Page Description

Use the Order Exceptions page to view or print a report of each order that was saved with incomplete information. At the time a sample is saved as collected, the user may not have all the information needed by the lab. Missing information may include a signed ABN, a billing account number, or answers to clinical information questions.

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

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 Order Exceptions Report

Accessing this Page

• Click the Administration menu button, click the Reports button, and then click the Order Exceptions 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.

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Setting the Report Criteria

1. Enter the desired report criteria for the Order Exceptions Report.
• Collection Date: Enter a Start and 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 collected within this date span. 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.
• 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.
• Collection Location: Select the location where the order was collected from the drop-down list. Copia will only search for order choices that were collected from the selected location. Select "All" to include order choices from all collection locations. Click Search to select the collection 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.
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 Order Exceptions Report" below.

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Reviewing and Printing the Order Exceptions 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.).

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