Page Description

The options available on this page depend on what mode the page is in.

• Creation Mode: In this mode, you may access existing manifests, create manifests, and use the manifest filter feature to control the samples that are listed for inclusion in the manifest. The filters allow you to show or restrict displayed samples according to the collection date and the lab that performed the testing.
• View Existing Manifest Mode: In this mode, the page changes to exclude the manifest filter settings, but you may print the manifest or click the New Manifest button to switch to creation mode.

For more help, click one of the following links:

• Accessing this Page
• Setting the Manifest Filter
• Reviewing the Filtered Manifest List
• Creating a Manifest
• Viewing an Existing Manifest

Accessing this Page

• Click the Manage Samples menu button and then click the Create Manifest submenu link.
• Click the name of a manifest on the Manifest Search page.
• Click the Go button on the Clients tab of the Client Services administration page.

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Setting the Manifest Filter

1. Enter the filter options for the Manifest list. You may set the default value for several of these settings on the Application lab tasks page. See the Application topic.
• Collection Location: Enter one or more characters or click the Search Icon to select the appropriate location from the Collection Location drop-down list. This limits the displayed manifests to those that have the selected collection location. This field is required. Click the X button to clear this field. System clinical users have the All option for this field to search through all collection locations.
• Entered By: Enter one or more characters or click the Search Icon to select the appropriate entered by name. This filter component will limit the results on the Create Manifest page by the staff member who entered the order. Click the X button to clear this field.
• Lab: Select the location where the samples were collected, or select "All" to view samples collected for all labs. This field is required. When creating the manifest, Copia will only search for samples that were collected from the selected labs.
• Show cancelled orders: Select this option to include in the list any samples that are on cancelled orders.
• Show samples collected/ordered in the past __ ___: Select the type of sample action (collected or ordered), and then enter a number and select a unit of time as the limit for how recently the samples were collected or ordered. Copia will only search for samples that were collected or ordered within that time frame. For example, if you select "collected," enter "5," and select "days," Copia will display only those samples where the sample collection occurred within the last 5 days. Your settings for this option affect the search results at the bottom of the page, what labs are available in the Labs drop-down, and what existing manifests appear when you click the View Existing Manifests button. See "Viewing an Existing Manifest" below.
  • Show samples on other manifests: Select this option to display samples on the list even if they have already been added to another manifest.
  • Exclude samples with results: Select this option to exclude samples for order choices that have results.
• Show samples collected/ordered in the date range: Select this option and choose the set of Start and End dates to limit the search results by. Copia will only search for samples that were collected or ordered within that time frame. Click Now to enter the current date and time. Click Clear to clear the start or end date/time.
• Show collected samples not on a manifest: Select this option to display all samples for the selected lab (or all labs) that have not been added to a manifest yet.
• Select samples manually: Select this option to manually select an order or sample by entering the order ID or sample ID in the Order ID/SID field. You may also simply bar code scan orders or samples while this page is open to manually select them.
  • Order ID/SID: Enter the order ID or sample ID you wish to manually select, and then click the Add button to add the order or sample to the manifest list.
  • Display most recently scanned samples first: Select the checkbox to have Copia display the most recently scanned samples first when selecting samples manually on the Create Manifest page. When selected, samples will be sorted in the order that they were scanned in, with the newest being at the top.
2. Remember that each filter option you use further limits the number of possible matching results. If you use all of the filtering options, then Copia will only display those results that match all of the parameters you have specified.
3. Once you have the desired settings for the manifest filter, click the Refresh button.
4. Copia updates the list in the Manifest section of the page with collected samples that you may include in the manifest. See "Reviewing the Filtered Manifest List" below.

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Reviewing the Filtered Manifest List

1. Once you have set your filter and clicked the Refresh button, Copia updates the list in the Manifest section of the page with collected samples that you may include in the manifest. See "Setting the Manifest Filter" above. By default, it sorts the results by patient name and then order ID; however, depending on the Advanced Configuration Options for the system, Copia may sort the results by order ID.
2. If you searched for samples from "All" testing locations, and if there are samples from more than one lab, then Copia displays the samples for all labs sorted and grouped by lab name.
3. The Create Manifest page contains a list of up to thirty samples by default. If the list is longer than one page, use the Page links, located below the list of samples, to navigate through the list. Copia displays how many samples you're viewing in the Displaying __ of __ samples fields. You may modify the number of samples Copia displays by default on the Application page. See the Application topic.
4. To modify the number of samples on the page, adjust the value of the Displaying __ of __ samples field. Copia defaults to 10 per page, and displays the total number of items based on your search.
5. Information for each sample is listed, with columns for each of the following:
• Order ID: The identifying number for the order that was assigned when the order was placed. If the order was saved as a standing order (multiple occurrences of the same order), then an "(S)" will appear next to the Order ID. Click an Order ID link to open a pop-up list of page options. Select the page you wish to open for the selected order. Note that some options may not be available.
  • 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 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.
  • Change Log: Select this option to view the change log for the selected order. See the Admin: Change Log topic. Note that you must have the necessary security right to access the Change Log page.
  • Lab Report: Select this option to create a lab report of the order in the Lab Report page. See the Lab Report topic.
• Patient: The name of the patient.
• Sample ID: The identifying number for each sample within an order.
• Collection Date/Time: The date and time the sample was collected.
• Order Date/Time: The date and time the order was placed.
• Order Choices: The order choices included in the order.
• Host Codes: The host codes for the order.
• Collection Location: The name of the collection location.
6. Click an Order ID to view the details for the order in the Order Patient Samples page. See the Order Patient Samples topic.
7. If you view the details for an order, you may return to the Create Manifest page by clicking < Back to Create Manifest.
8. After you review the list of collected samples, you may select or deselect samples to create a manifest. See "Creating a Manifest" below.

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Creating a Manifest

1. By default, all of the collected samples that matched your filter criteria are selected for inclusion on the manifest. Included samples are indicated by a checkmark in the Select column. Depending on the settings for your location, Copia will mark the Select box automatically when you scan a bar code for a sample while you are on this page.

   If you searched for samples from "All" locations, and if there are samples from more than one lab, then Copia displays the samples for all labs sorted and grouped by lab name. You may choose to print this manifest, but note that once you exit the Create Manifest page, you will not be able to reprint the exact manifest created for all locations, though you will be able to print individual manifests for each location.

2. To remove a sample from the manifest, clear the Select checkbox. Click Deselect All to clear all of the Select checkboxes.
3. To add a sample back to the manifest, mark the Select checkbox. Click Select All to mark all of the Select checkboxes. As you select samples, Copia updates the __ samples selected field.
• There may be more than one sample associated with a single order.
• You may include in the manifest any or all of the samples in an order. For example, if the samples are going to two different labs, you may wish to exclude some samples from the first manifest and only include them on a second manifest.
4. Once you have the desired samples selected for the manifest, click Create Manifest to create the manifest based on the list of selected samples.
5. The Print Manifest page appears, allowing you to print the manifest that includes the samples you are sending to a location. See the Print Manifest topic.
6. After you print the manifest, click < Back to Create Manifest to return to the Create Manifest page. The page changes to exclude the manifest filter settings, and the features change to those available when you are viewing an existing manifest. See "Viewing an Existing Manifest" below.
7. If you searched for samples from "All" labs and then selected samples from multiple labs, then for the initial print job, Copia creates a separate manifest for each lab, but then it combines the manifests to form one PDF file that contains the samples for all of the selected labs for orders placed by members of your practice. After you view the combined manifests, clicking the Back to Create Manifest button allows you to return to the Create Manifest page to view all of the manifests, sorted by lab, that you just viewed and printed. Click the Create Manifest button to reprint the entire print job for "All" labs. Note, however, that once you exit this page, you will no longer be able to print a manifest for "All" labs as one print job; however, you will be able to reprint manifests for individual labs. See "Viewing an Existing Manifest" below.

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Viewing an Existing Manifest

1. You may view an existing manifest in one of two ways:
• Click the View Existing Manifest button, and then select the manifest from the Manifest Search page. See the Manifest Search topic. Copia will then display the selected manifest in the Create Manifest page.
• After you print a new manifest, you may return to the Create Manifest page with the new manifest now displayed as an existing manifest. See "Creating a Manifest" above.
2. Use the Date Created Range fields to filter by a start/end date range in the format MM/DD/YYYY HH:MM. Click the Now button to enter the current date/time, and click the Clear button to clear the fields.
3. Because you cannot edit a manifest once it has been created, Copia does not display the manifest filter settings when you are viewing an existing manifest.
4. The Manifest section of the page displays the Manifest ID and Number of Samples in the manifest, as well as the information originally listed in the filtered manifest list. See "Reviewing the Filtered Manifest List" above. In addition, Copia displays the lab that each manifest was generated for, allowing you to select and reprint manifests from individual labs. Note that Copia lists each manifest that was created for "All" locations (see above) separately here, and it allows you to reprint the manifests individually.
5. Click the Manifest ID to view the details for the order in the Order Patient Samples page. See the Order Patient Samples topic.
6. If you review the details for an order, you may return to the Create Manifest page by clicking < Back to Create Manifest.
7. Click the Print button to print the manifest on the Print Manifest page, followed by clicking the Print Manifest button.
8. Click the Review Manifest button to select a different existing manifest from the Manifest Search page. Copia will then display the selected manifest in the Create Manifest page, or click the < Back to Create Manifest button to to return to the Create Manifest page with the Manifest Filter section visible and no manifest selected instead of viewing the created manifest.
9. Click the Create Manifest button to open the Print Manifest page where you may print the manifest that includes the samples you are sending to a location. See the Print Manifest topic.
10. Click the New Manifest button to return the page to the creation mode, where Copia displays the manifest filter and creation features. See "Creating a Manifest" above.

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