or more characters of the location name, location ID, or host code in the Search field and click the Search button to view a list of all locations that match your search. Note that Copia searches for embedded text as well as starting characters.
2. If your search generates one or more matches, then the matching locations are displayed when the Refresh button is clicked. Locations are listed with their practice names, location names, and active statuses. Select the desired location to view the selected location's record on the Locations details page. See "Accessing Location Information" below.
3. If no search results are found, or if the desired location is not found, search again, or click the Add button to add a location. See "Adding or Editing Location Details" below.
4. Click the Show all locations option to view the full list of locations. See "Viewing the Locations List" above.

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Searching by Practice

1. Select the Search by practice option to search for a location by practice name. Enter one or more characters in the Search field and click the Search button to view a list of all practices that match your search in the Practice Search page. Note that Copia searches for embedded text as well as starting characters. See the Admin: Practice Search topic.
2. Once you select a practice, the practice name, location names, and active statuses are displayed. Click the desired location name to view the selected location's record on the Locations details page. See "Accessing Location Details" below.
3. If no search results are found, or if the desired location or practice is not found, search again, or click the Add button to add a location. See "Adding or Editing Location Details" below.
4. Click the Show all locations option to view the full list of locations. See "Viewing the Locations List" above.

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Accessing Location Details

1. Use the Locations list page to access the Locations details page, where you may add or edit location details and host information, as well as configure ordering, collection, and reporting default settings.
2. To create a new location, click the Add button or the Copy button in the Locations list page. See "Adding or Editing Location Details" below.
• Clicking the Add button opens a blank record in the Locations details page to create a new location.
• Clicking the Copy button opens a new record in the Locations details page to create a new location based on the location associated with the button you clicked. Copia copies many of the settings from the existing location; however, it does not copy specific details, such as name and phone. Note that the button is only visible if the user has security to create a new location.
3. To edit an existing location, click the name of the location in the Locations list page. This opens the selected location's record in the Locations details page. See "Adding or Editing Location Details" below.

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Adding or Editing Location Details

1. Use the Location Details section of the Locations details page to add or edit location demographic information. Select the Active checkbox to display only active locations.
2. Complete the fields below to add demographic information for a new location.
• Name: Enter the full name of the location. This field is required.
• Name Type: Select either "Alias," "Display," "Legal," or "Stock Exchange Listing" from the list. The field defaults to the "Legal" value and will only be visible if Copia has an HL7 2.5.1 license. When sending HL7 2.5.1 messages, the selected name type's code will be sent in ORC-21.
• Location ID: Enter an identification number for the location. This field is required. Depending on the system default settings, Copia may require you to enter a unique identification number. Click the Assign ID button to have Copia generate an ID using the ID Generation setup for the "Location ID" type. In order to generate an ID, the Name field cannot be blank and the Location ID field must be blank. An alert is displayed and an ID will not be generated. If the Name field has been filled, and the Location ID field is blank, clicking the Assign ID button will reload the page with the new ID in the Location ID field.
• NPI: If applicable, enter the location's National Provider Identifier (NPI) number.
• Practice: Enter the full name of the practice. This field is required.
• Use Code: Select either "Unknown," "Answering Service Number," "Beeper Number," "Emergency Number," "Network (email) Address," "Other Residence Number," "Personal Number," "Vacation Number," or "Work Number" from the drop-down list to set the use code in order to be contacted.
• Phone: Enter the telephone contact information for the location, followed by the Ext. if available.
• Details: Enter details into the field for the phone number.
• Equipment Type: Select either "Unknown," "Beeper," "Cellular Phone," "Telecommunications Device for the Deaf," "Fax," "Internet," "Modem," "Telephone," "Teletypewriter," or "X.400 email address" from the drop-down list to set the equipment type in order to be contacted.
• Fax: Enter the fax contact information for the location. Click the Test button next to the field to test the fax number via the Send Test Fax pop-up. Click the Send Test Fax button to send the test fax, or click the Cancel button to close the pop-up.
• Address Type: Select either "Bad Address," "Home," "Birth," "Birth Delivery Location," "Country of Origin," "Current or Temporary," "Firm/Business," "Legal Address," "Mailing," "Office," "Permanent," "Registry Home," or "Residence at Birth" from the drop-down list to select the type of address.
• Address 1/Address 2: Enter the full address for the location, including any suite numbers.
• ZIP/Postal Code: If ZIP code checking is enabled in the System Defaults administration page, then, when you enter a ZIP code that exists in the database, Copia automatically fills in the city and state associated with the ZIP code, and if the ZIP code update option is enabled, then Copia also updates the corresponding city and state data, if appropriate.
• City: Enter the full name of the city for the location.
• State/Region/Province: Enter all geographical location information for the location.
• Country: Enter the full name of the country.
• County Code: Enter the code for the location's county.
• Email/Email Details: Enter the email address of the location and a brief detail about the email address. Click the Test button next to the field to test the email address via the Send Test Email pop-up. Click the Send Test Email button to send the test email, or click the Cancel button to close the pop-up.
• Email Subject Field Codes: Select either "First Name," "Middle Name," "Last Name," "Primary Physician Full Name," "Sample ID," "Order ID," "Owner First Name," or "Owner Last Name" from the drop-down list to have the field code entered into the Email Subject Line field.
• Direct Dial: Enter the direct dial phone number for the location.
• Sales Person: Enter the full name of the sales person for the location.
• Region: Enter the full name of the region of the sales person.
• Client Tier: Enter the client tier for the location.
• Preferred Notification Delivery Method: Select either "Email" or "Fax" from the drop-down list to specify the preferred notification delivery method for the location.
3. To edit demographic information, highlight or delete text already displayed in the field, then modify as desired.
4. To enter a practice in the Practice field, click the Search button to locate the practice using the Practice Search page. See the Admin: Practice Search topic. Once you select the practice, Copia enters the practice name into the Practice field. To change the practice, click the Search button. Copia prompts you to confirm the practice change, as this will reset hosts, copy the patient to the new practice, and move patient orders to the new practice.
5. Select an option from the Location Routing drop-down list to have Copia use the selected routing rule to set the testing lab for an order choice on the Order Patient Samples page. Copia applies location-based routing rules to determine the testing lab for an order choice when appropriate according to the routing rule hierarchy. See the Order Patient Samples topic. If you cannot find the desired routing rule, create a new rule in the Routing Rules administration page. See the Admin: Routing Rules topic. Select the blank option to not set a routing rule. The displayed routing rules are limited to those available for the signed-in user's practice.
6. Select an option from the Lattice MediCopia Host drop-down list to select an option to control whether or not a location will cause communications with Lattice to happen.
7. Select an option from the Order Request Host drop-down list to have Copia send an order request message to that host when users add new orders with this location as the ordering location. When you enable this, it allows Copia to create and accept order requests and assign HL7 messages. Copia only displays in this drop-down list those hosts that have a host type of "EMR/HIS" in the Hosts administration page. See the Admin: Hosts topic. Once you select this option, you may select the Send upon collection rather than upon order option if you want Copia to send the order request message to the order request host when the order is collected instead of when users place orders.

You should enable this option if orders are generally entered in the host system, but may occasionally be entered in Copia. If enabled, when a user places an order in Copia, Copia sends a message to the host system to request the sample ID that the host would have assigned if the order had been placed there. After Copia sends the order request message, the host sends the sample ID as well as a placer order number for each order choice. With this in place, when Copia sends results back to the host, the host will have the placer order number to help match the results to an order in its system.

In cases where labs send order request messages to Copia so that Copia may assign the sample ID, you do not need to select this option; however, you must have the proper settings so that Copia will accept order request messages sent from labs. Note that Copia will reject order request messages sent by EMR/HIS hosts. To use this feature, the following must be true:

• The hosts sending the order request messages must have a host type of "Reference Lab," "Local Lab (Orchard)," or "Local Lab (non-Orchard)" in the Hosts administration page in Copia.
• The ORM option for the host lab's inbound interface on the Interface Configuration page must be enabled in order for Copia to accept the lab's order request messages.

In addition, when labs send order request messages to Copia that do not have complete ordering provider information, Copia handles the request as follows:

• If there is a valid host code but no name for the ordering provider, Copia creates the order.
• If there is a name but no valid host code for the ordering provider, Copia creates the order and creates a new, inactive user record with a last name of "Staff Member" and a first name of "Unknown."
• If there is a host code but it does not match an existing record, Copia creates the order and creates a new, inactive user record with a last name of "Staff Member" and a first name of "Missing Name."
• If there is not a host code or a name, Copia does not create the order, but creates an error message in the log. Users can correct and then rerun the message in the Inbound Message Queue.

Administrators may review details about the transmissions in the Inbound Message Details page. See the Admin: Inbound Message Details topic.

8. Select an option from the Location Time Zone field to set the location's time zone.
9. Select an option from the Region field to set the location's region.
10. Select the Active checkbox to enable users to select the location while ordering. Clear this checkbox to restrict users from signing into the location. If the location is inactive, Copia clears it from the Locations list page when you select the Show active only checkbox. When inactivating a location, a pop-up will be displayed listing all users that will no longer be able to utilize Copia because of the inactivation. See "Viewing the Locations List" above.
11. Select the Display as Client in Client Services option to display the location as a client in Client Services. Click the Associated Users button to find associated users for the location.
12. Select the Orchard Collect Location checkbox to indicate that a location is used with Orchard Collect. This setting is only visible if Orchard Collect is enabled in the license.
13. Select the POCT Location checkbox to indicate that a location is used with point of care testing. This setting is only visible if POCT is enabled in the license.
14. Click the Contact Info button to open the Contact Info pop-up to configure default addresses, phone numbers, and email addresses. If there is nothing defined, a "No addresses/phone numbers/emails defined" message will appear in the appropriate tab.
• Add information on the Addresses tab by clicking the Add button to display multiple fields for information. Click the Address Type drop-down to define the address. Select either "Bad Address," "Home," "Birth," "Birth Delivery Location," "Country of Origin," "Current or Temporary," "Firm/Business," "Legal Address," "Mailing," "Office," "Permanent," "Registry Home," or "Residence at Birth" from the drop-down list. Enter the first line of the adress in the Address 1 field. This field is required. Enter the second line of the address in the Address 2 field, if available. Enter the ZIP/postal code, city, state/region/province, country, and county code in the ZIP/Postal Code, City, State/Region/Province, Country, and County Code fields. Click the Delete button to remove the information from the pop-up.
• Add information on the Phone Numbers tab by clicking the Add button to display multiple fields for information. Click the Use Code drop-down to define what type of number the phone number is. Select either "Unknown," "Answering Service Number, "Beeper Number," "Emergency Number," "Network (email) Address," "Other Residence Number," "Personal Number," "Vacation Home Number," or "Work Number" from the drop-down list. Enter the phone numer into the Phone field. This field is required. Enter the phone number extension, if available, into the Extension field. Enter details about the phone number into the Details field. Click the Equipment Type drop-down to select what type of machine the phone number is being used on. Select either "Unknown," "Beeper," "Cellular Phone," "Telecommunications Device for the Deaf," "Fax," "Internet," "Modem," "Telephone," "Teletypewriter," or "X.400 email address" from the drop-down list. Click the Delete button to remove the information from the pop-up.
• Add information on the Email Addresses tab by clicking the Add button to display multiple fields for information. Enter text into the Address field to define the email address being added. This field is required. Enter text into the Details field to note any details for the email address. Click the Default address checkbox to define the email address as the default email address to be used. Click the Type drop-down list to select the type of email address being used. Select either "Home" or "Business" from the drop-down list. The default type is Home. All currently-assigned email addresses will use the default type of Home unless changed by the user. The Type field is used for patient contact information to determine which HL7 2.5.1 field to send the email address in. Home email addresses will be sent in PID-13. Business email addresses will be sent in PID-14. Additionally, email addresses parsed from inbound HL7 messages will be created as a home email address if they are parsed from PID-13, and a business email address if they are parsed from PID-14. Click the Delete button to remove the address from the pop-up, or click the Add button again to add multiple emails. Each added email will be defined as Email 1, Email 2, etc. Click the Save button to save the email address, or click the Cancel button to close the pop-up.
15. Click ​Additional Info​ to display the ​Additional Information​ pop-up.
    • Click ​Acquire Images​ to display the ​Set TWAIN Device​ pop-up. Select the TWAIN device to use by clicking the button with the name of the device. For example, HP HD Webcam TWAIN. On the pop-up, click ​Device​ to view the name of the device; click ​Format​ and ​Preference​ to edit device properties; and click ​Snapshot​ to take the picture. Click ​Cancel​ to close the pop-up.
    • Click the ​Switch to browser upload​ link to upload an image from the computer via the ​Choose File​ button. Click the ​Switch to TWAIN application​ link to view the ​Acquire Images​ button.
    • Click ​Remove All​ to remove all images from the table. Click ​Remove Selected​ to remove only the selected images from the table.
    • Click ​Convert Selected into Single PDF​ to convert the selected images into a single PDF.
    • Select the ​Select​ checkbox to select images from the table.
    • Sort the images by clicking the up and down arrow buttons.
    • Click ​X​ to delete the images from the table.
    • Click ​OK​ to add the images to the page, or click ​Cancel​ to close the pop-up without saving any changes.
16. Click the Change Log button to view the change log for the selected location. See the Admin: Change Log topic. Note that you must have the necessary security right to access the Change Log page.
17. Click the Alerts & Comments button to view, add, edit, or delete the alerts and comments associated with the current location. See the Admin: Alerts & Comments topic. Note that if there are alerts or comments for the location, the button text is italicized. The page displays option columns for Alerts, Display at Order, Display at Collection when this is the order's Ordering Location, Display on Client Services on opening Items when this is the Client, Note, Entered By and Date, Modified By and Date, and the options to Sort and Delete the alert and/or comment.
18. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing Ordering Location Settings

1. Use the Ordering Settings tab section of the Locations details page to set the default settings used in the ordering process.
2. Select the settings that will apply when the selected location is the ordering location for an order:
• Enable this as an ordering location: Select this checkbox to make this location appear in the Ordering Location drop-down list on the Order Patient Samples page. See the Order Patient Samples topic. Selecting this checkbox enables the other fields in the section.
• Default Collection Location: Select the location's default collection facility from the drop-down list of all active locations. By default, Copia selects "This Location." Depending on the setting that determines the default collection location (see below), Copia may automatically use the location you select here as the collection location on the Order Patient Samples page when users place orders with the location you are currently editing as the ordering location.
• Default Patient Class: Select an option to set the default Patient Class field in the Order Patient Samples page. See the Order Patient Samples topic. The options include blank, inpatient, outpatient, and any custom patient classes that are defined in the System Defaults administration page. See the Admin: System Defaults topic. Copia selects the blank option by default, which forces users to select the patient class for each order on the Order Patient Samples page. Note that you must sign out and sign back in for changes to this setting to take effect.
• Default Fasting Value for new orders: Select an option to set the default fasting value (No, Yes, or Unknown) that Copia should enter for new orders entered on the Order Patient Samples page. When editing a new order, Copia will change the Fasting status to this value whenever the Ordering Location on the order is changed. Once a user manually edits the Fasting status, however, Copia will no longer change it to reflect the ordering location's default. Note that the default fasting value for orders created via HL7 messages is controlled by a setting on the Interface Configuration page. See the Admin: Interface Configuration topic.
• Default Order Choice Search: Select an option to configure a default order choice list when the location is selected as the ordering location on the Order Patient Samples page. The available order choice lists configurable for the Ordering Location setting will be limited to the subset of active configured order choice lists that are set as System-level lists, or Practice-level lists for the same practice as the location. If an ordering location is set to use an order choice list that the user is not subscribed to, the list will still be selected by default when the user selects that ordering location on the Order Patient Samples page. To use this setting, enable the Use Ordering Location's Default setting option on the Application page.
• Allow users to enter standing orders: Select this checkbox to allow users to create standing orders on the Order Patient Samples page. See the Order Patient Samples topic.
  • Standing orders should not span more than _____ days: Enter the number of days for the allowable time span from the first standing order to the last standing order. This field is only available if you have selected the Allow users to enter standing orders option. Copia defaults to "Use System Default," which will use the time span set in the System Defaults page; however, any value you enter for the location here will override the system default. See the Admin: System Defaults topic.
    • Default number of occurrences ___: Enter a value into the field to specify the default number of occurrences when entering a new standing order. The default value is 2.
    • Repopulate user defined field answers on standing orders: Select this option to copy the user-defined fields from an old recurring order to the next newly populated order. If this setting is unchecked, the user-defined fields will be copied based on the "Repopulate answer on standing order" setting.
    • Do not carry over the encounter on standing orders: Select this option to not carry encounters over to a new iteration of a standing order.
    • Carry over default fasting value on standing orders: Select this option to set the default fasting values of the ordering location on the standing order. This does not carry over the previous order's standing order hours.
    • Copy HL7 Pass-through fields (OBR-18, OBR-19, OBR-56, OBR-57, OBR-58, OBR-59) to new orders placed in a standing order: Select this option to copy data to subsequent orders that are placed in the standing order sequence when standing orders are received with values in these HL7 pass-through fields.
• Automatically mark samples as collected when saving an order: Select this option to have Copia mark samples as "collected" automatically when users save orders.
• Copia displays the ABN Status/Print and/or Clinical Info pages when users save these orders. This allows them to assign an ABN signed status and/or record answers to clinical information questions before Copia electronically sends the order to the testing location.
• If Copia cannot route an order choice due to configuration issues, Copia will not create a sample, and therefore, it will not electronically send collection or order information for that order choice. You may access these order choices in the Collect Samples page, where you may correct the configuration issues, and then mark the samples as "collected."
• Copia prints labels (if applicable), if the option to automatically print labels is enabled (see below).
• Copia automatically updates the phlebotomist field with the selected Default Phlebotomist.
• Use this ordering provider _____: Select this option, enter one or more characters in the search field, and click Search to select the ordering provider from the Ordering Provider Search page that Copia should use when users place orders with this location as the ordering location. See the Ordering Provider Search topic.
• Use this phlebotomist: Click inside the field in order to search for a phlebotomist. This is a search-as-you-type field. Click the magnifying glass icon to search manually, or click the X button to remove the phlebotomist from the field. This setting will automatically default a phlebotomist for an order when the location is used as the ordering location. Note that this setting will override the effects of the settings Clear phlebotomist for new orders on the orders page on the Signed-in Location tab and the Determine the Default Phlebotomist on the Collect Samples page in the Following Order on the Collection Location tab both located on the Locations administration page.
• Ignore system default setting to require ICD entry for this ordering location: Select this option to override the system default setting controlling whether or not ICD entry is required. When enabled for a specific ordering location, Copia will not enforce ICD code entry for that ordering location on the Order Patient Samples page.
• Suppress billing status based SID reassignment if sample is collected: Select this option to suppress the billing status based reassignment of SIDs if the sample for the order choice is at least partially collected when the billing status is updated.
• Create order comments to record order entry rule actions: Select this option to create an order comment when an order entry rule causes an order to have an order choice removed, attached, or rerouted. The comment will list the name of the rule, the name of the order choice, and the name of the newly routed to lab.
• Create order comments to record result evaluation rule actions: Select this option to create an order comment when a result evaluation rule results in Copia performing a designated action.
• Create order comments to record result release rule actions: Select this option to create an order comment when a result release rule results in Copia performing a designated action.
• Create order comments to record split order rule actions: Select this option to create an order comment when a split order rule results in Copia performing a designated action.
• Create order comments listing users and their configured delivery methods: Select this option to create an order comment that lists users and their configured delivery methods.
  • Example: A copy of this report ___ sent to [First Last, Degree] (Delivery Methods).
• Keep order delivery date in synch with earliest sample delivery date: When this setting is enabled, Copia will always keep the delivery date for the order in synch with the earliest sample delivery date, regardless of whether a user manually edits this field. When this setting is turned off, the order’s delivery date will be whatever a user manually enters, including blank values.
• Keep order collection date in synch with earliest sample collection date: Select this option to have Copia always keep the proposed collection date (value shown on Order Patient Samples) for the order in synch with the earliest sample collection date, regardless of if a user manually edits the field. When this setting is disabled, the order's proposed collection date will be whatever is manually entered, including blank values.
• Print auto-printed labels directly to printer: Select this option to print auto-printed labels directly to a printer of your choice.
  • Label Printer: Click this drop-down list, or click the Search button, to select a printer to print auto-printed labels. Click the Test button to test the printer before use.
• Required room number length: Select this option to require users to enter a length value to save the location. If this option is checked, the If short, pad room number with option must also have a value.
• Suppress insurance information on requisition: Select this option to suppress insurance information on the requisition.
• Prevent suppression of result recipients on the Results To pop-up: Select this option to allow the user to toggle the Suppress checkbox and will need to be enabled as well to use the Suppress checkbox. This setting suppresses the Suppress checkbox on the Results To pop-up located on the Order Patient Samples page.
3. Use the User Defined Fields to be added to every order section to search for user defined fields to be added to orders.
   • Click inside the User Defined Field search field to search for a user defined field. Click the name of the user defined field to add it to the field. Click the magnifying glass icon to also search, or click the Add button to add a new user defined field. Click the X button to remove the user defined field from the field.
   • Click the Cumulative Reports button to display the Scheduled Cumulative Reports pop-up. If not cumulative reports are available, a message stating "Cumulative reports cannot be defined until a new location has been saved to the database." Click the Save button to save any changes made to cumulative reports, or click the Cancel button to return to the Ordering Settings tab without saving any changes.
   • Select an option from the Limit proposed collection location list for OPS and Batch OPS drop-down menu to limit proposed collection location lists for the Order Patient Samples and Batch Order Patient Samples pages. Select either "Do not limit," "Limit to all except the following," or "Limit to the following" from the drop-down. The user can also select a list of collection locations to be used with the setting. When set to "Do not limit," the list will not be used no matter what is in it. When set to "Limit to all except the following," all collection locations except for those within the list will be available to be selected. When set to "Limit to the following," only locations in the list will be available to be selected. Neither "Limit to all except the following" nor "Limit to the following" will be used on the Order Patient Samples or the batch Order Patient Samples pages if no locations are selected in the list.
4. Use the Settings applied when this is the ordering location in electronic orders section to configure label settings on the Ordering Settings tab.
   • Auto-print labels when creating new orders from HL7 messages: Select this option to auto-print labels when creating new orders from HL7 messages. When the checkbox is checked for this setting, the Label Printer drop-down list becomes active. Click the drop-down list to view available label printers, or click the Search button to search for a printer via the Label Printer Search page. See the Label Printer Search topic. Click the Test button to test the printer before printing. If the connection is successful, a pop-up will state "Connection Successful."
     • Only print labels for STAT order choices: Select this option to only print labels for order choices that have a STAT status applied to them.
   • Auto-print labels when receiving an SID from Hosts on the following message types: Use this section to configure message types when receiving an SID from Hosts.
     • Status Change: Select this option to print based on the status of the order choice.
     • Number Assignment: Select this option to print based on the number assigned to the order choice.
       • Only print labels for STAT order choices: Select this option to only print labels for order choices that have a STAT status applied to them.
   • Print Aliquot Labels: Select this option to print aliquot labels for the order choice.
     • Print Aliquot Spacer Label: Select this option to print aliquot spacer labels for the order choice.
   • Auto-print requisition to ___ printer: Select this option to auto-print requisitions to either a local or RAPS printer. Click the drop-down list to pick either Local or RAPS. Click inside the option field to search for a printer to auto-print requisitions or click the magnifying glass icon to search. Click the name of the printer to add the printer to the field, and click the X button to remove the printer from the field.
5. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing Signed-in Location Settings

1. Select the settings that will apply when the selected location is the location the user placing the order is signed-in to.
• Click the Custom Navigation button to display the Custom Navigation Configuration pop-up. Here, you may configure details such as the space above section, position of navigation, placement, color, and current color settings. Click the OK button to save any changes made to the settings, or click the Cancel button to return to the Signed-in Locations tab without saving any changes. Click the +Add button on the Custom Navigation Configuration pop-up to add links, external reports, and specific Copia pages to the menu.
• Click the Custom Filters button to display the Custom Filters Setup page. Here you may select options from the Client Services - Clients, Client Services - Items, Collection List, Location Inbox - Other Reports, Location Inbox - Result Reports, OPS - Patient Advanced Search, Order Advanced Search, Ordering Location Search, Ordering Provider Search, Patient Advanced Search, Pending Collection - Collection List, Pending Collection - Manual Select, Pending Collection - Search For Orders, Pending Orders, and User Inbox drop-down lists. Click the Save button to save the changes made to custom filters via the Custom Filters Setup page, or click the Cancel button to return to the Signed-in Location tab without making any changes.
• Click the Column Views button to navigate to the Column View Rules Setup page. Click this button to configure in the Column View Rules Setup page which column view settings Copia will apply to the Patient Search, Order Search, Pending Orders, Pending Collection, Inbox, Order History, Scheduled Delivery, and Collection List pages when users are signed into this location. These settings override any system default-level column view rule settings. See the Admin: Column View Rules Setup topic.
• Click the Label Printing button to navigate to the Label Printing page to configure label printing settings. See the Admin: Label Printing topic.
• Click inside the Custom Patient Menu field to select a Custom Patient Menu, or type text inside the field to search. This is a search-as-you-type field. When no option is selected, the field will display "Use System Default." This is also the default state of the field. Custom Patient Menu fields will display custom menus that use the "Patient" menu type.
• Click inside the Custom Order Menu field to select a Custom Order Menu, or type text inside the field to search. This is a search-as-you-type field. When no option is selected, the field will display "Use System Default." This is also the default state of the field. Custom Order Menu fields will display custom menus that use the "Order" menu type.
• Disable search at the top of Order Patient Samples page: Select this checkbox to disable the Find Patient search feature at the top of the Order Patient Samples page. This will require users to use the Patient field to search for the desired patient. See the Order Patient Samples topic.
• Ordering Page's Default Collection Location Determined By: Select an option from this drop-down list to control how Copia determines the default collection location setting on the Order Patient Samples page.
  • Ordering location's default: Uses the Default Collection Location set on this page (see above). This is the default value for this field.
  • Use signed-in location as default: Sets the default collection location value to the signed-in location of the user placing an order on the Order Patient Samples page.
  • Ordering location's default before signed-in location: First use the ordering location's default collection location, if available. If not, then use the user's signed-in location as the default collection location.
• Apply default collection location setting for existing orders: Select this option to apply the signed-in location's default collection location (determined by the setting above) to existing orders with no collection location that are opened on the Order Patient Samples page.
• Remain on Order Patient Samples page after saving an order (this can be overriden by system default setting): Select this option to remain on the Order Patient Samples page after saving an order.
• Force user to Patient Order History page after saving an order: Select this option to automatically open the Patient Order History page after a user clicks Save on the Order Patient Samples page.
• Force user to collection page after saving an order: Select this option to automatically open the Collect Samples page after a user clicks Save on the Order Patient Samples page. See the Collect Samples topic.
  • Once you select this option, you may select the Only if the signed-in location is the same as the designated collection location option to only allow the user to go to the Collect Samples page if the user's signed-in location is the collection location. You may also establish these settings at the system default-level on the System Defaults administration page. If no location-specific settings are enabled for these options, then Copia uses the system default value, if available.
• Enable duplicate order checking when saving an order: Select this option to have Copia check for duplicate orders when users enter new orders in Copia. If this is enabled and a user places an order, Copia verifies whether or not there is an existing active order for the patient that matches the new order the user is trying to place. If the new order duplicates an existing order, Copia alerts the user to the duplication and prompts the user to keep or cancel the new, duplicate order. If the user chooses to place the new order even though it is a duplicate, Copia adds an exception to the Order Exceptions report. Using the sub-settings below, you may also choose to require users to address the duplicate order or to allow duplicate orders if they have order dates in the future. These settings work in conjunction with the order choice-level duplicate checking options, which determine what Copia considers as duplicates. See the Admin: Order Choices topic.
  • Restrict order from being saved if duplicate is found: Select this option to require users to address duplicate orders before saving the new order. This option is only enabled if the Enable duplicate order checking when saving an order option is enabled. You must sign out and sign back in for this setting to take effect.
  • Allow order to be saved if all duplicates have future dates: Select this option to have Copia allow duplicate orders to be saved, as long as the only duplicate orders have order dates that fall after the order date on the current order. This setting can be used with a variety of date fields within Copia.
• Enable duplicate test checking when saving an order: Select this option to have Copia check for duplicate tests when users include multiple order choices on a new order.
  • Restrict order from being saved if duplicate is found: Select this option to require users to address duplicate orders before saving the new order.
• Enable duplicate order choice checking when saving a collection list: Select this option to have Copia check for duplicate order choices when users save a collection list. If Copia finds one or more duplicate order IDs, it alerts users and allows them to continue saving the collection list with the duplicate entries or to return to the Collection List page and correct the duplicates. See the Collection List topic.
• Automatically mark samples as collected when saving an order: Select this option to have Copia mark orders as collected automatically when users who are signed into this location place them on the Order Patient Samples page.
  • Automatically collect edited standing orders: Select this option to automatically collect edited standing orders.
• Ignore system default setting, and do not require ICD entry for this signed-in location: Select this option so that a user is not required to enter ICD codes for the signed-in location.
• Ignore system default setting, and do not require valid ICD codes for all orders: Select this option so that a user does not have to enter valid ICD codes for order choices on an order.
• Do not require ICD entry for Order Choices with an External Billing Status of Client Bill: Select this option so that when ICD codes are required on orders, order choices that are set to be "Client Bill" will not require ICD codes.
• Do not require ICD entry for Order Choices with an Internal Billing Status of Client Bill: Select this option to have Copia not require diagnosis codes when order choices with their internal billing status is set to "Client Bill." When this setting is enabled, diagnosis codes are not required for order choices with an internal billing status of "Client Bill."
• Allow user to edit patient IDs: Select this checkbox to allow users to modify a patient's ID on the Demographics page. See the Demographics topic.
• Allow user to enter miscellaneous order choices: Select this option to allow users to use the Miscellaneous Order Choice page to add to an order any order choices that do not exist in the database. See the Miscellaneous Order Choice topic. This feature allows users to manually create one-time use reference lab order choices that are not yet in the Copia system, but that they have partial information about.
2. Use these settings to configure Specimen Source settings on the Signed-in Location tab on the Locations administration page.
• Skip specimen part pop-up screens when no question response is possible: Select this option in order to skip specimen part pop-ups when no question response is possible.
• Display all specimen parts in a grid format on Order Patient Samples: Select this option so that all specimen source questions on the current order will be displayed on the same pop-up.
  • Vertically stack the response and additional text fields: Select this option to change how the Specimen Part Details pop-up is populated when grid layout is enabled. The answer field pairs, consisting of response and additional text fields, can be stacked vertically, reducing the number of columns on the Specimen Part Details pop-up.
• Set Enter Specimen Part pop-up on Order Patient Samples to "Specimen Source Group" by default: Select this option to set the Specimen Source Groups page as default.
• Hide the Source and Category search fields on the Enter Specimen Part pop-up and ___ the default Category: Select this checkbox, followed by selecting either "use" or "ignore" from the drop-down list, to have Copia hide the Source and Category search fields under the Category and Source radio button on the Enter Specimen Part pop-up. If the drop-down is set to "ignore," then the Category search fields on the Specimen Part Details pop-up(s) will not use the default category setup on the order choice.
• Force user to assign an Ordering Location before assigning an Ordering Provider on Order Patient Samples: Select this checkbox to prevent users from selecting an ordering provider before selecting an ordering location on the Order Patient Samples page. With this new setting enabled, the Ordering Provider field will be disabled until an ordering location has been selected on the order.
• Allow user to assign ABNs for patients without insurance: Select this option to allow users to assign ABNs, whether or not a patient has insurance.
• Force user to print ABNs when saving a new order: Select this option to have Copia automatically generate ABNs when users save new orders. When this is enabled, Copia presents the standard print dialogs after it saves the order, which allows users to modify their print settings before printing the ABN.
• Force user to assign ABN status when saving an order: Select this option to force the user to assign a status to an ABN when placing new orders. When this is enabled, the user will not be able to leave the Order Patient Samples or ABN Status/Print pages during order entry until choosing a status. Once you enable this option, you may select the Allow user to assign "Unsigned" as a status option to allow users to select the "Unsigned" status even though Copia is requiring them to print ABNs. If you select this option, you may wish to also enable the Do not generate ABN exception for client billed orders and/or Do not generate exception for ABN status of "Unsigned" option. Select Allow user to assign "Not Applicable" as an ABN status if the ABN status is not applicable.

If you select this option and the Do not generate exception for ABN status of "Refused to sign" option is not selected on the System Defaults administration page, Copia alerts you that the new setting conflicts with the existing system setting and prompts you to confirm or cancel the change. Click OK to continue selecting the Force user to assign ABN status when saving an order checkbox, or click Cancel or the X button to close the alert and clear the checkbox.

• Do not generate ABN exception for client billed orders: (Single lab systems only) Select this option to have Copia not display or generate exceptions for ABNs when the order is designated as "Client Bill" and users do not assign an ABN status to the order.
• Do not generate exception for ABN status of "Unsigned": Select this option to prevent Copia from generating order exceptions for this location if users select "Unsigned" as the ABN status. You may wish to use this option if you have enabled the Force user to print ABNs when saving a new order and Allow user to assign "Unsigned" as a status options (see above).
• Click the Default ABN Signed Status drop-down to select either "Not Required," "No Status Assigned," "Refused To Sign," or "Unsigned" as the default ABN signed status.
• Force user to complete clinical info when saving a new order: Select this option to make answers to clinical information questions required when users place new orders.
• Do not force user to answer required clinical info when the order was received electronically: Select this option to allow users to skip replying to required clinical questions if they are for an order that was received via an electronic interface. That is, when this setting is checked, you can click the Save button to exit the clinical information page, regardless of the existence of unanswered, required clinical questions. If this setting is enabled and it is a host order and there are unanswered required clinical info items, then Copia still provides users the chance to mark the sample as collected on the Collect Samples, Collection List, and Pending Collection pages.

  For electronic orders ONLY, this setting takes precedence over the Override required fields role, the Enforce entry or required clinical... role, the Automatically mark samples as collected when saving an order Order Patient Samples ordering location setting, the Automatically mark samples as collected when saving an order signed-in location setting, and the Force user to complete clinical info when saving a new order signed-in location setting.

• Do not force user to answer required clinical info for future orders: Select this option to allow users to skip replying to required clinical questions for future orders.
• Force user to print requisitions when saving a new order: Select this option to have Copia automatically generate requisitions when users save new orders. When this is enabled, Copia presents the standard print dialogs after it saves the order, which allows users to modify their print settings before printing the requisition. Note that the Don't Print Requisition checkbox in the Hosts Used by this Location section overrides this setting. If it is selected, Copia will not create a requisition for the order. See "Adding or Editing Host Information" below.
  • Prompt for printing requisitions when saving a new standing order: Select this option to have Copia create all orders in a standing order upon saving the initial standing order on the Order Patient Samples page. When this is enabled, when a standing order is created and saved on the Order Patient Samples page, all instances of that standing order will be created at the time the initial standing order is saved.
• Auto-print requisition to ___ printer ___ when ___: Use these drop-down lists to select the printer and when the requisition is printed. Click the next drop-down list to select when "saving a new order" or "saving a new order choice" when the printer prints the requisition. Select this option to setup the server to automatically print the requisition to the specified local or remote printer, instead of having the workstation print the requisition. Select Local or RAPS to select the type of printer you wish to print to. Then, use the search field to select the printer you wish to use from the Direct Printing or RAPS Printer Search pages. See the Admin: Direct Printing or Admin: RAPS Printer Search topics.
• Force result report delivery evaluation upon editing and saving an order on Order Patient Samples: Select this option to force the result delivery rules to be evaluated after an order is edited on the Order Patient Samples page.
• Prevent users from manually generating labels: Select this option to prevent users signed into this location from navigating to the Print Labels page to manually generate labels.
• Suppress Order Master Labels section from displaying when manually printing labels: Select an option from the drop-down menu to suppress the Order Master Labels section from displaying when manually printing labels. Select either "Always," "Never," "Only when manually printing for uncollected samples," "Only when printing manually," or "Only when printing while saving an order."
• Suppress Laboratory Master Labels section from displaying when manually printing labels: Select an option from the drop-down menu to suppress the Laboratory Master Labels section from displaying when manually printing labels. Select either "Always," "Never," "Only when manually printing for uncollected samples," "Only when printing manually," or "Only when printing while saving an order."
• Suppress Tube/Container Labels section from displaying when manually printing labels: Select an option from the drop-down menu to suppress the Tube/Container Labels section from displaying when manually printing labels. Select either "Always," "Never," "Only when manually printing for uncollected samples," "Only when printing manually," or "Only when printing while saving an order."
• Suppress Aliquot Labels section from displaying when manually printing labels: Select an option from the drop-down menu to suppress the Aliquot Labels section from displaying when manually printing labels. Select either "Always," "Never," "Only when manually printing for uncollected samples," "Only when printing manually," or "Only when printing while saving an order."
• Default tube/container label count when manually generating labels: Select an option from this drop-down field to set the default label count Copia displays when users manually print labels on the Print Labels page. Depending on what you select, use the Label Count field to set the number of labels Copia should display after collection (see below). 100 is the maximum number of labels that can be added.
  • Uncollected Containers: This is the default functionality. It displays the number of containers for the sample if it is uncollected, and 0 once the sample is collected.
  • All Containers: This setting displays the sample's full container count, whether it is collected or not.
  • All containers before collection, label count after collection: This setting displays the sample's container count before collection and the count set in the Label Count field after collection.
• Default order master label count when manually generating labels: Select this option to set the default master label count when users manually print labels on the Print Labels page. Depending on what you select, use the Label Count field to set the number of labels Copia should display after collection (see below). 100 is the maximum number of labels that can be added.
• Default lab master label count when manually generating labels: Select this option to set the default lab label count when users manually print labels on the Print Labels page. Depending on what you select, use the Label Count field to set the number of labels Copia should display after collection (see below). 100 is the maximum number of labels that can be added.
• Print Aliquot Labels: Select this option to print aliquot labels for the order choice.
  • Print Aliquot Spacer Label: Select this option to print aliquot spacer labels for the order choice.
• Print auto-printed labels directly to printer: Select this option to set up the server to automatically print the labels to the specified label printer, instead of having the workstation print the labels. Once you select this option, you may select the label printer you wish to use. This option affects all auto-print label options ("Auto-print labels when saving a new order," "Auto-print labels when saving a sample as collected on the sample collection page," and "Auto-print labels for batch collection on the pending collection page").
• Select an option from the Label Printer drop-down field for automatic label printing based on the signed-in location. If the desired printer is not in the list, click the Search button to find the label printer in the Label Printer Search page. See the Label Printer Search topic. Click the Test button to have Copia attempt to connect to the label printer. If it fails, contact your system administrator, or select a different label printer.
• Auto-print labels when saving an order on Order Patient Samples: Select this option to have Copia automatically generate labels when users signed into this location save an order on the Order Patient Samples page. When this is enabled, Copia automatically prints labels when users save orders, or when users modify an existing order in a way that causes a re-label or a collection required alert to appear.
  • Select the Auto-print only for new orders option to automatically print labels only for new orders.
  • Select the Auto-print only uncollected samples option to automatically print labels only for order choices with uncollected samples.
  • Select the Only print labels for STAT order choices option to automatically print labels only for samples associated with order choices that have a STAT-level priority.
  • Select the Select order choice count to print when drop-down to select either "saving existing orders only," "saving new and existing orders," or "saving new orders only" to configure when the selected order choice count should print.
• Auto-print labels when saving a sample as collected on Collect Samples and Pending Collection: Select this option to have Copia automatically generate labels when users signed into this location save a sample as collected on the Collect Samples and Pending Collection pages. Copia generates tube labels for all newly collected samples, and generates summary and lab labels according to the current label printing configuration.
  • Select the Prompt before printing option to have Copia display a prompt before printing labels for order choices.
    • Select the Select label counts when collecting on Collect Samples checkbox to select all label counts on the Collect Samples page when collecting samples. When enabled, the new setting adds an additional option to the confirmation prompt that is displayed. The new button is labeled Select All Label Counts and will display the Print Labels pop-up for each order that is selected before completing collection.
  • Select the Auto-print only uncollected samples option to automatically print labels only for order choices with uncollected samples.
  • Select the Only print labels for STAT order choices option to automatically print labels only for samples associated with order choices that have a STAT-level priority.
• Number of patient labels to print when printing a patient requisition: Enter the number of patient labels Copia should print when users print patient requisitions.
• Auto-fill patient MRN with ID when MRN is blank: Select this option to have Copia save the patient ID as the MRN if the MRN field is blank when you click Save or copy a patient record on the patient Demographics page. Note that if the MRN field has been designated as required, then having this setting enabled does not prevent Copia from forcing the user to manually enter the MRN value; therefore, you should use this setting when the MRN field has not been designated as required. Note that the system setting for copying the MRN from the old patient record to the new patient record when copying patient records takes precedence over this setting.
• Auto-fill a new patient's ID with MRN when ID is blank and MRN is not blank: Select this option to have Copia automatically enter the patient's MRN value in the Patient ID field on the Demographics page when the Patient ID field is blank and there is a value in the MRN field that is unique for the whole system.
• Auto-fill patient location information from past orders: Select this option to automatically fill in the most recently used patient location and/or room number for a patient when users place new orders.
• Auto-fill patient encounter upon patient selection: Select this option to have Copia automatically select the most recent, open patient encounter when users select a patient on the Order Patient Samples page for a new order.
• Auto-fill searched for encounter when selecting a patient by searching for an encounter ID: Select this option to auto-fill an encounter when selecting a patient when searching for an encounter ID.
• Auto-fill ordering provider upon patient selection with ___: Select an option from the drop-down list to automatically fill in the patient's linked provider when users select a patient when placing orders. Select either "Do not auto-fill," "Last used ordering provider for the patient," "Last used ordering provider for the patient, then patient's primary care provider," "Patient's primary care provider," or "Patient's primary care provider, then last used ordering provider for the patient" from the drop-down list.
• Auto-fill ordering location upon ordering provider selection: Select this option to automatically fill in the ordering location based on the ordering provider selection.
  • Clear ordering location if selected encounter has no linked location: Select this option to have Copia clear the ordering location if the selected encounter has no linked location.
• Auto-fill ordering provider upon encounter selection with attending provider: Select this option to auto-fill the ordering provider on the Order Patient Samples page with the attending provider for the encounter that has been selected. This setting also applies when "Auto-fill encounter upon patient selection" is used. This setting applies to new orders only.
  • Clear ordering provider if selected encounter has no attending provider: Select this option to clear the ordering provider on the Order Patient Samples page when the attending provider has not been set for the selected encounter. When this setting is not enabled, the previously selected ordering provider will be retained if the attending provider has not been set for the selected encounter.
• Auto-fill ordering location upon patient selection: Select this option to automatically fill in the patient's linked location when users select a patient when placing orders.
  • Override existing ordering location selection: Select this option to override the existing ordering location.
• Auto-fill default insurance set upon patient selection: Select this option to automatically select the patient's default insurance when the patient is loaded into the Order Patient Samples page for a new order to be placed. This setting is enabled by default.
• Auto-fill ordering location upon ordering provider selection: Select this option to have Copia automatically select the ordering location when the a specific provider has been selected.
• Auto-fill the order's empty "Entered by" value with the current signed-in user when saving orders as collected on the Collect Samples and Pending Collection pages: Select this option to have Copia automatically populate the order's "Entered by" value with the name of the current signed-in user when the user is saving orders marked as collected on both the Collect Samples page and the Pending Collection page.
• Force user to enter order choice billing status on Order Patient Samples (System configuration will not be used to populate default values): Select this option to force the user to enter the billing status. When this option is selected, a Force Order Choice Billing pop-up will alert the user that a secondary setting called Require order choice billing status on Order Patient Samples should also be turned on so that the setting will function properly. Click the OK button to acknowledge the pop-up.
• Retain user- and host-specified order choice billing status on Order Patient Samples: Select this option to retain user- and host-specific order choice billing statuses.
• Allow Direct Bill as an order choice billing status option when No Payor is the selected payor on Order Patient Samples: Select this option to allow "Direct Bill" as an order choice billing status when "No Payor" is the selected payor. If this setting is set for signed-in user's location and the current payor on the Order Patient Samples page is set to "No Payor," then the "Direct Bill" billing option, or its alias, will be available.
• Require order ID override on Order Patient Samples: Select this option to require an order ID override. The user will be required to enter a value in the field before being able to save the order. If a value that has not been used in the system as an order ID is entered into the field before it is saved for the order, that value will be used as the order ID.
  • When a duplicate ID is entered, prevent the order from being saved and notify the user: Select this option to prevent users from entering a duplicate order ID in the Order ID Override field of the Order Patient Samples page. When the setting is enabled, and a user enters an order ID that has already been assigned to an order, the current order will not be saved and the user will be notified of the error.
• Require fasting on Order Patient Samples: Select this option to have Copia require users who are signed into this location set the fasting value on the Order Patient Samples page.
• Require room number on Order Patient Samples: Select this option to require users to enter a value in the Room Number field on the Order Patient Samples page when the patient class is "Inpatient."
• Require patient location on Order Patient Samples: Select this option to require users to provide a patient location, regardless of the patient class (Inpatient, Outpatient, etc.). The only exception to this would be if there are no patient locations defined. In that case, the field will not be required.
• Require collection location on Order Patient Samples: Select this option to require a collection location on the Order Patient Samples page.
• Require order choice billing status on Order Patient Samples: Select this option to require an order choice billing status on the Order Patient Samples page.
• Require patient MRN: Select this option to have Copia check to make sure that the MRN field is filled for the selected patient. If the MRN is blank when saving an order, Copia will display the Required Information page and ask the user to enter the information.
• Require patient address: Select this option to have Copia require users to enter in the Required Info page the patient's address, if it is not already present, when saving an order. See the Required Info topic.
  • When selected, you may also select the Except for client billed orders option to make orders that are set to "Client Bill" exempt from the patient address requirement.
• Display Date Of Birth on Patient Demographics as: Click this drop-down list to select "Date Of Birth Only," "Date Of Birth With Age Button," "Age Only," or "Age Only (Force Show Months)" as a display option.
• Force Use Demographics Pop-up: Select this option to force the Demographics pop-up to be used.
• Force confirmation of patient and order information on order save for a new patient: Select this checkbox to configure fields used for new patient validation when saving the order. The user will now be able to define fields that need to be validated when saving an order with a new patient. Upon attempting to save an order with a new patient (one that is created during the order creation process), a pop-up appears with the specified fields that will need to be validated for the order to be saved. The fields displayed will be dependent on the signed-in location's defined confirmation fields, unless the signed-in location setting Use the current Ordering Location's Order Patient Samples Template is enabled.
  • Confirmation Fields: Click the button to display the Order Information Confirmation Setup pop-up. This button displays a list of fields that can be assigned for validation when saving an order for a new patient. The fields displayed will be dependent on the classification of the location's practice as well as any licenses needed. Click a field name in the Available Validation Elements and/or Configured Validation Elements sections followed by clicking the left and/right arrow to move the fields to either section. Click Save to changes made on the pop-up, or click Cancel to close the pop-up.
• Force confirmation of newly-entered demographics information on order save: Select this checkbox to perform verification of demographic information during order entry. When this is enabled for a signed-in location, if a user who is signed in to this location enters demographic information for a new patient for a new order, that patient will be required to verify the newly-entered demographic information by re-entering the information into a new pop-up. If there are mismatches between the information entered for the new patient and the information entered into the verification pop-up, an alert will appear informing the user of the fields with mismatching information. The user can cancel out of the pop-up and correct the demographic information as needed. The following fields will be required to be verified—Human Demographics Check: Patient ID, Ordering Location, Last Name, First Name, and Gender; Vet Demographics Check: Patient ID, Ordering Location, Last Name, Owner, Animal/Species, Gender, and Breed.
• Enabled state of Patient Class on Order Patient Samples: Click this drop-down list to select "Use System Default Setting," "Disabled," or "Enabled" as a state of Patient Class.
• Default Primary Care Provider to ___ when creating a new Patient: Click this drop-down list to select "Blank" or "Signed-in User" as the default Primary Care Provider when creating a new patient.
• Default Linked Location to ___ when creating a new Patient: Click this drop-down list to select "Blank" or "This Location" as the default Linked Location when creating a new patient.
• Create a host code for the following host when a patient is created: Select this option and click the Select button to select a host in the Host Selection page to have Copia automatically create a host code for the patient for that host, along with any hosts in the host's patient host code update list. See the Host Selection topic.
• Require user to enter required insurance information before saving an order: Select this option to require users to enter required primary insurance information when saving an order if the only available insurance information is for the guarantor.
• Require guarantor for patients of age ___ years or younger: Select this option and enter a number to establish the cutoff age Copia should use when determining whether or not a guarantor is required. Patients younger than that age will require a guarantor, while those older than that age will not.
  • When selected, you may also select the Except for client billed orders checkbox to make orders for patients younger than the cutoff age that are also set to "Client Bill" exempt from the guarantor requirement.
  • When selected, you may also select the Except for patients without insurance checkbox to always require a guarantor except for patients without a primary insurance setup.
• Require payor: Select this option to make the Payor field on the Order Patient Samples page required.
  • When selected, you may also select the Except for client billed orders option to not require a payor for client billed orders.
• Require encounter: Select this option to make the Encounter field on the Order Patient Samples page required.
• Automatically generate encounter IDs: Select this option to have Copia automatically generate encounter IDs.
• Only show open encounters when searching on Order Patient Samples: Select this option to have Copia only show open encounters when searching on the Order Patient Samples page.
• Do not display encounters with open dates in the future on Order Patient Samples: Select this option to have Copia not display encounters with open dates on the Order Patient Samples page.
• Update patient open orders when updating linked location: Select this option update the ordering location for non-final orders for a patient when that patient's linked location changes via a user changing the field on the Demographics page. Only orders that have an ordering location of the patient's previous linked location are considered.
• Update patient open orders when updating encounter room number: Select this option to have Copia update the room number for all open orders assigned the same encounter when users change the room number on an encounter.
• Auto-fill encounter room number with ordering location ID when creating an encounter: Select this option to automatically populate the encounter room number with the ordering location ID when creating a new encounter.
• Suppress copying order choices when creating a copy of a patient's previous order: Select this option to have Copia not copy order choices onto a new order. If any order choices require specimen part information, the user will be prompted to reenter specimen part information as if they had manually added those order choices to the order.
• Keep previous selection (Ordering Location, Ordering Provider, Collection Location, Order Date, Delivery Date, Patient, and/or Patient Class): Select one or more of the field options to have Copia retain the last selected value after the order is saved on the Order Patient Samples page. If the options to keep the selected order date or delivery date are enabled, then Copia retains the date and also displays a Now button next to the time and date fields, so you may easily update the order or delivery date to the current date, if desired.
  • Both Ordering Location and Order Date will always retain their last value, if the corresponding option is set here.
  • Ordering Provider and Collection Location are dependant on Ordering Location. If the Ordering Location changes, Copia will attempt to set the Ordering Provider and Collection Location to the previous values if possible. It might not be able to do so if the user changes the ordering location to one that is in a different practice and the previous provider is not part of that practice or if the previous collection location is not part of the different practice. If it cannot set the provider to the previous value, Copia will set it to blank, unless the signed-in user is a provider, in which case it sets the user as the provider. If it cannot set the collection location to the previous value, then Copia will set it to blank, unless there is a default collection location specified.
  • The Delivery Date option will only be enabled if Display delivery date on the order page is enabled (see below).
• Order date settings on the order page: Copia uses these options to control the display of the Order Date time and date fields on the Order Patient Samples page.
  • Use the Default Value field to specify whether the date and time fields on the Order Patient Samples page should be set to the current date and time or be blank.
  • Select the Require order date to be entered on the order page option to clear the order date and time fields and require users to enter the order date in order to save the order.
• Display collection date on the order page: Select this option to display the Collection Date time and date fields on the Order Patient Samples page. Use the Default Value field to specify whether the date and time fields on the Order Patient Samples page should be set to the current date and time, the date and time the order was placed, or blank. This setting may be especially useful if you have enabled the option to automatically mark samples as collected when saving orders (see above). You may also select the Require collection date to be entered on the order page option to clear the collection date and time fields and require users to enter the collection date in order to save the order.
  • Select the Update collected samples' Collection Date/Time using the order's proposed collection date option to allow users to update the collection date/time for collected samples on an order from the Order Patient Samples page. Updating an order's proposed collection date/time on the Order Patient Samples page will trigger updates to the order's collected samples' collection date/times. Copia will send HL7 messages for updated samples as appropriate.
• Display delivery date on the order page: Select this option to display the Delivery Date time and date fields on the Order Patient Samples page and to enable the Delivery Date option for the Keep previous selection field (see above). Use the Default Value field to specify whether the date and time fields on the Order Patient Samples page should be set to the current date and time, the date and time the order was placed, or blank. By default, Copia sets these fields according to the information sent in the HL7 interface, or if no information is available, it sets the date to match the Order Date. See the Order Patient Samples topic. Note that if you enter a delivery date on the Order Patient Samples page, then Copia will not update the delivery date if it receives a new value from the lab. You may also select the Require delivery date to be entered on the order page option to clear the delivery date and time fields and require users to enter the delivery date in order to save the order.
• Do Not Allow Order Date/Time to be more than ___ days in the future: Select this option to not allow the order date/time to be more than a specified number of days in the future, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.
• Do Not Allow Collection Date/Time to be more than ___ days in the future: Select this option to not allow the collection date/time to be more than a specified number of days in the future, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.
  • Only enforce this setting on Order Patient Samples and Batch Orders when Auto-Collecting: Select this checkbox to have the signed-in location not enforce the Allow Collection Date/Time to be more than x days in the future setting from the Order Patient Samples and Batch Orders pages unless the signed-in location has the Automatically mark samples as collected when saving an order setting selected.
• Do Not Allow Delivery Date/Time to be more than ___ days in the future: Select this option to not allow the delivery date/time to be more than a specified number of days in the future, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.
• Do Not Allow Order Date/Time to be more than ___ days in the past: Select this option to not allow the order date/time to be more than a specified number of days in the past, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.
• Do Not Allow Collection Date/Time to be more than ___ days in the past: Select this option to not allow the collection date/time to be more than a specified number of days in the past, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.
  • Allow user to override: Select this checkbox to allow a user to override the do not allow collection date/time configuration.
• Do Not Allow Delivery Date/Time to be more than ___ days in the past: Select this option to not allow the delivery date/time to be more than a specified number of days in the past, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.
• Use Ordering Location's time zone for Date/Time fields on Order Patient Samples: Select this checkbox to allow the date/time fields on the Order Patient Samples page to use the ordering location's time zone. When the new setting is enabled at the signed-in location, date/time fields on the Order Patient Samples page will include the time zone abbreviation after the time fields. The date/time values are set to the time zone. If the ordering location changes and the new location use a different time zone, the displayed date/time values will be adjusted to the new zone. Additionally, if the setting is enabled, the collection date/time fields on Collect Samples and Pending Collection pages will include the time zone abbreviation.
• Use Collection Location's time zone when collecting samples: Select this option to set the Collection Location's time zone as the one used for the Collect Samples and Pending Collection pages. Note that this setting will not affect collections made due to a location set to auto-collect an order upon saving.
• Populate Delivery Date/Time with current date/time if no value is filled in on the order: Select this option to automatically populate the delivery date/time with the current date/time if there is no value filled in on the order. This only happens for orders that do not have values assigned to them.
• Display sample ID override on the order page: Select this option to display the Sample ID Override field on the Order Patient Samples page, which allows users to specify a sample ID that will be used for all samples associated with the order. See the Order Patient Samples topic. You may also select the Require sample ID override to be entered on the order page option to require users to enter a value in the Sample ID Override field on the Order Patient Samples page before they can save the order and/or the Prepend year and month (ymm) to sample ID override when using a bar code scanner option.
• Display phlebotomist on the order page: Select this option to display the Phlebotomist field on the Order Patient Samples page.
  • Select the Require phlebotomist to be entered on the order page option to clear the phlebotomist field and require users to enter the phlebotomist in order to save the order. If you require the phlebotomist, Copia will add the field to the Order Patient Samples page, if necessary (e.g., if the user's template does not contain the Phlebotomist field).
  • Select the Clear phlebotomist for new orders on the order page option to clear the phlebotomist field when users create new orders on the Order Patient Samples page.
• Display internal billing information on the order page: Select this option to display on the Order Patient Samples page the internal billing information (defined in the Hosts and the Insurance administration pages) instead of the external billing information (defined in the Lab Accounts, Account Numbers, and Location Lab Accounts pages, and in the Practices administration page). In most cases, internal billing is used for defining the billing status and billing account number that are sent to reference labs via Copia interfaces. See the Setting Billing Account Numbers topic.
• Default On-screen Report Formatting: Select an option from the drop-down list to configure default on-screen report formatting. Select either:
  • Use these settings: Select this option to have Copia use the drop-down settings located below. The drop-down menus will be unavailable without this option selected.
  • Use System Defaults: Select this option to have Copia use the System Defaults administration page Default On-screen Report Formatting settings for the lab report layout template.
  • Use Ordering Location's Signed-in Location settings: Select this option to cause ad hoc reporting to look at the order's ordering location's Signed-in Location settings when determining layout templates.


• Select an option from the Report Engine drop-down list to choose between generating internal or external result reports. Select either "Internal" or "External" from the drop-down list. If "External" is selected from the list, you may then select an option from the External Report drop-down list.
• Select an option from the External Report drop-down list to choose from the defined External Result Reports that are in the system.
• Header: Copia uses your selection for the header of the report.
• Body: Copia uses your selection for the body of the report. If you select "Alternate Format 1," Copia groups order choices together by their assigned reporting groups. See the Admin: Order Choices topic.
• Footer: Copia uses your selection for the footer of the report.
• Page Footer: Copia uses your selection as the default footer that is repeated on every page.

Copia selects the Standard Format patient report format settings automatically; however, you may select a different format for the header, body, footer, and/or page footer of the report. This list includes the standard format and alternate format 1 options, as well as any result header, body, footer, and/or page footer templates defined in the Layout Templates administration page that have been made live in the system. See the Admin: Layout Templates topic.

• Select the Show mailing address on summary reports option to show a mailing address on a result report. This setting does not apply to reports viewed from the Location Inbox or User Inbox.
• The mailing address will only appear if the report body is set to Alternate Format 1.
• The mailing address is shown in the bottom left corner on the first page of a result report.
• The address shown is the ordering location's address.
• You may work with Orchard Software Technical Support to adjust the margin settings around the mailing address, if necessary.
• Select the Show history when viewing result reports option to display by default the results for order choices from previous orders in addition to the current results on the Lab Report page. You may then choose to remove the historical results on the Lab Report page, if desired. See the Lab Report topic.
• Select the Suppress Copia report content if all results are linked attachments option to have Copia remove the results from the report if all of the results being reported are attachments. This setting applies to all external recipients (non-Copia users added to orders using the Results To button on the Order Patient Samples page); however, you may also assign this setting at the location level for all users or at the user level for individual users.
• Select the Override the "Suppress HL7 results on reports" setting for order choices option to have Copia override an order choice's Suppress HL7 results on report setting when viewing ad-hoc reports for that location. This Signed-in Location setting will override the setting Suppress HL7 results on report for any order choice on an order when viewing an ad-hoc report while signed into this location. This will only apply to custom formats.
• Click the Collection List Template and/or Manifest Template drop-down lists to select templates for collection lists and manifests.
• Use the current Ordering Location's Order Patient Samples Page Template: Select this option to use the current Ordering Location's Order Patient Samples page template.
• Order Patient Samples Page Template: Select an option from the drop-down list to set which Order Patient Samples page layout template Copia should use for users with this location as their signed-in location. Select "Default Template" if you want Copia to use the Order Patient Samples Page Template selected on the System Defaults administration page; otherwise, Copia uses the layout template you select here.
• Alternate Order Patient Samples Template: Click in or enter text in to the search-as-you-type field to configure alternate Order Patient Samples layout templates for a signed-in location. When a signed-in location has at least one alternate Order Patient Samples layout template, an additional search-as-you-type field will be included in the page header for the Order Patient Samples page. This field will include the list of alternate templates configured to be usable by the signed-in location. Selecting a different template will reload the page using the selected template. Clearing the search-as-you-type field will reset the Order Patient Samples page to use the default template. When the alternate template is added, a new search-as-you-type field appears in the top section header that includes the order status and the user that entered the order. The new field on the Order Patient Samples page is labeled using template and the default value appears as Default Template.
• Order Patient Samples Tabbing Order: Select an option from the drop-down list to set which tabbing order Copia will follow when users navigate through the Order Patient Samples page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but Copia will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Admin: Tabbing Order topic.
• Select the Use the current Ordering Location's Patient Demographics Template checkbox to have Copia force the Patient Demographics template to use the template assigned to the order's ordering location when accessing the Demographics page from the Order Patient Samples page. This will apply to both pop-up and non-pop-up versions of the Demographics page accessed from the Order Patient Samples page. This will change the Patient Demographics template used from the Order Patient Samples page based on the ordering location chosen for the order.
• Patient Demographics Page Template: Select an option from the drop-down list to set which Demographics page layout template Copia should use for users with this location as their signed-in location. Select "Default Template" if you want Copia to use the Demographics Page Template selected on the System Defaults administration page; otherwise, Copia uses the layout template you select here.
• Patient Demographics Tabbing Order: Select an option from the drop-down list to set which tabbing order Copia will follow when users navigate through the Demographics page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but Copia will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Admin: Tabbing Order topic.
• Patient Insurance Page Template: Select an option from the drop-down list to set which Insurance page layout template Copia should use for users with this location as their signed-in location. Select "Default Template" if you want Copia to use the Insurance Page Template selected on the System Defaults administration page; otherwise, Copia uses the layout template you select here.
• Patient Insurance Tabbing Order: Select an option from the drop-down list to set which tabbing order Copia will follow when users navigate through the Insurance page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but Copia will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Admin: Tabbing Order topic.
• Patient Guarantor Page Template: Select an option from the drop-down list to set which Guarantor page layout template Copia should use for users with this location as their signed-in location. Select "Default Template" if you want Copia to use the Guarantor Page Template selected on the System Defaults administration page; otherwise, Copia uses the layout template you select here.
• Patient Insurance Plan Tabbing Order: Select an option from the drop-down list to set which tabbing order Copia will follow when users navigate through the Insurance Plan page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but Copia will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Admin: Tabbing Order topic.
• Collect Samples Order Header Template: Select an option from the drop-down list to set which Collect Samples Order Header layout template Copia should use for users with this location as their signed-in location. Select "Default Template" if you want Copia to use the Collect Samples Order Header Template selected on the System Defaults administration page; otherwise, Copia uses the layout template you select here.
• Use the following Client Service Settings fields/settings to make changes to templates on the Client Services administration page:
  • Client Services Edit Item Template (Internal): Click inside the field to select a layout template to allow each location to have a defined layout template for the Edit Item pop-up. The (Internal) template is used when reviewing an existing tem, regardless of where you do so in the UI, and when creating a new item on the Client Services administration page.
  • Client Services Edit Item Template (External): Click inside the field to select a layout template to allow each location to have a defined layout template for the Edit Item pop-up. The (External) template is used when creating a new item via Quick Links, Client Services Request, then creating an item or on the Order Patient Samples page, followed by the Create Item buttons.
  • Client Services Client Information Template: Click inside the field to select a layout template to allow customization of what appears in the panel.
  • Client Services Client Tab Template: Click inside the field to select a layout template to allow configure the Client tab on the Client Services administration page.
  • Client Services Item Report Template: Click inside the field to select a layout template to allow configure how selected client information is populated.
  • In Client Services, restrict Region Managers to only see Items, Clients, and Unassigned Route Tasks in their assigned Regions: Select this option to allow region managers to only see content for their region on the Client Services administration page.
  • After cancelling an order or order choice on Order Patient Samples, automatically display the "Linked Items" pop-up: Select this option to enable the setting so that if the user cancels an order choice on the Order Patient Samples page that is linked to Client Services Items, the user will be prompted with a pop-up that gives them the option to view the Client Services Items that are associated with the order. This pop-up will be displayed even if the user has the Application setting Clear Order Patient Samples page after saving an order enabled.
  • Show the Links list by default when displaying the Item pop-up: Select this option to display the Links tab by default when opening a Client Services Item.
• Batch Orders: Select an option from the drop-down list to set which Batch Order template Copia should use for users with this location as their signed-in location. Select "Default Template" if you want Copia to use the Batch Orders template selected on the System Defaults administration page; otherwise, Copia uses the layout template you select here.
• Batch Orders - Grid Layout: Select an option from the drop-down list to configure specific information for each order on the Batch Orders page. This configuration will only be available if the user has a "Batch Orders - Grid Layout" template assigned to their signed-in location. The "Batch Orders - Grid Layout" template consists of three different sets of columns (Order, Order Choice, and Patient). The Order columns are the main columns for the template. The Patient and Order Choice columns are added to the template by way of the appropriate column content types in the Order columns. The Batch Orders page will automatically be set to use the new Grid Layout display.
  • Use the configured Patient ID Generation Scheme instead of the Batch Order ID Generation Scheme: Select this checkbox to control the method of patient ID generation on the Batch Orders page (both layouts).
  • Use the configured Sample ID Generation Scheme instead of the Batch Order Sample ID Generation Scheme: Select this checkbox to use the system-configured Sample ID Generation Scheme instead of the Batch Order Sample ID Generation Scheme. This will cause the sample IDs generated from the Batch Orders page to utilize the system-configured Sample ID Generation Scheme rather than the default Batch Order ID Generation Scheme.
• Encounter Tabbing Order: Select an option from the drop-down list to set which tabbing order Copia will follow when users navigate through the Encounter page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but Copia will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Admin: Tabbing Order topic.
• Specimen Source Tabbing Order: Select an option from the drop-down list to set which tabbing order Copia will follow when users navigate through the Specimen Sources administration page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but Copia will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Admin: Tabbing Order topic.
• Specimen Source Grid Tabbing Order: Select an option from the drop-down list to set which tabbing order Copia will follow when users navigate through the Specimen Sources administration page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but Copia will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Admin: Tabbing Order topic.
• Standing Order Summary: Select an option from the drop-down list to set which report template will be used on the standing report summary.
  • Deliver Last Standing Order Report to Ordering Location Inbox: Select this option if you wish to deliver the last standing order report to the ordering location inbox.
• Bar Code Start/Bar Code End: Select either the "]" or "\" character from each drop down list to set the beginning and ending control characters for bar codes. Note that the start and end values must be different. These settings allow users to use the same bar code scanner for Harvest LIS and Copia, as they match the Harvest LIS "BarCodeStart" and "BarCodeEnd" ACO settings. To set a bar code scanner to use these control characters, the following values need to be scanned for the prefix or suffix during configuration: ] = 1029 and \ = 1028.
• Default behavior when scanning bar codes on Order Patient Samples: Select this option to allow bar code scanning on the Order Patient Samples page to search and select the ordering location for the order. The default behavior is Find a patient or order and will cause bar code scanning to set focus to the search tool at the top of the page. A new setting labeled Search and select the ordering location will cause the scanned bar code to populate the Ordering Location search-as-you-type field and select the first result as the ordering location. The final setting replaces the previous Disable default page functionality for Order Patient Samples. When this setting is chosen, bar codes that are scanned will be populated directly into whatever field currently has focus on the page.
• Disable default page functionality for Order Patient Samples: Select this option to prevent the browser from setting focus in the patient search field and initiating a search when the user is on the Order Patient Samples page.
• Default Page when scanning Order Bar Code: Select an option from the drop-down list to set which page Copia opens or activity it performs when you scan an order bar code to search for an order and the search only returns one order. If the search returns many results, then Copia remains on the search page.
  • Review Order: Select this option to view the order in the Order Patient Samples page. See the Order Patient Samples topic.
  • Samples: Select this option to collect samples for the order in the Collect Samples page. See the Collect Samples topic.
  • Labels: Select this option to print master and tube labels in the Print Labels page. See the Print Labels topic. Note that this option may be disabled, depending on the administration settings for your signed-in location.
  • Requisition: Select this option to print requisition(s) for the order in the Requisition(s) page. See the Requisitions topic.
  • Lab Report: Select this option to create a lab report of the order in the Lab Report page. See the Lab Report topic.
  • Demographics: Click this link (or press the [Alt] [U] hotkey) to view or modify the patient's demographic information. See the Demographics topic.
  • Insurance: Click this link (or press the [Alt] [I] hotkey) to view or modify the patient's insurance information. See the Insurance topic.
  • Order History: Click this link (or press the [Alt] [O] hotkey) to view the patient's order history or edit an order. See the Order History topic.
  • New Order: Click this link to place an order for the patient in the Order Patient Samples page.
  • Collect Samples: Click this link to collect samples for all orders for the patient that are ready for collection on the Collect Samples page.
• Default Page when scanning Patient Bar Code: Select an option from the drop-down list to set which page Copia opens or activity it performs when you scan a patient bar code to search for a patient and the search only returns one order. If the search returns many results, then Copia remains on the search page.
  • Demographics: Click this link (or press the [Alt] [U] hotkey) to view or modify the patient's demographic information. See the Demographics topic.
  • Insurance: Click this link (or press the [Alt] [I] hotkey) to view or modify the patient's insurance information. See the Insurance topic.
  • Order History: Click this link (or press the [Alt] [O] hotkey) to view the patient's order history or edit an order. See the Order History topic.
  • New Order: Click this link to place an order for the patient in the Order Patient Samples page.
  • Collect Samples: Click this link to collect samples for all orders for the patient that are ready for collection on the Collect Samples page.
• Restrict users to order choice restriction lists when applicable: Select this option to limit the order choices available on the Order Patient Samples page to the restriction lists of the insurance plan, insurance company, or practice of the ordering location. If this option is enabled for the signed-in location but there is no restriction list set up on any of the possible levels, then users will be able to select any order choices they normally are allowed to order. When restricting order choices, the insurance company restrictions override the restrictions set for the ordering location's practice, and the insurance plan restrictions override the insurance company's restrictions.
• Suppress summary page printing when printing from View Results: Select this option to prevent the program from generating a summary page, or Print Job Manifest, that lists the generated reports when users click the Print Selected or Acknowledge and Print Selected buttons on the Location Inbox or User Inbox pages.
• Suppress alert for collection of samples on future orders: Select this option to prevent alerts from appearing for collection of samples on future orders.
• Suppress Location alerts on Order Patient Samples: Select this option to suppress Location-level alerts when on the Order Patient Samples page.
• Show cancel button on the Clinical Info page: Select this option to add a Cancel button to the Clinical Info page. See the Clinical Info topic.
• Show horizontal line separators between each Order Choice on the Clinical Info page: Select this option to allow Copia to show horizontal line separators between each order choice on the Clinical Info page.
• Show distinct Order Choice names on the Clinical Info page when saving an order: Select this option to allow Copia to show distinct order choice names on the Clinical Info page when saving an order.
• Show Clinical Info pop-up on Collect Samples and Pending Collection when attempting to collect a sample with unanswered clinical questions: Select this option to have Copia display the Clinical Info pop-up on the Collect Samples and Pending Collection pages when attempting to collect a sample with an unanswered clinical question.
  • When showing the Clinical Info pop-up for a sample, only require clinical info associated with that sample: Select this option to have the Clinical Info pop-up that appears when attempting to collect a sample to only require the clinical info associated with that sample. Only the clinical info questions associated with that sample will have the red highlights to indicate a required field that must be filled out before collection.
• Associate ICD codes when choosing an encounter for a new order: Select this option to have Copia apply ICD codes associated with an encounter when an encounter is selected on the Order Patient Samples page. See the Order Patient Samples topic.
• Do not associate ICD codes when adding a new order choice to an order: Select this option to prevent Copia from associating newly added order choices on an order with the ICD codes that already existed on the order.
• Do not auto-fill the Practice field on Patient Demographics: Select this option to have Copia not auto-fill the Practice field on the Patient Demographics page.
• Search for practice by location on Patient Demographics: Select this option to have Copia search for practices by location on the Patient Demographics page.
• When searching for patients with Find Patient match on: Select one or more options from the list (Last Name, First Name, Aliases, Date of Birth, Patient ID, Patient ID 2, Patient ID 3, SSN, MRN, Encounter ID, Master Patient ID, and/or Patient Owner to control which fields Copia searches through when performing the patient search on the Order Patient Samples page and the Find Patients search at the top of the pages in the Lab Tasks portion of the program. Orchard Software recommends that you enable most of these options at all times. Note that the First Name and Aliases options will only be available if the Last Name option is selected. Exact matches only if also matching on patient aliases.
• Minimum Number of Patient Search Characters for Patient ID, SSN, Master Patient ID (does not apply to the pop-up search tool) ___: Select this option to enter a minimum number of patient search characters for patient ID, SSN, and Master Patient ID. The default value is 3.
• Minimum Number of Patient Search Characters for the Order Patient Samples Page ___: Select this option to enter a minimum number of patient search characters for the Order Patient Samples page. The default value is 3.
• Select the Location Name and/or the Location ID to match on when AdminCenter searches for ordering locations on the Order Patient Samples page.
• Select an option from the Order ID, Sample ID, and/or the Placer ID drop-down lists to find a patient match when searching for orders. Enter text into the Search for orders on the following Order User Defined Fields search field. This is a search-as-you-type field.
• Use patient search criteria when searching on Order Patient Samples and patient search fields: Select this option to use patient search criteria when searching on the Order Patient Samples page.
• Perform order search if no patients are found: Select this option to perform an order search if no patients are found during the search.
• Minimum Number of Provider Search Characters for the Order Patient Samples  ___: Select this option to enter a minimum number of provider search characters for the Order Patient Samples page. The default value is 0.
  
• Minimum Number of Provider Search Characters for the pop-up search tool ___: Select this option to enter a minimum number of provider search characters for the pop-up search tool. The default value is 1.
• Location Name: Select this checkbox to match on location name when searching for ordering locations on the Order Patient Samples page.
• Location ID: Select this checkbox to match on location ID when searching for ordering locations on the Order Patient Samples page.
• Order ID: Select an option from the drop-down list to specify what should be matched on when searching for order IDs with Find Patient. Select either Not used, Starts with, Ends with, or Starts or ends with from the drop-down list.
• Sample ID: Select an option from the drop-down list to specify what should be matched on when searching for sample IDs with Find Patient. Select either Not used, Starts with, Ends with, or Starts or ends with from the drop-down list.
  • Match on Sample ID + Suffix: Select the checkbox to search by sample ID plus suffix in the Find Tool feature.
• Placer ID: Select an option from the drop-down list to specify what should be matched on when searching for placer IDs with Find Patient. Select either Not used, Starts with, Ends with, or Starts or ends with from the drop-down list.
  
• Search for order on the following Order User Defined Fields: Click in or enter text in the search-as-you-type field to select a user-defined field to search for orders that use that specific user-defined field.
• Minimum Number of Order Search Characters for Order or Sample ID and Lab Sample ID (does not apply to the pop-up search tool) ___: Select this option to enter a minimum number of order search characters if searching after the patient search. The default value is 4.
• Minimum Number of Order Search Characters for the pop-up search tool ___: Select this option to enter a minimum number of order search characters for the Order Patient Samples page for the pop-up search tool. The default value is 1.
• Use Practice Host codes to limit the insurance companies when using Insurance Search: Select this option to use practice host codes to limit the insurance companies when using insurance search.
• Default behavior for the encounter filter on the patient search pop-up on Order Patient Samples: Select an option to control whether the filter option for limiting the list of patients to those with open encounters appears on the Patient Search pop-up window. Select Hide to not display the filter option, Limit to Open Encounters to display the filter option and select it by default, or Do Not Limit to display the filter option but not select it by default.
• Show alert for orders in the Fix Orders page for a patient when they are selected on Order Patient Samples or Collect Samples: Select this option to show alerts for orders in the Fix Orders page for a patient when they are selected on the Order Patient Samples page or the Collect Samples page.
• Show recent orders for a patient when they are selected on Order Patient Samples: Select this option to display a message on the Order Patient Samples page that lists all orders ordered for the patient within the number of hours in the past or future or that have been ordered for the patient for a time within the specified number of hours (see below).
  • Do not display final orders on the recent orders pop-up: Select this option to have Copia remove final orders from the Recent Orders pop-up window. This field is not available until you select the Show recent orders for a patient when they are selected on Order Patient Samples option.
  • Show only standing orders on the recent orders pop-up: Select this option to have Copia only display standing orders on the Recent Orders pop-up window. This field is not available until you select the Show recent orders for a patient when they are selected on Order Patient Samples option.
  • Number of hours in the past or in the future to look for recent orders: Specify the number of hours in the past or future within which Copia should search for recent orders for the patient. This field is not available until you select the Show recent orders for a patient when they are selected on Order Patient Samples option.
• Require NPI for external providers: Select this option to make NPI a required field when adding an external provider.
• Must use LKSmartSearch to create a new order: Select this option to force Copia to use LKSmartSearch when trying to find a new or existing patient, which it returns to Copia as an ADT message. Copia then parses the message and loads the new or existing patient into the screen for use in ordering.
• Use System Default new external provider settings: Select this option to have Copia use the new System Default external provider settings.
  • New External Providers based on: Select this option to have new external providers based on a specified provider found in the available search field. Click inside the field to begin the search.
    • Use the information in this User's "Member of These Practices" section when creating an External Provider: Select this option to use the information in the user's "Member of These Practices" section when creating an external provider.
• When creating an External Provider, select "Use the template User's Result Delivery Rules" by default: Select this option to use the default template User's Result Delivery Rules when creating an External Provider. When this new setting is enabled, and you are using an External Provider Template User, then the setting "Use the template User's Result Delivery Rules" on the External Provider page will be checked by default. To accomplish this, you would need to create an External Provider Template User, set up the Template User's Result Delivery section to not have "Deliver this User's Reports to the Ordering Location (using the location's delivery rules)" checked on the Users administration page called "When User Results Are Received," and then turn on the new setting. See the Admin: Users topic.
• Release Samples create User Defined Fields from Column View Rule: Select this option to determine if UDFs on the Column View Rules page are not present on the order. When these columns are present, but not set to be editable, they will display in their respective columns disabled; if they are set to be editable, then they will not be disabled. Since the results on this page are order choice-level, only the first order choice for an order will be disabled, as delivery date and UDFs are order-level information. See the Admin: Column View Rules Setup topic.
• Send request to LabCorp for collection information when saving an order: Select this option to request collection information from the LabCorp AccuDraw web service when an order is saved. The following host settings are also needed to enable the LabCorp AccuDraw web service: Enable LabCorp Web Service, LabCorp Web Service URI, Client Code, Lab Code, User Name, and Password. Order choices that will be sent to LabCorp will need to have the Request Collection Information From LabCorp setting applied under the Host Codes for this Order Choice section. Requests will be sent to LabCorp when an order is saved if the signed-in location, host, and order choice(s) contained on the order have been configured to allow web service requests to be sent.
• Select options from the Standing Order Settings section:
  • Create all instances of a standing order when the order is saved: Select this option to create all orders in a standing order upon saving the initial standing order on the Order Patient Samples page. When a standing order is created and saved on the Order Patient Samples page, all instances of that standing order will be created at the time the initial standing order is saved.
  • Suppress Standing Order Hourly Tab: Select this option to suppress hourly standing orders.
  • Suppress Standing Order Daily Tab: Select this option to suppress daily standing orders.
  • Suppress Standing Order Weekly Tab: Select this option to suppress weekly standing orders.
  • Suppress Standing Order Monthly Tab: Select this option to suppress monthly standing orders.
  • Disable Sunday In Standing Order Day Options: Select this option to disable Sunday in the standing orders day options.
  • Disable Monday In Standing Order Day Options: Select this option to disable Monday in the standing orders day options.
  • Disable Tuesday In Standing Order Day Options: Select this option to disable Tuesday in the standing orders day options.
  • Disable Wednesday In Standing Order Day Options: Select this option to disable Wednesday in the standing orders day options.
  • Disable Thursday In Standing Order Day Options: Select this option to disable Thursday in the standing orders day options.
  • Disable Friday In Standing Order Day Options: Select this option to disable Friday in the standing orders day options.
  • Disable Saturday In Standing Order Day Options: Select this option to disable Saturday in the standing orders day options.
  • Recurrence Pattern Starting Date Choices: Select an option from the drop-down list to have the starting date for recurring orders be based on the proposed collection date. This new setting will set the initial recurrence pattern starting date for a standing order to be either the order date or the collection date. Select either "Use Order Date" or "Use Proposed Collection Date (if not defined will use order date) from the drop-down list.
• Select options from the Display Delivery Recipient Type section:
  • Copia User: Select this option to have the delivery recipient type set as the Copia user.
  • External Recipient: Select this option to have the delivery recipient type set as the External Recipient.
  • Location: Select this option to have the delivery recipient type set as the location.
  • Host: Select this option to have the delivery recipient type set as the host.
  • Default Recipient Type: Select an option from the drop-down list to set a default recipient type in Copia. Select either "Copia User," "External Recipient," "Location," or "Host" from the drop-down list to configure the default recipient type.
3. Select the following checkboxes in the When cancelling an order or order choice section if they apply:
   • Select the Use a list of predefined cancellation reasons checkbox to use a defined list of predefined order/order choice cancellation reasons.
     • Select the Allow additional free-form text when using predefined reasons checkbox to allow users to enter free-form text when using predefined reasons.
     • Select the Require additional free-form text when using predefined reasons checkbox to require users to enter free-form text when using predefined reasons.
     • Click Order Cancellation Reasons to define a list of predefined order/order choice cancellation reasons. The reasons defined by clicking this button will only be available to the selected location. If predefined cancellation reasons are being used, by default, when cancelling an order or order choice, the free-form text field for entering a reason will not be displayed.
       
       When a cancellation reason is shown in alerts or sent in HL7 messages, the predefined cancellation reason will be prepended to the cancellation reason and they will be separated by a hyphen. Note that the ability to select from these predefined cancellation reasons is only available when manually cancelling orders or order choices.
       
       
4. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing Manage Samples Settings

1. Use the Manage Samples Settings section of the Locations details page to configure the default settings used in the managing samples process.
2. Click the Add Patient Location button to create a list of sample collection locations for patients. Enter a location at the prompt and click OK to save the location, or click Cancel to cancel the location. Copia displays the patient location when the page refreshes. Note that the patient location list is a filter setting for the collection list in the Collection List page. See the Collection List topic. To delete a default patient location, click the X button that corresponds to the location.
3. Select the Enable sample collection option to enable sample collection at the displayed location. You must select this option to modify the other settings in this section of the page. Once sample collection is enabled, you may modify additional collection settings:
   • Disable collection for other practices: Select this option to restrict the location's sample collection to one practice. Copia selects this checkbox by default.
   • Add to an order's "Results to" list when marked as a collection location: Select this option to add to an order's "Results to" list when marked as a collection location.
   • Use the order's ordered time as the default collection time for this signed-in location rather than current time: Select this option to use the order's order time instead of the current date and time as the default collection time in the Collect Samples page.
   • Do not use the order's proposed collection time as the default collection time for this signed-in location: Select this option to set how Copia determines the default collection time on the Collect Samples page and the Pending Collection page when batch collection mode is activated. If there is a proposed collection time and this new setting is not enabled, Copia uses the proposed time. If there is not a proposed collection time or if this new setting is enabled, Copia sets the default time to the order time (if the location setting is activated to do so--see above) or the current date and time.
   • User can change date/time for collected samples: Select this option to make the Collection Date/Time fields editable on the Collect Samples page. See the Collect Samples topic.
   • Force user to print requisitions when saving a newly collected sample when signed into this location: Select this option to have Copia automatically generate requisitions when users are signed into the current location and mark one or more orders as collected. When this is enabled, Copia presents the standard print dialogs for each collected order, which allows users to modify their print settings before printing the requisition(s). Copia will only print requisitions if the signed-in location's settings are set up to do so. Note that the Don't Print Requisition option in the Hosts Used by this Location section overrides this setting. If it is selected, Copia will not create a requisition for the order. See "Adding or Editing Host Information" below.
   • Auto-print requisition to ___ printer ___ when saving a newly collected sample: Use these drop-down lists to select the printer and when the requisition is printed. Click the next drop-down list to select when "saving a new order" or "saving a new order choice" when the printer prints the requisition. Select this option to setup the server to automatically print the requisition to the specified local or remote printer, instead of having the workstation print the requisition. Select Local or RAPS to select the type of printer you wish to print to. Then, use the search field to select the printer you wish to use from the Direct Printing or RAPS Printer Search pages. See the Admin: Direct Printing or Admin: RAPS Printer Search topics.
   • Use this order's proposed collection time as the sample's collection time rather than current time when marking a sample as completed on a collection list and when collecting on the pending collection page: Select this option to have Copia use the date and time entered for the collection date on the Order Patient Samples page instead of the current date and time when users mark samples as collected when reconciling a collection list on the Collection List page or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. If the collection time override option is enabled (see below), then on the Collection List and Pending Collection pages, users may override the default collection time (current date/time) or the proposed collection time (set with this option) with another date/time.
   • Show proposed collection time override when reconciling a collection list: Select this option to display the Override proposed collection time option and date and time fields on the Collection List page. See the Collection List topic. Users may override the default proposed collection time by entering a different date/time in the override fields.
   • Show user defined field overrides when collecting on the pending collection page: Select this option to display user defined field overrides when collecting on the Pending Collection page.
   • Show alert on Collect Samples when collecting an order whose collection time was older than ___ minutes ago: Select this option to display an alert on the Collect Samples page when collecting an order whose collection time was older than a certain number of minutes. Enter a value into the field to determine the number of minutes the setting will use.
   • Show collection time override on the Collect Samples page: Select this checkbox to display the Override collection time checkbox and date and time fields on the Collect Samples page. See the Collect Samples topic. Users may override the default collection time by entering a different date/time in the override fields.
   • Set the sample's delivery time to the order's proposed delivery time when marking a sample as completed on a collection list and when collecting on the pending collection page: Select this option to have Copia use the date and time entered for the delivery date on the Order Patient Samples page instead of leaving the delivery date blank when users mark samples as collected when reconciling a collection list on the Collection List page or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. If the delivery time override option is enabled (see below), then on the Collection List page, users may manually override the default delivery time (blank) or the proposed delivery time (set with this option) with another date/time.
   • Show delivery time override when reconciling a collection list and when collecting on Pending Collection: Select this checkbox to display the Override delivery time option and date and time fields on the Collection List page when reconciling collection lists or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. Users may override the default delivery time or the proposed delivery time (see above) by entering a different date/time in the override fields.
   • Show delivery time override when transmitting orders on Release Samples: Select this checkbox to display the Override delivered time when transmitted checkbox and date/time fields on the Release Samples and Lab Orders administration pages. When the Override delivered time when transmitted checkbox is not selected, transmitting an order from Release Samples or Lab Orders administration pages will work as normal. However, when the Override delivered time when transmitted checkbox is selected, transmitting an order will change the sample's delivered time to the specified time for all orders being transmitted.
   • Show collection time override when reconciling a collection list and when collecting on the pending collection page: Select this option to display the Override collection time option and date and time fields on the Collection List page when reconciling collection lists or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. Users may override the default collection time or the proposed collection time (see above) by entering a different date/time in the override fields.
   • Show order time override when reconciling a collection list: Select this option to show order time overrides when reconciling a collection list.
   • Display details about why an order could not be added when manually selecting orders with a bar code scanner: By default, this setting is enabled, and Copia provides detailed information about orders it cannot add when users use the bar code scanner. If you clear this option, when users scan bar coded samples, orders, and manifests on the Create Manifest, Pending Collection, and Release Samples lab tasks pages and the Lab Orders administration page, Copia will not display any scanned items that are not valid search results for the given page and will display a generic alert saying that nothing was added to the search results.
   • Prevent alert from displaying when manually selecting orders with a bar code scanner does not change the search results: Select this checkbox to prevent alerts from displaying when manually selecting orders when a bar code scanner fails to change the search results. If an item is manually scanned into the Lab Orders or Release Samples pages that does not change the search results (for example, it may already exist in the search results), this new setting will block the alert from appearing that notifies the user that the latest sample added does not change the search results.
   • Ignore the default action when scanning a bar code in the Sample ID field on the Collect Samples page: Select this option to ignore the default action when scanning a bar code in the Sample ID field.
   • Mark any sample with a matching ID as collected when scanning a bar code on Collect Samples: Select this option to have Copia mark any sample that has a matching ID as collected when scanning a bar code on the Collect Samples page.
   • When manually searching for orders on the Pending Collection page, match on: Select an option to limit what Copia searches for when manually selecting orders via bar code scanning and manually typing Order IDs and Sample IDs in the Select orders manually section of the Pending Collection page. The options are Order ID, Sample ID, Sample ID + Suffix, Collection List ID, Placer SID, and Batch Order ID. You must have at least one of these options selected to be able to save a location record.
   • When manually searching for orders on the Release Samples page, match on: Select an option to limit what Copia searches for when manually selecting orders via bar code scanning and manually typing Order IDs and Sample IDs in the Select orders manually section of the Release Samples page. The options are Order ID, Sample ID, and Sample ID + Suffix. You must have at least one of these options selected to be able to save a location record.
   • Automatically select samples for collection when bar code scanning samples on the pending collection page: Select this option to have Copia automatically mark the Collected checkbox on the Pending Collection page when you scan a bar code for a sample on that page.
   • Automatically select samples when bar code scanning samples on the create manifest page: Select this option to have Copia automatically mark the Select checkbox on the Create Manifest page when you scan a bar code for a sample on that page.
   • Enable batch collection on the pending collection page: Select this option to enable batch collection on the Pending Collection page and to display the collection information for each order. Once you enable batch collection, you may set whether Copia automatically prints requisitions or labels:
     • Auto-print requisitions for batch collection on the pending collection page: Select this option to control whether Copia automatically generates requisitions when users mark samples as collected using this batch collection feature.
     • Auto-print labels for batch collection on the pending collection page: Select this option to control whether Copia automatically generates labels when users mark samples as collected using this batch collection feature.
       • Select the Prompt before printing option to have a prompt appear before printing a label.
         • Select the Select label counts when batch collecting on Pending Collection option to have Copia select all label counts on the Pending Collection page when batch collecting samples. When enabled, the new setting adds an additional option to the confirmation prompt that is displayed. The new button is labeled Select All Label Counts and will display the Print Labels pop-up for each order that is selected before completing collection.
       • Select the Auto-print only uncollected samples option to automatically print labels only for order choices with uncollected samples.
       • Select the Only print labels for STAT order choices option to automatically print labels only for samples associated with order choices that have a STAT-level priority.
4. Use the Determine the Default Collection Location when Collecting Samples in the Following Order section to define the order in which Copia assigns the default collection location. These settings apply to the Collection Location field on Collect Samples, as well as the collection location used when collecting samples on the Pending Collection and Collection List pages. Copia checks these settings in the order you set below, from 1 to 4. If it does not find a match for one of these numbers, then it checks the subsequent numbers until it finds a match. Use the arrow buttons to arrange the options in the desired order.
• (1) If Actual Collection Locations Exist, ______: Copia will check the collection locations that have been saved to the database at the sample level.
  • Do not use this setting: Copia will skip this setting and move on to the next number.
  • Use First Order's Samples' Collection Location: Copia will use the collection location assigned to samples in the first order appearing on the page. If there are multiple collection locations defined in the first order, Copia will move on to the next number.
  • Use Last Order's Samples' Collection Location: Copia will use the collection location assigned to samples in the last order appearing on the page. If there are multiple collection locations defined in the last order, Copia will move on to the next number.
  • Use Collection Location for All Orders' Samples, if the same: Copia will look at the collection locations on all orders visible on the page. If there are multiple collection locations defined, Copia will move on to the next number.
  • Leave Collection Location Blank: Copia will force the collection location to be blank.
• (2) If proposed Collection Locations Exist, ______: Copia will check the proposed collection location at the order level.
  • Do not use this setting: Copia will skip this setting and move on to the next number.
  • Use First Order's Proposed Collection Location: Copia will check the first order appearing on the page. If no proposed location is defined, Copia will move on to the next number.
  • Use Last Order's Proposed Collection Location: Copia will check the last order appearing on the page. If no proposed location is defined, Copia will move on to the next number.
  • Use Proposed Collection Location for All Orders, if the same: Copia will check the collection location for all orders appearing on the page. If multiple locations are defined, Copia will move on to the next number.
  • Leave Collection Location Blank: Copia will force the collection location to be blank.
• (3) If the Signed-in Location is a Collection Location, ______: Copia will use this if the current signed-in location is a collection location.
  • Do not use this setting: Copia will skip this setting and move on to the next number.
  • Use the signed-in location: Copia will set the signed-in location as the default collection location.
  • Leave Collection Location Blank: Copia will force the collection location to be blank.
• (4) Default Collection Location: If the above three options are either not used, or Copia does not find a match, then it uses the value set here instead.
  • Leave Collection Location Blank: Copia will force the collection location to be blank.
  • Last Selected: Copia will populate the default collection location with the last selected value. Note that the first time a user signs in and goes to the Collect Samples page, this will leave the collection location blank.
  • Enter Selection: Copia will populate the default collection location with the location you select here.
5. Use the Determine the Default Phlebotomist Label Def on the Collect Samples Page in the Following Order section to define the order in which Copia assigns the default phlebotomist. These settings apply to the Phlebotomist drop-down field at the top of the Collect Samples page. Copia checks these settings in the order you set below, from 1 to 4. If it does not find a match for one of these numbers, then it checks the subsequent numbers until it finds a match. Use the arrow buttons to arrange the options in the desired order.
• (1) If Actual Phlebotomist Label Defs Exist, ______: Copia will check the phlebotomists that have been saved to the database at the sample level.
  • Do not use this setting: Copia will skip this setting and move on to the next number.
  • Use First Order's Samples' Phlebotomist: Copia will use the phlebotomist assigned to samples in the first order appearing on the page. If there are multiple phlebotomists defined in the first order, Copia will move on to the next number.
  • Use Last Order's Samples' Phlebotomist: Copia will use the phlebotomist assigned to samples in the last order appearing on the page. If there are multiple phlebotomists defined in the last order, Copia will move on to the next number.
  • Use Phlebotomist for All Orders' Samples, if the same: Copia will look at the phlebotomists on all orders visible on the page. If there are multiple phlebotomists defined, Copia will move on to the next number.
  • Leave Phlebotomist Blank: Copia will force the phlebotomist to be blank.
• (2) If Proposed Phlebotomist Label Defs Exist, ______: Copia will check the proposed phlebotomist at the order level.
  • Do not use this setting: Copia will skip this setting and move on to the next number.
  • Use First Order's Proposed Phlebotomist: Copia will check the first order appearing on the page. If no proposed phlebotomist is defined, Copia will move on to the next number.
  • Use Last Order's Proposed Phlebotomist: Copia will check the last order appearing on the page. If no proposed phlebotomist is defined, Copia will move on to the next number.
  • Use Proposed Phlebotomist for All Orders, if the same: Copia will check the phlebotomist for all orders appearing on the page. If multiple phlebotomists are defined, Copia will move on to the next number.
  • Leave Phlebotomist Blank: Copia will force the phlebotomist to be blank.
• (3) If the Signed-in User is a Phlebotomist Label Def, ______: Copia will use this if the current signed-in user is a phlebotomist.
  • Do not use this setting: Copia will skip this setting and move on to the next number.
  • Use the signed-in user: Copia will set the user as the default phlebotomist.
  • Leave Phlebotomist Blank: Copia will force the phlebotomist to be blank.
• (4) Default Phlebotomist Label Def: If the above three options are either not used, or Copia does not find a match, then it uses the value set here instead.
  • Leave Phlebotomist Blank: Copia will force the phlebotomist to be blank.
  • Last Selected: Copia will populate the default phlebotomist with the last selected value. Note that the first time a user signs in and goes to the Collect Samples page, this will leave the phlebotomist blank.
  • Enter Selection: Copia will populate the default phlebotomist with the user you select here.
6. Select the Disable Fasting on Sample Collection Pages option to disable the Fasting fields on the Collect Samples and Pending Collection pages.
7. Select the Force user to print ABNs when collecting an order option force users to print an ABN any time they collect an order choice that requires an ABN.
8. Select the Force user to assign ABN status when collecting an order option to force users to assign a signed status of either "Signed" or "Refused to Sign" to an ABN on the Collect Samples and Pending Collection pages. When this is enabled, the user will not be able to leave the pages until choosing a status. Once you enable this option, you may select the Allow user to assign 'Unsigned' as a status option to allow users to select the "Unsigned" status even though Copia is requiring them to print ABNs. If you select this option, you may wish to also enable the Do not generate exception for ABN status of 'Unsigned' option.
9. Select the Force user to assign an encounter when collecting an order option to force the user to assign an encounter to an order when collecting orders. When this is enabled, Copia will not mark a sample as collected until an encounter has been assigned to the order.
• Allow user to assign "Unsigned" as a status: Select this option to allow a user to assign "Unsigned" as a status.
10. Select the Force user to assign an encounter when collecting an order option to force users to assign an encounter when collecting an order.
11. Select the Enforce ICD requirements when collecting an order option to show an alert and prevent collections from the Collect Samples page if the ICD requirement prerequisites are not yet met on the order.
12. Select the Force user to assign insurance when collecting a order checkbox to enforce insurance on orders at collection. Similar to how encounter information can be enforced by collection location, insurance information can be required before an order can be collected.
    • Require insurance to be the patient's default insurance: Select this checkbox to have Copia require an order's insurance to match the patient's default insurance before the order can be collected.
13. Enter text into the Label Printer field to configure a label printer. This is a search-as-you-type field. If a label printer has not been configured for the collection location or the collection location has not been set and the rule is triggered, the label will not print and an Error Log message will be generated. Click the Test button to test the label printer configuration.
14. Click the Number of Labels to Print button to define the default number of labels to print for each order using the Default Label Count page. See the Admin: Default Label Count topic.
15. Select the Print a requisition summary option to have Copia print an order requisition by default. The Summary Copy option is always selected on the Requisitions page. See the Requisitions topic. If this is selected, Copia prints this summary, even if the Do not Print Requisition option is selected in the Hosts Used by This Location section of this page. See "Adding or Editing Host Code Information" below.
16. Select the Remove encounter when uncollecting checkbox to remove the order's encounter when uncollecting samples on the Collect Samples page.
17. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing Result Delivery Settings

1. Use the Reporting Settings section of the Locations details page to configure the default settings for sending and receiving results.
2. Select an option from the Print fasting value on reports ordered from this location drop-down list. Based on your selection, Copia will print the fasting value ("No," "Yes," or "Unknown") on patient reports as follows:
   • Always Print: Copia always prints the fasting value on reports.
   • Never Print: Copia never prints the fasting value on reports.
   • Print If True: Copia prints the fasting value on reports only if fasting is selected for the order.
3. Select the Use System Blank Requisition List option to use the requisition list defined on the System Defaults administration page for the blank requisitions users generate. If you want to create a location-level list instead, clear the checkbox and then begin typing the name of the requisition list, select an option from the matching blank requisitions in the drop-down list, and then click the Add button to add that format to the list of available requisitions when users generate blank requisitions. Select the Default checkbox for each format on the list that Copia should select to print by default. You must define the requisition list here or on the System Defaults administration page in order to allow users to create blank requisitions.

   Note that Copia uses the requisition list defined for the user's signed-in location, if available, in place of the list on the System Defaults administration page. If the location list is set to use the system default requisition list, then Copia uses the system default list. If the location's list is set to use the system default requisition list but there are no selected formats at the system default level, then Copia does not allow users to create blank requisitions. See the Order Patient Samples topic.

4. Add one or more Report Order Choice Lists to the list to have Copia display the selected report order choice lists in the order you define here on the Blank Patient Requisition report for the location. To add one or more report order choice lists, begin typing the name of the list, select an option from the matching report order choice lists in the drop-down list, and then click Add. Click the arrow buttons in the Move column to move lists up or down on the list. Click the Delete button to remove the report order choice list from the list.
5. Configure email settings in the Email Settings section. Enter an encryption password into the PDF Encryption Password field to define a password. There is a maximum password length of 32 characters. Enter text into the Email Subject field to define the subject of the email. Select an option from the Email Subject Field Codes drop-down list to insert field codes into the email subject. Select either "First Name," "Middle Name," "Last Name," "Primary Physician Full Name," "Sample ID," "Owner First Name," "Owner Last Name," "Order ID," or "Unique Sample ID" from the drop-down. Enter text in the Email Body field to define what appears in the body of the email. The default text is "New Results." Select an option from the Body Field Codes drop-down list to insert field codes into the field. Select either "Sample ID," "Unique Sample ID," "Order ID," "Inbox URL," "Ordering Location," or "Patient Name" from the drop-down. When a field code is selected, the code automatically populates into the field.
6. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Setting How This Location Receives Results

In the How This Location Receives Results section, select how the currently selected location receives results.

1. Select the Enable result delivery option to allow Copia to deliver results to the location based on its settings.
2. Click the Order Report Template to Panel Map button to map Report Order Choice Information templates to order choices for specific locations as result recipients. Configuring an order choice to template setting here will have any reports sent to the location to utilize the template set here, rather than the default template for the order choice within the order choice's setting.
3. Select the Suppress Copia report content if all results are linked documents option to have Copia remove the results from the report if all of the results being reported are linked documents. This setting applies to the currently selected location; however, you may also assign this setting at the user-level for specific users or at the system default-level for all external recipients (non-Copia users added to orders using the Results To button on the Order Patient Samples page).
4. Select the All order choices reported to this location get their own page on result reports option to have Copia create order choice-specific pages on result reports when all order choices are reported to this location.
5. Depending on your facility's capabilities and the administration settings, you may choose one of the following methods for result delivery: Inbox, Email, Fax, RAPS, Direct Printing, HL7, or Direct Dial. You will only be able to modify the delivery methods available for the location. Note that if the location has "Use System Default delivery rules" enabled (see "Setting When this Location's Receives Results" below), then those delivery rules can be active for the location regardless of its delivery method selections; however, if the location does not have a fax number or email address, then it may be necessary to access the message in the Outbound Queue administration page to enter a valid email address or fax number.
• For the Delivery Method, select an option from the Use drop-down menu (Use System Default Settings Inbox, Email, Fax, RAPS, Direct Printing, HL7, or Direct Dial, as desired, to enable or disable that method of delivery. The method must contain Delivery Destination information in order to be selectable. If you do not have the necessary account information set up, Copia displays fields that allow you to enter, search for, or select the delivery destination information (see below). Once you have set up the destination information, Copia allows you to enable that delivery method.
  • For Inbox, select this option to deliver results to users' Copia accounts (Inbox). Copia selects this checkbox by default.
  • For Email, Fax, HL7, or Direct Dial, enter or select the email address, fax number, host, or direct dial number, and then click the Set button to have Copia update the destination information in the location's record.
  • For RAPS or Direct Printing, click the Search button to select the printer for remote or direct printing from the RAPS Printer Search or Direct Printing administration pages. See the Admin: RAPS Printer Search or Admin: Direct Printing topics. When the selected location receives results that utilize these delivery rules, the selected printer will automatically print the results. Note that the location must be assigned to a practice that is part of a Remote Printing group and the location record must be saved before the RAPS delivery method is available. If a remote printer becomes unavailable for any reason (client removes printer from workstation, practice is removed from remote printing service, etc.), then Copia will alert you when you open the Locations administration page. Simply select a new printer to correct the problem. For HL7 delivery rules, select an option from the Host drop-down list to have Copia transfer an ORU message to the chosen host (such as an EMR) when results are received for this user. Note that when an HL7 host is added that is an EMR that has rules for sending results, the location result delivery rule set here overrides the host result delivery rule. Define notification emails to be sent for the delivery methods "Email," "RAPS," and "Direct Printing" when creating a result delivery rule.
• Once you have enabled a delivery method, you may further customize how the results are delivered with the following fields. Note that the options available depend on the delivery method you are customizing.
• Delivery Destination: Enter the email address, fax number, printer, or host to which Copia should deliver the results when using the email, fax, RAPS, direct printing, or host delivery methods. Copia will not allow you to save an active delivery rule if the corresponding delivery method configuration is not set up (see above). If you select the Inbox delivery method checkbox, Copia sends results to the location's Copia account (accessed via the Location Inbox).
• Use cover page: Select this option to have Copia include a cover page with fax transmissions sent to the selected location. Note that the system default setting to use cover pages must also be enabled on the Fax Details administration page for this option to take effect.
• Select an option from the Report Engine drop-down list to choose between generating internal or external result reports. Select either "Internal" or "External" from the drop-down list. If "External" is selected from the list, you may then select an option from the External Report drop-down list.
• Select an option from the External Report drop-down list to choose from the defined External Result Reports that are in the system.
• Report Header/Report Body/Report Footer/Report Page Footer: Copia selects the Standard Format patient report format settings automatically; however, you may select a different format for the header, body, footer, and/or page footer of patient lab reports. This list includes the standard format and alternate format 1 options, as well as any result header, body, footer, and/or page footer templates defined in the Layout Templates administration page that have been made live in the system. See the Admin: Layout Templates topic. Copia uses these settings when printing the lab report throughout the program. Once Copia creates a report using these settings, it will not update the report if you make changes to the header, body, footer, or page footer. Note that Copia uses the user's report format settings when printing the lab report from the User Inbox, and it uses the system default report delivery format settings when printing the lab report from other locations within Copia. See the Lab Report topic.

If you select "Alternate Format 1" for the body format, Copia groups order choices together by their assigned reporting groups, adds them to the report in the designated print order, and suppresses or displays result headers according to the setting for the reporting group. See the Admin: Order Choices topic.

• Copies: Enter a value as the default number of copies of a report Copia delivers to this location. You can modify the number of copies delivered for a user on the Result Delivery lab tasks page or the Users administration page, or set a default number of copies on the System Defaults administration page.
• Mailing Address: Select this option to show a mailing address on a result report viewed from the Location Inbox. See the Location Inbox topic. You may also modify this setting on the Result Delivery page in the Lab Tasks section of the program.
  • The mailing address will only appear if the report body is set to Alternate Format 1.
  • The mailing address is shown in the bottom left corner on the first page of a result report.
• The address shown is the ordering location's address.
• You may work with Orchard Software Technical Support to adjust the margin settings around the mailing address, if necessary.
• Show History: Select this option to display by default results for order choices from previous orders in addition to the current results for the selected delivery method.
• Content: Select an option to determine what results Copia includes in the report.
• All Results: Select this option to receive all of the results that have been received for the order, including those that may have been reported previously. When this is selected, each time order choices in an order are resulted or approved and sent back to Copia, Copia creates a new lab report that includes the latest results for every order choice in the order, regardless of approved/unapproved status. Copia displays unapproved order choices as "Pending." Note that in the Location Inbox page, you may click the Reprint Past Print Jobs button to view or print any of the previous lab reports created for the selected order.
• New Results Only: Select this option to receive only the results that have come in for the order since the last report you received. When this is selected, each time order choices in an order are resulted or approved and sent back to Copia, Copia creates a new lab report that includes only the results for the order choices that were received. Note that in the Location Inbox page, Copia creates a lab report that contains all approved results that have accumulated since the last time a user clicked the Acknowledge Selected button for the selected order. This means that lab reports you create in the Location Inbox page could appear differently from the reports Copia sends via email or fax when this setting is enabled.
• Stop Delivery: Select an option to determine how result delivery rules will fire. Note that these settings are not available for the Inbox delivery method.
• Deliver to All: Select this option to have all result delivery rules fire if they qualify for the associated delivery method.
• Stop Delivery to Address: Select this option to only allow one result delivery rule to fire per address.
• Stop Delivery to All: Select this option to cease to fire any result delivery rules after one rule has been fired for that delivery method.
• Schedule: Click this button to set specific schedules on the Delivery Scheduling page for when Copia should deliver accumulated results to this location via the selected delivery method. See the Admin: Delivery Scheduling topic.
6.  If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Setting When This Location Receives Results

In the When Location Results Are Received section, you may further customize when the location receives results for each delivery method you established in the How This Location Receives Results section (see above), or you may choose to use the system default result delivery rules that were created from the System Defaults administration page.

1. If desired, select the If this is the patient's linked location upon order save, make sure it is on the 'Results To' list of recipients option to have Copia automatically add a patient's linked location to the result recipient list when saving an order. When checked, if the location is a patient's linked location on an order that is being saved, that order will have the location added as a result recipient list (which is shown under the Results To button on the Order Patient Samples page). This setting will not depend on the signed-in location or ordering location.
2. If desired, select the Use System Default delivery rules option to have Copia use the delivery rules from the System Defaults administration page. When you select this option, Copia displays the default delivery rules defined on the System Defaults administration page.
   • Fax Maximum Batch Size: Enter a value in to the field to set the maximum fax batch size for each location. By default, the setting will be set to the System Defaults setting for faxes.
   • Enable sending batch email with maximum combined file size of ___: Select this checkbox to send batch emails based on the size of the attachment files in each email. The setting is a checkbox with a text field and a drop-down list. The text field takes a four-digit integer and the drop-down list can be set to "Kilobyte" or "Megabyte."
3. Copia displays the default result delivery rules automatically. If you wish to create your own delivery rules, clear the Use System Default delivery rules option to add one or more delivery rules for each delivery method you enabled above. Copia refreshes the page, and displays any location-specific delivery rules that have been created.
4. To add additional delivery rules, click the Add button. The Result Delivery Rule page appears, allowing you to set up when the results are sent. See the Result Delivery Rule topic.
5. Once you add one or more delivery rules, Copia lists the Inbox, Email, Fax, RAPS, Direct Printing, HL7, and/or Direct Dial delivery rules with the following information:
• Delivery Method: The type of delivery that will be used (Inbox, Email, Fax, RAPS, Direct Printing, HL7, or Direct Dial).
• Description: A brief description of the delivery method.
• Delivery Destination Override: The number, address, printer, etc. that Copia should use in place of whatever the location's default number, address, printer, etc. is. This is available for all methods except inbox.
• Day of Week: The days of the week that results will be sent to the location using this method.
• New Reports Generated: The circumstances in which that type of report is created and sent (when any new result is received, when any order choice is final, or when all order choices are final; with or without exceptions).
• Priority/Severity: The status of the order (e.g., ASAP, Routine, STAT, or Normal, Abnormal, or Critical).
• Ordering Provider is: The ordering providers who should be notified of results via the selected delivery method.
• Ordering Location Condition: The ordering locations that should receive results via the selected delivery method.
• Order Choice Condition: The order choices that should be included or excluded from the result delivery for the selected delivery method.
• Order Choice Type Condition: The order choice type that should be included or excluded from the result delivery for the selected delivery method.
• Notification: Whether or not Copia sends email notifications for triggered result delivery rules for the location's selected delivery method (yes or no).
• Scheduled: Whether or not the “Delivery Scheduling” option to send the results by delivery method schedule is enabled for the selected rule on the Result Delivery Rule page.
• Active: By default, the Active checkbox is selected to indicate that Copia will use the settings when delivering results. Clear this checkbox if Copia should not send results using the method. Note that if you do not select the checkbox in front of a delivery method in the How This Location Receives Results section (see above), then Copia will not allow you to set any delivery rules for that method to active status.
• Sort Order: Allows you to sort the result delivery rules within a specific delivery method (e.g., all faxing rules). Click the up or down arrows to set the precedence order in which Copia applies the rules for a method. By default, Copia will deliver results for the method (fax, email, inbox, etc.) using the first unique delivery rule that fits the result’s criteria. It will evaluate the rules for the method in the order you set here.
6. If you are not using system default delivery rules, click the name of a Delivery Method to modify delivery rules in the Result Delivery Rule page. You may not modify methods defined as default (see above) or that are from the System Defaults administration page.
7. To remove a delivery rule, click the X button in the Delete column that corresponds to the delivery settings you wish to delete. Copia immediately deletes the delivery rule. This action cannot be undone.
8. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing Host Code Information

1. The Hosts Used by this Location section of the Locations details page displays a list of hosts used by this location and their information. Use this section to create or modify host code information.
2. Add or edit the host name, type, and active status in the Host Details section of the Hosts details page. See the Admin: Hosts topic.
3. Select the Show active hosts only checkbox to view active hosts only. Set the active/inactive status in the Host Details section of the Hosts details page. See the Admin: Hosts topic.
4. To add a host code, enter the host code for the location in the Host Code fields, if needed. If you try to save a host code that is identical to another code for the same host for two locations, Copia displays a warning message that details where up to ten conflicts lie and prompts you proceed with saving the host codes or not.
5. To add a lab account, enter the account number for the location in the Lab Account fields, if needed. If you enter a lab account number and select the Client Bill option for the host (see below), and if the patient's insurance company is set up to allow client billing, then Copia defaults to using client bill.
6. To edit a lab account or host code, highlight or delete text already displayed in the field, then modify as desired.
7. Select or clear all checkbox options that apply to the host's billing options.
• Client Bill: Select this checkbox to set client billing as a possible billing method for the location.
• Billing Override: Select this checkbox to have Copia assign the location-level lab account number over the user-level settings. The location-level settings will override the practice-level settings only if the practice does not have the Billing Override option enabled. See the Setting Billing Account Numbers topic.
• Skip Collection: Select this checkbox to automatically send an electronic order to a host before the samples are marked as collected in Copia. If this option is enabled, the currently selected location is the ordering location, and the selected host is the testing location, Copia will automatically send the order to the host when the order is saved. In addition, if this is enabled, the following is true:
  • Samples whose orders were sent automatically will not appear when users search for samples to collect or when creating collection lists.
  • Users may mark these samples as collected and enter the collection time by opening the Order History page for the patient, clicking the order ID link, and then selecting "Samples" to open the sample in the Collect Samples page.
  • Copia will assign the sample's collection time from the information in the HL7 result message, if the user has not manually entered it in the Collect Samples page (see above).
  • Copia displays the ABN Status/Print and/or Clinical Info pages when users save these orders. This allows them to assign an ABN signed status and/or record answers to clinical information questions before Copia electronically sends the order to the testing location.
  • Copia prints labels (if applicable), if the option to automatically print labels is enabled (see above).
  • If the "Auto Approve" option is also enabled for an order choice, Copia will mark the order choice as final when users order it.
• Batch Order Release Override (Ord. Loc.): Select this checkbox for one or more hosts (labs) to designate that Copia will not hold order messages for batch transmissions when the orders have the current location as the ordering location and they are tested at the corresponding lab(s). This setting overrides the host setting of "Require batch transmission of order message."
• Batch Order Release Override (Coll. Loc.): Select this checkbox for one or more hosts (labs) to designate that Copia will not hold order messages for batch transmissions when the orders have the current location as the collection location and they are tested at the corresponding lab(s). This setting overrides the host setting of "Require batch transmission of order message."
• Batch Order Release Override (Placer Loc.): Select this checkbox for one or more hosts (labs) to designate that Copia will not hold order messages for batch transmissions when the orders were created by users who were signed into the current location and they are tested at the corresponding lab(s). This setting overrides the host setting of "Require batch transmission of order message."
• Do not Hold Reports: Select this checkbox to always send results immediately to the host. Note that this option is typically used for hosts that are not set up to receive results from Copia. Copia uses this setting when determining whether or not to deliver reports based on users' result delivery rules for new reports on the Result Delivery Rule page.
• Manually Rec. Sendouts: Select this checkbox to enable the feature on the Pending Orders page where users manually record that they received results for sendout order choices. For this to be used, the selected host's inbound interface type must be set to "None" in the Interface Configuration administration page, and the host must be listed in the Default Lab List section in this page (see "Adding or Editing the Default Lab List" below). Once the system is configured, users update the received status for orders placed from that point on in the Pending Orders page. The status of the order is based on what order choices the user manually marks as received in the Pending Orders page. See the Pending Orders topic.
• Do not Print Requisition: Select this checkbox to turn off requisition printing for the selected lab. Note that this setting overrides the Force user to print requisition when saving an order option set in the Ordering Settings section of this page; however, the Print a requisition summary option, set in the Collection Settings section of this page, will override this setting.
  • If the Force user to print requisition when saving an order option is enabled, Copia will create a requisition only if the Don't Print Requisition option is not selected.
  • If the Print a requisition summary option is enabled, Copia will create a requisition, even if this checkbox is selected.
8. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Setting Patient Demographics Required Fields

1. Use the Demographics Required Fields section of the Locations page to establish which fields are required when users who are signed into this location create or edit patient demographic information in the Demographics page. See the Demographics topic. Note that if there are location-level settings for required patient demographic fields, then those settings override the system default settings. See the Admin: System Defaults topic.
2. If the Use System Default Required Fields option is enabled, then Copia disables the fields in this section. If you clear this checkbox, Copia allows you to establish the required fields. By default, Copia sets the fields to the same values used on the System Defaults administration page.
3. Select the checkbox for each field that should be required. You may make all fields on the Demographics page, except for Patient ID (which is always filled in by the user or the system), mandatory. Available fields include:
   • First Name
   • Middle Name
   • Last Name
   • Sex
   • Race
   • Date of Birth
   • Ethnicity
   • Nationality
   • PCP
   • Phone One
   • Phone Two
   • SSN
   • MRN
   • Email
   • Address One
   • Address Two
   • City
   • ZIP/Postal Code
   • State/Region/Province
   • Country
   • Linked Location
   • Name Type
   • Patient Owner (Note that to view this checkbox, the System Serves drop-down on the same page will need to be set to either "Only Veterinary Clients" or "Both Human and Veterinary Clients." This determines whether the Patient Owner field on the Demographics page is required.)
4. To remove the required status from an option, clear the checkbox next to the field.
5. For each field that allows users to enter text, Copia displays Pattern and Description fields and a Test button. Use these to define the field requirements:
• Pattern: Enter a regular expression that the field must match when users enter a value in the field (e.g., [A-Z]{2} to require two uppercase capital letters for the State abbreviation). See the Setting Regular Expressions topic. Note that if a user's security role has the "Override required fields" right, Copia will still not let the user enter data that does not match the defined pattern, although the user may leave the field blank.
• Description: Enter a description of what the pattern should look like, so users know what to enter in the field (e.g., "Enter two uppercase capital letters for the State abbreviation."). Copia displays this description in a tooltip that pops up when users enter data in the field. Also when users click the Save button, if the field contents do not match its pattern (see above), then Copia displays this description in the error message.
• Test: Click this button to test the defined pattern. Copia displays an additional field below the Pattern field into which you enter test data. As you enter a value, Copia tests your entry against the defined pattern. It displays "failed" in red text next to your entry until you enter a value that matches the pattern. Click the X button or click the Test button again to hide the test field.
6. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button. Once you have saved your changes, Copia adds an asterisk (*) next to each required field on the Demographics page.

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Adding or Editing Patient Insurance Required Fields

1. Use the Patient Insurance Information Required Fields section to establish which fields are required when users who are signed into this location create or edit patient insurance information in the Insurance or Insurance Plan pages. These settings override the field requirement settings on the System Defaults administration page; although, the settings from this page are superseded by field requirement settings at the insurance company or insurance plan levels. See the Admin: Insurance topic.
2. Clear the Use System Default Insurance Required Fields option to customize which fields are required. When you clear this option, Copia enables the field checkboxes. To return to Copia's default settings, select the Use System Default Insurance Required Fields option. When you select this option, the field checkboxes are visible, but disabled, so you may see what fields are required. See the Admin: System Defaults topic.
3. If you are defining the required fields, select the checkbox for each field that should be required on the Insurance or Insurance Plan pages. Clear the checkboxes to remove the requirement. Copia adds an asterisk (*) next to each required field on the Insurance or Insurance Plan pages.
4. For the Policy, Group, and Group Number fields, you may define numeric/alphanumeric patterns (up to 100 characters) in the Match Pattern fields that Copia applies to ensure users enter valid policy numbers, groups, and group numbers. You may set these at the system (see the Admin: System Defaults topic), location, insurance company (see the Admin: Insurance topic), and insurance plan (see the Admin: Insurance topic) levels. Click the Test button to display a field where you may enter characters and have Copia display "Pass" or "Fail" to indicate if what you entered matches the pattern you set. Once you are finished testing, click the X button to hide the field.

   Match Pattern Examples:

   Medicare Policy: \d{9}[a-zA-Z]{1} -This allows 9 numbers, followed by 1 letter (upper or lower case)
   Railroad Medicare Policy: [a-zA-Z]{2}\d{9} -This allows 2 letters (upper or lower case) followed by 9 numbers
   Medicaid: \d{11} -This allows 11 numbers

5. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Harvest LIS Synchronization for this Location

1. The Harvest LIS Synchronization for this Location section of the Location details page displays Harvest LIS synchronization information for the selected location.
2. Click the Unsynch Selected button to unsynch selected items in the section. A host must be selected for this button to be enabled. Click the Synch Selected button to synch selected items in the section. A host must be selected for this button to be enabled. Clicking either of these buttons will display the Synch Options pop-up with the two buttons on the pop-up. Click the Close button to close the pop-up.
3. Select the Show active hosts only checkbox to have Copia only display active hosts contained within the system.
4. The table displays columns for the host's name, version number, active status, selection ability, and a non-synch option. In the "Host Name" column, the name of the host is displayed; in the "Version" column, the version is displayed; in the "Host is Active" column, the active status is displayed; select the Select checkbox in the "Select" column to select the specific host; and select the Do Not Synch (Synch 2) checkbox to specify that Copia should not synch that specific host.
5. Click the < Back to List button to return to the Location list page without saving any changes, or click the Save button to record changes and return to the Location list page.

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Adding or Editing the Default Lab List (Signed-in Location)

1. The Default Lab List (in priority order when this is the signed-in location) section of the Locations details page displays a prioritized list (top to bottom) of labs (or hosts) Copia may assign as testing locations to orders when the current location is the signed-in location of the person placing an order. Copia applies the highest priority signed-in location-based default lab as the testing lab for an order choice when appropriate based on the routing rule hierarchy. See the Order Patient Samples topic. Use this section to add a lab or edit the lab's priority on the list, as well as adjust the priority of the lab lists themselves. A host must be included in this section in order to use the feature to manually record sendouts. See "Adding or Editing Host Code Information" above.
2. Select the Only allow these labs when signed into this location option to have Copia only allow certain labs when signed into a specific location.
3. To create or edit a specific lab list, do the following:
   • Click the Add button to add a lab using the Host Selection page. See the Admin: Host Selection topic.
   • Once you add one or more labs, Copia displays the lab names with Up and Down arrow buttons in the Move column for that lab list. Click these arrows to arrange the labs in the desired priority order, with highest priority at the top of the list.
   • To delete a lab from the list, click the X button that corresponds to the lab name.
4. To modify the lab list as a whole, you may:
   • Click the Add New List button to add a new lab list.
   • Click the Sort List Up or Down arrow buttons to change the priority order for the lab list as a whole.
   • Click the Add Day Time Constraints button to set or modify the day/time periods for which the lab list is in effect. If you do not set any day/time constraints, then Copia considers the list active 24 hours a day, 7 days a week. See the Admin: Day and Time Range topic.
   • Click the Remove Lab List button to delete the entire selected lab list.
5. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing the Default Lab List (Ordering Location)

1. The Default Lab List (in priority order when this is the ordering location) section of the Locations details page displays one or more prioritized lists (top to bottom) of labs (or hosts) Copia may assign as testing locations to orders when the current location is the ordering location of an order. Copia applies the highest priority ordering location-based default lab as the testing lab for an order choice based on the day/time constraints and when appropriate according to the routing rule hierarchy. See the Order Patient Samples topic. Use this section to add a lab or edit the lab's priority on one of the lab lists, as well as adjust the priority of the lab lists themselves. You must include a host in this section in order to use the feature to manually record sendouts. See "Adding or Editing Host Information" above.
2. To create or edit a specific lab list, do the following:
   • Click the Add button to add a lab using the Host Selection page. See the Admin: Host Selection topic.
   • Once you add one or more labs, Copia displays the lab names with Up and Down arrow buttons in the Move column for that lab list. Click these arrows to arrange the labs in the desired priority order, with highest priority at the top of the list.
   • To delete a lab from the list, click the X button that corresponds to the lab name.
3. To modify the lab list as a whole, you may:
   • Click the Add New List button to add a new lab list.
   • Click the Sort List Up or Down arrow buttons to change the priority order for the lab list as a whole.
   • Click the Add Day Time Constraints button to set or modify the day/time periods for which the lab list is in effect. If you do not set any day/time constraints, then Copia considers the list active 24 hours a day, 7 days a week. See the Admin: Day and Time Range topic.
   • Click the Remove Lab List button to delete the entire selected lab list.
4. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing the Always Send Results to These Hosts

1. The Always send results to these Hosts section of the Locations details page displays a list of hosts that should always receive results from this location. Use this section to add hosts and setup reporting exclusions, which specify where reports are sent.
2. Click the Add button to add hosts using the Host Selection page. See the Admin: Host Selection topic.
3. Once you add one or more hosts, the Exclusion setting becomes a link within the Always send results to these Hosts section. This setting determines if results are sent to the chosen host. The default (no) setting enables Copia to send results to the host, while the (yes) setting restricts the transfer of results. To edit this setting, click the Exclusions link next to the desired Host Name to change the setting in the Host Selection page. See the Admin: Host Selection topic.
4. To delete a host from the list, click the X button that corresponds to the host name.
5. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Adding or Editing Location-specific Sequence Number ID Generation Formats

1. The Location-specific Sequence Number ID Generation Formats section of the Locations details page allows the ability to assign practice- or location-specific sequence numbers as Order ID and Grouping ID format components. This will allow case numbers to have sequence numbers specific to certain Practices or Locations.
2. Click the Display sequence number ID generation formats link to display sequence number ID generation formats. When expanded, this section will allow the user to either explicitly add the specific sequence number ID generation format or edit an existing one. When looking at the record-specific ID generation format, you should only have the sequence code listed as a valid code.
3. Click the hide settings link to hide the sequence number ID generation format settings. This is located next to the section heading.
4. Click < Back to List to return to the Locations list page without saving any changes.
5. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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