Page Description

Use the Reporting page to establish settings used on reports in Copia.

On the Print Order tab, you may view or modify the print order of the order choices defined in Copia. The order choice's print order number determines where Copia will list this order choice in relation to other order choices throughout the application (i.e., order choice abbreviation lists, Order Choice Pick List, ABNs, and reports).

On the Reporting Groups tab, you create groups to which you can assign order choices. Then, when using an alternate format for lab reports, Copia will group order choices together by their assigned reporting groups, add them to the report in the designated print order, and suppress or display result headers according to the setting for the reporting group.

On the Cumulative Report Settings tab, you define the contents of cumulative reports, including the names of sections on the report and the tests included in the section.

On the Delivery Groups tab, you create delivery groups and assign order choices to groups. Delivery groups determine when an order choice is reported via email, fax, inbox, HL7, and RAPS.

For more help, click one of the following links:

Print Order Tab

• Viewing the Print Order
• Searching for Order Choices
• Setting the Print Order and Label Order

Reporting Groups Tab

• Viewing the Reporting Groups List
• Accessing Reporting Group Details
• Adding Reporting Groups
• Editing Reporting Groups
• Viewing the Order Choices in the Group

Cumulative Report Settings Tab

• Viewing the Cumulative Report Sections
• Accessing Cumulative Report Section Details
• Adding Cumulative Report Sections
• Editing Cumulative Report Sections
• Viewing the Tests in a Section
• Deleting Cumulative Report Sections

Delivery Groups Tab

• Viewing the Delivery Groups
• Accessing Delivery Group Details
• Adding Delivery Groups
• Editing Delivery Groups
• Viewing Tests Performed at Hosts
• Viewing the Order Choices in a Group

Accessing this Page

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

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.

[Return to Top]

Viewing the Print Order

1. The Print Order tab contains a list of order choices. Copia lists each order choice in the database, with the Order Choice Name, Print Order, and Label Order. If the list is longer than one page, use the Page links, located below the list of reporting groups, to navigate through the list.
2. You may modify the print order or label order. See "Setting the Print Order and Label Order" below.
3. If you cannot find the desired order choice, click the Search button to search for a specific order choice. See "Searching for Order Choices" below.

[Return to Top]

Searching for Order Choices

1. Use the Order Choice and Profile Print Order Setup section to search for order choices by name or CPT code.
2. By default, Copia selects the Show all order choices option. When this is selected, Copia displays all of the order choices from the Order Choices administration page.
3. To view active order choices only, select the Show active only checkbox at the top of the tab. To view all order choices, clear this checkbox. You set the active/inactive status in the Order Choice Details section of the Order Choices details administration page. See the Admin: Order Choices topic.
4. Select the Show profiles only checkbox to have Copia display only profiles on the Print Order tab. Profiles are displayed in the Order Choice or Profile list.
5. To narrow the list of displayed order choices, or to find a specific order choice, use a Search option.
   • Select a search option:
     • Name: Use this option to search for an order choice by name.
     • CPT: Use this option to search for an order choice using the CPT code. Note that there must be at least three characters in the corresponding search field in order for the Search button to be enabled.
   • Enter at least three or more characters of the order choice name or CPT code in the search field, and then click the Search button to view a list of all order choices that match your search.
   • If your search generates one or more matches, the matching order choices are displayed when the page refreshes. Order choices are listed with their order choice names and active statuses.
   • If no search results are found or if the desired order choice is not found, search again.
   • Click the Show all order choices option to view the full list of order choices (see above).
6. Once you have found the desired order choices, you may view or modify the print order of the order choices. See "Setting the Print Order" below.

[Return to Top]

Setting the Print Order and Label Order

1. The Print Order field lists the value that determines where Copia will list the order choice in relation to other order choices throughout the application. You may set this value here or on the Order Choices administration page. See the Admin: Order Choices topic.
2. The Label Order field lists the value that determines where Copia will print the labels for this order choice in relation to other order choices throughout the application. You may set this value here or on the Order Choices administration page. See the Admin: Order Choices topic.
3. To modify the print order or label order, find the desired order choice on the list, and then enter a number between 0 and 999,999 in the Print Order or Label Order fields.
4. If you cannot find the desired order choice, click the Search button to search for a specific order choice. See "Searching for Order Choices" above.

[Return to Top]

Viewing the Reporting Groups List

1. The Reporting Groups list page contains a list of up to ten reporting groups. If the list is longer than one page, use the Page links, located below the list of reporting groups, to navigate through the list.
2. Select the List or Search radio button to search for a specific reporting group. When selecting the Search radio button, enter text into the search field and click the Search button.
3. If you cannot find the desired reporting group, click the Add button to add a reporting group. See "Adding Reporting Groups" below.
4. Click the name of the reporting group on the Reporting Groups list page to edit the sample information in the Reporting Groups details page. See "Editing Reporting Groups" below.
5. The list of order choices in the group is listed in the Order Choices in Group section. See "Viewing the Order Choices in a Group" below.

[Return to Top]

Accessing Reporting Group Details

1. Use the Reporting Groups list page to access the Reporting Groups details page, where you may add or edit a reporting group.
2. To create a new reporting group, click the Add button in the Reporting Groups list page. This opens a blank record in the Reporting Groups details page to create a new reporting group. See "Adding Reporting Groups" below.
3. To edit an existing reporting group, click the name of the reporting group in the Reporting Groups list page. This opens the selected reporting group in the Reporting Groups details page. See "Editing Reporting Groups" below.

[Return to Top]

Adding Reporting Groups

1. Use the Reporting Groups details page to create or modify reporting groups for order choices. You may assign order choices to reporting groups in the Order Choices administration page. See the Admin: Order Choices topic.
2. Enter the full name of the reporting group in the Group Name field. This field is required.
3. Enter the name for the reporting group that you wish to appear in the program and on reports in the Display Name field. This field is required. You may use the same name for the group name and display name.
4. Enter a number in the Print Order field. Copia uses this number to determine the order in which to place the reporting group's order choices on the lab report when you use the Alternate Format 1 report. The lower the number, the higher on the report the order choices will appear.
5. Select the Suppress result header on alternate format lab reports checkbox to exclude the order choice result headers (In Range, Out of Range, Reference Range, and Units labels) on lab reports that use the alternate format. Note that Copia uses the suppression settings for order choices when you use the standard report format. See the Admin: Order Choices topic.
6. Click the Order Choice Sort Order drop-down list to select a sort order. Select either "Order Choice Print Order" or "with Critical results, then with Abnormal results, then with only normal results" from the list.
7. Click the Result Report Grouping Header Template drop-down list to select a result report grouping header template.
8. Click the Add button in the Order Choices in Group section to search for an order choice. Enter text into the search field followed by clicking the Search button to search for specific order choices. Select the order choice by clicking the checkbox located in the Select column of the table. Click the Add All Selected Items button at the bottom of the screen to add the order choice(s) to the list. Click the Show Selected Items button at the bottom of the screen to display the order choice in the Newly Selected Items pop-up. Click the Remove button to remove the order choice, or click the Add All Selected Items button to add the order choice(s) from the pop-up. Click the Clear button to clear the list, or click the Cancel button to return to the Order Choice Search page without making any changes.
9. Click < Back to List to return to the Reporting Groups list page without saving any changes.
10. Click Save to record changes and return to the Reporting Groups list page.

[Return to Top]

Editing Reporting Groups

1. Use the Reporting Groups details page to modify the name or printing options for the reporting group.
2. To edit the reporting group, highlight or delete text already displayed in the fields, then modify as desired.
3. Click < Back to List to return to the Reporting Groups list page without saving any changes.
4. Click Save to record changes and return to the Reporting Groups list page.

[Return to Top]

Viewing the Order Choices in a Group

1. Copia displays all of the order choices related to the selected reporting group in the Order Choices in Group section. If there are no order choices associated with the selected reporting group, this section will be blank. You may assign order choices to reporting groups in the Order Choices administration page. See the Admin: Order Choices topic.
2. Each order choice is listed with the following:
• Local Name: Displays what was entered as the local name for the order choice in the Order Choices administration page.
• Abbreviation: Displays what was entered as the abbreviation for the order choice in the Order Choices administration page.
• Orderable: Indicates whether the order choice was defined as orderable in the Order Choices administration page, and whether or not users may add the order choice to orders during order entry.
• Restricted: Indicates whether the order choice may only be ordered by the users designated in the Restricted Access Table page. See the Admin: Restricted Access Table topic.
3. Click the X button in the Remove column to remove the order choice from the Order Choices in Group list. When the X button is clicked, a Remove Order Choice pop-up will appear. Click the Remove Order Choice button to remove the order choice from the list, or click the Cancel button to return to the Report Group details page without saving any changes.
4. Click < Back to List to return to the Reporting Groups list page without saving any changes.
5. Click Save to record changes and return to the Reporting Groups list page.

[Return to Top]

Viewing the Cumulative Report Sections

1. The Cumulative Report Section list page on the Cumulative Report Settings tab contains a list of up to ten sections defined for the cumulative report. If the list is longer than one page, use the Page links, located below the list of sections, to navigate through the list.
2. Select the List or Search radio button to search for a specific cumulative report. When selecting the Search radio button, enter text into the search field and click the Search button.
3. If you cannot find the desired cumulative report section, click the Add button to add a section. See "Adding Cumulative Report Sections" below.
4. Click the name of the cumulative report section on the Cumulative Report Settings list page to edit the section name and tests included in the section in the Cumulative Report Section details page. See "Editing Cumulative Report Sections" below.

[Return to Top]

Accessing Cumulative Report Section Details

1. Use the Cumulative Report Section list page to access the Cumulative Report Section details page, where you may add or edit a section for the Cumulative Report.
2. To create a new section, click the Add button in the Cumulative Report Section list page. This opens a blank record in the Cumulative Report Section details page to create a new section. See "Adding Cumulative Report Sections" below.
3. To edit an existing section, click the name of the section in the Cumulative Report Section list page. This opens the selected section in the Cumulative Report Section details page. See "Editing Cumulative Report Sections" below.

[Return to Top]

Adding Cumulative Report Sections

1. Use the Cumulative Report Section details page to create or modify sections for the Cumulative Report.
2. Enter the full name of the section in the Section Name field. This field is required.
3. Enter in the Display Name field the name for the section that should appear on the Cumulative Report. This field is required. You may use the same name for the section name and display name.
4. Enter a number in the Print Order field. Copia uses this number to determine the order in which to place the sections on the Cumulative Report. The lower the number, the higher on the report the section will appear.
5. Select the Suppress display name on cumulative reports checkbox to exclude the section's display name on Cumulative Reports.
6. Click < Back to List to return to the Cumulative Report Section list page without saving any changes.
7. Click Save to record changes and return to the Cumulative Report Section list page.

[Return to Top]

Editing Cumulative Report Sections

1. Use the Cumulative Report Section details page to modify the name or tests for the section.
2. To edit the section, highlight or delete text already displayed in the fields, then modify as desired.
3. You may add or remove the tests included in the section in the Tests in Group section. See "Viewing the Tests in a Section" below.
4. Select the Display by order choice checkbox to have Copia display results by order choice in the Order Choice Name list. Select the List or Search radio button to search for a specific order choice. When selecting the Search radio button, enter text into the search field and click the Search button. Results will be displayed in the Order Choice Name list.
5. Select the All tests radio button to have Copia display all tests in the list. The list will display the test's name and the option to select that test.
6. Select the Unassigned tests radio button to have Copia display all tests that are unassigned. The list will display the test's name and the option to select that test.
7. Select the Tests in group radio button to have Copia display all tests that are in groups. The list will display the test's name and the option to select that test.
8. Click Cancel button to return to the Cumulative Report Section details list page without saving any changes.
9. Click Save to record changes and return to the Cumulative Report Section list page.

[Return to Top]

Viewing the Tests in a Section

1. Copia displays all of the tests related to the selected cumulative report section in the Tests in Section section of the Cumulative Report Section details page. If there are no tests associated with the selected cumulative report section, this section will be blank.
2. Each test is listed with the following:
• Name: Displays what was entered as the name for the test in the Tests administration page.
• Abbreviation: Displays what was entered as the abbreviation for the test in the Tests administration page.
• LOINC: Displays what was entered as the LOINC value for the test in the Tests administration page.
3. To add or remove tests in the section, click the Edit Selection button to access the Test Search page. See the Admin: Test Search topic.
4. Click Delete to delete this cumulative report section. Copia prompts you to confirm the deletion. Click OK to continue.
5. Click < Back to List to return to the Cumulative Report Section list page without saving any changes.
6. Click Save to record changes and return to the Cumulative Report Section list page.

[Return to Top]

Deleting Cumulative Report Sections

1. Click Delete to delete this cumulative report section. Copia prompts you to confirm the deletion. Click the OK button to continue.
2. Click < Back to List to return to the Cumulative Report Section list page without saving any changes.
3. Click Save to record changes and return to the Cumulative Report Section list page.

[Return to Top]

Viewing the Delivery Groups

1. The Delivery Groups list page on the Delivery Groups tab contains a list of up to ten defined delivery groups. If the list is longer than one page, use the Page links, located below the list of groups, to navigate through the list.
2. To view active delivery groups only, select the Show active only checkbox at the top of the Delivery Groups tab. You set the inactive/active status in the Delivery Group Details section of the Delivery Group tab. See "Accessing Delivery Group Details" below.
3. Select the List or Search radio button to search for a specific delivery group. When selecting the Search radio button, enter text into the search field and click the Search button.
4. If you cannot find the desired delivery group, click the Add button to add a group. See "Adding Delivery Groups" below.
5. Click the name of the group on the Delivery Groups list page to edit the group and order choices included in the group in the Delivery Group details page. See "Editing Delivery Groups" below.

[Return to Top]

Accessing Delivery Group Details

1. Use the Delivery Groups list page to access the Delivery Group details page, where you may select the order choices that are included in the delivery group.
2. To create a new group, click the Add button in the Delivery Groups list page. This opens a blank record in the Delivery Group details page to create a new group. See "Adding Delivery Groups" below.
3. To edit an existing group, click the name of the group in the Delivery Groups list page. This opens the selected group in the Delivery Group details page. See "Editing Delivery Groups" below.

[Return to Top]

Adding Delivery Groups

1. Use the Delivery Group details page to select the order choices that are included in the delivery group. Delivery groups determine when an order choice is reported via email, fax, inbox, HL7, and RAPS.
2. Click the Change Log button to open the Change Log pop-up. The pop-up will display the group name, last change log purge, and a filter.
   • Click the Result Delivery Group Settings button to open the Result Delivery Group Change Log Settings pop-up. Select checkboxes in the Create, User Update, Delete, Create, Host Update, Delete, Create, System Update, and Delete columns. Click the Close button to close the pop-up.
   • Select an option from the Changes Made by drop-down list to specify who made the changes. Select either "All," "Host," "User," "Patient," "Orchard Superuser," or "System" from the drop-down list.
   • Select an option from the Event drop-down list to specify the type of event. Select either "All," "Create," "Update," or "Delete" from the drop-down list.
   • Enter a start/end date/time in the Start and End date/time fields. Click the Now button to enter the current date/time, or click the Clear button to clear the fields.
   • Enter text in to the Type (Table Name) Search Text field to search for a specific table name. Note that this field only searches text in parentheses.
   • Click the Print Selected button to print the selected Change Log.
   • Click the Export Selected button to export the selected Change Log items.
   • Select an option from the drop-down list and select either "Comma," "Double quotes and comma," "Semicolon," "Tab," or "Vertical bar" to specify the delemiter.
   • Click the Reset Filter button to reset the filter, making all fields blank.
   • Click the Refresh button to refresh the table with new results.
   • Click the OK button to close the pop-up and return to the Delivery Groups tab.
3. Enter the full name of the group in the Group Name field. This field is required.
4. Enter text to describe the group in the Description field.
5. Select the Active checkbox to enable users to use the delivery group. Clear this checkbox to restrict users from using the delivery group. If the delivery group is inactive, Copia clears it from the Delivery Groups tab when you select the Show active only checkbox. See "Viewing the Delivery Groups" above.
6. Select the Only allow reporting after all order choices in this group are final checkbox to have Copia only allow reporting after all of the order choices in a group are final.
   • Select Critical Override to designate that this order choice is allowed to be reported, regardless of the status of other order choices in the Delivery Group, if it has a critical result.
7. Select the Force delivery when any order choice in this group is final (this setting will only force the order choice to be delivered sooner when the result recipient is configured to have result reports delivered when 'All order choices are final in order.' This setting does not postpone result delivery.) checkbox to have Copia force delivery of reports when any of the order choices that are assigned to an order that belong to a Delivery Group are final, even if the report recipient is not supposed to get reports until the entire order is final.
8. Select the All order choices in this group must exist on the order checkbox to have Copia take action on the delivery group only if all of the order choices in the group exist on the order (and are not cancelled).
9. Select the Restrict to specific ordering locations checkbox to limit the ordering locations with which Copia uses delivery groups. Once you enable this feature, click the Locations button to open the Delivery Group Locations page, where you may select the ordering locations that use delivery groups. See the Admin: Delivery Group Locations topic.
10. You may add or remove the order choices included in the group in the Order Choices in Group section. See "Viewing the Order Choices in a Group" below.
11. Click < Back to List to return to the Delivery Groups list page without saving any changes.
12. Click Save to record changes and return to the Delivery Groups list page.

[Return to Top]

Editing Delivery Groups

1. Use the Delivery Group details page to modify the group's settings or the order choices assigned to the group.
2. To edit the group, highlight or delete text already displayed in the fields, then modify as desired, or select or clear the checkbox option. See "Adding Delivery Groups" above.
3. You may add or remove the order choices included in the group in the Order Choices in Group section. See "Viewing the Order Choices in a Group" below.
4. Click < Back to List to return to the Delivery Groups list page without saving any changes.
5. Click Save to record changes and return to the Delivery Groups list page.

[Return to Top]

Viewing Tests Performed at Hosts

1. Copia displays all of the related hosts in the Restrict to testing performed at the following Hosts section of the Delivery Group details page.
2. Each host is listed with the following:
• Host: Displays what was entered as the name for the host.
• ID: Displays what was entered as the host's ID.
3. To add or remove hosts, enter one or more characters in the search field and click the Search button to access the Host Selection page. See the Admin: Host Selection topic.
4. Select the Only affect the delivery of the order choices that are routed to the specified labs in this group. Order choices that are in the group, but routed to other labs, should be treated as if they are not in the delivery group checkbox to allow partial host-specific enforcement of a delivery group. A group with this new setting turned on would apply the group's behavior even if all order choices in the group on the order are not routed to testing hosts specified on the delivery group. It would only apply that behavior to the order choices in the group that are routed to the specified labs. If the group contains OC1, OC2, and OC3, and the group specifies LabA and LabB, the order has OC1 routed to LabA and OC2 routed to LabB and OC3 routed to LabC, the desired behavior would be for Copia to hold the result delivery of OC1 and OC2 until their results are both received. OC3 would deliver however the recipients result delivery rules are configured. OC3 is treated as if it is not in the delivery group since it was not routed to a lab defined in the group.
5. Click the X button in the Delete column next to the host you wish to delete. Copia immediately removes the host from the section.
6. Click < Back to List to return to the Delivery Group list page without saving any changes.
7. Click Save to record changes and return to the Delivery Group list page.

[Return to Top]

Viewing the Order Choices in a Group

1. Copia displays all of the order choices related to the selected delivery group in the Order Choices in Group section of the Delivery Group details page. If there are no order choices associated with the selected delivery group, this section will be blank.
2. Each order choice is listed with the following:
• Order Choice: Displays what was entered as the name for the order choice on the Order Choices administration page.
• Abbreviation: Displays what was entered as the abbreviation for the order choice on the Order Choices administration page.
• Orderable: Displays "true" or "false" to indicate whether or not the order choice is defined on the Order Choices administration page as one that all users may order. "True" means the order choice is orderable, so all users may order it.
• Restricted: Displays "true" or "false" to indicate whether or not the order choice is defined on the Order Choices administration page as one that may only be ordered by designated users. "True" means the order choice is restricted and only designated users may order it.
• Limited Delivery: Displays "true" or "false" to indicate whether or not the order choice is defined on the Order Choices administration page as a limited delivery order choice. When configuring a delivery schedule, users may designate if the schedule should fire when the newly resulted order choices include a Limited Delivery order choice, do not include a Limited Delivery order choice, or if it doesn't matter if there is or isn't a Limited Delivery order choice. "True" means the order choice is a limited delivery order choice.
• STAT Override: Displays a checkbox that when checked will designate that the order choice is allowed to be reported, regardless of the status of other order choices in the Delivery Group, if it has a STAT priority. This setting only affects behavior when the Delivery Group has the "Only allow reporting after all order choices in this group are final" setting turned on.
3. To add or remove order choices in the group, enter one or more characters in the search field and click the Search button to access the Order Choice Search page. See the Admin: Order Choice Search topic.
4. Click the X button in the Delete column next to the order choice you wish to delete. Copia immediately removes the order choice from the group.
5. Click < Back to List to return to the Delivery Group list page without saving any changes.
6. Click Save to record changes and return to the Delivery Group list page.

[Return to Top]

 © 2018 Orchard Software Corporation