Page Description

Use the Label Printing Rules page to define a set of conditions that, when met, causes Copia to divert the entire label set for an order to a specified printer. For this to work, split order rules may need to be applied to ensure that only the order choices that you want to print labels for are present on an order. After setting up label printing rules, if a label is printed and a rule is fired, then the label will print on the label printer selected for the rule. Label printing rules do not apply to quick labels or test printing labels.

By using these rules, label printing rules will still fire when label confirmation is enabled, but the label confirmation destination will be used instead of that from the rule. The other rule actions will still happen (suppress master, suppress container, additional master labels, and additional container labels). Label printing rules will stop when the end of the rule(s) is reached or a rule is triggered that is not marked to continue processing.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Rule List
• Searching for a Label Printing Rule
• Adding or Editing Label Printing Rule Details
• Setting Label Printing Rule Conditions
• Setting Label Printing Rule Actions

Accessing this Page

• Click the Administration menu button, click the Rules button, and then click the Label Printing Rules submenu link. You must have the necessary security permissions to access the Administration menu button and to create or edit label printing rules.

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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Viewing the Rule List

There is a right labeled "View/Edit Label Printing Rules" that must be turned on before you can view the page. If not, you should see the message that you do not have the right to view the page. The change log will record changes to label printing rules, but the change log records will not be created until the setting is turned on in the change log settings from the System Default edit page.

1. The Label Printing Rules List section contains a list of up to ten label printing rules created to execute designated actions if the defined conditions are met when labels are printed. If the list is longer than one page, use the Page links, located below the list of rules, to navigate through the list.
2. To modify the number of rules on the page, adjust the value of the Show __ entries field. Copia defaults to ten per page, and displays the total number of items based on your search.
3. To view active label printing rules only, select the Show active only checkbox at the top of the Label Printing Rules page. You set the inactive/active status in the Label Printing Rule Details section of the Label Printing Rules details page. See "Adding or Editing Label Printing Rule Details" below.
4. To narrow the list of displayed rules, or to find a specific rule, enter one or more characters in the Name field. Clear this field to return to the full list of rules. See "Searching for a Label Printing Rule" below.
5. If you cannot find the desired label printing rule, click the Add or Copy buttons to add a label printing rule using the Label Printing Rules details page. See "Adding or Editing Rule Details" below.
   • Click the Add button to create a new, blank rule.
   • Click one of the Copy buttons to create a new rule based on the rule that corresponds to the button you clicked.
6. Enter a value into the Sort Order field in the Sort Order column. This field can also be configured via the Sort Order field on the Label Printing Rule Details page. The column contains text input elements with the sort order value of the rule associated with the row. Click the Save Sort Orders button to save sort order changes. Users can change the values in the Sort Order column. The text inputs in the Sort Order column will have a red border to indicate that their value has been changed. The changed Sort Order values can be saved by clicking the Save Sort Orders button, after which the Sort Order text inputs will no longer have red borders. Click the Discard Changes button to remove all changes made in the table by returning to the default value. See the "Adding or Editing Label Printing Rule Details" section below.
7. Click the name of a label printing rule on the Label Printing Rules list page to view or edit rule information on the Label Printing Rules details page. See "Adding or Editing Label Printing Rule Details" below.

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Searching for a Label Printing Rule

1. Enter one or more characters in the Name field to begin your search. If you want to view active rules only, select the Show active only checkbox.
2. If your search generates one or more matches, the matching rules are displayed with rule name, description, continue processing status, and active status when the page refreshes. Select the desired rule to view the details. See "Adding or Editing Label Printing Rule Details" below.
3. If no search results are found or if the desired rule is not found, search again, or you may click the Add or Copy buttons to add a new label printing rule. See "Adding or Editing Label Printing Rule Details" below.
4. Clear the Name field to view the full list of rules. See "Viewing the Rule List" above.

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Adding or Editing Label Printing Rule Details

1. Use the Label Printing Rule Details section of the Label Printing Rules details page to add or edit label printing rule information.
2. Enter or edit the name for the label printing rule in the Name field. This field is required.
3. Select the Active checkbox to allow administrative users to include the rule on the Label Printing Rules list page when you select the Show active only checkbox. If the label printing rule is inactive, Copia will clear it from the Label Printing Rules list page when you select the checkbox. See "Viewing the Rule List" above.
4. Enter in the Description field a brief summary of the rule. Copia displays this information on the Label Printing Rule list page to help you distinguish the rules.
5. Enter a value into the Sort Order field to define the value of the sort order. Note that the Save Sort Order and Discard Changes buttons will no longer be added to the search results table if the "Sort Order" column is not included in the "Active" column view.
6. Select one or more options to determine how Copia processes the selected rule:
   • Execute rule when auto-printing labels for electronic messages: When checked, the rule will fire when labels automatically print and Copia will process electronic messages.
   • Execute rule when auto-printing labels for events other than parsing electronic messages: When checked, the rule will fire when labels automatically print for events other than parsing electronic messages.
   • Continue processing label printing rules after this rule executes: When checked, Copia will continue processing after this rule executes.
7. When these label printing rules are enabled, Copia will execute the designated actions if the defined conditions are met when it processes the rule according to your settings above. See "Setting Label Printing Rule Conditions" and "Setting Label Printing Rule Actions" below.
8. Click < Back to List to return to the Label Printing Rules list page without saving any changes.
9. 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 Label Printing Rule Conditions

1. Copia lists the possible label printing rule conditions in the Conditions for this Label Printing Rule section:
   • Collection Location Practices: The collection location practices that must be included or absent on the order to allow the rule to fire.
   • Collection Locations: The collection location(s) that must be included or absent on the order to allow the rule to fire.
   • Days of the Week: The days of the week that the rule should apply.
   • Order Choice Priority: The priority status that is attached to the order choice to allow the rule to fire.
   • 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.
   • Ordering Location User Defined Field Response: The condition allows the user to specify criteria for any set of the ordering location's user-defined fields to trigger on. The rule can be configured to trigger if any of the selected user-defined fields meet their specified condition, or it can be configured to only trigger if all of the selected fields meet their specified condition.
   • Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
   • Ordering Providers: The providers for whom the rule may fire.
   • Patient Classification: The patient classification of human or animal that must be included or absent on the order to allow the rule to fire.
   • Reflexed Order Choice: Whether or not the rule will apply if there are reflexed order choices on the order.
   • Signed-in Locations: The signed-in location(s) for which the rule may fire.
   • Signed-in Users: The signed-in user(s) for which the rule may fire.
   • Specimen Source: Whether or not the rule will apply if the order contains specimen part information.
   • Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.

   If you are not currently using a condition, Copia disables the condition until you click the Add button (see below).

2. Click the Add button for the desired condition to establish or modify the condition settings on the Edit Label Printing Rule administration page. The condition associated with the button you click determines the available configuration options. See the Admin: Edit Label Printing Rule topic.

   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.).

3. Click the Remove button for a condition to immediately disable that condition.
4. 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 Label Printing Rule Actions

1. Copia lists the possible label printing rule actions in the Actions for this Label Printing Rule section. For each type of label, you may use the rule to suppress labels, print additional labels, and/or define where the master labels print.
   • Master Labels: Changes the settings for summary and lab master labels.
   • Tube/Container Labels: Changes the settings for tube/container labels.
   • Order Choice Specific: Changes the settings for order choice specific labels.
   • Patient Labels: Allows users to print patient labels when label printing rules are processed. Users must supply the number of patient labels to print as well as the signed-in location.

   If you are not currently using an action, Copia disables the action until you click the Add button (see below).

2. Click the Add button for the desired action to establish or modify the action settings on the Edit Label Printing Rule administration page. The action associated with the button you click determines the available configuration options. See the Admin: Edit Label Printing Rule topic.
3. Click the Remove button for an action to immediately disable that action, except for Order Choice Specific.
4. If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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