Page Description

Use the Specimen Source Groups page to create groups of specimen sources. The use of these groups will be from Specimen Parts Entry on the Order Patient Samples page, as an alternative to entering a Specimen Source Category, Specimen Source, and number of parts. When a group is selected, the Specimen Parts will populate for the designated sources in the group.

For more help, click one of the following links:

• Accessing this Page
• Viewing Specimen Source Groups
• Accessing Specimen Source Group Details
• Adding Specimen Source Groups
• Editing Specimen Source Groups

Accessing this Page

• Click the Administration menu button, click the Order Choice Setup button, and then click the Specimen Source Groups 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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1. The Specimen Source Group list page contains a list of up to ten specimen source groups. If the list is longer than one page, use the Page links, located below the list of specimen source groups, to navigate through the list.
2. To modify the number of groups on the page, adjust the value of the Show __ entries field. Copia defaults to ten per page, and displays the total number of items based on your search.
3. To view active specimen source groups only, select the Show active only checkbox at the top of the Specimen Source Groups list page. You set the active/inactive status in the Specimen Source Groups Details section of the Specimen Source Groups details page. See "Adding Specimen Source Groups" below.
4. If you cannot find the desired specimen source group, click the Add button to add a specimen source group. See "Adding Specimen Source Groups" below. Click the Refresh button to refresh the page to show all specimen source groups.
5. Click the name of the specimen source group on the Specimen Source Groups list page to edit the specimen group information on the Specimen Source Groups details page. See "Editing Specimen Source Groups" below.

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Accessing Specimen Source Group Details

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

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Adding Specimen Source Groups

1. Use the Specimen Source Group details page to create or modify specimen source groups.
2. Enter the full name of the specimen source group in the Specimen Source Group Name field. This field is required. Search for a specimen source by entering text into the Specimen Source field or by clicking the magnifying glass icon. This field is required.
3. Select the Active checkbox to enable users to select the specimen source group while creating a group. Clear this checkbox to restrict users from selecting the specimen source group. If the specimen source group is inactive, Copia clears it from the Specimen Source Groups list page when you select the Show active only checkbox. See "Viewing Specimen Source Groups" above.
4. The Specimen Source Group details page will display the Name, Category, Default Topo answer 1, Default Topo answer 2, Default Anatomic location, Default Procedure, and the option to Delete the record.
5. Click < Back to List to return to the Specimen Source Groups list page without saving any changes.
6. Click the Save button to record changes and return to the Specimen Source Groups list page.

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Editing Specimen Source Groups

1. Use the Specimen Source Group details page to modify the name or active status of the specimen source group.
2. To edit the record, highlight, or delete text already displayed in the Specimen Source Group Name field, then modify as desired.
3. Select the Active checkbox to enable users to select the specimen source group while creating a group. Clear this checkbox to restrict users from selecting the specimen source group. If the specimen source group is inactive, Copia clears it from the Specimen Source Groups list page when you select the Show active only checkbox. See "Viewing Specimen Source Groups" above.
4. Edit the Specimen Source Group details page by entering or clearning the Name, Category, Default Topo answer 1, Default Topo answer 2, Default Anatomic location, and/or Default Procedure fields. Delete the record by clicking the X button.
5. Click < Back to List to return to the Specimen Source Groups list page without saving any changes.
6. Click the Save button to record changes and return to the Specimen Source Groups list page.

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