Page Description

Use the Result Release Rules page to define a set of conditions that, when met, will automatically release the results to the report recipients and/or patients. The patients can then access the results through the Patient Portal.

For more help, click one of the following links:

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

Accessing this Page

• Click the Administration menu button, click the Rules button, and then click the Result Release Rules submenu link. You must have the necessary security permissions to access the Administration menu button and to create or edit result release 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 Result Release Rule List section contains a list of up to ten result release rules created to release the results to the report recipients and/or patients. 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 reports 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 result release rules only, select the Show active only checkbox at the top of the Result Release Rules page. You set the inactive/active status in the Result Release Rule Details section of the Result Release Rules details page. See "Adding or Editing Result Release 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 Result Release Rule" below.
5. If you cannot find the desired result release rule, click the Add or Copy buttons to add a result release rule using the Result Release 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 Result Release 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 Result Release Rule Details" section below.
7. Click the name of a result release rule on the Result Release Rules list page to view or edit rule information on the Result Release Rules details page. See "Adding or Editing Result Release Rule Details" below.

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Searching for a Result Release 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, and active status. Select the desired rule to view details. See "Adding or Editing Result Release Rule Details" below.
3. If no search results are found or the desired rule is not found, search again, or click the Add or Copy buttons to add a new result release rule. See "Adding or Editing Result Release Rule Details" below.
4. Clear the Name field to go back to the full list of rules.

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Adding or Editing Result Release Rule Details

1. Use the Result Release Rule Details section of the Result Release Rules details page to add or edit result release rule information.
2. Enter or edit the name for the result release rule in the Name field. This field is required.
3. Select the Active checkbox to allow administrative users to include the rule on the Result Release Rules list page when you select the Show active only checkbox. If the result release rule is inactive, Copia will clear it from the Result Release 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 Result Release 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. Click < Back to List to return to the Result Release Rules list page without saving any changes.
7. 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 Result Release Rule Conditions

1. Copia lists the possible result release rule conditions in the Conditions for this Result Release Rule section:
   • Current Order Choices: The current order choice(s) that must be included or absent on the order to allow the rule to fire.
   • Days of the Week: The day(s) of the week that the order choice must be added to the order to allow the rule to fire.
   • Order User Defined Field Response: Condition allows the user to select and specify a user-defined field response for an order.
   • Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
   • Practices: The practice(s) that must accompany the order choice to allow the rule to fire.
   • Result Comment Conditions (for any test): The result comment conditions located on the order choice to allow the rule to fire.
   • Specimen Sources: Whether or not the rule will apply if the order contains specimen part information on the order choice to allow the rule to fire.
   • Test Conditions: The test condition(s) for the order choice to allow the rule to fire.
   • 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 or Edit button for the desired condition to establish or modify the condition settings on the Edit Result Release Rule administration page. The condition associated with the button you click determines the available configuration options. See the Admin: Edit Result Release 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 Result Release Rule Actions

1. Copia lists the possible result release rule actions in the Actions for this Result Release Rule section:
   • Release Results to Report Recipients: Adds the ability to release results to report recipients.
   • Release Results to Patient: Adds the ability to release results to a specified patient.

   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 Result Release Rule administration page. The action associated with the button you click determines the available configuration options. See the Admin: Edit Result Release Rule topic.
3. Click the Remove button for an action to immediately disable that action.
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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