Page Description

Use the Patient Match Rules administration page to define rules to take action and to make conditions when patients are manually created on the Demographics or the Order Patient Samples pages. Note that this does not affect Patient Match Rules found at the host level or Linked Patient Matching Rules defined on System Defaults. The Patient Match Rules predominately use a pop-up on the Demographics and the Order Patient Samples pages which can be customized through the Dialog Customization button located on the System Defaults administration page. In addition to causing a pop-up under certain configurations, there is also a new cell type added to the Demographics and the Order Patient Samples pages that will display a table of matching patients that the rules found, similar to Harvest LIS' Patient Demographics window.

This feature can only be accessed when the the role right "View/Edit the Patient Match Rules" is enabled. The rules will still run for those that do not have the role right; it only restricts viewing/editing the Patient Match Rule definitions.

For more help, click one of the following links:

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

Accessing this Page

• Click the Administration menu button, click the Rules button, and then click the Patient Match Rules submenu link. You must have the necessary security permissions to access the Administration menu button and to create or edit patient match 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

1. The Patient Match Rule List section contains a list of up to ten patient match rules created to execute designated actions if the defined conditions are met when results are received. 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 view active patient match rules only, select the Show active only checkbox at the top of the Patient Match Rules page. You set the inactive/active status in the Patient Match Rule Details section of the Patient Match Rules details page. See "Adding or Editing Patient Match Rule Details" below.
3. To narrow the list of displayed rules, or to find a specific rule, use the Name field. See "Searching for a Patient Match Rule" below.
4. If you cannot find the desired patient match rule, click the Add or Create New buttons to add a patient match rule using the Patient Match Rules details page. See "Adding or Editing Rule Details" below.
   • Click the Add button to create a new, blank rule.
   • Click the Refresh button to refresh the page after searching.
5. 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 Patient Match 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 Patient Match Rule Details" section below.
6. Click the name of a patient match rule on the Patient Match Rules list page to view or edit rule information on the Patient Match Rules details page. See "Adding or Editing Patient Match Rule Details" below.

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Searching for a Patient Match Rule

1. Enter text into the Name field to search by rule name or description. Enter one or more characters in the Name field. This is a search-as-you-type field. Note that Copia searches for embedded text as well as starting characters.
2. If your search generates one or more matches, the matching rules are displayed with rule name, description, and active status when the page refreshes. Select the desired rule to view the details. See "Adding or Editing Patient Match 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 button to add a new patient match rule. See "Adding or Editing Patient Match Rule Details" below.

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Adding or Editing Patient Match Rule Details

1. Use the Patient Match Rule Details section of the Patient Match Rules details page to add or edit patient match rule information.
2. Enter or edit the name for the patient match rule in the Name field. This field is required.
3. Select the Active checkbox to allow administrative users to include the rule on the Patient Match Rules list page when you select the Show active only checkbox. If the patient match rule is inactive, Copia will clear it from the Patient Match 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 Patient Match Rule list page to help you distinguish the rules.
5. When this patient match rule is enabled, Copia will execute designated actions if the defined conditions are met when it receives results. See "Setting Result Patient Match Conditions" and "Setting Patient Match Rule Actions" below.
6. Enter a value into the Sort Order field to define the value of the sort order. The default value is 100. 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.
7. Click < Back to List to return to the Patient Match Rules list page without saving any changes.
8. If your modifications are complete, click the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Setting Patient Match Rule Conditions

1. Copia lists the possible patient match rule conditions in the Conditions for this Patient Match Rule section:
   • Address 1: The first line of the patient's address that allows the rule to match on.
   • Address 2: The second line of the patient's address that allows the rule to match on.
   • City: The name of the city in which the patient lives that allows the rule to match on.
   • Date of Birth: The date of birth for the patient that allows the rule to match on.
   • First Name: The first name of the patient that allows the rule to match on.
   • Last Name: The last name of the patient that allows the rule to match on.
   • MRN: The Medical Record Number (MRN) for the patient that allows the rule to match on.
   • Patient ID: The unique patient identification number for the patient that allows the rule to match on.
   • SSN: The Social Security Number (SSN) of the patient that allows the rule to match on.
   • Sex: The sex of the patient that allows the rule to match on.
   • State: The state that the patient lives in that allows the rule to match on.
   • Suffix: The suffix of the patient's name that allows the rule to match on.
   • ZIP Code: The patient's ZIP code that allows the rule to match on.

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

   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.

2. Click the Add or Edit button for the desired condition to establish or modify the condition settings on the Edit Patient Match Rule administration page. The condition associated with the button you click determines the available configuration options. See the Admin: Edit Patient Match Rules 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 the Save button to record all changes. Otherwise, complete the remaining sections, and then click the Save button.

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Setting Patient Match Rule Actions

1. Copia lists the possible patient match rule actions in the Actions for this Patient Match Rule section:
   • Display warning upon save if patient match is found: Select this action to have Copia display a warning upon saving if a patient match is found in the system.
   • Prevent patient save: Select this action to have Copia prevent saving a patient in the Copia system.
   • Send Notifications: Delivers an event notification when the rule fires. Only one notification can be defined.

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

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

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