Page Description

Use the Data Browsers page to create reports that list tests, order choices, orders, or patients that fall within your defined filter settings. In addition to highly customizable filters, you may assign or create layout templates for the data browser report.

Copia allows you to save your filter and template settings, so you may use them again in future searches. Once you have created the report, you may view the report in HTML or PDF formats, as well as print or export the report.

Note that depending on users' rights and system default settings, Copia may mask all or part of patients' SSNs on browsers.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Data Browser List
• Searching for a Data Browser
• Accessing Data Browser Information
• Adding or Editing Data Browser Query Details
• Reviewing, Printing, and Exporting the Data Browser Report

Accessing this Page

• Click the Administration menu button, click the Reports button, and then click the Data Browsers 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 either view or edit these reports.

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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Viewing the Data Browser List

1. The Data Browsers list page contains a list of up to ten browser searches created to view reports that list tests, order choices, orders, or patients that fall within your defined filter settings. If the list is longer than one page, use the Page links, located below the list of browsers, to navigate through the list.
2. To view active saved browser searches only, select the Show active only checkbox at the top of the Data Browsers page. You set the inactive/active status in the Data Browser Details section of the Data Browsers details page. See "Adding or Editing Data Browser Query Details" below.
3. To narrow the list of displayed saved browser searches, or to find a specific browser, use the Search option. Click the List option to return to the full list of browser searches. See "Searching for a Data Browser" below.
4. If you cannot find the desired browser and you have the security right to edit browsers, click the Add or Copy buttons to add a browser using the Data Browsers details page. See "Adding or Editing Data Browser Query Details" below. Note that, in order to see the Copy button, you must have the edit right for at least one of the browser’s mapped practices.
5. Click the name of a browser in the Data Browser List section to view or edit browser filter and template information on the Data Browsers details page. If you have the right to edit data browser reports, Copia takes you to an editable version of the page. If not, Copia takes you to a read-only version of the page. See "Adding or Editing Data Browser Query Details" below.

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Searching for a Data Browser

1. Select the Search option to search by browser name. Enter one or more characters in the Search field and click the Search button to view a list of all saved browser searches that match your search. Note that Copia searches for embedded text as well as starting characters.
2. If your search generates one or more matches, the matching browsers are displayed with browser name and active status when the page refreshes. Select the desired browser to view its details. See "Accessing Data Browser Information" below.
3. If no search results are found or if the desired browser is not found, search again, or you may click the Add button to add a new browser search. See "Adding or Editing Data Browser Query Details" below.
4. Click the List option to view the full list of browsers. See "Viewing the Data Browser List" above.

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Accessing Data Browser Information

1. Use the Data Browsers list page to access the Data Browsers details page, where you may add or edit browser filter and template criteria, as well as set up automatic browser report generation.
2. You may create a new browser in the Data Browsers details page by clicking the Add or Copy buttons. See "Adding or Editing Data Browser Query Details" below.
3. To edit an existing data browser, click the name of the browser on the Data Browsers list page. If you have the necessary security settings, this opens the selected browser's record in the Data Browsers details page. See "Adding or Editing Data Browser Query Details" below.

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Adding or Editing Data Browser Query Details

1. Use the Data Browser Details section of the Data Browsers details page to add or edit browser query information.
2. Enter a name for the browser query in the Data Browser Name field. This field is required. To edit the browser name, highlight or delete text already displayed in the field, then modify as desired.
3. Select the Active checkbox to allow administrative users to view and run the browser query. If the data browser is inactive, Copia will clear it from the Data Browsers list page when you select the Show active only checkbox. See "Viewing the Data Browser List" above.
4. Enter the Report Title to define how Copia labels the data browser report.
5. Click the Search button for the Data Browser Template field to assign which layout template Copia applies to the data browser report using the Template Search page. See the Template Search topic. Once you have assigned a template, you may click the Edit button to edit the browser layout template in the Layout Templates administration page. See the Admin: Layout Templates topic. Click the Clear button to remove the selected template.
6. Click the Search button for the Data Browser Filter field to assign which filter Copia applies to the data browser report using the Filter page. See the Admin: Filter topic. Once you have assigned a filter, you may click the Edit button to edit the browser filter in the Filter details page. Click the Clear button to remove the selected filter.
7. Select the Browse Results for Single Patient option to limit the browser query to a specific patient. If you select this option, click the Search button next to the Patient field to select the patient in the Patient Search page. See the Patient Search topic. Click the Clear button to remove the selected patient. Note that if you have selected this option, you must select a patient before Copia will allow you to run the data browser.
8. Select the Browse Results for Patient Classification checkbox to enable the ability to browse results for specific patient classifications. Select an option from the Classification drop-down list to specify what patient classification should be used. Select either "Human" or "Animal" from the drop-down list.
9. Select the Apply Date and/or Time Range option and one of the Order Date/Time, Proposed Collection Date/Time, Order Delivery Date/Time, Collection Completed Date/Time, Received Date/Time, Approved Date/Time, Sample Collection Date/Time, or Order Choice Modified Date/Time options to limit the browser query to a time range for the order, collection, received, or approved dates. Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM in the Start Date and End Date fields, or select a date from the calendar view by clicking the calendar icon located next to the fields. Click Now to enter the current date and time. Click Clear to clear the date and time fields. Select the Apply time range inclusively option to have Copia search from the start time and date through the end time on the end date. If you do not select this option, Copia searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day. Note that you must have the necessary right associated with your assigned security role in order to modify the date and time portion of a data browser.
10. If you have selected the Apply Date and/or Time Range option, then you may click the Date Settings button to further define in the Date Settings pop-up dialog how Copia applies date ranges for the current data browser. In addition, you should complete the Start Date and End Date date and time information before defining the date settings, as Copia uses this information to determine the length of the date range. Once you click the Date Settings button, make the following selections:
    • Select the type of date range you wish to use.
      • Use relative date range: Select this option to display the number of days in the range based on your date settings on the Data Browsers page. You may select the Previous checkbox and select "Day," "Week," or "Month" to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; Copia simply uses the same number of dates each time it creates the data browser report.
      • Use absolute date range: Select this option to display the dates in the range based on your date settings on the Data Browsers page. You may select the Always use the current date in future searches checkbox to have Copia use the current date each time it creates the data browser report.
• Click Save to record your selections and return to the Data Browsers page. If you want to save the date range with the data browser, click Save on the Data Browsers page. If you only want to use the date range for a single search, simply click Search on the Data Browsers page when you are ready to create a data browser report.
  
11. If you want Copia to automatically run this data browser report, click the Edit Schedule button to open the Edit Schedule page, where you define or modify the details for the schedule, including the timing for when Copia runs the report, the next date for the report, who the report is being created for, and where to print or export the report. See the Admin: Edit Schedule topic.
    

    Once you define the schedule, be sure to select the Active checkbox to activate the scheduling for your data browser and to have the data browser creation events appear on the Scheduled Events page. See the Admin: Scheduled Events topic.

    Once you save your settings (see below), Copia will begin to automatically generate the report according to your settings, allowing you to get the data you need, when you need it, without additional manual processing.

12. In the Data Browser's Tests section, click the Add button to limit the data browser query to include only the tests you select using the Test page. See the Test topic. You may delete a test by clicking the X button that corresponds to the test you wish to remove.
13. In the Browser's Order Choices section, click the Add button to limit the browser query to include only the order choices you select using the Order Choice page. See the Order Choice topic. You may delete an order choice by clicking the X button that corresponds to the order choice you wish to remove.
14. In the Available to These Practices section, click the Add button to select the practices this browser is associated with from the Practice Search page. See the Practice Search topic. If you assign one or more practices to the browser, then only users associated with those practices may view or edit it. If you don't assign any practices to a browser, then all users may view or edit it, depending on their assigned security rights for viewing or editing browsers. Click the Remove Selected button to remove selected practices from the practice list via the "Select" column.
15. Click Save to record changes and return to the Data Browsers list page.
16. Click Export to access the Export Options pop-up. The export options include:
    • Delimiter: Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list.
    • Line Break: Select either Carriage Return, Line Feed, or Carriage Return and Line Feed from the drop-down list.
    • Extension: Enter a file extension to be associated with the import. The default extension is txt.
    • Maintain Fixed Field Count: Select this checkbox to have the export maintain fixed field counts.
    • Click OK to export the browser results, or click Cancel to close the pop-up without performing an export.
17. Click Search to run and view the results of the browser query.

    IMPORTANT: If you are using a data browser template and it finds data in a field with a null value, Copia may filter the record out of your search. This may make it appear as though Copia is filtering the data you are querying, even though you have no filters set.

18. Click < Back to List to return to the Data Browsers list page without saving any changes.

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Reviewing, Printing, and Exporting the Data Browser Report

1. Once you have set the criteria and clicked the Refresh button, Copia creates the report. See "Adding or Editing Data Browser Query Details" above.
2. Use the scroll bar on the right side of the page to view the details of the report.
3. By default, Copia displays the report in HTML format; however, you may click the Show PDF option to view the report as a PDF document.
4. Click the Refresh button to update the data browser report with any new data.
5. Click the Query button to open the SQL Query pop-up, which displays the SQL text generated by the Data Browser. Use the scroll bar as needed to view the text. Click the X button to close the pop-up.
6. 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.).
7. Select a delimiter option from the drop-down list ("Double quotes and comma," "Comma," "Tab," "Vertical Bar," or "Semicolon") and click the Export button to export the browser information in a format that you may review or manipulate in an external program. You may also define the type of line break used when exporting a data browser. Select either "Line Feed (\n)," "Carriage Return (\r)," and "Carriage Return and Line Feed (\r\n)" from the drop-down list.
8. Click the < Back to Browser button to return to the Data Browsers details page, where you may adjust the settings for the browser, if desired, and run the report again. See "Adding or Editing Data Browser Query Details" above.

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