Page Description

Use the Account Numbers page to correct or manually override automatic account number assignments. Note that you can update the Account Number or Billing Preference for a lab from the Account Numbers page during order entry; however, changes will not appear in the user-level Lab Accounts page until you sign out and sign back in. See the Lab Accounts topic.

For more help, click one of the following links:

• Accessing this Page
• Modifying Lab Account Numbers

Accessing this Page

• Click a lab account number in the Account column on the Order Patient Samples page.

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Modifying Lab Account Numbers

1. The lab currently assigned to perform the testing is displayed when the page appears. If the lab requires you to select an account number for the test, then "(account number required)" will appear after the name of the lab. If an account number is required, then you will not be able to save the order without selecting a billing account number.
2. By default, Copia selects the assigned account number based on your billing settings. See the Setting Billing Account Numbers topic.
3. You may manually modify the automatically assigned lab account number by changing the Account Number or Billing Preference for the selected Account Number. Note that these changes will not appear in the user-level Lab Accounts page until you sign out and sign back in. See the Lab Accounts topic.
4. You may also select a different level of billing, if available. In some cases you will not be able to select a different level of billing:
• You may not assign a location-level account number if there is a user-level account number, unless you have selected the override setting for the location. See the Location Lab Accounts topic.
• You may not assign a practice-level account number if there is a location-level or a user-level account number.
5. Click Cancel to discard your changes and return to the Order Patient Samples page.
6. Click Save to save the modifications to the lab account numbers and return to the Order Patient Samples page. If you are viewing the account number information for an order with a status of Complete, then you will not be allowed to save any changes to this page.

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