Page Description

Use the Purge administration page to purge orders from Copia. These new rights can only be turned on by someone logged in as a superuser. When either one of these rights is turned on for a user, a new page labeled Purge will show up under Manage. This is a two-tabbed page, one labeled "Ordered Purge," and the other labeled "Order Choice Purge." They both have filters consisting of creation start and end date time range, Order Choice, Container Type, and Billing Status. Based on this filter, clicking the Purge Preview button will show the number of orders or number of orders and order choices that will be purged. When purging order choices, if all of the ordered panels were to be ultimately deleted from an order, the entire order is deleted. Currently, after the preview is performed, this data is displayed to the user via the Perform Purge button. Clicking this button purges the orders. This may be changed to run in a background thread, much like how archiving works.

Order Purge Tab

Use the Order Purge tab to purge orders within a specific filtered date and time range.

Order Choice Purge Tab

Use the Order Choice Purge tab to purge order choices within a specific filtered date and time range, as well as Order Choice, Container Type, and Billing Status.

Patient Purge Tab

Use the Patient Purge tab to allow the user to run two different types of patient purges. This can only be accessed if the Role "View/Edit Purge Patients (Administration>Manage>Purge)" is enabled.

For more help, click one of the following links:

• Accessing this Page
• Accessing Purge Tabs

Order Purge Tab:

• Selecting the Order Purge Tab

Order Choice Purge Tab:

• Selecting the Order Choice Purge Tab

Patient Purge Tab:

• Selecting the Patient Purge Tab

Accessing this Page

• Click the Administration menu button, click the Manage button, and then click the Purge submenu link. You must have the necessary security permissions to access the Administration menu button, as well as the Purge feature.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Manage menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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Accessing Purge Tabs

1. Click the Order Purge tab to purge orders within a specific filtered date and time range.
2. Click the Order Choice Purge tab to purge order choices within a specific filtered date and time range, as well as Order Choice, Container Type, and Billing Status.
3. Click the Patient Purge tab to allow the user to run two different types of patient purges. This can only be accessed if the Role "View/Edit Purge Patients (Administration>Manage>Purge)" is enabled.

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Selecting the Order Purge Tab

1. Click the Order Purge tab to purge orders within a specific filtered date and time range.
2. Enter a creation start date and time in the Creation Date Start fields, or you may click the Now button to enter the current start date and time. Click the calendar icon to manually search for a start date to enter into the fields. The start date/time will be displayed in the format MM/DD/YYYY and HH:MM AM/PM.
3. Enter a creation end date and time in the Creation Date End fields, or you may click the Now button to enter the current end date and time. Click the calendar icon to manually search for an end date to enter into the fields. The end date/time will be displayed in the format MM/DD/YYYY and HH:MM AM/PM.
4. Enter text in to the Do not purge orders for patients (or linked patients of a patient) that have an order with an order choice using the order choice type search-as-you-type field to have the purge preview only select orders for patients who do not meet the order choice type criteria using the filter field. The purge applies to the orders selected in the purge preview.
5. Click the Clear button to clear the start/end date and time from the Order Purge tab fields.
6. Click the Purge Preview button at the bottom of the page to preview the purge orders that are in the date/time range you specified. These results will be displayed in the Order Purge Details page on the Purge administration page. If no orders are in the date/time range specified, a message stating "No order(s) to purge" will appear. If there are orders to be purged, a message stating "This will purge xxxx order(s)" will appear, followed by two buttons.
7. Click the Perform Purge button to purge the orders. Once the orders have been purged, the purge cannot be undone. When the button is clicked, a Purge pop-up will appear asking "Are you sure you want to purge xxxx order(s)?" Click the OK button to purge the orders, or click the Cancel button to cancel the purge. Click the Clear Preview button to clear the preview in the Order Purge Details section.

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Selecting the Order Choice Purge Tab

1. Click the Order Choice Purge tab to purge order choices within a specific filtered date and time range, as well as Order Choice, Container Type, and Billing Status.
2. Enter a creation start date and time in the Creation Date Start fields, or you may click the Now button to enter the current start date and time. Click the calendar icon to manually search for a start date to enter into the fields. The start date/time will be displayed in the format MM/DD/YYYY and HH:MM AM/PM.
3. Enter a creation end date and time in the Creation Date End fields, or you may click the Now button to enter the current end date and time. Click the calendar icon to manually search for an end date to enter into the fields. The end date/time will be displayed in the format MM/DD/YYYY and HH:MM AM/PM.
4. Click the Clear button to clear the start/end date and time from the Order Choice Purge tab fields.
5. Click inside the Order Choice field to search for an order choice, or click the magnifying glass icon to search. This is a search-as-you-type field. Select an order choice for this field. Click the X button to remove the text.
6. Click inside the Container Type field to search for a container type, or click the magnifying class icon to search. This is a search-as-you-type field. Select a container type for this field. Click the X button to remove the text.
7. Click inside the Billing Status field to search for a billing status, or click the arrow icon to search. This is a search-as-you-type field. Select a billing status for this field. Click the X button to remove the text.
8. Click the Purge Preview button at the bottom of the page to preview the order choices that are within the filter criteria to be purged. These results will be displayed in the Order Choice Purge Details page on the Purge administration page. If no order choices are within the filter criteria, a message stating "No order(s) or order choice(s) to purge" will appear. If there are order choices to be purged, a message stating "This will purge xxxx order(s) or order choice(s)" will appear, followed by two buttons.
9. Click the Perform Purge button to purge the order choices. Once the order choices have been purged, the purge cannot be undone. When the button is clicked, a Purge pop-up will appear asking "Are you sure you want to purge xxxx order(s) or order choice(s)?" Click the OK button to purge the order choice(s), or click the Cancel button to cancel the purge. Click the Clear Preview button to clear the preview in the Order Choice Purge Details section.

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Selecting the Patient Purge Tab

1. Click the Patient Purge tab to allow the user to run two different types of patient purges.
2. Click the Select patients to purge using a time range radio button to enable date/time configuration fields.
3. Enter a creation start date and time in the Creation Date Start fields, or you may click the Now button to enter the current start date and time. Click the calendar icon to manually search for a start date to enter into the fields. The start date/time will be displayed in the format MM/DD/YYYY and HH:MM AM/PM.
4. Enter a creation end date and time in the Creation Date End fields, or you may click the Now button to enter the current end date and time. Click the calendar icon to manually search for an end date to enter into the fields. The end date/time will be displayed in the format MM/DD/YYYY and HH:MM AM/PM.
5. Click the Select a patient to purge radio button to enable the Patient search field in order to search for a specific patient to purge. Select the patient from the list. This is a search-as-you-type field. Details of the patient will be displayed in the Patient Purge Details section, if available.
6. Click the Purge Preview button to display a preview of the patient in the Patient Purge Details section. The section will display "This will purge X patient(s)," followed by two buttons. Click the Perform Purge button to perform the purge and purge the patient, or click the Clear Preview button to remove the patient from the section. Note that once you purge a patient, they will be permanently deleted from the system.

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