Page Description

Use the Edit Result Evaluation Rules page to define the specific settings for conditions and actions associated with result evaluation rules.

For each of the conditions, you may select how Copia applies the condition (e.g., selected locations, all locations except, all conditions must be met, at least one condition must be met, etc.). If the conditions are met and Copia appends order choices, it runs order entry rules on the added order choices.

For more help, click one of the following links:

• Accessing this Page
• Adding or Editing Result Evaluation Rule Conditions
• Setting Result Evaluation Rule Actions

Accessing this Page

• Click the Add or Edit button for the desired condition or action on the Result Evaluation Rules administration page.

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Adding or Editing Result Evaluation Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

• Current Order Choices: The order choices that will have order choice-specific actions performed on them, or the order choices that must be included or absent on the order as new or added order choices to allow the rule to fire.
1. Select either the Selected Order Choices or the All Order Choices Except option to establish whether the condition will apply to the order choices you add, or if it will apply to all of the order choices in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
3. Repeat these steps to add all of the desired order choices to the condition.
4. Copia lists the order choices you add in the Current Order Choices section, along with their active statuses. Click the X button next to an order choice if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

IMPORTANT: Note that when you specify one or more order choices for the "Current Order Choices" condition and you specify one or more additional order choice-specific conditions (e.g., Test Conditions or Testing Hosts), then all of the order choice-specific conditions you set must be true for one of the specified "Current Order Choices," or the rule will not fire during result evaluation.

• Days of the Week: The day(s) of the week that the rule should apply.
1. Select the Selected Days option to establish the days of the week and specific times for the order.
2. Select an option from the drop-down list underneath Selected Days to set the time zone for the order, e.g., (GMT-05:00) Eastern Standard Time.
3. Select the Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and/or Saturday checkboxes as appropriate to set the days when this rule should apply.
4. After you select one or more of the days of the week, select the time range during which the rule should apply for each selected day:
   • All Day: Select this option to apply the rules for the entire day.
   • Time Frame: Select this option and enter a time range to limit the rule to apply only during the selected hours.
5. Once you have completed your selections, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing client services rules. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Order Choice Priority: Conditions allows the user to select a list of priorities to use as an inclusion list or as an exclusion list. When used as an inclusion list, the rule will trigger if an order choice contains one of the selected priorities, and when used as an exclusion list, the rule will trigger if an order choice does not contain one of the selected priorities. Note that this is an order choice condition, so it will only trigger if all other order choice conditions on the rule trigger for a specified order choice.
1. Select either the Selected Priorities or the All Priorities Except option to establish whether the condition will apply to the order choice priority you add, or if it will apply to all of the order choice priorities in the system except for those you add.
2. Enter one or more characters in the Priorities field to search for order choice priorities. Click inside the field to select a priority, or type text into the search-as-you-type field. Click a priority to enter the priority into the table. The table displays the name of the order choice, the active status, and the priority.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Order User-defined Field Response: Condition allows the user to select and specify a user-defined field response for an order.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) radio button to either specify that Copia should use any of the following responses or all of the following responses.
2. Select the Evaluate response as blank if the user-defined question is not associated with the order checkbox to evaluate individually defined questions as a blank question within these conditions that are not yet saved for the order. If the question does not exist, then a blank one will be created, and it will be empty.
3. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
4. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Ordering Location User-defined Field Response: Condition allows the user to select and specify a user-defined field response for an ordering location.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) radio button to either specify that Copia should use any of the following responses or all of the following responses.
2. Select the Evaluate response as blank if the user-defined question is not associated with the order checkbox to evaluate individually defined questions as a blank question within these conditions that are not yet saved for the order. If the question does not exist, then a blank one will be created, and it will be empty.
3. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
4. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Locations or the All Ordering Locations Except option to establish whether the condition will apply to the ordering locations you add, or if it will apply to all of the ordering locations in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the ordering location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired ordering locations to the condition.
4. Copia lists the ordering locations you add in the Ordering Locations section. Click the X button next to an ordering location if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Ordering Providers: The ordering provider(s) that must be included or absent on the order to allow the rule to fire.
  1. Select either the Selected Ordering Providers or the All Ordering Providers Except option to establish whether the condition will apply to the ordering providers you add, or if it will apply to all of the ordering providers in the system except for those you add.
  2. Enter one or more characters in the search field, and then click the Search button to select the ordering provider from the Location Search page. See the Location Search topic.
  3. Repeat these steps to add all of the desired ordering providers to the condition.
  4. Copia lists the ordering providers you add in the Ordering Providers section. Click the X button next to an ordering provider if you wish to remove it from the list.
  5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Patient User-defined Field Response: Condition allows the user to select and specify a user-defined field response for a patient.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) radio button to either specify that Copia should use any of the following responses or all of the following responses.
2. Select the Evaluate response as blank if the user-defined question is not associated with the order checkbox to evaluate individually defined questions as a blank question within these conditions that are not yet saved for the order. If the question does not exist, then a blank one will be created, and it will be empty.
3. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
4. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Practices: The practice(s) that must accompany the order choice to allow the rule to fire.
1. Select either the Selected Practices or the All Practices Except... option to establish whether the condition will apply to the practice(s) you add, or if it will apply to all of the practices in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the practice(s) from the Practice page. See the Practice Search topic.
3. Repeat these steps to add all of the desired practice(s) to the condition.
4. Copia lists the practice(s) you add in the Practices section. Click the X button next to a practice if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result release rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Result Comment Conditions (for any test): The result comment value that meets either all or at least one of the defined conditions to allow the rule to fire.
  1. Select either the All conditions must be met or the At least one condition must be met option to establish whether the result comment must match all of the conditions you set or if it only must match one condition in order to trigger the rule.
  2. Select the Evaluate result comment lists with no comments as an empty result comment checkbox to treat results with no comments as though they have a single comment with no text. When enabled, the new setting will treat a test-level result that has no comments as though the result were reported with a single comment with no text. This will not add an empty comment. The rules engine will only treat the result as if it actually had a comment for the purposes of evaluating the condition.
  3. Click the Add Result Comment Condition button to enable a new set of condition fields.
  4. Select an option from the drop-down list to set the parameters of the condition, and then enter the desired text. You may choose from: Begins With, Contains, Does Not Contain, Is Equal To, Is Not Equal To, Is Greater Than, Is Less Than, Is Empty, and Is Not Empty, and enter one or more values in the field (items separated by semicolons). When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the result comment contains the entered value, or it may look to see if the comment is empty or not.

  Note that (cs) after a parameter denotes case sensitive operations. This means that the text in an incoming result comment must match what you enter on this page exactly, including the case of the text.

  5. Repeat these steps to add all of the desired result comment conditions. If you selected All conditions must be met, Copia displays "AND" between each condition. If you selected At least one condition must be met, Copia displays "OR" between each condition.
  6. Copia lists the comment conditions you add in the Result Comment Conditions section. Click the X button next to a comment if you wish to remove it from the list.
  7. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Specimen Sources: Whether or not the rule will apply if the order contains specimen part information on the order choice to allow the rule to fire.
1. Select either the Do Not Use This Condition, Selected Specimen Sources, or the All Specimen Sources Except... options to establish whether the condition will apply to the specimen sources you add, or if it will apply to all of the specimen sources in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the specimen sources from the Specimen Sources page. See the Specimen Sources Search topic.
3. Repeat these steps to add all of the desired specimen sources to the condition.
4. Copia lists the specimen sources you add in the Specimen Sources section. Click the X button next to a specimen source if you wish to remove it from the list.
5. Select either the Do Not Use This Condition, Any Of The Following Specimen Part Response(s), or the All Of The Following Specimen Part Response(s) options to establish whether the condition will apply to the specimen parts you add, or if it will apply to all of the specimen parts in the system except for those you add.
6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result release rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Test Conditions: The test results' test name, result value, or abnormal flag values that meet either all or at least one of the defined conditions to allow the rule to fire.
  1. Select either the All conditions must be met or the At least one condition must be met option to establish whether the test condition must match all of the conditions you set or if it only must match one condition in order to trigger the rule.
  2. Select the Evaluate result comment lists with no comments as an empty result comment checkbox to treat results with no comments as though they have a single comment with no text. When enabled, the new setting will treat a test-level result that has no comments as though the result were reported with a single comment with no text. This will not add an empty comment. The rules engine will only treat the result as if it actually had a comment for the purposes of evaluating the condition.
  3. Click the Add Test Condition button to enable a new set of condition fields.
  4. Select an option from the Test Name drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Is Equal To, Is Equal To (cs), or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  5. Select an option from the Result Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Less Than, Is Empty, Is Not Empty, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  6. Select an option from the Abnormal Flags Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  7. Select an option from the Result Comment Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Does Not Contain (cs) ,Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Less Than, Is Empty, Is Not Empty, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  8. Select an option from the Result Approval drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Is Great Than Approval High, Is Less Than Approval Low, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.

  Note that (cs) after a parameter denotes case sensitive operations. This means that the text in an incoming test name, result value, abnormal flag, or result comment must match what you enter on this page exactly, including the case of the text.

  9. Repeat these steps to add all of the desired test conditions.
  10. Copia lists the conditions you add in the Test Conditions section. Click the X button next to a comment if you wish to remove it from the list.
  11. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Testing Hosts or the All Testing Hosts Except option to establish whether the condition will apply to the testing hosts you add, or if it will apply to all of the testing hosts in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the testing host from the Host Selection page. See the Host Selection topic.
3. Repeat these steps to add all of the desired testing hosts to the condition.
4. Copia lists the testing hosts you add in the Testing Hosts section. Click the X button next to a testing host if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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Setting Result Evaluation Rule Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

• Add Result Recipients - Locations: Adds specified locations to an order's Result Recipients list.
1. Click in or add text to the Add Location Result Recipient search-as-you-type field to add a location result recipient to the list.
2. Add text to the following filter fields:
   • Location ID: Filter the table by the location ID.
   • ZIP Code: Filter the table by the ZIP code.
   • Provider Last Name: Filter the table by the provider's last name.
   • City: Filter the table by the city.
   • Practice: Filter the table by the practice.
3. Select the Show active only checkbox to have the table filter by active locations in the system.
4. Click the Clear button to clear the filter fields.
5. Select the Select checkbox to add the location to the table. Clear the checkbox to remove the location from the table.
6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Appended Forms: Adds the selected form letters to the result report for the order.
1. Select a form letter from the drop-down list in the Result Evaluation Rule Action section, and then click Add.
2. Repeat these steps to add all of the desired form letters to the action.
3. Copia lists the form letters you add in the Append Forms section. Click the X button next to a form letter if you wish to remove it from the list.
4. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Appended Order Choices: Adds the selected order choices to the order.
1. Enter one or more characters in the search field, and then click the Search button to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
2. Repeat these steps to add all of the desired order choices to the action.
3. Copia lists the order choices you add in the Append Order Choices section. Click the X button next to an order choice if you wish to remove it from the list.
4. Select an option from the drop-down list to assign behaviors to the rule action that will occur when Copia appends an order choice to the order:
• Force Collected
• Force Collected and hold for Batch Transmission
• Use ordering location setting for collection
• Prevent collection
5. Select the When Order Choices are collected, force labels to print (using Ordering Location Label Printer settings) checkbox to have Copia force labels to print when order choices are collected. This setting uses Ordering Location Label Printer settings.
6. Select the When Order Choices are collected, force Requisitions to print (using Ordering Location Printer settings) checkbox to hace Copia force requisitions to print when order choices are collected. This setting uses Ordering Location Printer settings.
7. Select the Use order choice specified in condition to determine collection date/time for appended order choices checkbox to have Copia use order choice specified conditions to determine the collection date/time for appended order choices.
8. Select the Copy clinical info from existing order choices option to have Copia copy any existing clinical info from existing order choices to the new appended order choices.
9. Select the Copy billing info from current order choices option to have Copia copy any existing billing information (patient bill, client bill, direct bill, etc.) from the rule-triggering order choice to the appended order choice.
10. Select the Create new order for appended order choices option to create a new order based on the rule firing. When the rule fires, instead of attaching the order choices to the order, Copia will place the order choices on a new order for that same patient. When this checkbox is selected, the Do not set the proposed collection date/time and Default order's ordering date/time drop-down lists can be configured. Select either "Do not set the proposed collection date/time" or "Use original order's proposed collection date/time" from the list, and select either "Default order's ordering date/time" or "Use original order's ordering date/time" from the list, respectively.
11. Select the Copy order comments to new order checkbox to have Copia copy any comments on a order followed by adding those same comments to a newly-created order.
12. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Force Result Release Or Hold: Forces a result to be released or held. This action (force to hold or release) is applied to the qualifying current order choices (condition). It is possible to configure an order entry rule to flag an order choice as forced to be released, and then override that behavior with a result evaluation rule setting with the order choice to be held, or vice versa.
1. Select an option from the configuration drop-down list to specify what the action should do. Select either "Action not used," "Force result release," or "Force hold results" from the drop-down list.
2. Select an option from the The results will be affected on drop-down list to specify what the results action will be affected on. Select "Qualifying Current Order Choices" from the drop-down list.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Send Notifications: Allows the user to define specific Event Notifications to be sent out when the Result Evaluation Rule is triggered.
1. Click the Add Notification button to add a result evaluation rule-level notification. When the button is clicked, an Add Notification button will appear. Click the button to display the Add Result Evaluation Rule Notification pop-up.
2. Once you have clicked the Add Notification button, a notification will be added to the Add Result Evaluation Rule Notification section. The section will display the active status, event type, a description, form letter, a threshold (required), and the option to delete the notification. Click either the Critical Result Received, Result Evaluation Rule Notification, or STAT Order Saved buttons on the pop-up to create the type of notification.
3. Edit the event type and description fields by clicking inside the fields and editing as necessary. For example, the event type will read "Result Evaluation Rule Notification" and the description will read "Critical Results received for an order." Click the Active checkbox to remove the active status from the notification.
4. Delete the notification by clicking the X button. The Add Result Evaluation Rule Notification section will display a "No result evaluation rule notifications defined" message.
5. Click the Add Recipient button to add a recipient for the notification. When the button is clicked, an Add Event Recipient pop-up will appear. The pop-up will ask what type of recipient you would like to create.
   • Click the External Recipient button to create an external recipient. A new section will appear under the notification and will require you to fill in a name and delivery details in the specified fields. The required fields will be highlighted in red. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Add a description by clicking inside the Description field and adding text as necessary. Delete the recipient by clicking the X button. A "No recipients defined" message will be displayed.
   • Click the Copia User button to select a Copia user to be the notification recipient. When the button is clicked, you will select a Copia user from the available table by clicking on the user's name, or by entering one or more characters in the Search field to search for a specific Copia user. Click the user's name to add the user to the Result Evaluation Rule-level Notifications section. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Delete the user by clicking the X button. A "No recipients defined" message will be displayed.
   • Click the Location button to select a location to be the notification recipient. When the button is clicked, you will select a location from the available table by clicking on the location name, or by entering one or more characters in the Search field to search for a specific location. Click the location name to add the location to the Result Evaluation Rule-level Notifications section. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Delete the location by clicking the X button. A "No recipients defined" message will be displayed.
   • Click the Event Log button to send a notification to the event log. See the Admin: Event Log topic.
6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rules administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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