Page Description

Use the Result Delivery Rule page to set up the details for when Copia delivers results. The schedule you create here determines what Copia considers a reporting event, where it delivers the accumulated results for the order.

The way the result delivery rule works is that once the Deliver New Report When option is triggered, Copia delivers (based on your settings) all of the results that have queued for that order, even if the other results had not triggered a reporting event. So, for example, if you set your schedule to deliver reports when a STAT order choice is final, then when the STAT order choice becomes final, Copia delivers the STAT order choice's results, along with any queued results for any other order choices on the order.

If you want to further modify how Copia delivers results for designated order choices, use the settings on the Delivery Groups tab on the Reporting administration page. See the Admin: Reporting topic.

For more help, click one of the following links:

• Accessing this Page
• Establishing the Result Delivery Rule

Accessing this Page

• Click the Add button on the Result Delivery lab tasks page, or the Users, Locations, or System Defaults administration pages.
• Click the name of a Delivery Method on the Result Delivery lab tasks page, or the Users, Locations, or System Defaults administration pages.

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Establishing the Result Delivery Rule

1. Select an option the from the Delivery Method drop-down list to indicate how the delivery should occur (Inbox, Email, Fax, RAPS, Direct Printing, HL7, or Direct Dial). The options available on this list depend on the delivery methods you have established in the Result Delivery lab tasks page or Users or Locations administration pages. See the Result Delivery, Admin: Users, or Admin: Locations topics.
2. If you select a method other than inbox for the Delivery Method (see above), you may also enter, select, or search for the Delivery Destination Override (the type of input available is determined by the delivery method selected), which is the number, address, printer, etc. that Copia should use in place of whatever the user's default number, address, printer, etc. is. For Fax or Email delivery methods, enter the fax number or email address that should override other values. For RAPS and Direct Printing delivery methods, enter one or more characters in the Delivery Destination Override search field and click Search to select a printer from either the RAPS Printer Search or Direct Printing pages. See the RAPS Printer Search or Direct Printing topics. For the HL7 delivery method, select an option from the Delivery Destination Override drop-down list of hosts to override other values.
3. Click the Alerts & Comments button to view, add, edit, or delete the alerts and comments associated with the current result delivery rule. See the Admin: Alerts & Comments topic. Note that if there are alerts or comments for the result delivery rule, the button text is italicized.
4. Select the condition under which Copia will send new reports. You may only select one Deliver New Report When option, although you may set up multiple result delivery rules to cover each of these conditions.
• Any new result received: Copia will send a new report when it receives any new result on an order.
• Any order choice is final: Copia will send a new report when any order choice becomes final on an order.
• All order choices are final in order (with exceptions): Copia will send a new report when all order choices become final on an order. "With exceptions" means that you may exclude specific hosts (at the location or practice level) from the requirement that all order choices are final before sending reports. This allows Copia to generate a report as soon as all order choices are final or the results come from hosts associated with the order's ordering location or the patient's practice, and the hosts are set to not hold reports.
  • Allow delivery if all order choices are final that had orders sent to a lab: Select this checkbox to allow a result report to be delivered to the recipient if all non-cancelled order choices that have had their order messages sent to the testing laboratory are posted as final. The previous behavior of the configured exception testing laboratories not preventing result delivery still exists (those laboratories are configured in the host code tables' "Do not Hold Reports" column located on the Practices and Locations administration pages.
• All order choices are final in order: Copia will send a new report when all order choices become final on an order.
5. Note that you may override users' settings for specific order choices by enabling the Force result delivery for preliminary results setting when defining the order choices on the Order Choices administration page. If this setting is enabled, Copia always reports results for the order choices as soon as it receives results (even if they are preliminary), no matter what the users' result delivery settings are. See the Admin: Order Choices topic.
6. Select the Active all day checkbox in the Time of Day This Rule Is Active section to specify that the rule is active in the Copia system all day. Enter numerals into the Between and and fields to specify the times. The same time existing in both fields will be interpreted as a 24 hour period of time.
7. Enter a range of Time in the format HH:MM AM/PM. Copia will only send reports during this time frame. If you enter the same time for both ends of the range, Copia will interpret this as a continuous 24 hour period of time and will send the results at any time during that period.
8. Select the Days of the Week checkboxes that correspond to the days of the week on which the delivery should occur (Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, or Saturday). You must select at least one checkbox.
9. Select options from the Patient Class is... section to specify patient class items.
• Do Not Limit By Patient Class: Select this option to have Copia not limit result delivery rules by the patient's class.
• No Patient Class Assigned: Select this option to specify that there is no patient class assigned to the result delivery rule.
• Selected Patient Classes: Select this option to specify a selected patient class for the result delivery rule.
• All Patient Classes Except: Select this option to specify all patient classes except marked ones for the result delivery rule.
10. Select options from the Priority is... section to specify priority items.
• Do Not Limit By Priority: Select this option to have Copia not limit result delivery rules by a prioritized status.
• Selected Priorities: Select this option to specify a selected priority for the result delivery rule.
11. Select options from the Severity is... section to specify severity status items.
• Do Not Limit By Severity: Select this option to have Copia not limit result delivery rules by a level of severity.
• Selected Severities: Select this option to specify a selected severity level for the result delivery rule.
12. Select any Other Constraints to limit when reports are delivered, if desired.
• Require both "Priority is" and "Severity is" settings for delivery: If you select this checkbox, then Copia only delivers reports for this schedule if both the selected priority and delivery constraints are met. If you do not select this option, then Copia delivers reports for this schedule if either the priority or delivery constraints are met.
• Require the "Priority is," "Severity is," "Order Choice is," and the "Order Choice Type is" settings for a single Order Choice for delivery: Select this checkbox to make it so that the result delivery rule in question will only fire when all of the four listed conditions are met. If the rule cannot find an order choice that qualifies for the listed conditions, the rule will not fire regardless of any other conditions that are met. Note the interaction between this and the Require both "Priority is" and "Severity is" settings for delivery setting. If this setting is enabled in addition to the new setting, all four listed condition types will be required. If this setting is disabled with the new setting being enabled, the following will occur: 1) Order Choice condition will be required; 2) Order Choice Type condition will be required; 3) Either Severity or Priority will be required. The difference is that, with the setting, both Severity and Priority are required. Without the setting, only one of the two is required for the rule to trigger.
• Deliver when _____ on the report, with or without results: Select an option from this drop-down list to define whether the schedule should fire when the newly resulted order choices include a Limited Delivery order choice (Limited Delivery Exists), when they do not include a Limited Delivery order choice (Limited Delivery Does Not Exist), or if it doesn't matter if there is or isn't a Limited Delivery order choice (Limited or Not Limited Delivery Type Exists).
• Require that documents are linked to the order as results for delivery: Select this checkbox to only allow Copia to use this schedule when there is a newly posted result to an order choice that has an attachment as a result. This way the ordering location for orders received from an EMR can have a special schedule that fires only if attachments are being reported.
• Require encounter has been closed at least ___ hours: Select this checkbox to have Copia require that the encounter has been closed for a defined amount of hours. The default value is 0.
• Do not send when results are already being sent to the destination host: Select this checkbox to have the rule not send when the destination host is already receiving the result through HL7 from that requisition.
13. Select an option in the Ordering Location is... section to specify ordering location items.
• Do Not Limit Delivery By Ordering Location: Select this option to have Copia not limit result delivery rules by ordering location.
• Selected Ordering Locations: Select this option to specify a selected ordering location for the result delivery rule.
• All Ordering Locations Except: Select this option to specify all ordering locations except marked ones for the result delivery rule.
14. Select an option in the Ordering Practice is... section to specify ordering practice items.
• Do Not Limit Delivery By Ordering Practice: Select this option to have Copia not limit result delivery rules by ordering practice.
• Selected Ordering Practices: Select this option to specify a selected ordering practice for the result delivery rule.
• All Ordering Practices Except: Select this option to specify all ordering practices except marked ones for the result delivery rule.
15. Select an option in the Order Choice is... section to specify order choice items.
• Do Not Limit Delivery By Order Choice: Select this option to have Copia not limit result delivery rules by order choice.
• Selected Order Choice: Select this option to specify a selected order choice for the result delivery rule.
• All Order Choices Except: Select this option to specify all order choices except marked ones for the result delivery rule.
16. Select an option in the Order Choice Type is... section to specify order choice type items.
• Do Not Limit Delivery By Order Choice Type: Select this option to have Copia not limit result delivery rules by order choice type.
• Selected Order Choice Types: Select this option to specify a selected order choice type for the result delivery rule.
• All Order Choice Types Except: Select this option to specify all order choice types except marked ones for the result delivery rule.
17. Select the notification status in the Notification... section to set whether or not Copia sends an email notification when a result delivery rule is triggered for results delivered to your inbox. To receive notifications, click the Notify this Location by email option. The contents and format of the notification email is based on settings on the System Defaults administration page, and you may view the notifications Copia has sent in the Outbound Queue administration page.
• Click the send notification email(s) Add button to add email addresses that should receive notification emails for the specified location. Enter the email addresses into the available field. Click the X button to remove the email address from the field.
18. Click inside the field in the Send notification email(s) to users table to search for and add users within the Copia system. This is a search-as-you-type field. Click the magnifying glass icon to search for users manually. When a user is selected, they will appear in the table. The tables displays the name, ID, email address, and active status of the user, if available. If no users are selected, a "No records selected" message will appear in the table. Click inside the field in the Send notification email(s) to locations table to search for and add locations within the Copia system. This is a search-as-you-type field. Click the magnifying glass icon to search for locations manually. When a location is selected, they will appear in the table. The tables displays the name, ID, email address, and active status of the location, if available. If no locations are selected, a "No records selected" message will appear in the table.
19. Click the Save button to record your changes and return to the previous page, or click the Cancel button to return to the previous page without saving changes.

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