Page Description

Use the Routing Rules page to view the routing rule list, as well as add or edit routing rules by defining pairs of order choices and priorities that should be tested at a specific location or by defining pairs of labs and priorities that should be used to determine where testing is performed. Note that both types of routing rules allow you to designate a default lab to perform the testing when the defined exceptions do not apply to the order choice Copia is routing. Also, both types of rules allow you to define the rule for a single, specific practice or for the entire system.

When determining the default testing lab for each order choice on an order, Copia applies the routing rule hierarchy. Copia applies the routing rules in the following order:

• If there is an insurance plan for the patient and it has a routing rule that applies to the order choice, Copia uses that rule. See the Admin: Insurance topic.
• If there is an insurance company for the patient and it has a routing rule that applies to the order choice, Copia uses that rule. See the Admin: Insurance topic.
• If there is an insurance type for the patient's insurance company and the insurance type has a routing rule that applies to the order choice, Copia uses that rule. See the Admin: Insurance Types topic.
• If the ordering location has a routing rule that applies to the order choice, Copia uses that rule. See the Admin: Locations topic.
• If the ordering location's practice has a routing rule that applies to the order choice, Copia uses that rule. See the Admin: Practices topic.
• If there is a system default routing rule that applies to the order choice, Copia uses that rule. See the Admin: System Defaults topic.
• If there are no routing rules that apply to the order choice, Copia uses the signed in location's default lab list, in priority order. See the Admin: Locations topic.
• If there are no routing rules that apply to the order choice, Copia uses the ordering location's default lab list, in priority order. See the Admin: Locations topic.
• If there are no location-defined labs that apply to the order choice, Copia uses the ordering location's practice's default lab list, in priority order. See the Admin: Practices topic.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Routing List
• Adding or Editing Routing Details
• Adding or Editing Lab Exceptions
• Adding or Editing Order Choice Exceptions

Accessing this Page

• Click the Administration menu button, click the Rules button, and then click the Routing 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 Rules menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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1. The Routing list page contains a list of up to ten routing rules created to send tests to the appropriate lab. If the list is longer than one page, use the Page links, located below the list of routing rules, to navigate through the list.
2. To view active routing rules only, select the Show active only checkbox at the top of the Routing Rules page. You set the inactive/active status in the Routing Details section of the Routing details page. See "Adding or Editing Routing Details" below.
3. If you cannot find the desired routing rule, click the Add button or the Create New button to add a routing rule using the Routing details page. See "Adding or Editing Routing Details" below.
   • Clicking the Add button opens a blank record in the Routing details page to create a new routing rule.
   • Clicking the Create New button opens a new record in the Routing details page to create a new routing rule based on the routing rule associated with the button you clicked. Copia copies all of the settings for the routing rule except for the name of the rule. Note that the button is only visible if you have security to create a new routing rule.
4. Click the name of a routing rule on the Routing list page to view or edit routing information on the Routing details page. See "Adding or Editing Routing Details" below.

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Adding or Editing Routing Details

1. Use the Routing Details section of the Routing details page to add or edit routing information.
2. Enter a name for the routing rule in the Routing Name field. This field is required.
3. To edit the routing name, highlight or delete text already displayed in the field, then modify as desired.
4. Select the Active checkbox to allow administrative users to select the insurance routing rule while creating or editing insurance company and plan information. Clear this checkbox to restrict administrative users from using the routing rule. See the Admin: Insurance topic. If the routing rule is inactive, Copia will clear it from the Routing list page when you select the Show active only checkbox. See "Viewing the Routing List" above.
5. Select one of the options below to set the availability of the routing rule to either system-wide or to a single practice.
• Entire System: Click this option to allow all practices to use the routing rule.
• Limit to Practice: Click this option to restrict the use of the routing rule to a specific practice. Enter one or more characters in the search field, and then click the Search button to select the practice using the Practice Search page. See the Admin: Practice Search topic.
6. Select from the Route order choices to drop-down list the default lab Copia should send testing to for the selected routing rule. If this routing rule is triggered when Copia is determining the default testing location for an order choice, it sends the order choice to this lab for testing, unless there is a lab or order choice exception that modifies where the order choice should be sent (see below).

   IMPORTANT: If there are no lab exceptions that apply when Copia is determining what testing location to use, but there is a value in the Route order choices to drop-down list, Copia sends the order choice to that lab, instead of evaluating any other routing rules that may be associated with the order choice. If you want Copia to evaluate the other routing rules, leave the Route order choices to drop-down list blank.

7. Select one of the options below to create exception routing to ensure that orders with certain priorities and with specific order choices or labs are diverted from the default lab and routed to a selected lab.
• Lab Exceptions: Select this option to route orders to labs based on the priority of the order. See "Adding or Editing Lab Exceptions" below.
• Order Choice Exceptions: Select this option to route orders that contain certain order choices to the selected lab location. See "Adding or Editing Order Choice Exceptions" below.
8. Click < Back to List to return to the Routing list page without saving any changes.
9. Click Save to record changes and return to the Routing list page.

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Adding or Editing Lab Exceptions

1. Use the Lab Exceptions section of the Routing details page to create exception routing based on the order choice's priority. You must select the Lab Exceptions option in the Routing Details section of the page to create this type of exception.
2. Copia displays the list of available labs with corresponding checkboxes for each system default priority (Routine, ASAP, STAT). Note that, when defining lab exception routing rules, Copia only shows hosts with lab host types.
3. To view active hosts only, select the Show active hosts only checkbox at the top of the Lab Exceptions section. You set the active/inactive status in the Host Details section of the Hosts details page. See the Admin: Hosts topic.
4. To add a lab exception, click one or more priority checkboxes (Routine, ASAP, STAT) that correspond to the desired lab name. Note that Copia only displays the system default priorities, so the setting you choose will apply to any user-defined priority that shares the Routine/ASAP/STAT priority level. See the Admin: Priority topic.
5. When determining what testing location to use, Copia sends order choices with the selected priority to the corresponding lab. If there are no lab exceptions that apply, Copia sends the order choice to the lab selected in the Route order choices to drop-down list in the Routing Details section of the page, if one is set. See "Adding or Editing Routing Details" above.
6. Click < Back to List to return to the Routing list page without saving any changes.
7. Click Save to record changes and return to the Routing list page.

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Adding or Editing Order Choice Exceptions

1. Use the Order Choice Exceptions section of the Routing details page to create exception routing based on the order choice and the order choice's priority. You must select the Order Choice Exceptions option in the Routing Details section of the page to create this type of exception.
2. When you first view the list of order choice exceptions, Copia displays any order choices that are already mapped to the rule. If the list is longer than one page, use the Page links, located below the list of exceptions, to navigate through the list. To add order choices to this list you may do one of the following:
• Enter one or more characters in the order choices search field, and then click the Search button to select an order choice using the Order Choice Search page. See the Order Choice Search topic. Repeat this search for each order choice that requires an exception. Note that you only need to add order choices that require a routing exception.
• Select the Show All Order Choices checkbox to have Copia update the display to include all order choices in the system. Clear this checkbox to view only the order choices mapped to the rule.
3. Mark the Select checkbox to indicate that you wish to create an exception for the selected order choice. Click the Select header to select or clear all order choices on the list, no matter what page they are on. You must select one or more order choices in order to modify the priority and lab information for the rule.
4. Click one or more of the priority checkboxes (Routine, ASAP, STAT) to set the priority exception for the order choice. Note that Copia only displays the system default priorities, so the setting you choose will apply to any user-defined priority that shares the Routine/ASAP/STAT priority level. See the Admin: Priority topic.
5. For each order choice/priority pair, select the Lab to which Copia should send the order choice for testing when it has the selected priority.
• If you select the "Use lab from default lab lists" option, as long as there is a lab on the default lab lists that can run the order choice, Copia uses the lab that is prioritized the highest and disregards further routing rules.
• If you select the "Skip this routing rule" option, Copia will not use the current routing rule for the specified order choice/priority combination, and it will continue calculating the testing location for that order choice with the other routing rules that apply to that order.
6. When determining what testing location to use, Copia sends order choices with the selected priority to the selected lab. If there are no order choice exceptions that apply, Copia sends the order choice to the lab selected in the Route order choices to drop-down list in the Routing Details section of the page, if one is set. See "Adding or Editing Routing Details" above.
7. Click < Back to List to return to the Routing list page without saving any changes.
8. Click Save to record changes and return to the Routing list page.

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