Page Description

Use the Custom Menus administration page to define and customize the patient and order context menus. A Custom Patient Menu and a Custom Order Menu can be selected at the System Defaults level and Signed-in Location level. On the Custom Menus administration page, a user may select four different starting options for the new custom menu: "Blank Order Menu," "Blank Patient Menu," "Order Menu from Default," and "Patient Menu from Default." A blank menu begins with a single submenu, the "root" menu, containing a single User Defined Text option. A menu built from the default template will be populated with submenus and options matching the default context menu, which will depend on whether "Patient Menu" or "Order Menu" was selected.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Custom Menus List
• Adding or Editing Blank Order Menu Details
• Adding or Editing Blank Patient Menu Details
• Adding or Editing Order Menu from Default Details
• Adding or Editing Patient Menu from Default Details
• Menu Options Whose State Can Change in the Context Menu

Accessing this Page

• Click the Administration menu button, click the Customization button, and then click the Custom Menus submenu link. You must have the necessary security permissions to access the Administration menu button.

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

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Viewing the Custom Menus List

1. The Custom Menu List section contains a list of up to ten custom menus. If the list is longer than one page, use the Show ___ entries field to specify the number of menus that appear on the page, or click the left or right arrows, located above or below the list of menus, to navigate through the list.
2. Enter text into the Name field to search for a specific menu. This is a search-as-you-type field. The list automatically updates. If no menus are found, a "No matching records found" message is displayed.
3. Click the Type drop-down list to select a menu type. You may select "All," "Order," or "Patient" from the drop-down menu to filter. The list will automatically refresh. "All" is the default type for the Type drop-down list.
4. Click the Add button to open the Add Custom Menu pop-up in order to create a new custom menu. Click either the Blank Order Menu, Blank Patient Menu, Order Menu from Default, or Patient Menu from Default button on the pop-up. Click the Blank Order Menu button to create an order menu on the Custom Menu Setup page. See the "Adding or Editing Blank Order Menu Details" section below. Click the Blank Patient Menu button to create a patient menu on the Custom Menu Setup page. See the "Adding or Editing Blank Patient Menu Details" section below. Click the Order Menu from Default button to create an order menu from default on the Custom Menu Setup page. See the "Adding or Editing Order Menu from Default Details" section below. Click the Patient Menu from Default button to create a patient menu from default on the Custom Menu Setup page. See the "Adding or Editing Patient Menu from Default Details" section below. Click the Cancel button to close the Add Custom Menu pop-up and return to the Custom Menus list page without making menu changes.

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Adding or Editing Blank Order Menu Details

1. Click the Add button on the Custom Menu list page, followed by clicking the Blank Order Menu button on the Add Custom Menu pop-up to create an order menu.
2. Enter the name of the blank order custom menu in to the Name field. This field is required.
3. Enter the type of custom menu in to the Type field. This field is disabled by default and only indicates the menu type. Clicking the Blank Order Menu button on the Add Custom Menu pop-up automatically inserts the "Order" type in the Type field.
4. Click the Test link to display a dummy menu. This menu is based on the current state of the setup page every time it is displayed. This gives users a means to immediately test changes made on the setup page. This menu is not linked to an order or patient, so clicking a menu option will have no effect.
5. Click the Add button in the Root Menu section to add User Defined Text to the single-menu table. The menu consists of a header section and a contents section. The header section contains the name of the submenu and two buttons labeled Add and Append. The Root Menu will match the contents of the Name field in the Custom Menu Setup section. Clicking the Add button will append a new User Defined Text option to the end of the submenu.
6. Click the Append button to append the contents of another custom menu to the selected submenu via the Append Options pop-up. The Append Options pop-up contains a search-as-you-type field for custom menus. Click inside the field to search for a menu, or click the magnifying glass icon to search manually. Click the X button to remove text from the field. If the current menu type is "Order," only "Order" custom menus will be displayed in the search results. Select a menu from the field to append its contents to the Root Menu. The current menu will never appear in the search results. Click the Append Selected Menu button after a custom menu has been selected to append the options of the selected custom menu to the submenu in which the Append button was originally clicked. If the selected custom menu contains submenus, those submenus will be carried over in their respective User Defined Submenu options. If the Append Selected Menu button is clicked before a custom menu has been selected, an alert will display with the message "Select a menu." Click the Append Default Patient Menu button to append the options from the default patient menu to the submenu. Click the Append Default Order Menu button to append the options from the default order menu to the submenu in the Layer-1 Submenus section. Click the Cancel button to close the pop-up without making any changes.
7. Click the Add button to add User Defined Text, followed by clicking the gear button to the left of the X button. This button displays the Edit Menu Option Properties pop-up where User Defined Text can be edited. Click inside the Option Text field and delete the current "User Defined Text" text and replace it with custom text. This field is required. Click the Option Type drop-down list and select an option from either the "Universal Menu Options," "Patient Menu Options," or "Order Menu Options" section within the list. Within each list category, you may select a specific option type.
• Universal Menu Options: Select either "User Defined Text" (Default) or "User Defined Submenu." If "User Defined Text" is selected, enter a hexidecimal color value, or click the color selector tool, to enter a color option in to the Background Color field. This color will be displayed in the background of the custom menu. Select the Use white text instead of black text checkbox to use white text instead of black text on the custom menu. Click the Save button to save any changes.
• Patient Menu Options: Select "Patient Demographics," followed by selecting either "Demographics" or "Patient Demographics" from the Option Text drop-down list; Select "Patient Insurance," followed by selecting either "Insurance" or "Patient Insurance" from the Option Text drop-down list; Select "Patient Order History," followed by selecting either "Order History" or "Patient Order History" from the Option Text drop-down list; Select "New Order for Patient," followed by selecting either "New Order" or "New Order for Patient" from the Option Text drop-down list; Select "Collect Samples for Patient," followed by selecting either "Collect Samples" or "Collect Samples for Patient" from the Option Text drop-down list; Select "Blank Patient Requisition," followed by selecting "Blank Patient Requisition" from the Option Text drop-down list; Select "Patient Change Log," followed by selecting either "Change Log" or "Patient Change Log" from the Option Text drop-down list; Select "Patient Linked Documents," followed by selecting either "Linked Documents" or "Patient Linked Documents" from the Option Text drop-down list; Select "Patient Client Services Items," followed by selecting either "Client Services Items" or "Patient Client Services Items" from the Option Text drop-down list. Select "Report Delivery Events" from the Option Text drop-down list. Click the Save button to save any changes.
• Order Menu Options: Select "Review Order," followed by selecting "Review Order" from the Option Text drop-down list; Select "Samples for Order," followed by selecting either "Samples" or "Samples for Order" from the Option Text drop-down list; Select "Order Labels," followed by selecting either "Labels" or "Order Labels" from the Option Text drop-down list; Select "Order Requisition," followed by selecting either "Requisition" or "Order Requisition" from the Option Text drop-down list; Select "Order Change Log," followed by selecting either "Change Log" or "Order Change Log" from the Option Text drop-down list; Select "Order Linked Documents," followed by selecting either "Linked Documents" or "Order Linked Documents" from the Option Text drop-down list; Select "View Lab Report," followed by selecting either "View" or "View Lab Report" from the Option Text drop-down list; Select "Deliver Lab Report," followed by selecting either "Deliver" or "Deliver Lab Report" from the Option Text drop-down list; Select "Lab Info Request," followed by selecting "Lab Info Request" from the Option Text drop-down list; Select "Order Client Services Items." followed by selecting either "Client Services Items" or "Order Client Services Items" from the Option Text drop-down list. Click the Save button to save any changes. Click the Cancel button to close the pop-up without saving any changes.
8. Click the Append Default Patient Menu button on the Append Options pop-up to add a set of default User Defined Texts. These default texts include "Demographics," "Insurance," "Order History," "New Order," "Collect Samples," "Blank Patient Requisition," "Change Log," "Linked Documents," and "Client Services Items." These texts can be edited and deleted in the same fashion as the User Defined Texts listed above. Click the X button to remove the User Defined Texts from the menu. Click the up or down arrow buttons to move the User Defined Texts up and down to configure different sort orders.
9. Click the Append Default Order Menu button on the Append Options pop-up to add a set of default User Defined Texts. These default texts include "Review Order," "Samples," "Labels," "Requisition," "Change Log," "Lab Report," "Linked Documents," "Lab Info Request," and "Client Services Items." The button also adds texts in the Layer-1 Submenus section. These texts include "View" and "Deliver" by default. These texts can be edited and deleted in the same fashion as the User Defined Texts listed above. Click the X button to remove the User Defined Texts from the menu. Click the up or down arrow buttons to move the User Defined Texts up and down to configure different sort orders.
10. Click the Save button to save the custom menu, or click the < Back to List button to return to the Custom Menus list page without saving any custom menus.

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Adding or Editing Blank Patient Menu Details

1. Click the Add button on the Custom Menu list page, followed by clicking the Blank Patient Menu button on the Add Custom Menu pop-up to create an patient menu.
2. Enter the name of the blank patient custom menu in to the Name field. This field is required.
3. Enter the type of custom menu in to the Type field. This field is disabled by default and only indicates the menu type. Clicking the Blank Patient Menu button on the Add Custom Menu pop-up automatically inserts the "Patient" type in the Type field.
4. Click the Test link to display a dummy menu. This menu is based on the current state of the setup page every time it is displayed. This gives users a means to immediately test changes made on the setup page. This menu is not linked to an order or patient, so clicking a menu option will have no effect.
5. Click the Add button in the Root Menu section to add User Defined Text to the single-menu table. The menu consists of a header section and a contents section. The header section contains the name of the submenu and two buttons labeled Add and Append. The Root Menu will match the contents of the Name field in the Custom Menu Setup section. Clicking the Add button will append a new User Defined Text option to the end of the submenu.
6. Click the Append button to append the contents of another custom menu to the selected submenu via the Append Options pop-up. The Append Options pop-up contains a search-as-you-type field for custom menus. Click inside the field to search for a menu, or click the magnifying glass icon to search manually. Click the X button to remove text from the field. If the current menu type is "Patient," only "Patient" custom menus will be displayed in the search results. Select a menu from the field to append its contents to the Root Menu. The current menu will never appear in the search results. Click the Append Selected Menu button after a custom menu has been selected to append the options of the selected custom menu to the submenu in which the Append button was originally clicked. If the selected custom menu contains submenus, those submenus will be carried over in their respective User Defined Submenu options. If the Append Selected Menu button is clicked before a custom menu has been selected, an alert will display with the message "Select a menu." Click the Append Default Patient Menu button to append the options from the default patient menu to the submenu. Click the Cancel button to close the pop-up without making any changes.
7. Click the Add button to add User Defined Text, followed by clicking the gear button to the left of the X button. This button displays the Edit Menu Option Properties pop-up where User Defined Text can be edited. Click inside the Option Text field and delete the current "User Defined Text" text and replace it with custom text. This field is required. Click the Option Type drop-down list and select an option from either the "Universal Menu Options" or the "Patient Menu Options" section within the list. Within each list category, you may select a specific option type.
• Universal Menu Options: Select either "User Defined Text" (Default) or "User Defined Submenu." If "User Defined Text" is selected, enter a hexidecimal color value, or click the color selector tool, to enter a color option in to the Background Color field. This color will be displayed in the background of the custom menu. Select the Use white text instead of black text checkbox to use white text instead of black text on the custom menu. Click the Save button to save any changes.
• Patient Menu Options: Select "Patient Demographics," followed by selecting either "Demographics" or "Patient Demographics" from the Option Text drop-down list; Select "Patient Insurance," followed by selecting either "Insurance" or "Patient Insurance" from the Option Text drop-down list; Select "Patient Order History," followed by selecting either "Order History" or "Patient Order History" from the Option Text drop-down list; Select "New Order for Patient," followed by selecting either "New Order" or "New Order for Patient" from the Option Text drop-down list; Select "Collect Samples for Patient," followed by selecting either "Collect Samples" or "Collect Samples for Patient" from the Option Text drop-down list; Select "Blank Patient Requisition," followed by selecting "Blank Patient Requisition" from the Option Text drop-down list; Select "Patient Change Log," followed by selecting either "Change Log" or "Patient Change Log" from the Option Text drop-down list; Select "Patient Linked Documents," followed by selecting either "Linked Documents" or "Patient Linked Documents" from the Option Text drop-down list; Select "Patient Client Services Items," followed by selecting either "Client Services Items" or "Patient Client Services Items" from the Option Text drop-down list. Click the Save button to save any changes.
8. Click the Append Default Patient Menu button on the Append Options pop-up to add a set of default User Defined Texts. These default texts include "Demographics," "Insurance," "Order History," "New Order," "Collect Samples," "Blank Patient Requisition," "Change Log," "Linked Documents," and "Client Services Items." These texts can be edited and deleted in the same fashion as the User Defined Texts listed above. Click the X button to remove the User Defined Texts from the menu. Click the up or down arrow buttons to move the User Defined Texts up and down to configure different sort orders.
9. Click the Save button to save the custom menu, or click the < Back to List button to return to the Custom Menus list page without saving any custom menus.

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Adding or Editing Order Menu from Default Details

1. Click the Add button on the Custom Menu list page, followed by clicking the Order Menu from Default button on the Add Custom Menu pop-up to create an order menu from default.
2. Enter the name of the blank order custom menu from default in to the Name field. This field is required.
3. Enter the type of custom menu in to the Type field. This field is disabled by default and only indicates the menu type. Clicking the Order Menu from Default button on the Add Custom Menu pop-up automatically inserts the "Order" type in the Type field.
4. Click the Test link to display a dummy menu. This menu is based on the current state of the setup page every time it is displayed. This gives users a means to immediately test changes made on the setup page. This menu is not linked to an order or patient, so clicking a menu option will have no effect.
5. Click the Add button in the Root Menu section to add User Defined Text to the single-menu table. The menu consists of a header section and a contents section. The header section contains the name of the submenu and two buttons labeled Add and Append. The Root Menu will match the contents of the Name field in the Custom Menu Setup section. Clicking the Add button will append a new User Defined Text option to the end of the submenu.
6. Click the Append button to append the contents of another custom menu to the selected submenu via the Append Options pop-up. The Append Options pop-up contains a search-as-you-type field for custom menus. Click inside the field to search for a menu, or click the magnifying glass icon to search manually. Click the X button to remove text from the field. If the current menu type is "Order," only "Order" custom menus will be displayed in the search results. Select a menu from the field to append its contents to the Root Menu. The current menu will never appear in the search results. Click the Append Selected Menu button after a custom menu has been selected to append the options of the selected custom menu to the submenu in which the Append button was originally clicked. If the selected custom menu contains submenus, those submenus will be carried over in their respective User Defined Submenu options. If the Append Selected Menu button is clicked before a custom menu has been selected, an alert will display with the message "Select a menu." Click the Append Default Patient Menu button to append the options from the default patient menu to the submenu. Click the Append Default Order Menu button to append the options from the default order menu to the submenu in the Layer-1 Submenus section. Click the Cancel button to close the pop-up without making any changes.
7. Click the Add button to add User Defined Text, followed by clicking the gear button to the left of the X button. This button displays the Edit Menu Option Properties pop-up where User Defined Text can be edited. Click inside the Option Text field and delete the current "User Defined Text" text and replace it with custom text. This field is required. Click the Option Type drop-down list and select an option from either the "Universal Menu Options," "Patient Menu Options," or "Order Menu Options" section within the list. Within each list category, you may select a specific option type.
• Universal Menu Options: Select either "User Defined Text" (Default) or "User Defined Submenu." If "User Defined Text" is selected, enter a hexidecimal color value, or click the color selector tool, to enter a color option in to the Background Color field. This color will be displayed in the background of the custom menu. Select the Use white text instead of black text checkbox to use white text instead of black text on the custom menu. Click the Save button to save any changes.
• Patient Menu Options: Select "Patient Demographics," followed by selecting either "Demographics" or "Patient Demographics" from the Option Text drop-down list; Select "Patient Insurance," followed by selecting either "Insurance" or "Patient Insurance" from the Option Text drop-down list; Select "Patient Order History," followed by selecting either "Order History" or "Patient Order History" from the Option Text drop-down list; Select "New Order for Patient," followed by selecting either "New Order" or "New Order for Patient" from the Option Text drop-down list; Select "Collect Samples for Patient," followed by selecting either "Collect Samples" or "Collect Samples for Patient" from the Option Text drop-down list; Select "Blank Patient Requisition," followed by selecting "Blank Patient Requisition" from the Option Text drop-down list; Select "Patient Change Log," followed by selecting either "Change Log" or "Patient Change Log" from the Option Text drop-down list; Select "Patient Linked Documents," followed by selecting either "Linked Documents" or "Patient Linked Documents" from the Option Text drop-down list; Select "Patient Client Services Items," followed by selecting either "Client Services Items" or "Patient Client Services Items" from the Option Text drop-down list. Click the Save button to save any changes.
• Order Menu Options: Select "Review Order," followed by selecting "Review Order" from the Option Text drop-down list; Select "Samples for Order," followed by selecting either "Samples" or "Samples for Order" from the Option Text drop-down list; Select "Order Labels," followed by selecting either "Labels" or "Order Labels" from the Option Text drop-down list; Select "Order Requisition," followed by selecting either "Requisition" or "Order Requisition" from the Option Text drop-down list; Select "Order Change Log," followed by selecting either "Change Log" or "Order Change Log" from the Option Text drop-down list; Select "Order Linked Documents," followed by selecting either "Linked Documents" or "Order Linked Documents" from the Option Text drop-down list; Select "View Lab Report," followed by selecting either "View" or "View Lab Report" from the Option Text drop-down list; Select "Deliver Lab Report," followed by selecting either "Deliver" or "Deliver Lab Report" from the Option Text drop-down list; Select "Lab Info Request," followed by selecting "Lab Info Request" from the Option Text drop-down list; Select "Order Client Services Items." followed by selecting either "Client Services Items" or "Order Client Services Items" from the Option Text drop-down list. Click the Save button to save any changes. Click the Cancel button to close the pop-up without saving any changes.
8. Click the Append Default Patient Menu button on the Append Options pop-up to add a set of default User Defined Texts. These default texts include "Demographics," "Insurance," "Order History," "New Order," "Collect Samples," "Blank Patient Requisition," "Change Log," "Linked Documents," and "Client Services Items." These texts can be edited and deleted in the same fashion as the User Defined Texts listed above. Click the X button to remove the User Defined Texts from the menu. Click the up or down arrow buttons to move the User Defined Texts up and down to configure different sort orders.
9. Click the Append Default Order Menu button on the Append Options pop-up to add a set of default User Defined Texts. These default texts include "Review Order," "Samples," "Labels," "Requisition," "Change Log," "Lab Report," "Linked Documents," "Lab Info Request," and "Client Services Items." The button also adds texts in the Layer-1 Submenus section. These texts include "View" and "Deliver" by default. These texts can be edited and deleted in the same fashion as the User Defined Texts listed above. Click the X button to remove the User Defined Texts from the menu. Click the up or down arrow buttons to move the User Defined Texts up and down to configure different sort orders.
10. Click the Save button to save the custom menu, or click the < Back to List button to return to the Custom Menus list page without saving any custom menus.

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Adding or Editing Patient Menu from Default Details

1. Click the Add button on the Custom Menu list page, followed by clicking the Patient Menu from Default button on the Add Custom Menu pop-up to create an patient menu from default.
2. Enter the name of the blank patient custom menu from default in to the Name field. This field is required.
3. Enter the type of custom menu in to the Type field. This field is disabled by default and only indicates the menu type. Clicking the Patient Menu from Default button on the Add Custom Menu pop-up automatically inserts the "Patient" type in the Type field.
4. Click the Test link to display a dummy menu. This menu is based on the current state of the setup page every time it is displayed. This gives users a means to immediately test changes made on the setup page. This menu is not linked to an order or patient, so clicking a menu option will have no effect.
5. Click the Add button in the Root Menu section to add User Defined Text to the single-menu table. The menu consists of a header section and a contents section. The header section contains the name of the submenu and two buttons labeled Add and Append. The Root Menu will match the contents of the Name field in the Custom Menu Setup section. Clicking the Add button will append a new User Defined Text option to the end of the submenu.
6. Click the Append button to append the contents of another custom menu to the selected submenu via the Append Options pop-up. The Append Options pop-up contains a search-as-you-type field for custom menus. Click inside the field to search for a menu, or click the magnifying glass icon to search manually. Click the X button to remove text from the field. If the current menu type is "Patient," only "Patient" custom menus will be displayed in the search results. Select a menu from the field to append its contents to the Root Menu. The current menu will never appear in the search results. Click the Append Selected Menu button after a custom menu has been selected to append the options of the selected custom menu to the submenu in which the Append button was originally clicked. If the selected custom menu contains submenus, those submenus will be carried over in their respective User Defined Submenu options. If the Append Selected Menu button is clicked before a custom menu has been selected, an alert will display with the message "Select a menu." Click the Append Default Patient Menu button to append the options from the default patient menu to the submenu. Click the Cancel button to close the pop-up without making any changes.
7. Click the Add button to add User Defined Text, followed by clicking the gear button to the left of the X button. This button displays the Edit Menu Option Properties pop-up where User Defined Text can be edited. Click inside the Option Text field and delete the current "User Defined Text" text and replace it with custom text. This field is required. Click the Option Type drop-down list and select an option from either the "Universal Menu Options" or the "Patient Menu Options" section within the list. Within each list category, you may select a specific option type.
• Universal Menu Options: Select either "User Defined Text" (Default) or "User Defined Submenu." If "User Defined Text" is selected, enter a hexidecimal color value, or click the color selector tool, to enter a color option in to the Background Color field. This color will be displayed in the background of the custom menu. Select the Use white text instead of black text checkbox to use white text instead of black text on the custom menu. Click the Save button to save any changes.
• Patient Menu Options: Select "Patient Demographics," followed by selecting either "Demographics" or "Patient Demographics" from the Option Text drop-down list; Select "Patient Insurance," followed by selecting either "Insurance" or "Patient Insurance" from the Option Text drop-down list; Select "Patient Order History," followed by selecting either "Order History" or "Patient Order History" from the Option Text drop-down list; Select "New Order for Patient," followed by selecting either "New Order" or "New Order for Patient" from the Option Text drop-down list; Select "Collect Samples for Patient," followed by selecting either "Collect Samples" or "Collect Samples for Patient" from the Option Text drop-down list; Select "Blank Patient Requisition," followed by selecting "Blank Patient Requisition" from the Option Text drop-down list; Select "Patient Change Log," followed by selecting either "Change Log" or "Patient Change Log" from the Option Text drop-down list; Select "Patient Linked Documents," followed by selecting either "Linked Documents" or "Patient Linked Documents" from the Option Text drop-down list; Select "Patient Client Services Items," followed by selecting either "Client Services Items" or "Patient Client Services Items" from the Option Text drop-down list. Click the Save button to save any changes.
8. Click the Append Default Patient Menu button on the Append Options pop-up to add a set of default User Defined Texts. These default texts include "Demographics," "Insurance," "Order History," "New Order," "Collect Samples," "Blank Patient Requisition," "Change Log," "Linked Documents," and "Client Services Items." These texts can be edited and deleted in the same fashion as the User Defined Texts listed above. Click the X button to remove the User Defined Texts from the menu. Click the up or down arrow buttons to move the User Defined Texts up and down to configure different sort orders.
9. Click the Save button to save the custom menu, or click the < Back to List button to return to the Custom Menus list page without saving any custom menus.

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Menu Options Whose State Can Change in the Context Menu

The following is a list of menu options whose state can change in the context menu, with details explaining when the state changes.

1. Universal Menu Options:
• User Defined Submenu - Menu option is disabled whenever all of the child options in its submenu are disabled.
2. Patient Menu Options:
• New Order - Menu option is disabled whenever the signed-in location setting Must use LKSmartSearch to create a new order is enabled. LKSmartSearch settings are displayed when the Startup ACO "SHOW_ELLKAY_SEARCH_SETTINGS" is true.
• Collect Samples - Menu option is disabled whenever shown in the menu for the "Options" link if the current page is "Collect Samples."
• Blank Patient Requisition - Menu option is disabled whenever the signed-in location's result delivery setting Use System Blank Requisition List is disabled and no blank requisitions are selected, or when the setting is enabled and no blank requisitions are selected on the System Defaults administration page's Result Delivery tab.
• Change Log - Menu option is disabled whenever the current user does not have the View Specific Lab Task Change Log right assigned in their current role, based on their signed-in location.
• Linked Documents - Menu option uses green, italicized text whenever the patient has linked documents.
• Client Services Items - Menu option is hidden if the Client Services module is disabled by the license or the current user does not have the View Client Services right assigned in their current role, based on their signed-in location. Menu option is disabled if the current page is the Client Services administration page. Menu option is disabled if the patient has no linked client cases. Menu option uses green, italicized text if the patient has open-linked client cases.
3. Order Menu Options:
   • Samples - Menu option is disabled if the order is cancelled.
   • Labels - Menu option is disabled if the signed-in location setting Prevent users from manually generating labels is enabled.
   • Requisition - Menu option is disabled if the order is complete, results are final, and the current user does not have the Print requisitions for complete orders right assigned in their current role, based on their signed-in location.
   • Change Log - Menu option is disabled whenever the current user does not have the View Specific Lab Task Change Log right assigned in their current role, based on their signed-in location.
   • View (View Lab Report) - Menu option is disabled if either the order is cancelled, the order does not have results, the current user does not have the View results for a patient right, the current user does not have the View results for a patient when an associate of the ordering provider right (or is not an associate of the ordering provider), or the current user does not have the View results for a patient on orders with associated ordering locations right (or is not allowed to view the ordering location).
   • Deliver (Deliver Lab Report) - Menu option is disabled if either the order is cancelled, the order does not have results, the current user does not have the View results for a patient right, the current user does not have the View results for a patient when an associate of the ordering provider right (or is not an associate of the ordering provider), or the current user does not have the View results for a patient on orders with associated ordering locations right (or is not allowed to view the ordering location).
   • Linked Documents - Menu option uses green, italicized text whenever the order has linked documents.
   • Lab Info Request - Menu option is hidden if the current user does not have the View lab info for orders right assigned in their current role, based on their signed-in location. Menu option is disabled if the no order choices on the order are associated with a host whose Enable lab info request service setting is enabled and configured.
   • Client Services Items - Menu option is hidden if the Client Services module is disabled by the license or the current user does not have the View Client Services right assigned in their current role, based on their signed-in location. Menu option is disabled if the current page is the Client Services administration page. Menu option is disabled if the patient has no linked client cases. Menu option uses green, italicized text if the patient has open-linked client cases.

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