Page Description

Use the Completion page to view or print a report of all order choices completed in the specified range of dates. Order choices associated with a single sample ID appear on a single line of the report.

The report criteria allow you to show or restrict displayed results according to when the order was completed, the lab that performed the testing, the ordering location, or the ordering provider, or the patient.

Depending on the level of rights assigned to your role, Copia will limit the report to orders for your signed in location, for the locations associated with your practice, or for all locations for all practices within the system.

For more help, click one of the following links:

• Accessing this Page
• Setting the Report Criteria
• Reviewing and Printing the Completion Report

Accessing this Page

• Click the Reports button in the Lab Tasks section, and then click the Completion submenu link.
• Click the Administration menu button, click the Reports button, and then click the Completion submenu link. You must have the necessary security permissions to access the Administration menu button. In addition, you must have the necessary rights at the practice level to access this report.

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

[Return to Top]

Setting the Report Criteria

1. Enter the desired report criteria for the Completion Report.
• Completion Date/Delivery Date: Enter a Start or End date. Select dates from the calendar view by clicking the calendar icons located next to the Start and End date fields. Copia will only search for order choices completed within this date range. By default, the date range is set to include only the current date.
• Lab: Select the Lab that performed the testing from the drop-down list. Copia will only search for order choices where the testing was performed at the selected lab. Select "All" to include order choices from all lab testing locations.
• Ordering Practice: Select the practice associated with the ordering location from the drop-down list. Copia will only search for standing orders that were placed at ordering locations associated with the selected practice. Select "All" to include orders from all practices. Click Search to select the Ordering Practice in the Practice Search page. See the Practice Search topic.
• Ordering Location State: Enter the name of the state of the ordering location to filter by ordering location.
• Ordering Location: Select the location where the order was placed from the drop-down list. Copia will only search for 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.
• Ordering Provider: Enter one or more letters and click Search to select the Ordering Provider in the User Search page. See the User Search topic. Click Clear to clear the field.
• Patient: Enter one or more letters and click Search to select the Patient in the Patient Search page. See the Patient Search topic. Click Clear to clear the field.
2. Note that it is important to select the appropriate criteria to retrieve your desired order choices. Use of multiple criteria could limit the number of possible matches, where use of a single criterion could result in multiple matches and draw an Out of Memory error. If either of these events occurs, reset your filters and click the Refresh button.
3. Click inside the Order Choices search field to search for specific order choices. Click the order choice name to add the order choice to the table. The table displays the name of the order and the active status.
4. Enter a value in the Max Results Limit field to set the maximum number of rows of information Copia displays for the report. If it reaches the maximum, then it displays a message that it cannot display the report. By default, Copia displays up to 30,000 results.
5. Click the Report Type drop-down and select either "HTML" or "PDF" from the list.
6. Once you have the desired settings for the report criteria, click the Refresh button.
7. Copia updates the Report section of the page, and you may then review and print the report. See "Reviewing and Printing the Completion Report" below.

[Return to Top]

Reviewing and Printing the Completion Report

1. Once you have set the criteria and clicked the Refresh button, Copia updates the list in the Report section of the page. See "Setting the Report Criteria" above.
2. Use the scroll bar on the right side of the page to view the details for all of the order choices in the report.
3. To modify the report, adjust the report criteria and click Refresh. See "Setting the Report Criteria" above.
4. Click Print to open the standard print dialogs. Change the print settings as desired, and then click Print. Copia will print the report according to the settings you established in the print dialogs (number of copies, printer destination, etc.).

[Return to Top]

 © 2018 Orchard Software Corporation