Admin: Reassign Order
Page Description
Use the Reassign Order page to correct situations where orders are associated with the incorrect patient by reassigning them.
For more help, click one of the following links:
Accessing this Page
- Click the Administration menu button, click the Manage button, and then click the Reassign Order 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 Manage menu. To return to the main menu for Copia, click the Lab Tasks menu button.
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Searching Order IDs
- Use the Choose the order that currently has the wrong patient associated with it section to search for the inaccurate order. The order may have any status, including Complete, Cancelled, or Final.
- Enter two or more characters into the Order ID field and click the Search button to select the desired order in the Order Search page. See the Order Search topic.
- Once you have selected the desired order, the order ID and a summary of the selected order is displayed. Ensure the correct order is displayed.
- If it is not the correct order, click the Start Over button to clear the Reassign Order page and begin a new process.
- If the selected order is correct, search for Patient IDs in the Choose the patient that should be associated with the selected order section. See "Searching Patient IDs" below.
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Searching Patient IDs
- Use the Choose the patient that should be associated with the selected order section to search for and select the correct patient for this order.
- Enter two or more characters into the Patient Name or ID field and click the Search button to select the desired patient in the Order Search page. See the Order Search topic.
- Once you have selected the desired patient, the patient's name as well as a summary of the selected patient's ID and demographics is displayed. Ensure the correct patient information is displayed.
- Enter characters into the Ordering Location field, or click the Search button, to search for an ordering location to be associated with the order. This field is required.
- Select the Leave ordering location unchanged option to have Copia leave the ordering location unchanged when reassigning the order.
- Enter characters into the Collection Location field, or click the Search button, to search for a collection location to be associated with the order. This field is required.
- Select the Leave collection location unchanged option to have Copia leave the collection location unchanged when reassigning the order.
- Enter characters into the Ordering Provider field, or click the Search button, to search for an ordering provider to be associated with the order. This field is required.
- Select the Leave ordering provider unchanged option to have Copia leave the ordering provider unchanged when reassigning the order.
- Select an option from the Insurance Set drop-down list to specify how the insurance set associated with an order is handled when the order is reassigned. Select "Retain source order's selected insurance for the destination patient" option for default behaviour. If the selected patient for reassigning the order does not already have a matching insurance set, a new set is created based on the insurance set that was originally configured on the order; Select the "Do not retain source order's selected insurance, use 'No Payor'" option to not retain the source order's selected insurance, but use a no payor option instead; Select the "Specify order's insurance based on the destination patient" option that will display a search-as-you-type field to select the insurance set from those associated with the selected patient. Select an insurance from the search-as-you-type field to the right of the drop-down list. A selected insurance is required for this option.
- If it is not the correct patient, click the Start Over button to clear the Reassign Order page and begin a new process or click the X button to remove characters from the search fields.
- If the selected patient is correct, reassign the patient to the order using the Perform Reassignment section. See "Reassigning the Order" below.
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Reassigning the Order
- Use the Perform the reassignment section to change the patient associated with the order in the system.
- Click the Perform Reassignment button to initiate the reassignment process.
During the reassignment process, Copia does the following:
- If the selected order is part of a standing order series, Copia prompts you to confirm that you wish to reassign the selected order and all related orders, no matter what their status. Click OK to have Copia reassign the selected order and all related orders.
- Copia ensures the ordering location is one of the locations associated with the new patient’s practice, and changes it to one, if necessary. If it modifies the ordering location or the practice of an order, Copia creates a copy of the original order and assigns the new patient record to it. Copia marks the old order as cancelled, and adds "-reassigned" to the end of the original order's sample IDs. In addition, Copia generates billing messages (if configured) for the newly created order and creates credit messages for the old order.
- Once an order is reassigned, Copia resends the results to all the recipients, including sending reports to the appropriate User and Location Inboxes. Note that the location that receives the results may change if the new patient belongs to a different practice.
- Copia displays the message "The selected patient is now the patient assigned to the selected order above" to indicate a successful reassignment.
- Click the Start Over button to save the changes, clear the Reassign Order page, and begin a new process.
- Print a summary report of the reassignment in the View summary report for the selected order section. See "Viewing the Summary Report" below.
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Viewing the Summary Report
- Use the View summary report for the selected order section for the following actions:
- View current or historical results for the order.
- View, add, or modify comments.
- Fax or print the report.
- Click the View Order's Summary Report button to view the report and access comment, fax, and print functions in the Lab Report page. See the Lab Report topic.
- Click the Start Over button to clear the Reassign Order page. Changes are saved and a new process begins.
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