Page Description

Use the Location Search page to select the desired location from the list of available locations or to search for a location. When you access this page from the Order Patient Samples page, the list of locations contains those that are associated with the current ordering location. Note that when you use the advanced search filter, Copia displays both active and inactive locations. If you do not use the advanced search filter, Copia displays only active locations.

Note that if a system administrator has restricted a user to a set of locations within a practice, then whenever the user performs a location search, Copia will restrict visible orders to those where the user is granted access to the ordering location.

For more help, click one of the following links:

• Accessing this Page
• Accessing the Advanced Search Filter
• Setting the Advanced Search Filter
• Selecting a Location Search Result

Accessing this Page

• Click the Search button next to the Collection Location field on the Order Patient Samples or Edit Collection List pages; the Entry Location or Ordering Location fields on the Lab Orders administration page; the Location Name field on the Fax Recipient page or the Add/Edit Recipient page; the Collection List for field on the Collection List Search page; or the Ordering Location field on the Order Patient Samples, Pending Orders, Pending Collection, User Inbox, Location Inbox, Report Redelivery, Release Results, Scheduled Delivery, or any of the administrative reports pages.
• Click the Search button next to the Location field on the Create Archive tab on the Archive administration page.
• Enter one or more characters in the search field, and then click the Search button on the Collection List lab tasks page or the Restricted Access Table, Delivery Group Locations, and Practice Search administration pages.
• Click the "Go to advanced search filter" link on the Ordering Location Search or Collection Location Search quick search pop-ups from the Order Patient Samples page.
• Click the Add button in the Message Recipients section of the Messages administration page, in the Ordering Location Exceptions section of the Internal Billing Status administration page, in the Insurance Type Routing section on the Insurance Types administration page, in the Location Exceptions section of the Profiles administration page, or in the Insurance Company Routing and Insurance Plan Routing sections of the Insurance administration page,.
• Click the Choose New Location button on the Fix ADT administration page.
• Click the Location Search button on the Change Log administration page.
• Enter one or more characters in the ordering location search field, and then click the Search button on the Edit Order Entry Rule, Edit Split Order Rule, or Edit Result Evaluation Rule administration pages. See the Admin: Edit Order Entry Rule or Admin: Edit Split Order Rule topic.

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Accessing the Advanced Search Filter

1. You may either view or hide the search filter when viewing the search results.
2. Click the "Show Advanced Filter" link to make the search filter visible.
3. Click the "hide filter" link to hide the search filter.
4. When the filter is visible, you may select location, provider, and practice filters that Copia uses to create the list of search results. See "Setting the Advanced Search Filter" below.

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Setting the Advanced Search Filter

1. If the report filter is hidden, click the "Show Advanced Filter" link to make the filter visible. See "Accessing the Advanced Search Filter" above.
2. Remember that each filter option you use further limits the number of possible matching results. If you use multiple filtering options, then Copia will only display those locations that match all of the parameters you have specified. Note that when you use the advanced search filter, Copia displays both active and inactive locations. If you do not use the advanced search filter, Copia displays only active locations.
3. You may set the following filter options:
• Location Name: Enter one or more characters of the location's name.
• Location ID: Enter one or more characters of the ID for the location.
• Zip: Enter one or more characters of the zip code of the location.
• City: Enter one or more characters of the city where the location is located.
• Provider Last Name: Enter one or more characters of the provider's last name. Note that Copia does not display this field when you are searching for an entry location from the Lab Orders administration page.
• Practice: Enter one or more characters of the practice's name.
4. Once you have the desired settings for the search filter, click the Search button.
5. Copia updates the list of locations that you may select in the Search page. See "Selecting a Location Search Result" below.

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Selecting a Location Search Result

1. If your search from a previous page generated one or more matches, then the matching locations are displayed when the page appears. Each location is listed with the Location name, Location ID, Address, and the Practice with which the location is associated. If you are selecting a location as a fax recipient, then Copia also displays the Fax Number. Note that when you use the advanced search filter, Copia displays both active and inactive locations. If you do not use the advanced search filter, Copia displays only active locations. If you access this page from the Result Recipients page, then Copia also lists Contact Fax and Contact Email information for each user.
2. If there were no matches or you wish to search again, enter one or more characters of the location name or ID in the search field, and then click the Search button. You may enter an asterisk (*) in the search field to search for all locations.
3. If there is at least one match to your search, then the matching location names are displayed, with their active statuses ("yes" or "no") in the Active column.
4. If the list is longer than one page, use the Page links, located below the list of locations, to navigate through the list. If there are more page links than can fit on the page at once, Copia displays the Page field. Enter a number in this field and press the Enter key on the keyboard to immediately open the selected page.
5. If you access this page from the Order Patient Samples page and if a patient is already selected, Copia highlights the patient's practice in green and other practices in red. If there is not a selected patient, then Copia does not highlight any practices.
6. Click the name of a location to return to the previous page with that location added to the field or list.
7. Click Cancel to return to the previous page without selecting a location.

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