Page Description

Use the Order Choice Catalog page to search through all of the active order choices and profiles in the database and get more information about them, without accessing a patient record or opening the Order Choices administration page.

By default, this page is not available. A Copia System Administrator must modify the setting on the System Defaults administration page to allow the Order Choice Catalog page to appear as an option on the Manage Orders menu.

For more help, click one of the following links:

• Accessing this Page
• Setting the Search Filter
• Viewing Order Choice Catalog Details

Accessing this Page

• Click the Manage Orders menu button, and then click the Order Choice Catalog submenu link. Note that a Copia System Administrator must enable this page on the System Defaults administration page, or the Order Choice Catalog page will not appear as an option in the Manage Orders menu.

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Setting the Search Filter

1. Use one or more of the following filter options:
• Order Choice Name: Enter one or more characters of the order choice name. Copia will only search for order choices that include the character(s) you type. If you select the Search CPT Codes option (see below) and enter one or more characters, Copia searches both the order choice name and CPT code.
• Ordering Location: Select the location where the order was placed from the drop-down list. Copia will only search for order choices that have active hosts that match the hosts available to the selected ordering location. Select "All" to include order choices from all ordering locations. You may set the default value of this setting to the signed-in location (if it is an ordering location) on the Application lab tasks page or Users administration page.
• Search CPT Codes: Select this checkbox and enter one or more characters into the Order Choice Name field to have Copia search for order choices with names or CPT codes that match your entry.
• Search Order Choice List: Select this checkbox followed by selecting an option from the drop-down menu to have Copia filter the order choice catalog by defined order choice lists or profiles. Select either "All Lists," "My Frequent," or "Profiles" from the list to define the filter. "All Lists" is the default option.
• Search Profiles: Select this checkbox to have Copia filter the order choice catalog by profiles.
2. Remember that each filter option you use further limits the number of possible matching order choices. If you use multiple filtering options, then Copia will only display those order choices or profiles that match all of the parameters you have specified.
3. As you select each filter option, Copia automatically updates the list of order choices and profiles. See "Viewing the Order Choice Catalog Details" below.

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Viewing the Order Choice Catalog Details

1. Copia displays the order choices and profiles that match the search filter restrictions when the page refreshes. Copia displays the profiles first, followed by the order choices, sorted alphabetically. Copia includes in the search the system-level profiles, practice-level profiles for either the selected ordering location's practice or for the practices for all of the locations that you may select, and user-level profiles that you have created.
2. If the order choice catalog list is longer than one page, use the Page links 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.
3. To modify the number of order choices on the page, adjust the value of the Displaying __ of __ Order Choices field. Copia defaults to 10 per page, and displays the total number of items based on your search.
4. To narrow the search, use the Search Filter fields to perform the search again. See "Setting the Search Filter" above.
5. Copia displays the assigned CPT codes in the CPT Codes column.
6. Copia displays the Research/Experimental column, when applicable, to indicate the research/experimental status of each order choice on the list.
7. To change the view of the order choices and profiles, click one of the following:
   • Name: Click the name of an order choice to view additional details for an individual order choice or profile.
   • Expand all: Click the "expand all" link to view the details for all of the order choices and profiles on the list.
   • Close all: Click the "close all" link to hide the details for all of the order choices and profiles on the list.
8. When viewing the details for one or more order choices/profiles, Copia displays as much of the following information as is available:
   • Order Choices: The order choices within the profile.
   • Abbreviation: The order choice abbreviation.
   • Synonyms: The synonym(s) for the order choice. Order choice synonym(s) can be configured via the Order Choices administration page. You must have the necessary security permissions to access the Administration portion of Copia. See the "Adding or Editing Order Choice Details" section of the Admin: Order Choices topic for more information.
   • Name: The order choice name.
   • Local Name: The local name for the order choice.
   • Description: The description for the order choice.
   • Host Details: Details for each order choice for each host, including:
     • Order choice instructions: The special handling instructions for the sample.
     • Tube/container types: The tubes or containers needed for the sample.
     • Sample types: The type of sample needed for the host.
     • Minimum Required Yield: The minimum amount of the sample required for testing.
     • Storage Temperature: The temperature at which the sample should be kept.
     • Container Count: The quantity of tubes/containers for the sample for the host.
     • Host Code: The host code for the host.
9. Click the Print button to print the available information for the chosen order choice by lab. When the Print button is clicked, a print dialog displays to configure printing criteria. Print buttons will be available by each host information section. When these buttons are clicked, the order choice information will be printed alongside the chosen host information.

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