Page Description

The Edit Scheduled Event administration page allows a user to add and edit a scheduled event for Admin Report - Billing Summary, Admin Report - Standing Orders, Admin Report - Utilization, Collection List, Client Services Data Browser Report, Patient Data Browser Report, Query Results, and Release Samples. First create the type of event on the Add Scheduled Event pop-up by clicking the button for the type of event you would like to create.

For more help, click one of the following links:

• Accessing this Page
• Adding or Editing Scheduled Admin Report - Billing Summary
• Adding or Editing Scheduled Admin Report - Standing Orders
• Adding or Editing Scheduled Utilization
• Adding or Editing Scheduled Collection Lists
• Adding or Editing Scheduled Client Services Data Browser Report
• Adding or Editing Scheduled Patient Data Browser Report
• Adding or Editing Scheduled Query Results
• Adding or Editing Release Samples Results

Accessing this Page

• Click the Add button on the Scheduled Events page, and then click either the Admin Report - Billing Summary, Admin Report - Standing Orders, Admin Report - Utilization, Collection List, Client Services Data Browser Report, Patient Data Browser Report, Query Results, and the Release Samples button to add the specific event.
• Click the Name of a scheduled event on the Scheduled Events administration page.

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Adding or Editing Scheduled Admin Report - Billing Summary

1. Enter the name of the billing summary in the Name field. This field is required.
2. Enter a short description of the billing summary in the Description field. This will help you differentiate billing summaries on the Scheduled Events page.
3. Select the Active checkbox to specify that the billing summary is active in the Copia system.
4. In the Auto-Run Report section, click the Create Schedule button (for new summaries) or the Edit Schedule button (for existing summaries) to define the schedule details for the billing summary on the Edit Schedule page. See the Admin: Edit Schedule topic. Once you define the schedule, Copia displays the type of Recurrence and the Next Date on which Copia will run the billing summary.
5. Use the fields in the Date/Time Range for Orders in the Report section to define the time range for orders Copia should include in the billing summary.
• Date Type: Select the "Completion Date" option to base the contents of the billing summary on the completion date.
• Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by clicking the calendar icon located next to the date fields. Click Now to enter the current date and time. Click Clear to clear the date and time fields.
• Apply time range inclusively: Select this option to have Copia search from the start time and date through the end time on the end date. If you do not select this option, Copia searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
• Date Settings: Click this button to further define in the Date Settings pop-up how Copia applies date ranges for the current billing summary. In addition, you should complete the Start Time and End Time information before defining the date settings, as Copia uses this information to determine the length of the date range. Once you click the Date Settings button, make the following selections:
  • Select the type of date range you wish to use.
    • Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Collection List page. You may select the Previous checkbox and select "Day," "Week," or "Month" to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; Copia simply uses the same number of dates each time it creates the data browser report.
    • Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Billing Summary page. You may select the Always use the current date in future searches checkbox to have Copia use the current date each time it creates the data browser report.
• Click the Save button to record your selections and return to the Edit Scheduled Events page. To save the date range with the billing summary, click the Save button on the Edit Scheduled Events page.
6. Use the fields in the Billing Summary Report Options section to further refine the contents of the billing summary.
• Lab: Click inside the field to search for a lab that will appear on the billing summary report.
• Ordering Practice: Click inside the field to search for an ordering practice that will appear on the billing summary report.
• Ordering Location: Click inside the field to search for an ordering location that will appear on the billing summary report.
• Ordering Provider: Click inside the field to search for an ordering provider that will appear on the billing summary report.
• Patient: Click inside the field to search for a patient that will appear on the billing summary report.
• Show order choices with an ABN: Select this checkbox to have Copia display order choices with an ABN on the billing summary report.
• Max Results Limit: Enter a value into the field to specify the limit of max results that will appear on the billing summary report. The default value is 30,000.
• Available Sorting Options/Selected Sorting Options: Use these fields to sort the available options to either "Available" or "Selected" sorting options. Use the right or left arrow buttons to move the options to the left or right field.
7. Click the Save button to record changes and return to the previous page, or click the < Back to List button to return to the previous page without saving any changes.

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Adding or Editing Scheduled Admin Report - Standing Orders

1. Enter the name of the standing order in the Name field. This field is required.
2. Enter a short description of the standing order in the Description field. This will help you differentiate standing orders on the Scheduled Events page.
3. Select the Active checkbox to specify that the standing order is active in the Copia system.
4. In the Auto-Run Report section, click the Create Schedule button (for new orders) or the Edit Schedule button (for existing orders) to define the schedule details for the standing order on the Edit Schedule page. See the Admin: Edit Schedule topic. Once you define the schedule, Copia displays the type of Recurrence and the Next Date on which Copia will run the standing order.
5. Use the fields in the Date/Time Range for Orders in the Report section to define the time range for orders Copia should include in the standing order.
• Date Type: Select the "Ordered Date" option to base the contents of the standing order on the ordered date.
• Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by clicking the calendar icon located next to the date fields. Click Now to enter the current date and time. Click Clear to clear the date and time fields.
• Apply time range inclusively: Select this option to have Copia search from the start time and date through the end time on the end date. If you do not select this option, Copia searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
• Date Settings: Click this button to further define in the Date Settings pop-up how Copia applies date ranges for the current standing order. In addition, you should complete the Start Time and End Time information before defining the date settings, as Copia uses this information to determine the length of the date range. Once you click the Date Settings button, make the following selections:
  • Select the type of date range you wish to use.
    • Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Standing Order page. You may select the Previous checkbox and select "Day," "Week," or "Month" to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; Copia simply uses the same number of dates each time it creates the data browser report.
    • Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Standing Order page. You may select the Always use the current date in future searches checkbox to have Copia use the current date each time it creates the data browser report.
• Click the Save button to record your selections and return to the Edit Scheduled Events page. To save the date range with the standing order, click the Save button on the Edit Scheduled Events page.
6. Use the fields in the Standing Order Report Options section to further refine the contents of the standing order.
• Lab: Click inside the field to search for a lab that will appear on the standing order report.
• Ordering Practice: Click inside the field to search for an ordering practice that will appear on the standing order report.
• Ordering Location: Click inside the field to search for an ordering location that will appear on the standing order report.
• Ordering Provider: Click inside the field to search for an ordering provider that will appear on the standing order report.
• Patient: Click inside the field to search for a patient that will appear on the standing order report.
• Show order choices with an ABN: Select this checkbox to have Copia display order choices with an ABN on the standing order report.
• Max Results Limit: Enter a value into the field to specify the limit of max results that will appear on the standing order report. The default value is 30,000.
• Order date/time: Select this option to order the results by the order date and/or time.
• Patient Name: Select this option to order the results by the patient's name.
• Ordering Location: Select this option to group the results by the ordering location.
7. Click the Save button to record changes and return to the previous page, or click the < Back to List button to return to the previous page without saving any changes.

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Adding or Editing Scheduled Admin Report - Utilization

1. Enter the name of the utilization report in the Name field. This field is required.
2. Enter a short description of the utilization report in the Description field. This will help you differentiate utilization reports on the Scheduled Events page.
3. Select the Active checkbox to specify that the utilization report is active in the Copia system.
4. In the Auto-Run Report section, click the Create Schedule button (for new reports) or the Edit Schedule button (for existing reports) to define the schedule details for the utilization report on the Edit Schedule page. See the Admin: Edit Schedule topic. Once you define the schedule, Copia displays the type of Recurrence and the Next Date on which Copia will run the utilization report.
5. Use the fields in the Date/Time Range for Orders in the Report section to define the time range for orders Copia should include in the utilization report.
• Date Type: Select the "Order Date" or "Collection Date" option to base the contents of the utilization report on the order date/time or the collection date/time.
• Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by clicking the calendar icon located next to the date fields. Click Now to enter the current date and time. Click Clear to clear the date and time fields.
• Apply time range inclusively: Select this option to have Copia search from the start time and date through the end time on the end date. If you do not select this option, Copia searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
• Date Settings: Click this button to further define in the Date Settings pop-up how Copia applies date ranges for the current utilization report. In addition, you should complete the Start Time and End Time information before defining the date settings, as Copia uses this information to determine the length of the date range. Once you click the Date Settings button, make the following selections:
  • Select the type of date range you wish to use.
    • Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Utilization page. You may select the Previous checkbox and select "Day," "Week," or "Month" to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; Copia simply uses the same number of dates each time it creates the data browser report.
    • Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Utilization page. You may select the Always use the current date in future searches checkbox to have Copia use the current date each time it creates the data browser report.
• Click the Save button to record your selections and return to the Edit Scheduled Events page. To save the date range with the utilization report, click the Save button on the Edit Scheduled Events page.
6. Use the fields in the Utilization Report Options section to further refine the contents of the utilization report.
• Lab: Click inside the field to search for a lab that will appear on the utilization report.
• Ordering Practice: Click inside the field to search for an ordering practice that will appear on the utilization report.
• Ordering Location State: Enter the name of the state of the ordering location to filter by ordering location.
• All ordering locations except: Select either "These selected ordering locations" or "All ordering locations except" from the drop-down list. Click the Add button to add a location to the report via the Location Search page. Click the Remove Selected button to remove the location from the field, or click the Clear List button to remove all locations from the list.
• Ordering Provider: Click inside the field to search for an ordering provider that will appear on the utilization report.
• Utilization Template: Select an option from the drop-down list to define the utilization template that will be used on the utilization report. This will vary depending on the templates defined in your Copia system.
• Max Results Limit: Enter a value into the field to specify the limit of max results that will appear on the utilization report. The default value is 30,000.
• Break out each lab: Select this checkbox to break out each lab selected for the utilization report.
• Break out each Ordering Location: Select this checkbox to break out each ordering location selected for the utilization report.
• Break out each Ordering Provider: Select this checkbox to break out each ordering provider selected for the utilization report.
• Do not include cancelled orders and order choices: Select this checkbox to have Copia not include cancelled orders and order choices on the utilization report.
• Only include collected samples: Select this checkbox to have Copia only include collected samples on the utilization report.
• Group order choices by Reporting Groups: Select this checkbox to have Copia group selected order choices by their Reporting Groups for the utilization report.
• Order Choices: Click inside the field to search for order choices that will appear on the utilization report. When an order choice is selected, an active status will appear in the table.
7. Click the Save button to record changes and return to the previous page, or click the < Back to List button to return to the previous page without saving any changes.

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Adding or Editing Scheduled Collection Lists

1. Enter the name of the collection list in the Name field. This field is required.
2. Enter a short description of the collection list in the Description field. This will help you differentiate collection lists on the Scheduled Events page.
3. Select the Active checkbox to specify that the collection list is active in the Copia system.
4. In the Auto-Run Report section, click the Create Schedule button (for new lists) or the Edit Schedule button (for existing lists) to define the schedule details for the collection list on the Edit Schedule page. See the Admin: Edit Schedule topic. Once you define the schedule, Copia displays the type of Recurrence and the Next Date on which Copia will run the collection list.
5. Use the fields in the Date/Time Range for Orders on the List section to define the time range for orders Copia should include in the collection list.
• Date Type: Select the "Order Date/Time" or "Proposed Collection Date/Time" option to base the contents of the collection list on the order date/time or the collection date/time.
• Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by clicking the calendar icon located next to the date fields. Click Now to enter the current date and time. Click Clear to clear the date and time fields.
• Apply time range inclusively: Select this option to have Copia search from the start time and date through the end time on the end date. If you do not select this option, Copia searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
• Date Settings: Click this button to further define in the Date Settings pop-up dialog how Copia applies date ranges for the current collection list. In addition, you should complete the Start Time and End Time information before defining the date settings, as Copia uses this information to determine the length of the date range. Once you click the Date Settings button, make the following selections:
  • Select the type of date range you wish to use.
    • Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Collection List page. You may select the Previous checkbox and select "Day," "Week," or "Month" to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; Copia simply uses the same number of dates each time it creates the data browser report.
    • Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Collection List page. You may select the Always use the current date in future searches checkbox to have Copia use the current date each time it creates the data browser report.
• Click Save to record your selections and return to the Edit Scheduled Events page. To save the date range with the collection list, click Save on the Edit Scheduled Events page.
6. Use the fields in the Collection List Options section to further refine the contents of the collection list.
• Collection Locations: Click the Search button to select on the Location Search page the location you want to create the collection list for. See the Location Search topic. Click Clear to clear the location from the field. This field is required.
• Collection List Template: Select an option from this drop-down field to set which layout template Copia should apply to this collection list. This field is required. By default, Copia selects the standard collection list layout template.
• Orders with Specific Order Choices: Select either "Limit to" or "Exclude" from the drop-down list.
• Orders with Specific Priorities: Select either "Limit to" or "Exclude" from the drop-down list.
• Collection List Filter: Click the Search button to select on the Filter page the filter you want to apply to the collection list. See the Admin: Filter topic. Once you have assigned a filter, you may click the Edit button to edit the collection list filter in the Filter details page. Click the Clear button to remove the selected filter.
• Exclude Orders on Other Collection Lists: Select this option to ignore orders that fall within your Start and End Times, but that have already been added to an existing collection list.
• Include Requisitions in Printed List: Select this option to print associated requisitions along with a scheduled collection list. If set, the delivered collection list will also include the requisitions of the orders on the list. This setting is functionally the same as the Include Requisitions in Printed List option in the normal printed Collection List section.
• Include Past Due Orders: Select this option to include any orders that are past due for sample collection, regardless of their Start Time.
• Print ABN: Select this option to have Copia print an ABN when it creates the collection list.
7. Click the Save button to record changes and return to the previous page, or click the < Back to List button to return to the previous page without saving any changes.

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Adding or Editing Scheduled Client Services Data Browser Report

1. Enter the name of the Client Services data browser report in the Data Browser Name field. This field is required.
2. Select the Active checkbox to specify that the Client Services data browser report is active in the Copia system.
3. Enter a title for the Client Services data browser report in the Report Title field.
4. Enter a short description of the Client Services data browser report in the Description field. This will help you differentiate Client Services data browser reports on the Scheduled Events page.
5. Click the Search button to enter a browser template into the Data Browser Template field. This field is required. Click the Edit button to edit the template, or click the Clear button to remove the template from the report.
6. Click the Search button to enter a browser filter into the Data Browser Filter field. This field is required. Click the Edit button to edit the filter, or click the Clear button to remove the filter from the report.
7. Select the Apply Date and/or Time Range checkbox to have Copia apply the specified date and/or time range via the fields below to the Client Services data browser report.
8. Select the Start Time/End Time buttons to enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by clicking the calendar icon located next to the date fields. Click Now to enter the current date and time. Click Clear to clear the date and time fields.
9. Select the Apply time range inclusively checkbox to have Copia search from the start time and date through the end time on the end date. If you do not select this option, Copia searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
10. Click the Date Settings button to further define in the Date Settings pop-up how Copia applies date ranges for the current Client Services data browser report. In addition, you should complete the Start Time and End Time information before defining the date settings, as Copia uses this information to determine the length of the date range. Once you click the Date Settings button, make the following selections:
    • Select the type of date range you wish to use.
      • Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Client Services page. You may select the Previous checkbox and select "Day," "Week," or "Month" to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; Copia simply uses the same number of dates each time it creates the data browser report.
      • Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Client Services page. You may select the Always use the current date in future searches checkbox to have Copia use the current date each time it creates the Client Services data browser report.
• Click the Save button to record your selections and return to the Edit Scheduled Events page. To save the date range with the standing order, click the Save button on the Edit Scheduled Events page.
11. Click the Create Schedule button to navigate to the Edit Schedule page where you may edit a custom schedule for the Client Services data browser report.
12. Use the information in the Available to These Practices section to further refine the contents of the Client Services data browser report.
• Click the Add button to add a practice via the Practice Search page. The practice will appear in the table. Click the X button to remove the practice from the page.
13. Click the Save button to record changes and return to the previous page, or click the < Back to List button to return to the previous page without saving any changes.

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Adding or Editing Scheduled Patient Data Browser Report

1. Enter the name of the patient data browser report in the Data Browser Name field. This field is required.
2. Select the Active checkbox to specify that the patient data browser report is active in the Copia system.
3. Enter a title for the patient data browser report in the Report Title field.
4. Enter a short description of the patient data browser report in the Description field. This will help you differentiate patient data browser reports on the Scheduled Events page.
5. Click the Search button to enter a browser template into the Data Browser Template field. This field is required. Click the Edit button to edit the template, or click the Clear button to remove the template from the report.
6. Click the Search button to enter a browser filter into the Data Browser Filter field. This field is required. Click the Edit button to edit the filter, or click the Clear button to remove the filter from the report.
7. Select the Browser Results for Single Patient checkbox to display browser results for a single patient only.
• Click inside the Patient field to specify the name of the single patient for browser results. Click the magnifying glass icon to manually search for a patient.
8. Select the Apply Date and/or Time Range checkbox to have Copia apply the specified date and/or time range via the fields below to the patient data browser report.
• Order Date/Time: Select this option to apply the date range to the ordered date/time.
• Order Delivery Date/Time: Select this option to apply the date range to the ordered delivery date/time.
• Collection Completed Date/Time: Select this option to apply the date range to the collection completed date/time.
• Received Date/Time: Select this option to apply the date range to the received date/time.
• Approved Date/Time: Select this option to apply the date range to the approved date/time.
• Sample Collection Date/Time: Select this option to apply the date range to the sample collection date/time.
9. Select the Start Time/End Time buttons to enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by clicking the calendar icon located next to the date fields. Click Now to enter the current date and time. Click Clear to clear the date and time fields.
10. Select the Apply time range inclusively checkbox to have Copia search from the start time and date through the end time on the end date. If you do not select this option, Copia searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
11. Click the Date Settings button to further define in the Date Settings pop-up how Copia applies date ranges for the current patient data browser report. In addition, you should complete the Start Time and End Time information before defining the date settings, as Copia uses this information to determine the length of the date range. Once you click the Date Settings button, make the following selections:
    • Select the type of date range you wish to use.
      • Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Data Browser page. You may select the Previous checkbox and select "Day," "Week," or "Month" to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; Copia simply uses the same number of dates each time it creates the data browser report.
      • Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Data Browser page. You may select the Always use the current date in future searches checkbox to have Copia use the current date each time it creates the patient data browser report.
• Click the Save button to record your selections and return to the Edit Scheduled Events page. To save the date range with the standing order, click the Save button on the Edit Scheduled Events page.
12. Click the Create Schedule button to navigate to the Edit Schedule page where you may edit a custom schedule for the patient data browser report.
13. Use the information in the Data Browser's Tests section to further refine the contents of the patient data browser report.
• Click the Add button to add a test via the Test page. Click the OK button to return to the Data Browser page with the added test(s).
• Selected Tests: Select this option to only include selected tests.
• All Tests Except: Select this option to include all tests except tests that are customly defined.
14. Use the information in the Data Browser's Order Choices section to further refine the contents of the patient data browser report.
• Click the Add button to add an order choice via the Order Choice page. Click the OK button to return to the Data Browser page with the added order choice(s).
• Selected Order Choices: Select this option to only include selected order choices.
• All Order Choices Except: Select this option to include all order choices except order choices that are customly defined.
15. Use the information in the Available to These Practices section to further refine the contents of the patient data browser report.
• Click the Add button to add a practice via the Practice Search page. The practice will appear in the table. Click the X button to remove the practice from the page.
16. Click the Save button to record changes and return to the previous page, or click the < Back to List button to return to the previous page without saving any changes.

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Adding or Editing Scheduled Query Results

1. Enter the name of the query in the Name field. This field is required.
2. Select the Active checkbox to specify that the query is active in the Copia system.
3. Enter a short description of the query in the Description field. This will help you differentiate queries on the Scheduled Events page.
4. In the Auto-Run Report section, click the Create Schedule button (for new queries) or the Edit Schedule button (for existing queries) to define the schedule details for the query on the Edit Schedule page. See the Admin: Edit Schedule topic. Once you define the schedule, Copia displays the type of Recurrence and the Next Date on which Copia will run the query report.
5. Use the options in the Query Results Options section to further refine the contents of the query.
• Click in the SQL Script field to define a SQL script to use when using the query. Scripts will vary depending on what queries are available in your Copia system. This field is required.
• Select the Use Landscape view for PDF checkbox to specify Copia to use the "Landscape" orientation when exporting in PDF format.
6. Click the Save button to record changes and return to the previous page, or click the < Back to List button to return to the previous page without saving any changes.

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Adding or Editing Release Samples Results

1. Enter the name of the sample in the Name field. This field is required.
2. Select the Active checkbox to specify that the sample is active in the Copia system.
3. Enter a short description of the sample in the Description field. This will help you differentiate samples on the Scheduled Events page.
4. Click the Create Schedule button to create a schedule for released samples. See the Admin:Edit Schedule topic. Once you define the schedule, Copia displays the type of Recurrence and the Next Date on which Copia will run the released sample. Click the Now button to enter the current date and time or click the Clear button to clear the fields.
5. Select an option from the Show samples drop-down and select either "Ordered" or "Collected" from the list. Select "Ordered" to show ordered released samples or select "Collected" from show collected released samples.
   • Select the in the past ___ ___ radio button and select and option from the drop-down and select either "hours," "days," or "weeks" from the list, followed by entering a value in the field.
   • Select the between radio button followed by entering Start Time and End Time values in the available fields in the format MM/DD/YYYY HH:MM AM/PM. Click the Now button to enter the current date/time or click the Clear button to clear the fields.
6. Select an option from the With status of drop-down to specify the type of status. Select either "Ordered, waiting to be released" or "Collected, waiting to be released" from the list.
7. Use the Release Samples Options section to search for and specify various search fields from the filter items. Select options from the Testing Host and Storage Temperature drop-down lists, or enter text into the Entry Location, Ordering Location, Collection Location, Sample Type, Patient, Primary Care Provider, and Entered By fields. Click the magnifying glass icon to manually search, or click the X button to remove text from the fields.
8. Use the Upon transmitting orders print section to identify how the orders should be printed. Select either the Requisition, Manifest, and/or Labels checkboxes.
9. Click the Save button to save changes made on the page, or click the < Back to List button to return to the Scheduled Event List page.

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