Page Description

Use the Collection Methods administration page to view, edit, and add collection methods in Copia.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Collection Methods List
• Adding and Editing Collection Methods
• Adding Host Codes for Collection Methods

Accessing this Page

• Click the Administration menu button, click the Order Choice Setup button, and then click the Collection Methods submenu link. You must have the necessary security permissions to access the Administration menu button.

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

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Viewing the Collection Methods List

1. The Collection Method list page contains a list of up to 10 collection methods, displayed in alphabetical order. If the list is longer than one page, use the Page links, located below the list of collection methods, to navigate through the list.
2. To view active collection methods only, select the Show active only checkbox at the top of the Collection Method list page. You may set the active/inactive status in the Collection Method Details section of the Collection Method details page. See "Adding and Editing Collection Methods" below.
3. To narrow the list of displayed collection methods, or to find a specific collection method, enter a collection method into the Name field. This is a search-as-you-type field. Click the Refresh button to refresh collection method results in the table list.
4. If you cannot find the desired collection method, click Add to add a collection method. See "Adding and Editing Collection Methods" below.
5. Click the name of the collection method in order to view/edit collection method details for the selected collection method. Click Save to save any changes made to the collection method.

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Adding and Editing Collection Methods

1. Click Add on the Collection Method list page to add a collection method via the Collection Method details page.
2. Enter the name of the collection method in the Collection Method field located in the Collection Method Details section. This field is required. Select the Active checkbox to make the collection method have an active status.
3. Enter text in to the Reflex Order Choice search-as-you-type field to have the ability to reflex an order choice when collecting samples based on collection method. This applies to all sample collection features. This search-as-you-type field displays active order choices that have the Auto-approve upon collection setting enabled. Whenever a sample is collected, Copia will select the sample's collection method for the Reflex Order Choice setting. If a collection method is set and it has a Reflex Order Choice, Copia will add that order choice to the order. This reflexed order choice will combine to the sample using the collection method that added it, regardless of the order choice's sample collection information.
4. Select the Orchard Collect Collection Method checkbox to limit which collection methods are sent to Orchard Collect.
5. Click the name of any collection method on the Collection Method list page to edit collection method detail information.
6. Click Save to add the collection method to the Collection Method list page. The new collection method will appear in the collection method table list. Click < Back to List to return to the Collection Method list page without adding an collection method.

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Adding Host Codes for Collection Methods

1. Select the Show active hosts only checkbox located in the Host Codes for this Collection Method section to have Copia only show active hosts.
2. Enter a host code in the available field located to the right of the host name in the Host Code column.
3. Click HL7 2.5.1 to the far right of the host name to add HL7 2.5.1 codes via the HL7 2.5.1 Codes pop-up.
   • Enter an HL7 2.5.1 code into the HL7 2.5.1 Code field to add the code. This field is required.
   • Enter an HL7 2.5.1 code system into the HL7 2.5.1 Code System field to add the code system. This field is required.
   • Enter an HL7 2.5.1 version number into the HL7 2.5.1 Version field to add a version number. This field is required.
   • Click Save to save any changes made on the HL7 2.5.1 Codes pop-up, or click Cancel to close the pop-up without saving any changes. The HL7 2.5.1 button text will turn green and in italics when HL7 2.5.1 code(s) have been added.
4. Click Save on the Collection Method details page to save any changes made on the page, or click < Back to List to return to the Collection Method list page without saving any changes.

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