Page Description

Use the Release Results page to view and release order choices that must be manually released before users may view the results on reports. Copia administrators may designate these order choices on the Order Choices administration page.

You may search for results based on where results were received, results were approved, or orders were placed within a specified date and time range. You may also filter your search by ordering practice, ordering location, patient name, or testing host.

For more help, click one of the following links:

• Accessing this Page
• Setting the Filter
• Viewing Results
• Releasing Results

Accessing this Page

• Click the Administration menu button, click the Manage button, and then click the Release Results submenu link. You must have the necessary security permissions to access the Administration menu button.

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

[Return to Top]

Setting the Filter

You may filter the list of results for release by a time range (result received, result approved, ordered), practice, ordering location, patient name, and testing host. Follow the steps below to restrict the displayed results according to your filter criteria.

1. Select an option from the Date Type drop-down list to specify the date type for the released result. Select either "Result Received," "Result Approved," or "Ordered" from the list.
2. Enter the desired criteria for the search:
• Enter a date and time in the Start and End fields. Select dates from the calendar view by clicking the calendar icons located next to the Start and End fields. Copia will only search for results within this date span. By default, the date range is set to include only the current date.
• Select from the Ordering Practice drop-down list the practice to which the person who placed the order is associated. Copia will only search for results for orders that were ordered from the selected practice. Select "All" to include results from all practices to which you have access. Click Search to select the ordering practice in the Practice Search page. See the Admin: Practice Search topic.
• Select from the Ordering Location drop-down list the location where the order containing the results was placed. Copia will only search for results on orders that were ordered from the selected location. Select "All" to include orders from all ordering locations. Click Search to select the ordering location in the Location Search page. See the Location Search topic.
• Enter one or more characters in the Patient Name field and click the Search button to select a patient from the Patient Search page. See the Patient Search topic. If you wish to search for a different patient, click the Clear button.
• Select from the Testing Host drop-down list the host where the testing was performed. Copia will only search for results on orders that were tested at the selected host location. Select "All" to include orders from all ordering locations.
• Click the Refresh button.
3. Copia updates the bottom section of the page. See "Viewing Orders" below.

[Return to Top]

Viewing Results

1. Use the filter at the top of the Release Results page to restrict the displayed results according to your filter criteria. See "Setting the Filter" above.
2. Once you filter the list, Copia displays the Order ID, Order Choices, Patient, Received (date and time), Ordering Provider, Lab (testing host), Ordering Location, and a Comments area for each order choice.
3. If the list is longer than one page, use the Page links, located below the list of order choices, to navigate through the list. If there are more page links than can fit on the page at once, Copia displays the Page field. Enter a number in this field and press the Enter key on the keyboard to immediately open the selected page.
4. Click the Order ID link to view the lab report in the View PDF pop-up page. Note that the View PDF page does not contain the controls the page normally does when you access it from this page. See the View PDF topic.
5. Click the Comments button to view the order-level comments on the Order Comments page. Click OK to return to this page. See the Order Comments topic.
6. Click the Refresh button to update the list based on the current filter.
7. To enlarge or restrict the list further, modify your filter settings, and then click the Refresh button. See "Setting the Filter" above.
8. To release one or more results, click the Release Selected button. See "Releasing Results" below.

[Return to Top]

Releasing Results

1. Use the filter to create a list of results for release. See "Setting the Filter" above.
2. Select the checkbox next to each order choice's results you wish to release.
3. Click the Release Selected button to release the results so that users may view them on reports, or click the Remove Selected button to remove selected results from the table.
4. Click the Refresh button to update the list based on the current filter.
5. To enlarge or restrict the list further, modify your filter settings, and then click the Refresh button. See "Setting the Filter" above.

[Return to Top]

 © 2018 Orchard Software Corporation