Page Description

Use the Utilization page to view or print a report of how often each order choice was ordered. Information can be broken out by lab and by ordering location, with summary data included. In addition, the report also shows the total number of orders, the total number of order choices, what percent of the total each order choice represents, and how many (and what percent) were ordered STAT.

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 practice, the ordering 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 Utilization Report

Accessing this Page

• Click the Reports button in the Lab Tasks section, and then click the Utilization submenu link.
• Click the Administration menu button, click the Reports button, and then click the Utilization 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 Utilization Report.
• Order/Collection Date/Delivery Date: Select either Order, Collection, or Delivery Date to indicate the type of date you wish to search on. 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 ordered or 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.
• Ordering Practice: Enter one or more letters and click Search to select the Ordering Practice in the User Search page. See the User Search topic. Click Clear to clear the field.
• 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.
• Ordering Location State: Enter the name of the state of the ordering location to filter by ordering location.
• Sales Person: Enter one or more letters and click Search to select a sales person to filter the new Ordering Location field so that only locations that the selected sales person is the sales person that will be displayed.
• Break out each Lab: Select this option to calculate usage sub-totals for each lab.
• 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 order choices that were ordered from the selected location. Select "All" to include order choices from all ordering locations. Click Search to select the Ordering Location in the Location Search page. See the Location Search topic.
• Break out each Ordering Provider: Select this option to calculate usage sub-totals for each ordering provider.
• Break out each Ordering Location: Select this option to calculate usage sub-totals for each ordering location.
• Do not include cancelled orders and order choices: Select this option to limit the report to only those orders and order choices that have not been cancelled.
• Only include collected samples: Select this option to limit the report to only those order choices with samples that have been collected.
• Group order choices by sample type: Select this option to group the order choices by the order choice’s sample type. Order choices with more than one sample type will appear in each sample type grouping.
• Group order choices by Reporting Group: Select this option to have Copia group order choices by their specific reporting group.
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. Click in the Order Choices field below the drop-down to search for and select an order choice. The order choice will then appear in the table. The table displays the name on the order choice and the active status. Click in the Profiles field below the drop-down to search for and select a profile. The profile will then appear in the table. The table displays the name on the profile 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. Copia can display up to one million results.
5. Select an option from the Report Type drop-down list to specify the format of the utilization report. 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 Utilization Report" below.

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Reviewing and Printing the Utilization 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. If you selected the Break Out Each Lab or Break Out Each Ordering Location options, then the Lab Report and Location Report are subdivided into usage statistics for each lab and/or location.
4. To modify the report, adjust the report criteria and click Refresh. See "Setting the Report Criteria" above.
5. 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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