Page Description

Use the Edit Label Printing Rule page to define the specific settings for conditions and actions associated with label printing 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 Label Printing Rule Conditions
• Setting Label Printing Rule Actions

Accessing this Page

• Click the Add or Edit button for the desired condition or action on the Label Printing Rule administration page.

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Adding or Editing Label Printing Rule Conditions

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

• Collection Location Practices: The collection location(s) that must be included or absent on the order to allow the rule to fire.
• 1. Select either the Selected Collection Location Practices or the All Collection Location Practices Except... option to establish whether the condition will apply to the collection location practices you add, or if it will apply to all of the collection location 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 collection location practices from the Practices Search page.
  3. Repeat these steps to add all of the desired collection location practices to the condition.
  4. Copia lists the collection location practices you add in the Collection Location Practice section, along with their active statuses. Click the X button next to a collection location practices if you wish to remove it from the list.
  5. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Collection Locations: The collection location(s) that must be included or absent on the order to allow the rule to fire.
• 1. Select either the Selected Collection Locations or the All Collection Locations Except... option to establish whether the condition will apply to the collection locations you add, or if it will apply to all of the collection 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 collection location from the Location Search page. See the Location Search topic.
  3. Repeat these steps to add all of the desired collection locations to the condition.
  4. Copia lists the collection locations you add in the Collection Locations section, along with their active statuses. Click the X button next to a collection 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 Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Days of the Week: The days 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. Click the drop-down list underneath Selected Days to provide a location time 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 Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Order Choice Priority: The priority status that is attached to the order choice to allow the rule to fire.
• 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 search field, and then click the Search button to select the order choice priority from the Priority Search page. See the Priority Search topic.
  3. Repeat these steps to add all of the desired order choice priorities to the condition.
  4. Copia lists the order choice priority you add in the Priorities section, along with their active statuses. Click the X button next to an order choice priority if you wish to remove it from the list.
  5. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• 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 Choices 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 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 Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing 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 "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 "Order Choices," or the rule will not fire during a split order.

• 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.
• 1. Select the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) options to have label printing rules have criteria for any of the user-defined question responses or all of the user-defined question responses.
  2. Select a checkbox for the desired label printing rule user-defined questions and responses. Select the checkbox, followed by selecting an option from the drop-down list to the right of the checkbox, and then add text in the available field, if necessary.
  3. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing 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 Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Ordering Providers: The providers for whom the rule may fire.
• 1. Select either the Selected Providers or the All Providers Except... option to establish whether the condition will apply to the providers you add, or if it will apply to all of the 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 Ordering Provider Search page. See the Ordering Provider 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 Providers section. Click the X button next to a provider if you wish to remove him/her from the list.
  5. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Patient Classification: The patient classification of human or animal that must be included or absent on the order to allow the rule to fire.
• 1. Select a specific patient classification for the the label printing rules:
     • Human classification: Select this option to specify that the condition is for a human patient.
     • Animal classification: Select this option to specify that the condition is for an animal patient.
  2. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Reflexed Order Choice: Whether or not the rule will apply if there are reflexed order choices on the order.
• 1. Select either the Contains Reflexed Order Choices or the Contains Non-Reflexed Order Choices option to establish whether the condition is met if the order contains reflexed order choices or if the order only contains non-reflexed order choices.
     • Contains Reflexed Order Choices: Select this option if the order must contain a reflexed order choice in order to fire.
     • Contains Non-Reflexed Order Choices: Select this option if the order must contain only non-reflexed order choices in order to fire.
  2. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Signed-in Locations: The signed-in location(s) for which the rule may fire.
• 1. Select either the Selected Signed-in Locations or the All Signed-in 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 signed-in location from the Location Search page. See the Location Search topic.
  3. Repeat these steps to add all of the desired signed-in locations to the condition.
  4. Copia lists the signed-in locations you add in the Signed-in Locations section. Click the X button next to a signed-in 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 Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Signed-in Users: The signed-in user(s) for which the rule may fire.
• 1. Select either the Selected Signed-in Users or the All Signed-in Users Except... option to establish whether the condition will apply to the users you add, or if it will apply to all of the users 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 signed-in user from the Location Search page. See the Location Search topic.
  3. Repeat these steps to add all of the desired signed-in users to the condition.
  4. Copia lists the signed-in users you add in the Signed-in Users section. Click the X button next to a signed-in user if you wish to remove it from the list.
  5. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing Rules administration page in order to finalize the changes you make on this page.
• Specimen Source: Whether or not the rule will apply if the order contains specimen part information.
  1. Select either the Contains Orders With Specimen Part Information or the Contains Orders Without Specimen Part Information option to establish whether the condition is met if the order contains specimen part information or if the order does not contain any specimen part information.
     • Contains Orders With Specimen Part Information: Select this option if the order must contain specimen part information in order to fire.
     • Contains Orders Without Specimen Part Information: Select this option if the order must not contain any specimen part information in order to fire.
  2. Once you have completed your changes, click the Save button to return to the Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing 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 the 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 Label Printing Rules administration page to continue creating or editing the label printing rule. Remember that you must click Save on the Label Printing 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 Label Printing Rule Actions

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

• Master Labels: Modify the master label setting to suppress labels, print additional labels, and/or define where the master labels print.
• 1. Select one or more actions in the Label Printing Rule Action - Summary Master Labels section to set how Copia handles printing master labels for orders that meet all the rule's conditions. If you select this option, no other options are available.
     • Select the Suppress labels checkbox to suppress all master labels.
     • Select the Print default number of summary master labels checkbox to simply print the default amount of summary master labels for the order.
     • In the Number of additional labels to print field, enter the amount of additional summary master labels that you would like to print for the order. By default, this field is set to zero.
     • Click the Summary Master Format button to configure label printing on the Label Printing page.
     • Select the Suppress summary master labels if tube/container labels previously printed checkbox to prevent Copia from printing master labels for orders if the tube/container labels have previously printed for the order choices.
  2. Select one or more actions in the Label Printing Rule Action - Lab Master Labels section to set how Copia handles printing lab master labels for orders that meet the rule's conditions.
     • Select the Print default number of lab master labels checkbox to print the default number of lab master labels for your order.
     • In the Number of additional host labels to print field, enter the amount of additional lab master labels that you would like to print for the order. By default, this field is set to zero.
     • Click the Lab Master Format button to configure label printing on the Label Printing page.
     • Select the Suppress lab master labels if tube/container labels previously printed checkbox to prevent Copia from printing lab master labels for orders if tube/container labels have previously printed for the order choices.
     • Select the Only print lab master labels if corresponding tube/container labels printed checkbox to only print lab master labels if the corresponding tube/container labels have been printed.
  3. Select one or more actions in the Where to Print Labels section to set where Copia prints the master labels defined above.
     • Select the Print to local label printer checkbox if you wish to print the labels to your local label printer.
     • Select the Print to location/user configured label printer checkbox to print to the label printer defined for the location/user.
     • Select the Print to collection location configured label printer checkbox to allow labels to be printed to the collection location configured label printer. This checkbox allows labels to be printed to the collection location label printer when the rule is triggered. This setting also requires that a label printer has been configured on the Collection Location tab of the Locations administration page.
     • Select the Print to the selected printers checkbox and use the Search field to select the printer(s) from the Label Printer Search page to which Copia should print the master labels defined above. See the Label Printer Search topic.
• Tube/Container Labels: Modify the tube/container label setting to suppress labels, print additional labels, and/or define where the tube/container labels print.
• 1. Select one or more actions in the Label Printing Rule Action - Tube/Container Labels section to set how Copia handles printing tube/container labels for orders that meet the rule's conditions.
     • Select the Order Choice must satisfy rule conditions checkbox if you want to require that the order choice satisfies the conditions of the rule.
     • Select the Suppress labels checkbox to suppress all tube/container labels. If you select this option, no other options are available.
     • Select the Print default number of tube/container labels checkbox to simply print the default amount of tube/container labels.
     • In the Number of additional labels to print field, enter the amount of additional tube/container labels that you would like to print for the order. By default, this field is set to zero.
     • Click the Tube/Container Format button navigate to the Label Printing page to configure tube/container label formatting. See the Label Printing topic.
     • Select the Only print tube/container labels for new order choice checkbox to only print the tube/container labels for new order choices on the order.
  2. Select one or more actions in the Aliquot Labels section to set how Copia handles printing aliquot labels for orders that meet the rule's conditions.
     • Select the Print default number of aliquot labels checkbox to allow for the normal aliquot labels to print that are defined on the Collection Methods administration page. This is selected by default.
     • Enter a value in to the Number of additional aliquot labels to print field to allow duplicate aliquot label groups to be printed, or the aliquot label to be duplicated, if one is defined for this rule.
     • Click the Aliquot Format button to navigate to the Label Printing page to configure aliquot label formatting. See the Label Printing topic.
  3. Select one or more actions in the Where to Print Labels section to set where Copia prints the tube/container labels defined above.
     • Select the Print to local label printer checkbox if you wish to print the labels to your local label printer.
     • Select the Print to location/user configured label printer checkbox to print to the label printer defined for the location/user.
     • Select the Print to collection location configured label printer checkbox to allow labels to be printed to the collection location configured label printer. This checkbox allows labels to be printed to the collection location label printer when the rule is triggered. This setting also requires that a label printer has been configured on the Collection Location tab of the Locations administration page.
     • Select the Print to the selected printers checkbox and use the Search field to select the printer(s) from the Label Printer Search page to which Copia should print the tube/container labels defined above. See the Label Printer Search topic.
• Order Choice Specific: Modify the order choice-specific label setting to suppress labels, print additional labels, and/or define where the order choice-specific labels print.
  1. Select one or more actions in the Label Printing Rule Action - Order Choice Specific Tube/Container Labels section to set how Copia handles printing order choice-specific tube/container labels for orders that meet the rule's condition.
     • Select the Order Choice must satisfy rule conditions checkbox if you want to require that the order choice satisfies the conditions of the rule.
     • Select the "Perform these actions per matching order choice" or "Perform these actions once" option from the drop-down list to specify whether the action should be performed per matching order choice or only once. "Perform these actions per matching order choice" will perform the defined actions for every order choice specified within that singular "Order Choice Specific" action. "Perform these actions once" will perform the actions for the first matching order choice. All previous and subsequent order choices will be printed in a default manner, i.e., as if they never existed in the list. The list itself will not be checked or evaluated again for that set of labels.
     • Select the Suppress labels checkbox to suppress all order choice-specific tube/container labels. If you select this option, no other options are available.
     • Select the Print default number of tube/container labels checkbox to simply print the default amount of order choice-specific tube/container labels.
     • In the Number of additional labels to print field, enter the amount of additional order choice-specific tube/container labels that you would like to print for the order. By default, this field is set to zero.
     • Click the Tube/Container Format button to edit and define label formatting on the Label Printing page.
     • Select the Only print tube/container labels for new order choice checkbox to only print the order choice-specific tube/container labels for new order choices on the order.
  2. Select one or more actions and select the order choices the action will apply to in the Where to Print Labels section to set where Copia prints the order choice-specific tube/container labels defined above for the selected order choice(s).
     • Select the Print to local label printer checkbox to print the labels to your local label printer.
     • Select the Print to location/user configured label printer checkbox to print to the label printer defined for the location/user.
     • Select the Print to collection location configured label printer checkbox to allow labels to be printed to the collection location configured label printer. This checkbox allows labels to be printed to the collection location label printer when the rule is triggered. This setting also requires that a label printer has been configured on the Collection Location tab of the Locations administration page.
     • Select the Print to the selected printers checkbox and use the Search field to select the printer(s) from the Label Printer Search page to which Copia should print the order choice-specific labels defined above. See the Label Printer Search topic.
     • Enter one or more characters in the order choices search field and click the Search button to select the order choice(s) from the Order Choices Search page for which Copia should print the order choice-specific tube/container labels defined above. See the Order Choice Search topic.
• 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.
  1. Enter a value in the Number of patient labels to print field to specify how many patient labels should be printed. This is a required field.
  2. Click in or enter text in the Signed-in location search-as-you-type field to select a signed-in location for the patient labels. This is a required field.
  3. Select one or more actions and select the order choices the action will apply to in the Where to Print Labels section to set where Copia prints the patient-specific labels defined above.
     • Select the Print to local label printer checkbox to print the labels to your local label printer.
     • Select the Print to location/user configured label printer checkbox to print to the label printer defined for the location/user.
     • Select the Print to collection location configured label printer checkbox to allow labels to be printed to the collection location configured label printer. This checkbox allows labels to be printed to the collection location label printer when the rule is triggered. This setting also requires that a label printer has been configured on the Collection Location tab of the Locations administration page.
     • Select the Print to the selected printers checkbox and use the Search field to select the printer(s) from the Label Printer Search page to which Copia should print the patient-specific labels defined above. See the Label Printer Search topic.
     • Enter one or more characters in the Label Printer Name search field to select the label printer from the Label Printer Search page for which Copia should print the patient-specific labels defined above. See the Label Printer Search topic.

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

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