Page Description

Use the Standing Orders page to view or print a report of all standing orders placed in the specified range of dates. You may look up standing orders that have already been placed, or standing orders scheduled in the future. This report will only contain standing orders. To view a list of regular orders, use the Orders page. See the Admin: Orders topic.

Note that if the ordering location for an order changed on the Order Patient Samples or Reassign Orders pages so that Copia cancelled the old order and created a new order, then Copia adds "-reassigned" to the end of the original order's order ID on this report.

The report criteria allow you to show or restrict displayed results according to when the order was placed, the lab that performed the testing, the ordering location, 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 Standard Orders Report

Accessing this Page

• Click the Administration menu button, click the Reports button, and then click the Standing Orders 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 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.

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Setting the Report Criteria

1. Enter the desired report criteria for the Standard Orders Report.
• Order Date/Proposed Collection Date: Select which type of date to use for the report.
• Start/End: 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 standing orders placed or collected 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 standing orders where the testing was or will be performed at the selected lab. Select "All" to include orders 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: Select the location where the order was placed from the drop-down list. Copia will only search for standing orders that were placed at 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. Note that Copia only displays on the report the locations with which you are associated.
• 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.
• Order results by: Select either "Location" or "Patient Name" to set whether Copia sorts the matching standing orders by location or by patient name.
2. Note that it is important to select the appropriate criteria to retrieve your desired orders. 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. 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.
4. Once you have the desired settings for the report criteria, click the Refresh button.
5. Copia updates the Report section of the page, and you may then review and print the report. See "Reviewing and Printing the Standing Orders Report" below.

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Reviewing and Printing the Standing Orders 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 standing orders in the report. If you have system-level rights to view reports, you will see standing orders for all locations. If you have the rights for only a set of practices, you will only see the standing orders for practices you have the rights to view.
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.).

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