Page Description

Use the Cytology Protocols page to view, add, or edit a set of rules for creating a Cytology Set. Each protocol contains a storage tube/container type and order choice types. Note that Copia uses order choice types to determine what samples can be added to a Cytology set. For each order choice type, the user determines whether to use the order choice type to define the content of the set or the past results that are to be displayed in the worksheet.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Cytology Protocol List
• Adding or Editing Cytology Protocols
• Adding or Deleting Order Choice Types
• Adding or Deleting Sample Source Information Questions

Accessing this Page

• Click the Administration menu button, click the Other Setup button, and then click the Cytology Protocols submenu link. You must have the necessary security permissions to access the Administration menu button. You must also have the "Enable Cytology unit" right assigned to your role in order to access this page.

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

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1. The Cytology Protocols list page contains a list of up to ten Cytology protocols. If the list is longer than one page, use the Page links, located below the list of Cytology protocols, to navigate through the list.
2. To view active Cytology protocols only, select the Show active only checkbox at the top of the Cytology Protocols list page. You set the active/inactive status in the Cytology Protocol Details section of the Cytology Protocols details page. See "Adding or Editing Cytology Protocols" below.
3. If you cannot find the desired Cytology protocol, click the Add button to add a Cytology protocol. See "Adding or Editing Cytology Protocols" below.
4. Click the name of the protocol on the Cytology Protocols list page to view or edit protocol information in the Cytology Protocols details page. See "Adding or Editing Cytology Protocols" below.

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Adding or Editing Cytology Protocols

1. The Cytology Protocol Details section of the Cytology Protocols details page enables you to define the protocol.
2. Enter the full name of the cytology protocol in the Cytology Protocol field. This field is required.
3. To edit the cytology protocol name, highlight or delete text already displayed in the field, then modify as desired.
4. Select a storage tube/container type from the Storage Tube/Container Type drop-down list. This field is required.
5. If you cannot find the desired storage tube/container type, create a new one using the Storage Container administration page. See the Admin: Storage Containers topic.
6. Select the Active checkbox to enable users to select the cytology protocol while placing a Cytology order. Clear this checkbox to restrict users from selecting the Cytology protocol. If the cytology protocol is inactive, Copia clears it from the Cytology Protocols list page when you select the Show active only checkbox. See "Viewing the Cytology Protocol List" above.
7. If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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Adding or Deleting Order Choice Types

1. The Order Choice Types assigned to this Cytology Protocol section of the Cytology Protocols details page displays the order choices assigned to this Cytology protocol.
2. Click the Add button to add order choice types using the Order Choice Type Search page. See the Admin: Order Choice Type Search topic.
3. Once you add one or more order choice types, the order choice type name and two checkboxes are shown. Select one or both checkboxes to define the function of the order choice type in the protocol. Note that you must select at least one checkbox for each order choice type.
• For Sample Inclusion: Select this checkbox to assign this order choice type to the protocol. When you select this protocol in the Accession Cytology page, Copia displays all uncollected orders with this order choice type for selection. See the Accession Cytology topic.
• For History Search: Select this checkbox to assign test history to the protocol. When you select this protocol in the Accession Cytology page, Copia includes the patient's test history for this order choice type on the Cytology report. See the Accession Cytology topic.
4. To delete an order choice type, click the X button that corresponds to the order choice type name.
5. Click < Back to List to return to the Cytology Protocols list page without saving any changes.
6. Click Save to record changes and return to the Cytology Protocols list page.

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Adding or Deleting Sample Source Information Questions

1. The Sample Source Information section of the Cytology Protocols details page displays the sample information question assigned to this cytology protocol. Note that you may only associate one question to a protocol.
2. If no question is currently assigned, click the Add button to add a question using the Clinical Info Search page. See the Admin: Clinical Info Search topic.
3. Once you select a question, Copia displays the Question in the Sample Source Information section of the Cytology Protocols details page.
4. To delete the question, click the X button next to the question. Once you have deleted a question, you may add a different question, if desired.
5. Click < Back to List to return to the Cytology Protocols list page without saving any changes.
6. Click Save to record changes and return to the Cytology Protocols list page.

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