Page Description

Use the Cumulative Report page to view the results for the selected patient. You may choose to create the report based on order choices or tests. By default, Copia creates the report based on order choices. Note the following:

• You cannot print the order choice based cumulative report. If you wish to print the report, you must use the test based format.
• The order choice based cumulative report supports the standard report format, as well as any custom result body layout template; however, it does not support the Alternate Format 1 report format.
• The test based cumulative report is similar to the format used in Orchard Harvest LIS.

For more help, click one of the following links:

• Accessing this Page
• Setting the Order Choice Based Report Criteria
• Setting the Test Based Report Criteria
• Reviewing and Printing the Cumulative Report

Accessing this Page

• Click the Cumulative Report button on the Order History page.
• Click the "Cumulative Report" link on the Application page in the "Defining Cumulative Report Settings" section.

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Setting the Order Choice Based Report Criteria

1. Select the format for the report.
   • Order Choice Based Report: Base the report on order choices.
   • Order Choice Based Report (Inline): Base the report on order choices, where if a single order choice's results don't fit in one page width, it will break at the end of the page and continue directly underneath it with more results for that same order choice.
   • Order Choice Based Report (Grid): Base the report on order choices, where if a single order choice's results don't fit in one page width, it will break at the end of the page and print a new page for each additional page width of results for that order choice. This format allows users to lay the result report out flat so all of one order choice's results will line up next to each other in a single row.
   • Test Based Report: Base the report on tests.
2. Select which order choices to include in the Cumulative Report.
• All ordered dates: Select this option to include all order choices for the patient in the report, regardless of the date ordered.
• Date Range: Select this option to only include results for order choices that were ordered within the range you specify. Enter a Start and/or End date. Select dates from the calendar view by clicking the calendar icons located next to the Start and End date fields. Copia will only search for order choices that were ordered within this date range. By default, the date range is set to include only the current date.
3. Copia displays a checkbox for each order choice included in the report. Clear one or more checkboxes to remove them from the report. Click Select All or Deselect All to easily add or remove all order choices for your selection.
4. Once you have the desired settings for the report criteria, click the Refresh button.
5. Copia updates the report section of the page. See "Reviewing and Printing the Cumulative Report" below.

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Setting the Test Based Report Criteria

1. Select which tests to include in the Cumulative Report.
• All collection dates: Select this option to include all test results for the patient in the report, regardless of the collection date.
• Date Range: Select this option to only include results for orders that were collected within the range you specify. Enter a Start and/or End date. Select dates from the calendar view by clicking the calendar icons located next to the Start and End date fields. Copia will only search for orders that were collected within this date range. By default, the date range is set to include only the current date.
2. Select the Remove rows with no results option to have Copia only display rows for tests that have results. If you do not select this option, Copia displays rows for every test within the cumulative report test groups.
3. Select the Remove columns with no results option to have Copia only display columns for collection dates that have results. If you do not select this option, Copia displays columns for every collection date for every order the patient has had.
4. Once you have the desired settings for the report criteria, click the Refresh button.
5. Copia updates the report section of the page. See "Reviewing and Printing the Cumulative Report" below.

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Reviewing and Printing the Cumulative Report

1. Once you have set the criteria and clicked the Refresh button, Copia updates the list in the Report section of the page. See "Setting the Report Criteria" above.
2. The Cumulative Report page contains a history of test results over a selected date range. The report contains only approved results. If the report is longer than one page, use the scroll bar on the right side of the page to view the entire report.
3. The order choice based report contains the following:
   • The top of the report displays the patient's name and the date and time the report was created, followed by any available comments.
   • The middle of the report displays the results for each selected order choice.
   • There is a shaded header for each order choice that lists the host, sample ID, order status, approval date and time (if available), and collection date and time.
   • There is a separate line for each test within the order choice that includes the result, reference range, and units of measure.
   • If a result falls outside of the reference range for the test, the result is listed in red, and an "H" (High) or "L" (Low) appears next to the result.
   • The bottom of the report lists the reporting laboratories, the page number, the patient's name, and the order ID.
4. The test based report contains the following:
   • The top of the report displays the date and time the report was created, as well as information about the patient (patient name, date of birth, patient ID, and primary provider).
   • The middle of the report displays the results for each test included in a test group.
   • There is a column for each collection date/time for the patient. You may modify how many collection dates are included by adjusting the report criteria. See "Setting the Test Based Report Criteria" above.
   • There is a separate line for each test within the test group, and Copia displays each test result in the column that corresponds to the collection date for the order that contained the test.
   • If a result falls outside of the reference range for the test, the result is listed in red, and an "H" (High) or "L" (Low) appears next to the result.
   • Depending on the settings for the test group, Copia may display the test group name on a line above the tests in the test group to help separate the groups.
   • The bottom of the report lists the title of the report and the page number.
5. Click the Graph button to view the history or graphing for the selected order choice. This button is not an option on test-based reports. Copia uses the filtering options you set on this page when determining which order choices to display on the graph. See the Report Graph topic.
6. If you are viewing the test based report, click Print to print a report. The standard print dialogs appear. Change the print settings as desired and then click Print. Copia will print the report according to the settings you established in the print dialogs (number of copies, printer destination, etc.). Note that you cannot print the order choice based cumulative report.
7. When you are done reviewing the report, return to the Order History page by clicking Back to Order History button.

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