Page Description

Use this page to select a practice. If you are assigning practices to users, you use the Practice Search role page to assign role-based access rights within these practices and set location restrictions for the user. If you are defining roles required to view host information, you also use the Practice Search role page to select the appropriate roles from the list.

For more help, click one of the following links:

• Accessing this Page
• Viewing and Selecting Practices
• Selecting User Roles
• Adding or Removing Location Restrictions

Accessing this Page

• Click the Add button in the Member of These Practices section on the Users administration page, in the Insurance Type Routing section on the Insurance Types administration page, in the Insurance Company Routing and Insurance Plan Routing sections of the Insurance administration page, in the Available to These Practices section on the Data Browsers administration page, in the Message Recipients section of the Messages administration page, in the Location Exceptions section of the Profiles administration page, or in the Can Be Used By These Practices section of the RAPS administration page.
• Click the Practice or Roles links in the Member of These Practices section on the Users administration page.
• Select the Single-practice List option, enter one or more characters in the Practice field, and then click the Search button on the Order Choice Lists administration page.
• Click the Search button in the Import Details section of the Import Configuration administration page, in the Search Criteria section of the Insurance administration page, next to the Ordering Practice field on the Report Redelivery administration page, next to the Ordering Practice field on the Result Release administration page, in the Filters section of the Possible Merge Search administration page, next to the Search by practice option on the Users administration page, or in the Owner section of the Profiles administration page.
• Click the Search button next to the Practice field on the Create Archive tab on the Archive administration page, or click the Search button in the filter section of the Billing Summary, Completion, Order Exception, Orders, Reimbursement Problem, Result Delivery, Standing Orders, Turnaround Time, and Utilization administrative report pages.
• Click the Copy to Practice button on the Find Patient or Order page.
• Enter one or more characters in the Practice field, and then click the Search button on the ADT Events, DFT Events, Billing, or Practices administration pages.
• Enter one or more characters in the Practice field, and then click the Practice Search button on the Change Log administration page.
• Add a new patient using the Find Patient feature on the Order Patient Samples page.
• Click the Add Practice Result Delivery button on the Users or System Defaults administration pages or the Result Delivery lab tasks page.
• Click the Add Role button on the Hosts administration page.
• Click the Add Practices button on the Critical Event Notifications administration page.

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Viewing and Selecting Practices

1. The Practice Search page contains a list of up to ten practices available for you to assign. The list will only include the practices you are associated with, unless you are a system clinical user who can view all practices. Each status is listed with either "yes" or "no" to indicate whether or not it is active.
2. If the list is longer than one page, use the Page links, located below the list of practices, 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. If you cannot find the desired practice, enter one or more characters in the field, and then click the Search button to narrow the list. You may also create a new practice in the Practices page. See the Admin: Practices topic. Note that the search results will also only include the practices you have the rights to assign.
4. Click Cancel to return to the preceding page without selecting a practice. Repeat the search if desired.
5. Click the "System Maintained Insurance" to not narrow the search by practice.
6. Select the desired practice to return to the preceding page with that practice added to the page or field. If you are assigning practices from the Users administration page, click the name of the practice on the Practice Search page to then assign user roles on the Practice Search role page. See "Selecting User Roles" below.

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Selecting User Roles

1. The Practice Search role page displays a list of roles a user may have within the selected practice. Use this section to select or modify users' role-based access rights within a practice. Note that Copia only displays active roles on this list.
2. Select the checkboxes for each role you wish to assign to the user. Clear the checkboxes to remove the roles from the user.
3. If you cannot find the desired role, create a new role in the Roles page. See the Admin: Roles topic.
4. Click Cancel to return to the Users administration page without selecting a role.
5. Click the OK button to return to the Users administration page and add the selected practice and related roles to the Member of These Practices list.

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Adding or Removing Location Restrictions

1. The Restrict access for user X in practice Y to the following locations section displays any location restrictions for the selected user. If you restrict 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. Note that if a user is marked as a System Clinical User on the Users administration page, then Copia will not enforce these restrictions.
2. By default, the Allow access to all locations checkbox is selected, so that there are no restrictions on the user's access. If one or more restrictions have been set, you may select this checkbox to immediately clear all of the restrictions.
3. To set the restrictions for a user, clear the Allow access to all locations checkbox, if necessary, and then enter one or more characters in the search field and click the Search button to add locations to the list using the Location Search page. See the Location Search topic.
4. To remove a location from the restricted list, click the X button in the Delete column.
5. Click Cancel to return to the Users administration page without modifying the restriction list.
6. Click the OK button to return to the Users administration page with the updated restriction list. Copia displays "yes" in the Location Restrictions column, if one or more are set, in the Member of These Practices list.

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Adding or Removing Linked Locations

1. The Link user X in practice Y to the following locations section displays any locations linked to the current user for the selected practice. If you link a user to a set of locations within a practice, it can help control the ordering location options users have when completing the Order Patient Samples page.
2. By default, the Allow access to all locations checkbox is selected, so that there are no restrictions on which locations the user may access. If one or more locations have been linked, you may select this checkbox to supersede all of the links.
3. To set linked locations for a user, clear the Allow access to all locations checkbox, if necessary, and then enter one or more characters in the search field and click the Search button to add locations to the list using the Location Search page. See the Location Search topic.
4. Assign one of the linked locations as the Default Ordering Location. You can't have multiple default ordering locations within the same practice, but you may choose to leave all Default Ordering Location checkboxes unchecked so there will be no default ordering location assigned for that user in that practice.

Copia uses the default ordering location only when the signed-in location setting "Auto-fill ordering location upon provider selection" is enabled. When this setting is turned on, there is a default ordering location, and a user manually enters the ordering provider on the Order Patient Samples page, then Copia fills in that ordering provider's default ordering location.

5. To remove a location from the linked list, click the X button in the Delete column.
6. Click Cancel to return to the Users administration page without modifying the linked locations list.
7. Click the OK button to return to the Users administration page with the updated linked locations list. Copia displays "yes" in the Linked Locations column, if one or more are set, in the Member of These Practices list.

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