Page Description

Use the Edit Order Entry Rule page to define the specific settings for conditions and actions associated with order entry rules.

Many of the conditions have an option of how Copia will apply the condition. In these cases, you may choose whether the rule should apply if the selected items exist on the order, or if the rule should only apply if the selected items do not exist on the order.

For more help, click one of the following links:

• Accessing this Page
• Adding or Editing Order Entry Rule Conditions
• Setting Order Entry Rule Actions

Accessing this Page

• Click the Add or Edit button for the desired condition or action on the Order Entry Rules administration page. See the Admin: Order Entry Rules topic.

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Adding or Editing Order Entry Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

• Clinical Info Responses: The responses to clinical information questions that must be be included or absent on the order to allow the rule to fire.
  1. Select the Any Of The Following Clinical Question Response(s) or the All Of The Following Clinical Question Response(s) options to establish whether all of the selected clinical questions must have the selected responses to trigger the rule or if the rule will be triggered as long as there is a matching response to at least one of the clinical questions. Select the Do Not Use This Condition option to keep the selected rules on the list, but to prevent Copia from using this condition, no matter what the responses are. This is a convenient option if you wish to use this condition only part of the time for the order entry rule.
  2. Enter one or more characters in the search field, and then click the Search button to select the clinical question from the Clinical Info Search page. See the Admin: Clinical Info Search topic.
  3. Copia lists the questions you add in the Clinical Questions section. Click the X button next to a question if you wish to remove it from the list.
  4. Select an option from the drop-down list next to each question (Equals, Does not equal, Is Greater Than, Is Less Than, Is empty, or Is not empty), and enter one or more values in the field (items separated by semicolons). Copia will compare the value from the Clinical Info page to the one you enter here using the relationship you select (greater than, equals, etc.) to determine if the condition is met and whether or not the rule should fire.
  5. Repeat these steps to add all of the desired questions to the condition.
  6. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Collection Locations: The collection location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Collection Locations or the All Collection Locations Except option to establish whether the condition will apply to the locations you add, or if it will apply to all of the locations in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired locations to the condition.
4. Copia lists the locations you add in the Collection Locations section. Click the X button next to a collection location if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Compare Date/Times: The ability to define date/time constraints for an Order Entry Rule. Users are able to define multiple date/time comparisons for the current Order Entry Rule, and at least one of the date/time comparisons defined must be met in order for the rule to fire.
1. Select either the All of the Following Date/Time Comparisons or the Any of the Following Date/Time Comparisons options to define date/time constraints.
2. Selecting the All of the Following Date/Time Comparisons option means that every date/time comparison defined must be met in order for the Rule to fire. Selecting the Any of the Following Date/Time Comparisons option means that at least one of the date/time comparisons defined must be met in order for the Rule to fire.
3. Click the Add button to add date/time comparisons. When this button is clicked, drop-down lists will appear in order to apply constraints. Click the Current Date drop-down list to select either "Current Date," "Encounter Closed Date," "Encounter Opened Date," "Order Date," "Proposed Collection Date," "Received Date," "Current Time," "Encounter Closed Time," "Encounter Opened Time," "Order Time," "Proposed Collection Time," "Received Time," "Current Date/Time," "Encounter Closed Date/Time," "Encounter Opened Date/Time," "Order Date/Time," "Proposed Collection Date/Time," or "Received Date/Time" to add. Click the Is greater than drop-down list to select either "Is greater than," "Is greater than or equal to," "Is less than," "Is less than or equal to," "Is equal to," or "Is not equal to" to add. Click the Current Date/Time drop-down list to select either "Current Date/Time," "Date/Time," "Empty Date/Time," "Encounter Closed Date/Time," "Encounter Opened Date/Time," "Order Date/Time," "Proposed Collection Date/Time," or "Received Date/Time" to add.
4. Click the Add button again to add multiple date/time comparisons, or click the X buttom to remove date/time comparisons from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• CPT Codes: The ability to check for the CPT codes that are configured on an order choice. This can be configured on the Order Choices administration page.
1. Select either the Selected CPT Codes... or the All CPT Codes Except... options to establish whether the condition will apply to the CPT codes you add, or if it will apply to all CPT codes in the system except for those you add.
2. Click inside the CPT field to select a CPT code, or enter text into the field. This is a search-as-you-type field. Click the code to add the code to the table. The table will display the code and its active status. Click the Select checkbox to remove the CPT code from the table.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Current Order Choices: The order choices that will have order choice-specific actions performed on them, or the order choices that must be included or absent on the order as new or added order choices to allow the rule to fire.
1. Select either the Selected Order Choices or the All Order Choices Except option to establish whether the condition will apply to the order choices you add, or if it will apply to all of the order choices in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
3. Repeat these steps to add all of the desired order choices to the condition.
4. Copia lists the order choices you add in the Current Order Choices section, along with their active statuses. Click the X button next to an order choice if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.

IMPORTANT: Note that when you specify one or more order choices for the "Current Order Choices" condition and you specify one or more additional order choice-specific conditions (e.g., Diagnosis Codes or Testing Hosts), then all of the order choice-specific conditions you set must be true for one of the specified "Current Order Choices," or the rule will not fire during order entry.

• Current Phlebotomist: The current phlebotomist that when selected when a new order is entered matches the phlebotomist that is selected in the order entry rule.
1. Select either the Selected Phlebotomists or the All Phlebotomists Except option to establish whether the condition will apply to the phlebotomist(s) you add, or if it will apply to all of the phlebotomist(s) in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the phlebotomist. This is a search-as-you-type field.
3. Repeat these steps to add all of the desired phlebotomist(s) to the condition.
4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Days of the Week: The day and/or time of the week, when saving an order, for the rule to fire.
  1. Select the checkbox(es) for one or more days of the week to specify when the rule should fire.
  2. Once you select a day, Copia selects the All Day option by default to allow the rule to trigger any time during the selected day. To set a specific time range, select the Time Frame option, and then enter a beginning and ending time in the format HH:MM AM/PM.

     Note that your time frame cannot stretch across two days (e.g., 11PM to 8AM). In this case, you could set a time frame of 11PM to 11:59PM on day one and 12AM to 8AM on day two to capture the desired time frame.

  3. Be sure to select the appropriate Time Zone option from the drop-down field at the top of the page.
  4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Diagnosis Codes: The diagnosis code(s) that must be included or absent on the order to allow the rule to fire.
  1. Select either the Selected Diagnosis Codes or the All Diagnosis Codes Except option to establish whether the condition will apply to the diagnosis codes you add, or if it will apply to all of the diagnosis codes in the system except for those you add.
  2. Select either the Use Specific Diagnosis Codes or the Use Diagnosis Code Range option to establish whether Copia will evaluate specific diagnosis codes or a group of diagnosis codes.
  • Use Specific Diagnosis Codes: Once you select this option, enter one or more characters in the search field, and then click the Search button to select the diagnosis code from the Diagnosis Search page. See the Diagnosis Search topic. Repeat these steps to add all of the desired diagnosis codes to the condition. Copia lists the diagnosis codes you add in the Diagnosis Codes section. Click the X button next to a diagnosis code if you wish to remove it from the list.
  • Use Diagnosis Code Range: Once you select this option, enter the first and last diagnosis code for the range.
  3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Entered By Users: The condition to select users or all users except that have entered orders to allow the rule to fire.
1. Select either the Selected Users or the All Users Except option to establish whether the condition will apply to the users that you select, or of it will apply to all of the users except for those you select.
2. Search for a user by entering text into the Entered By User search field, or click inside the field to search. This is a search-as-you-type field. Click on a user's name to add that user to the list. The user will appear in the list with the user's full name, ID, phone number, and fax number, if available.
3. Remove a user by unchecking the checkbox in the Select column, or by clicking the user's name.
4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Fasting Statuses: The fasting status(es) required for the rule to fire.
1. Select either the Selected Fasting Statuses or the All Fasting Statuses Except option to establish whether the condition will apply to the statuses you select, or if it will apply to all of the statuses except for those you select.
2. Select or clear the checkboxes for one or more of the fasting statuses to set the condition for the selected statuses.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Frequency: The time range is calculated for finding other instances of order choices to allow the rule to fire. Checking is based on the draw date/time of the current order and compares it to previous orders based on their dates/times.
1. Select the Selected Order Choice option to apply the rule to the selected order choice. This is selected by default.
2. Enter values into the May not exceed ___ occurrences within ___ of the current order's ___ fields to apply constraints. Click the first drop-down list to select either "Hours," "Days," "Calendar Days," "Weeks," or "Years" to apply a value. Click the second drop-down list to select either "Order Date/Time" or "Collection Date/Time" to constrain by either order or collection date/time.

Note that when a user selects "Calendar Days" from the drop-down list, the time range will be calculated up to the end of the day, not just up until the Order Date or Collection Date.

3. Select the Only check order choices on the current order option to have Copia only check order choices on the current order. Checking is based on the draw date/time of the current order and compares it to previous orders based on their dates/times.
4. Select the Check frequency across all patients linked to the patient on the current order option to have Copia to allow the rule to apply to all patients that are linked to the current order's patient. This setting will have Copia check the frequency across all patients that linked to the patient on the selected order.
5. Search for frequency order choices by entering text into the Frequency Order Choices search field, or click inside the field to search. This is a search-as-you-type field. Click on an order choice to add that order choice to the list. The order choice will appear with an abbreviation of the order choice in number form, name, CPT codes (if any), the local name, collection information, and whether the order choice is active. For order choice frequency, there is an ACO available to use order creation date/time for comparison instead for order choice-level frequency. A user must have the necessary security permissions to view and configure ACOs located on the System Defaults administration page.
6. Click the Add button on the Result Exception List table to add result exceptions to the condition. Click the Add button, followed by entering a result into the Result field. Click the Add button to add more results. Click the X button to remove the result from the list. Click the Save button in order to save the results on the Order Entry Rule Condition page.
7. Remove an order choice by unchecking the checkbox in the Select column, or by clicking the order choice's abbreviation number.
8. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Hospital Service: The hospital service value(s) that must be included or absent on the order's encounter to allow the rule to fire.
1. Select an option from the Hospital Service drop-down list (Contains, Does not contain, Equals, Does not equal, Is empty, Is not empty, Contains item in list, or Does not contain item in list), and enter one or more values in the field (items separated by semicolons). Copia will compare the value from the Encounter page to the one you enter here using the relationship you select (contains, equals, etc.) to determine if the condition is met and whether or not the rule should fire.
2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Insurance Companies: The insurance company(ies) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Companies or the All Insurance Companies Except option to establish whether the condition will apply to the insurance companies you add, or if it will apply to all of the insurance companies in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the insurance company from the Insurance Search page. See the Insurance Search topic.
3. Repeat these steps to add all of the desired insurance companies to the condition.
4. Copia lists the insurance companies you add in the Insurance Companies section. Click the X button next to an insurance company if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Insurance Plans: The insurance plan(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Plans or the All Insurance Plans Except option to establish whether the condition will apply to the insurance plans you add, or if it will apply to all of the insurance plans in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the insurance plan from the Insurance Search page. See the Insurance Search topic.
3. Repeat these steps to add all of the desired insurance plans to the condition.
4. Copia lists the insurance plans you add in the Insurance Plans section. Click the X button next to an insurance plan if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Insurance Types: The insurance type(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Types or the All Insurance Types Except option to establish whether the condition will apply to the insurance types you add, or if it will apply to all of the insurance types in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the insurance type from the Insurance Type Search page. See the Insurance Type Search topic.
3. Repeat these steps to add all of the desired insurance types to the condition.
4. Copia lists the insurance types you add in the Insurance Types section. Click the X button next to an insurance type if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Insurance Selected: The primary insurance plan that must be assigned or not assigned to the order to allow the rule to fire.
  1. Select either the Primary Insurance Is Assigned To The Order or the Primary Insurance Is Not Assigned To The Order option to establish whether the condition will apply when the primary insurance is assigned to the order, or when it is not assigned to the order.
  2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Medications: This condition will cause a rule to fire when the proper medication information is filled out (or not filled out, as the case may be).
  1. Select either the Selected Medications or the All Medications Except option to establish whether the condition will apply to the medications you add, or if it will apply to all of the medications in the system except for those you add.
  2. Select the No Medications Are Assigned To The Order option to establish that there are no medications attached to the order.
  3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Order Choice Billing Statuses: The order choice status(es) that must be assigned or not assigned to the order to allow the rule to fire.
1. Select either the Selected Billing Statuses or the All Billing Statuses Except option to establish whether the condition will apply to the statuses you select, or if it will apply to all of the statuses except for those you select.
2. Select or clear the checkboxes for one or more of the billing statuses to set the condition for the selected statuses.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Order Choice Priority: The priority(ies) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Priorities or the All Priorities Except option to establish whether the condition will apply to the priorities you add, or if it will apply to all of the priorities in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the priority from the Priority Search page. See the Priority Search topic.
3. Repeat these steps to add all of the desired priorities to the condition.
4. Copia lists the priorities you add in the Priorities section. Click the X button next to a priority if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Order User Defined Field Response: The responses to user defined field(s) that must be answered to allow the rule to fire.
1. Select either the Any Of The Following User Defined Question Response(s) or the All Of The Following User Defined Question Response(s) options to establish whether all of the selected user defined questions must have the selected responses to trigger the rule, or if the rule will be triggered as long as there is a matching response to at least one of the order user defined questions.
2. Select one or more of the user defined questions, select one of the operators (contains, does not contain, equals, does not equal, is empty, is not empty, contains item in list, does not contain item in list, greater than, less than), and then enter the value that the users' responses must match for the condition to be true.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Ordering Location User Defined Field Response: Allows the user to specify criteria for any set of the ordering location's User Defined Fields to trigger on. The rule can be configured to trigger if any of the selected User Defined Fields meet their specified condition, or it can be configured to only trigger if all of the selected fields meet their specified condition.
1. Select the Any of the Following User Defined Question Response(s) checkbox to have Copia use any of the selected User Defined Question Response(s) created in the section below.
2. Select the All of the Following User Defined Question Response(s) checkbox to have Copia use all of the selected User Defined Question Response(s) created in the section below.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Ordering Location's State: The ability for the user to define if an Order Entry Rule will fire based on the state value in the ordering location's address.
1. Select an option from the Ordering Location State drop-down list. Select either "Contains," "Does not contain," "Is equal to," "Is not equal to," "Is empty," "Is not empty," "Contains item in list," or "Does not contain item in list" to specify the state of the ordering location.
2. Enter a value into the blank field next to the drop-down list to define the condition.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Locations or the All Ordering Locations Except option to establish whether the condition will apply to the ordering locations you add, or if it will apply to all of the ordering locations in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the ordering location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired ordering locations to the condition.
4. Copia lists the ordering locations you add in the Ordering Locations section. Click the X button next to an ordering location if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Ordering Provider Professional Suffixes: The professional suffix that the ordering provider must have or not have to allow the rule to fire.
1. Select either the Selected Provider Professional Suffixes or the All Provider Professional Suffixes Except option to establish whether the condition will apply to the ordering providers' professional suffix that you add, or if it will apply to all of the ordering providers' suffixes in the system except for those you add.
2. Click the Add Professional Suffix button to enter the exact text of a suffix for the condition in a pop-up prompt. You must enter the exact match for the suffix, including punctuation. Note that Copia does not consider the case of the text, but it does consider spelling and punctuation. For example, "PhD" is the same as "phd," but "PhD" is not the same as "Ph.D." You may wish to enter several punctuation variations of suffixes to be certain you include all the ways users may have entered the suffixes in the providers' records.
3. After you have entered the suffix, click OK to add the suffix to the list.
4. Repeat these steps to add all of the desired ordering provider suffix to the condition.
5. Copia lists the ordering provider suffixes you add. Click the X button next to a suffix if you wish to remove it from the list.
6. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Ordering Providers: The ordering provider(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Providers or the All Ordering Providers Except option to establish whether the condition will apply to the ordering providers you add, or if it will apply to all of the ordering providers in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the ordering provider from the Ordering Provider Search page. See the Ordering Provider Search topic.
3. Repeat these steps to add all of the desired ordering providers to the condition.
4. Copia lists the ordering providers you add in the Ordering Providers section. Click the X button next to an ordering provider if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Other Order Choices: The order choice(s) that must be included on the order to allow the rule to fire. This is applied in addition to "Current Order Choices."
1. Select the All Order Choices are selected option to establish that the condition will apply to the order choices added. This option is selected as default.
2. Select the Any Order Choice is selected option to trigger the "Other Order Choices" condition if any of the order choices on the condition exist on the order.
3. Enter one or more characters in the search field, and then click the Search button to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
4. Repeat these steps to add all of the desired order choices to the condition.
5. Copia lists the order choices you add in the Other Order Choices section, along with their active statuses. Click the X button next to an order choice if you wish to remove it from the list.
6. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Patients: The patient(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Patients or the All Patients Except option to establish whether the condition will apply to the patients you select, or if it will apply to all of the patients except for those you select.
2. Enter one or more characters in the search field, and then click the Search button to select the patients from the Patient Search page. See the Patient Search topic.
3. Repeat these steps to add all of the desired patients to the condition.
4. Copia lists the patients you add in the Patients section. Click the X button next to a patient if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Patient Age: The patient's age required for the rule to fire.
1. Enter and select the appropriate options to set the age required to trigger the rule.
• Comparison Value: Select Equal To, Older Than, Younger Than, or Between the ages from the drop-down list to set whether the patient's age must be greater than, less than, equal to, or between the number(s) you specify.
• Numeric Value: Enter the number against which Copia will compare the patient's age at the time of the order for the specified unit of time.
• Unit of Time: Select the unit of time (Days, Weeks, Months, or Years) Copia should use for the age comparison.

IMPORTANT: When Copia makes this comparison, it treats the numeric value as an integer (whole number) of the selected unit of time (days, weeks, months, or years). So, for example, if you set the patient age rule condition to be older than 17 years, the patient would need to be 18 years or older to trigger the rule. Copia would not trigger the rule if the patient's age was 17 years and 2 months because (based on your settings) Copia looks only at the age in years, disregarding any quantity of days, weeks, or months over the specified number of years, until the patient is one full year beyond the defined numeric value of 17. Likewise, if you define the patient age rule conditions to be older than 48 months, the patient would need to be 49 months or older to trigger the rule, as Copia would disregard any quantity of days or weeks over the specified number of months, until the patient is one full month beyond the defined numeric value of 48.

2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Patient Race: The patient's race required for the rule to fire.
1. Select either the Selected Patient Races or the All Patient Races Except option to establish whether the condition will apply to the races you select, or if it will apply to all of the races except for those you select.
2. Enter one or more characters in the search field, and then click the Search button to select the patients from the Race Search page. See the Race Search topic.
3. Repeat these steps to add all of the desired patient races to the condition.
4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Patient Sex: The patient's sex required for the rule to fire.
1. Select either the Selected Patient Sex or the All Sexes Except option to establish whether the condition will apply to the sexes you select, or if it will apply to all of the sexes except for those you select.
2. Select or clear the checkboxes for Male, Female, and/or Undeclared to set the condition for the selected sexes.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Patient User Defined Field Response: The patient responses to user defined fields that must be answered to allow the rule to fire. A condition can now be defined to allow the rule to be evaluated based on the operator that has been selected for each user defined field.
1. Select either the Any Of The Following User Defined Question Response(s) or the All Of The Following User Defined Question Response(s) options to establish whether all of the selected user defined questions must have the selected responses to trigger the rule, or if the rule will be triggered as long as there is a matching response to at least one of the patient user defined questions.
2. Select one or more of the user defined questions, select one of the operators (contains, does not contain, equals, does not equal, is empty, is not empty, contains item in list, does not contain item in list, greater than, less than), and then enter the value that the users' responses must match for the condition to be true.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Patient Class (custom): The custom patient class required for the rule to fire.
1. Select either the Selected Custom Patient Class or the All Custom Patient Classes Except option to establish whether the condition will apply to the classes you select, or if it will apply to all of the classes except for those you select.
2. Select or clear the checkboxes for one or more of the custom patient classes (defined on the System Defaults administration page) to set the condition for the selected classes.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Patient Class (system): The system-supplied patient class required for the rule to fire.
1. Select either the Selected Patient Class or the All Patient Classes Except option to establish whether the condition will apply to the classes you select, or if it will apply to all of the classes except for those you select.
2. Select or clear the checkboxes for Outpatient and/or Inpatient to set the condition for the selected classes.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Practices: The practice required for the rule to fire.
1. Select either the Selected Practices or the All Practices Except option to establish whether the condition will apply to the practices you select, or if it will apply to all of the practices except for those you select.
2. Search for practices by entering text into the Practices search field, or click inside the field to search. This is a search-as-you-type field. Click on a practice to add the practice to the list. The practice will be displayed by name and whether the practice is active or not.
3. Remove a practice by unchecking the checkbox in the Select column, or by clicking the practice's name.
4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Primary Care Providers: The rule will fire when the patient's primary care provider is included in the list of primary care providers that were selected in the rule. Alternatively, the condition can be configured to fire when the patient's primary care provider is not included in the list of primary care providers that were selected in the rule.
1. Select either the Selected Primary Care Providers or the All Primary Care Providers Except option to establish whether the condition will apply to the primary care providers you add, or if it will apply to all of the primary care providers in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the primary care providers.
3. Repeat these steps to add all of the desired primary care providers to the condition.
4. Copia lists the primary care providers you add in the Primary Care Provider section. Click the Select checkbox next to a primary care provider if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Profiles: The profile required for the rule to fire.
1. Select either the Selected Profiles or the All Profiles Except option to establish whether the condition will apply to the profiles you select, or if it will apply to all of the profiles except for those you select.
2. Search for profiles by entering text into the Current Profiles search field, or click inside the field to search. This is a search-as-you-type field. Click on a profile to add the profile to the list. The profile will be displayed by name and whether the profile is active or not, as well as a Do not include on future recurring orders option. Select this option if you do not want to include the profile on future recurring orders.
3. Remove a profile by unchecking the checkbox in the Select column, or by clicking the profile's name.
4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Sample Types: The sample type(s) that must be included or absent on the order choices routed to the lab when saving an order to allow the rule to fire.
1. Select either the Selected Sample Types or the All Sample Types Except option to establish whether the condition will apply to the sample types you select, or if it will apply to all of the sample types except for those you select.
2. Enter one or more characters in the search field, and then click the Search button to select the sample types from the Sample Type Search page. See the Sample Type Search topic.
3. Repeat these steps to add all of the desired sample types to the condition.
4. Copia lists the sample types you add in the Sample Types section. Click the X button next to a sample type if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Storage Temperatures: The storage temperatures(s) that must be included or absent on the order choices in the order to allow the rule to fire.
1. Select either the Selected Storage Temperatures or the All Storage Temperatures Except option to establish whether the condition will apply to the storage temperatures you select, or if it will apply to all of the storage temperatures except for those you select.
2. Enter one or more characters in the search field, and then click the Search button to select the storage temperatures from the Storage Temperature Search page. See the Storage Temperature Search topic.
3. Repeat these steps to add all of the desired storage temperatures to the condition.
4. Copia lists the storage temperatures you add in the Storage Temperatures section. Click the X button next to a storage temperature if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Testing Hosts or the All Testing Hosts Except option to establish whether the condition will apply to the testing hosts you add, or if it will apply to all of the testing hosts in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the testing host from the Host Selection page. See the Host Selection topic.
3. Repeat these steps to add all of the desired testing hosts to the condition.
4. Copia lists the testing hosts you add in the Testing Hosts section. Click the X button next to a testing host if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Time Since Collection: The condition will be interpreted as the user is defining the minimum amount of time that has passed between current time and the most recent collection time that has been stored on the order to date to allow the rule to fire.
1. Enter time values into the available fields to specify when a sample on the order needs to have a collection time older than or equal to the days/hours/minutes values entered. The default is zero.
2. Select the If no actual collection time exists, use the proposed collection time option if no collection time exists. If no collection time exists, this option will have Copia use the proposed collection time.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.

If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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Setting Order Entry Rule Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

• Add Order Comment: Adds a user-defined order-level comment to the order. The user will be able to designate where the comment will be available in the application.
1. Enter text into the Order comment to add field in the Order Entry Rule Action section of the Edit Order Entry Rule page. This text will be the comment that will be added to the lab report, requisition, manifest, form letter, and/or sent to the lab electronically.
2. Select the Display on lab report checkbox to have the order comment added to the lab report.
3. Select the Display on requisition and manifest checkbox to have the order comment added to the requisition and manifest.
4. Select the Display on form letter checkbox to have the order comment added to the form letter.
5. Select the Send to lab electronically checkbox to have the order comment sent to the lab electronically.
6. Select the Copy comment on next standing order creation checkbox to have Copia copy the comment (if any) on the next standing order when it is created.
7. Select the Do not create multiple comments with the same text checkbox to prevent duplicate comments from being added to the order by the order entry rule action. A duplicate comment is considered any comment that would contain the same comment text as an existing comment; any settings on the comment are not taken into consideration.
8. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Add Order Choice Comment: Adds order choice comments to specified order choices. The user will be able to designate where the comment will be available in the application.
1. Enter text into the Order choice comment to add field in the Order Entry Rule Action section of the Edit Order Entry Rule page. This text will be the comment that will be added to the lab report, requisition, manifest, and/or sent to the lab electronically, as well as a drop-down list to select where the order choice comment will be added to.
2. Select the Display on lab report option to have the order choice comment added to the lab report.
3. Select the Display on requisition and manifest option to have the order choice comment added to the requisition and manifest.
4. Select the Send to lab electronically option to have the order choice comment sent to the lab electronically.
5. Select an option from the The order choice comment will be added to drop-down list to choose where the order choice comment will be added to. You may select either "Qualifying Current Order Choices" or "Any Qualifying Order Choice" from the drop-down list.
6. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Add Result Recipients - Locations: Adds result recipients to orders via Order Entry Rules and can be applied to both electronic orders as well as orders created/edited on the Order Patient Samples page.
1. Enter one or more characters in the Add Location Result Recipient search field, or click the magnifying glass icon to search. This field is a search-as-you-type field.
2. Enter information into the available fields after clicking the Add Location Result Recipient search field to add a location result recipient. Enter information into the Location ID, ZIP Code, Provider Last Name, City, and/or Practice fields as necessary. Select the Show active only checkbox to only show active location result recipients. Click the Clear button to clear all fields.
3. Select a location result recipient by clicking on the name of the location. The table displays the name, location ID, practice, and active status of each location, if available. Once the location name is selected, the location will appear in the table in the Order Entry Rule Action section of the Edit Order Entry Rule page.
4. Remove a location by clicking on the name of the location or by clicking the checkbox in the Select column.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Add Result Recipients - Users: Adds result recipients to orders via Order Entry Rules and can be applied to both electronic orders as well as orders created/edited on the Order Patient Samples page.
1. Enter one or more characters in the Add User Result Recipient search field, or click the magnifying glass icon to search. This field is a search-as-you-type field.
2. Select a user result recipient by clicking on the name of the user. The table displays the name, ID, phone, and fax number of each user, if available. Once the user is selected, the user will appear in the table in the Order Entry Rule Action section of the Edit Order Entry Rule page.
3. Remove a user by clicking on the name of the user or by clicking the checkbox in the Select column.
4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Append Order Choices: Adds the selected order choices to the order.
1. Enter one or more characters in the search field, and then click the Search button to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
2. Repeat these steps to add all of the desired order choices to the action.
3. Click the Search button next to the Assign appended order choices the priority of field to select a priority from the Priority Search page (see the Priority Search topic) to have Copia assign that priority to appended order choices.
4. Enter text into the Assign appended order choices the billing status of field to search for and assign a billing status to an appended order choice. The default selection is "T.B.D."
5. Enter text into the Assign appended order choices the internal billing status of field to search for and assign an internal billing status to an appended order choice.
6. Select the Copy clinical info from existing order choices to newly appended order choices checkbox to copy clinical information answers to newly-appended order choices. Appended order choices will now be able to copy clinical information answers from existing order choices on the order. The clinical information will be copied from the first instance of the clinical information question with answers.
7. Select an option from the If an order choice is removed by this rule, copy HL7 pass-through fields from drop-down list and select either "Do not copy pass-through field data," "First removed current order choice with pass-through field data," or "First removed order choice with pass-through field data" from the list. "First removed current order choice with pass-through field data" will only copy the field data from an order choice that was configured as a "Current Order Choice" and removed by the "Remove Current Order Choices" action. "First removed order choice with pass-through field data" will copy the field data from any order choice that was removed either by the "Remove Current Order Choices" or "Remove Order Choices" actions. Both actions will only copy the pass-through fields from the first order choice that received data from OBR-18, OBR-19, OBR-56, OBR-57, OBR-58, or OBR-59.
8. Copia lists the order choices you add in the Append Order Choices section. Click the X button next to an order choice if you wish to remove it from the list.
9. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Appended Profiles: Adds order choices from a configured profile to an order.
1. Enter one or more characters in the Append Profiles search field, or click the magnifying glass icon to search. This field is a search-as-you-type field.
2. Click the Search button next to the Assign appended profiles the priority of field to select a priority from the Priority Search page (see the Priority Search topic) to have Copia assign that priority to appended profiles. Click the Clear button to remove characters from the search field.
3. Select the Maintain order choice association with profile checkbox to have Copia maintain the profile association with the order choices added to the order by the rule. This will only add the profile association to the order choices that are added to the order because of the "Appended Profile" OER action. This will not add the profile association to order choices already resident on the order before the rule fires.
4. Copia lists the profiles you add in the table on the Order Entry Rule Action section of the Edit Order Entry Rule page. The table lists the name, a Do not include on future recurring orders checkbox, and active status. Remove the profile(s) by clicking the name of the profile or by clicking the checkbox in the Select column.
5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Automatically Collect Order: Marks all samples for the order as collected if the order entry rule's conditions are met.
1. Select the Mark all samples for the order as collected checkbox.
2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Batch Transmission: Defines an order choice's batch transmission status.
1. Select an option from the Action not used drop-down list to set a batch transmission status. Select either "Action not used," "Bypass batch transmission," or "Force batch transmission" from the drop-down list.
2. Select an option from the The batch transmission status will be applied to drop-down list to set where the batch transmission status will be applied. Select either "Any Qualifying Order Choice" or "Qualifying Current Order Choices" from the drop-down list. "Any Qualifying Order Choice" will be selected by default.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Change Order Choice Profile Information: Allows a rule to either change one profile to another, add a profile association, or remove a profile association.
1. Enter one or more characters in the Change Order Choices ordered under search field, or click the magnifying glass icon to search. This field is a search-as-you-type field. This field will allow you to set which order choices are changed when certain order choices are ordered under a specific profile. Click the X button to remove the profile from the search field.
2. Enter one or more characters in the Profile to being ordered under search field, or click the magnifying glass icon to search. This field is a search-as-you-type field. This field will allow you to set which profiles are used when ordering under another profile. Click the X button to remove the profile from the search field.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Display Message: Displays an alert message on the page for the user placing the order. This action applies only to orders manually changed on the Order Patient Samples page; there is no action for electronic orders.
1. Enter or modify the message in the text field.
2. Click the Test button to see what the message will look like when it is displayed on the Order Patient Samples page. Click OK on the test window.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Force ABN: Forces an ABN to be generated for testing frequency violations or invalid diagnosis codes. This will apply to order entry rules running against orders being saved on the Order Patient Samples page as well as orders being saved when parsing HL7 messages.
1. Click the Action not used drop-down and select either "Action not used," "Force ABN due to testing frequency," or "Force ABN due to invalid diagnosis codes" from the drop-down list.
2. Click the Force ABN will be applied to drop-down list to configure where the Force ABN action will be applied to. Select either "Qualifying Current Order Choices" or "Any Qualifying Order Choice" from the drop-down list.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Force Requisition to Print: Produces requisitions as if the "Auto-print requisition to Local/Remote printer" signed-in location setting and the "Auto-print requisition to Local/Remote printer" ordering location setting are both enabled.
1. Select the Automatically print requisition option to enable requisition auto-printing if the rule is triggered.
2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Force Result Release or Hold: Allows a rule to either force results to be held on an order choice, or force results to be released on an order choice.
1. Select an option from the Action not used drop-down list to set a status to force or hold result releases. Select either "Action not used," "Force result release," or "Force hold results" from the drop-down list.
2. Select an option from the The results will be affected on drop-down list to set what the results will be affected on. Select either "Any Qualifying Order Choice" or "Qualifying Current Order Choices" from the drop-down list. "Any Qualifying Order Choice" will be selected by default.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Generate Form Letter: Creates a PDF form letter to print for the user placing the order. This action applies only to orders manually changed on the Order Patient Samples page; there is no action for electronic orders.
1. Select an option from the Form Letter drop-down list to establish which form letter Copia sends if the rule is triggered. You may create new form letters using the Layout Templates administration page. See the Admin: Layout Templates topic.
2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• New Alternate Collection Information Set: Forces order choices that have not been collected to use an alternate collection information set. This applies to order entry rules running against orders being saved on the Order Patient Samples page as well as orders being saved when parsing HL7 messages.
1. Enter text into the Alternate Collection Information Set Name field to define the name of the alternate collection information set.
2. Click the The new alternate collection information set will be applied to drop-down list to configure where the new alternate collection information set will be applied to. Select either "Qualifying Current Order Choices" or "Any Qualifying Order Choice" from the drop-down list.
3. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• New Billing Status: Assigns a new billing status to the order choices that are designated in the "Current order choices" condition.
  1. Select an option from the New Billing Status list to establish which billing status Copia sends if the rule is triggered.
  2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• New Priority: Assigns a priority to the order choices that are designated in the "Current order choices" condition.
  1. Enter one or more characters in the search field, and then click the Search button to select the priority from the Priority Search page. See the Priority Search topic.
  2. Repeat these steps to change the priority associated with this the action.
  3. Copia lists the priority you add in the New Priority section. Click the X button next to the priority if you wish to remove it from the list.
  4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• New Testing Host: Routes the order choice designated in the "Current order choices" condition to a new host (if it is a valid routing choice).
  1. Enter one or more characters in the search field, and then click the Search button to select the testing host from the Host Selection page. See the Host Selection topic.
  2. Repeat these steps to add all of the desired testing hosts to the action.
  3. Copia lists the testing hosts you add in the New Testing Host section. Click the X button next to a testing host if you wish to remove it from the list.
  4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• New Order User Defined Field Responses: Lists new order user defined field responses for the User Defined Fields administration page.
  1. Select all the checkboxes for custom fields that should be configured. When a custom field checkbox is selected, the field to the right of the checkbox becomes available. Enter an order user defined field response in all fields that apply.
  2. Repeat these steps to add all of the desired custom fields.
  3. Select either the Use Ordering Provider as response or Use Primary Care Provider as response checkboxes in the user defined fields area at the bottom of the page to specify what type of response will be included on the field.
  4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• New Patient User Defined Field Responses: Lists new patient user defined field responses for the User Defined Fields administration page.
  1. Select all the checkboxes for custom fields that should be configured. When a custom field checkbox is selected, the field to the right of the checkbox becomes available. Enter a patient user defined field response in all fields that apply.
  2. Repeat these steps to add all of the desired custom fields.
  3. Enter time ranges in the fields that apply in the format MM/DD/YYYY, or click the Now button to enter the current date into the field. Click the Clear button to remove values from the fields.
  4. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Prevent Saving Order: Does not save the order, and returns the user to the Order Patient Samples page.
  1. Select or clear the Prevent saving the order when this rule qualifies option to control whether Copia allows the user to save the order when the rule's conditions are met.
  2. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.

  Note that if you enable this action for the rule, Copia requires you to also add the Display Message action (see above) to set a message to alert users why Copia is not saving the order.

• Remove Current Order Choices: Removes the order choices that are designated in the "Current order choices" condition.
  1. Select the Do not remove selected order choices from order option to have to have Copia not remove the selected order choices from the specified order.
  2. Select or clear the Remove current order choices from order when this rule qualifies option to control whether Copia removes the order choices specified in the Current Order Choices rule condition when the rule's conditions are met.
  3. Select the Cancel selected order choices from order when this rule qualifies option to have Copia cancel any selected order choices from the order when this rule qualifies.
  4. Enter text into the Cancellation reason field to specify the reason why the current order choice has been cancelled.
  5. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Remove Order Choices: Removes order choices from an order and allows order choices to be removed from the order as long as the order choice is not final and has not yet sent the order message to the testing lab.
1. Select the Do not remove selected order choices from order option to have to have Copia not remove the selected order choices from the specified order.
2. Select the Remove selected order choices from order when this rule qualifies option to have Copia remove selected order choices from the order when this rule qualifies.
3. Select the Cancel selected order choices from order when this rule qualifies option to have Copia cancel any selected order choices from the order when this rule qualifies.
4. Enter text into the Cancellation reason field to specify the reason why the order choice has been cancelled.
5. Enter text into the Selected Order Choices search-as-you-type field to search for order choices, or select an order choice from the table.
6. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.

Note that the following order choices will be removed from the qualifying order as long as the order choice is not final and the order message for the order choice has not yet been sent to the lab.

• Send Notifications: Allows the user to define specific Event Notifications to be sent out when the Result Evaluation Rule is triggered.
  1. Click the Add Notification button to add an order entry rule-level notification. When the button is clicked, an Add Order Entry Rule Notification pop-up will appear. The pop-up will ask what type of notification you would like to create. Click the Order Entry Rule Notification button to add a notification, or click the Cancel button to return to the Edit Order Entry Rule page.
  2. Once you have clicked the Order Entry Rule Notification button, a notification will be added to the Order Entry Rule-level Notifications section. The section will display the active status, event type, a description, a threshold (required), and the option to delete the notification.
  3. Edit the event type and description fields by clicking inside the fields and editing as necessary. For example, the event type will read "Order Entry Rule Notification" and the description will read "An Order triggered the Order Entry Rule Event Notification." Click the Active checkbox to remove the active status from the notification.
  4. Select a field code from the Field Code drop-down to allow a message to be configured to display additional order-level information in the generated notifications. These are the field codes that are currently supported: Ordering Location Fax Number, Ordering Location Name, Ordering Location Phone Number, Ordering Provider Fax Number, Ordering Provider Name, Ordering Provider Phone Number, and Order-level User Defined Fields. When including user-defined fields in a notification, if the checkbox Include User-Defined Field Question Text With Responses is checked, when a UDF configured in the notification has a response provided, its question text will be prepended to the response. For example: user-defined question text: 1234 (user response on the Order Patient Samples page). If the UDF configured in the notification is not answered, it will not appear in the generated notification.
  5. Delete the notification by clicking the X button. The Order Entry Rule-level Notifications section will display a "No order entry rule notifications defined" message.
  6. Click the Add Recipient button to add a recipient for the notification. When the button is clicked, an Add Event Recipient pop-up will appear. The pop-up will ask what type of recipient you would like to create.
     • Click the External Recipient button to create an external recipient. A new section will appear under the notification and will require you to fill in a name and delivery details in the specified fields. The required fields will be highlighted in red. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Add a description by clicking inside the Description field and adding text as necessary. Delete the recipient by clicking the X button. A "No recipients defined" message will be displayed.
     • Click the Copia User button to select a Copia user to be the notification recipient. When the button is clicked, you will select a Copia user from the available table by clicking on the user's name, or by entering one or more characters in the Search field to search for a specific Copia user. Click the user's name to add the user to the Order Entry Rule-level Notifications section. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Delete the user by clicking the X button. A "No recipients defined" message will be displayed.
     • Click the Location button to select a location to be the notification recipient. When the button is clicked, you will select a location from the available table by clicking on the location name, or by entering one or more characters in the Search field to search for a specific location. Click the location name to add the location to the Order Entry Rule-level Notifications section. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Delete the location by clicking the X button. A "No recipients defined" message will be displayed.
     • Click the Event Log button to send a notification to the event log. See the Admin: Event Log topic.
  7. Once you have completed your changes, click the Save button to return to the Order Entry Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Order Entry Rule administration page in order to finalize the changes you make on this page.
• Send Requisition to Printers: Automatically generates and sends a requisition for an order to a set of defined direct printers. This action will not take place in real time if the Order Entry Rule's option Run this rule as changes are made on the order checkbox is checked.
  • Automatically print requisition: Select this checkbox to have Copia automatically print a requisition.
  • Printers: Enter the name of the printer(s) into the Printers field to search for and select a printer. This is a search-as-you-type field. Entering printers in this list will automatically have the requisition print to the specified printers. Check the Select option to select the printer(s), followed by clicking the Save button to save changes made to the page.
• Suppress Result Recipient Roles: Suppresses result delivery to recipients by role. When a rule with this action is run, Copia checks the current list of result recipients for any recipients that should be suppressed based on their role. Note that this does not apply to recipients from the Patient's Result Delivery list, since they cannot be suppressed.
  • Copia Users (does not include the Order Provider or the Primary Care Provider: Copia user is the recipient. Copia users does not include the ordering provider or the primary care provider.
  • External Recipients: External recipient.
  • Hosts: Host acts as recipient.
  • Locations (does not include the Ordering Location): Location is the recipient. Locations does not include the ordering location.
  • Ordering Location: Ordering location is the recipient.
  • Ordering Provider: Ordering provider is the recipient.
  • Primary Care Provider: Primary care provider is the recipient.

If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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