Admin: Layout Templates

Page Description

Use the Layout Templates page to create custom templates for report headers, bodies, order choice information, and footers, as well as requisitions, collection lists, manifests, custom versions of the Order Patient Samples page, custom versions of the Demographics page, blank requisitions, and form letters. The page contains two tabs, one for creating templates and one for viewing existing templates. Note that you must have the "View Layout Templates page" right associated with your assigned role in order to use this page.

For most layouts, you may create custom templates based on the standard system templates or the custom templates that have already been defined in your system, or you may start with blank versions of the templates to create your own format. There is no system default template for blank requisitions or form letters; you must define them from scratch or base them off of an existing template.

Once you make a template active, or live, in the system, users may select the template they wish to use when they define the result report (on the System Defaults, Locations, or Result Delivery administration pages or the Result Delivery lab tasks page), order choice information (templates referenced within report, requisition, collection list, and manifest templates), requisition format (on the Hosts administration page), collection list (on the Collection List page), manifest (on the Create Manifest page), patient requisition (when creating a blank requisition for the patient from the "Options" link on the Demographics, Insurance, Order History, Collect Samples, and Order Patient Samples pages), form letters for order entry rules (on the Order Entry Rules administration page), the Order Patient Samples page (when defining the signed-in settings on the Locations administration page), the Demographics page, or the Data Browser report (on the Data Browsers administration page). When a template is live, you may make changes to the format, and only post the new version when you are ready to do so.

Note that you may hide user defined field labels on layout templates. To do so, select the "Hide User Defined Field label" option below the user defined field you add. This setting prevents Copia from displaying the field label on the report or page.

Create Templates Tab

Use the Create Templates tab to add or copy templates on the Layout Templates administration page.

View Templates Tab

Use the View Templates tab to view, add, or edit templates on the Layout Templates administration page.

For more help, click one of the following links:

Create Templates Tab:

View Templates Tab:

Accessing this Page

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Accessing Layout Template Tabs

  1. Use the Create Templates tab to add or copy templates on the Layout Templates administration page.
  2. Use the View Templates tab to view, add, or edit templates on the Layout Templates administration page.

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Viewing Layout Template Lists

  1. When you open this page, Copia displays two tabs: Create Templates and View Templates. Use the Create Templates tab to create new templates based on the system default templates. See "Creating New Custom Templates" below. Click the View Templates tab to access the existing templates that you may view and the custom template filter.
  2. The Create Templates tab contains copies of each of the default, system-defined formats for the standard and alternate result report templates (headers, bodies, order choice information, and footers), page footer, standard requisition, standard collection list, standard manifest, standard Order Patient Samples page, standard Demographics page, and importable templates. You may use these templates themselves, or you may base new template layouts on these templates. See "Creating New Custom Templates" below.
  3. The View Templates tab contains a list of up to four custom templates. Each custom template is listed on the Custom Template List with the name, its type of template, the date it was created, the date it was updated, and a description. There are also several links, and if there is both a live and modified version of the template, there are links for both versions:
  4. To search and narrow the list of displayed templates on the View Templates tab, select an option from the Template Type drop-down field and/or enter one or more characters in the Template Name field and click the Refresh button. Copia updates the list to display only those that match your search.
  5. If the list on the View Templates tab is longer than one page, use the Page links, located below the list of custom templates, 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.
  6. To view active templates only on the View Templates tab, select the Show Active Only checkbox at the top of the Layout Templates page. You set the active/inactive status in the Create New Template, Editing Template, or Create New from Existing Template sections of the Layout Templates page. See "Creating New Custom Templates" below.

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Creating New Custom Templates

  1. When you open this page, Copia displays two tabs: Create Templates and View Templates. Use the Create Templates tab to create new templates based on the system default templates. Click the View Templates tab to access the existing templates that you may view, edit, and use as the basis for new templates. See "Viewing Document Template Lists" above.
  2. There are three ways to create a new template, and each method is based on a different type of template:
  3. Based on the creation method you use, Copia displays a copy of the selected template or a blank template in the Create New from Existing Template or Create New Template sections of the page.
  4. Copia displays the type of template you are creating in the Template Type field. You cannot modify this value.
  5. For every type of template, complete the template-level information below. Note that changes to this information do not trigger Copia to treat the template as a modified version that you would have to make live again. Copia automatically saves the changes you make to this information to the version of the template that is live in the system.
  6. Beneath the template-level information, Copia displays a preview of what the selected layout template will look like, using sample data. As you make changes to the template (see below), Copia updates the display.
  7. Each template contains one or more sections and/or columns that you may customize, and some templates contain buttons to access additional format settings. See the various template definition topics below for additional information.
  8. When you customize layout templates, you create or edit groupings of data, organized in a table format. Select or clear the Use Drag and Drop option to indicate how you wish to design your template, either by building groupings using the T and C buttons to add tables and cells, or by dragging the table and cell elements to the desired location. See "Creating or Editing Groupings" below.

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Defining ABN Templates

  1. Select "ABN" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Batch Orders Templates

  1. Select "Batch Orders" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  5. Click the Apply to all cells/columns button to apply the previous selections to the template.
  6. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  7. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  8. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  9. Select an item from the Batch Order Columns drop-down to select and add columns to the template. Select either "Abbreviation," "Alternate Sample Collection," "Billing," "Blank," "Cancel," "Collection Information," "Do Not Collect," "External Billing," "Host Code," "ICD Codes," "Internal Billing," "Lab," "Name," "Phlebotomist," "Priority," "Profile," "Sample ID," or "User Defined Text" from the pop-up, followed by clicking the Add button.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Batch Orders - Grid Layout Templates

  1. Select "Batch Orders - Grid Layout" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Use the Page Preview section to to preview the ordering location, ordering provider, patient, patient practice, patient last name, patient first name, patient SSN, patient DOB, order choice, name, ICD codes, priority, lab, billing, and account.
  4. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  8. Select an item from the Order Columns drop-down to select and add columns to the template. Select either "Add Payor," "Diagnosis Code Select," "Order Choice Columns," "Order Choice Select," "Ordering Location," "Ordering Provider," "Patient," "Patient Columns," "Patient Insurance," "Payor," or "Selected Diagnosis Codes" from the list, followed by clicking the Add button.
  9. Select an item from the Patient Columns drop-down to select and add columns to the template. Select either "Patient DOB," "Patient Ethnicity," "Patient First Name," "Patient Last Name," "Patient Practice," "Patient Race," or "Patient SSN" from the list, followed by clicking the Add button.
  10. Select an item from the Order Choice Columns drop-down to select and add columns to the template. Select either "Abbreviation," "Alternate Sample Collection," "Billing," "Cancel," "Collection Information," "Do Not Collect," "External Billing," "Host Code," "ICD Codes," "Internal Billing," "Lab," "Name," "Priority," "Profile," or "User Defined Text" from the list, followed by clicking the Add button.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Billing Summary Templates

  1. Select "Billing Summary" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Select an item from the Columns drop-down to select and add columns to the template. Select either "ABN Status," "Billing," "Blank," "CPT Code," "Completion Time," "External Billing," "ICD Codes," "Internal Billing," "Name," User Defined Field," or "User Defined Text" from the list, followed by clicking the Add button.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Blank Requisition Templates

  1. When creating a blank requisition template, you may define the layout of the Header, Body, and Footer sections, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above. The header will be repeated on every page, the body is the content of the report, and the footer will be at the bottom of the last page.
  2. By default, the Header, Body, and Footer sections are blank. Customize these sections by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below. One option for the body contents is "Report Order Choice List." Select this option to include in the blank requisition the order choices assigned to the selected report order choice list, which is defined in the Report Order Choice Lists administration page. See the Admin: Report Order Choice Lists topic.
  3. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up, where you may define the margins, the date/time format (AM/PM or Military), and page footer format for blank requisitions. You may also set layout options (number of columns and display options) that affect the practice's ordering providers' settings and/or the location's ordering providers' settings. In addition, you may set layout options that control the layout of the information Copia displays when you include a report order choice list in the body table of the blank requisition:

    4. Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes. Note that you may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

  4. Click the Image Settings button to open the Layout Template Images pop-up, where you may add or edit one or more images. See "Viewing, Adding, or Editing Images" below. You may then add images to the layout template by selecting "Image" as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell). See "Creating or Editing Groupings" below.
  5. Click Cancel to clear your changes and return to the Layout Template list page.
  6. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Client Services Client Information Templates

  1. Select "Client Services Client Information" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  5. Click the Apply to all cells/columns button to apply the previous selections to the template.
  6. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  7. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  8. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  9. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Client Services Edit Item Pop-up Templates

  1. Select "Client Services Edit Item Pop-up" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  5. Click the Apply to all cells/columns button to apply the previous selections to the template.
  6. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  7. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  8. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  9. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Client Services Item Report Templates

  1. Select "Client Services Item Report" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Print Settings button to display the Default Print Settings pop-up. Select the Print in Landscape checkbox to have the template report print in "Landscape" format. Select checkboxes from the Print the following types of Links section to specify the types of links that should be printed on the report. Click the Save button to save the changes, or click the Cancel button to close the pop-up with saving changes.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Use the Item Links Columns, Document Links Columns, Location Links Columns, Order Links Columns, Patient Links Columns, Pickup Links Columns, Provider Links Columns, Supply Shipment Links Columns, STAT Pickup Links Columns, and Supply Request Links Columns sections to edit the specific link columns.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Collect Samples Order Header Templates

  1. Select "Collect Samples Order Header" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  5. Click the Apply to all cells/columns button to apply the previous selections to the template.
  6. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  7. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  8. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  9. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Collection List Templates

  1. When creating a collection list template, you may define the layout of the Collection List Header, Patient Header, Order Header, and Columns sections, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  2. By default, the Collection List Header, Patient Header, and Order Header sections display at least one grouping of a table with one cell (when starting with a blank template), though they may contain more tables and/or cells (when starting with a system or existing custom template). Customize these sections by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below.
  3. The Columns section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. See "Adding, Editing, Moving, and Deleting Columns" below.
  4. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up, where you may define the margins, the date/time format (AM/PM or Military), footer format for collection lists, line height between patients on the collection list (valid values are from 0-100; a value of 0 will hide the line completely), and whether or not Copia displays clinical information on the collection list. Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes. Note that you may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).
  5. Click the Image Settings button to open the Images pop-up, where you may add or edit one or more images. See "Viewing, Adding, or Editing Images" below. You may then add images to the layout template by selecting "Image" as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell). See "Creating or Editing Groupings" below.
  6. Click Cancel to clear your changes and return to the Layout Template list page.
  7. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Completion Report Templates

  1. The Defining Completion Report Templates section allows you to preview what the layout template looks like with actual data.
  2. Enter text in the Template Name field to name the new template. This field is required.
  3. Enter text in the Template Description field to have a description of the template.
  4. Select the Active checkbox to specify that the template is active in the Copia system.
  5. Select the Use Drag and Drop checkbox to allow the dragging and dropping of data while creating the new template.
  6. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up to edit margins for the template. Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields, followed by clicking the Save button to make the changes performed on the pop-up. Click the Cancel button to close the pop-up without saving any changes.
  7. Click the Image Settings button to open the Layout Template Images pop-up to select and edit images for the template. Select the Show active only checkbox to have the pop-up only display active images within the system. Click the Edit button to edit the image. Click the Add New Image button to add a new image to the pop-up. Click the Cancel button to close the pop-up.
  8. Once you select an order, Copia displays the report using the template you chose to view, along with one of the header, body, order choice info, and footer templates. Use the scroll bar to view the entire report, if necessary.
  9. To view different combinations of report formats, select different options from the Header, Body, or Footer drop-down fields. Note that you cannot change the body setting for the Order Choice Information template you chose to view.
  10. In the Column section, select either "Completion Date," "Order Choices," "Ordering Location," "Ordering Practice," "Ordering Provider," "Patient ID," "Patient Name," "Sample ID," or "User-defined Field" from the drop-down, followed by clicking the Add button to add the column to the template.
  11. Click the Save button to save changes made to the new template, or click the Cancel button to return to the Layout Templates administration page without creating a new template.

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Defining Cover Page Templates

  1. Select "Cover Page" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Select an item from the Columns drop-down to select and add columns to the template. Select either "Order ID" or "Recipient" from the list, followed by clicking the Add button.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Form Letter Templates

  1. When creating a form letter template, you may define the layout of the Header, Body, and Footer sections, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  2. By default, the Header, Body, and Footer sections display at least one grouping of a table with one cell (when starting with a blank template), though they may contain more tables and/or cells (when starting with a existing custom template). Customize these sections by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below.

    3. Note that the "User Defined Text with Field Codes" content type is available for form letters. This content type allows special "field codes" in the content area (see below). For example, to add the patient's name, type: "~patName~" This allows users to enter text like this:
    Patient:~patName~
    The ~patSex~ patient is ~patAge~ old and was born ~patDOB~.
    Ordered from:~orderLoc~

    The current available field codes include:
    ~patAdd~ patient address full, single line
    ~patAdd1~ patient address 1
    ~patAdd2~ patient address 2
    ~patAdd3~ patient city state zip
    ~patAge~ patient age
    ~patDOB~ patient date of birth
    ~patName~ patient complete name
    ~patPhone~ patient phone
    ~patSex~ patient sex
    ~patSSN~ patient SSN
    ~patID~ patient ID
    ~docName~ ordering provider complete name
    ~docNPI~ ordering provider NPI
    ~orderAdd~ ordering location address full, single line
    ~orderLoc~ ordering location name

  3. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up, where you may define the margins, the date/time format (AM/PM or Military), and footer format for form letters. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5). Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes. Note that you may enter any number between 0 and 2 for the margin.
  4. Click the Image Settings button to open the Images pop-up, where you may add or edit one or more images. See "Viewing, Adding, or Editing Images" below. You may then add images to the layout template by selecting "Image" as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell). See "Creating or Editing Groupings" below.
  5. Click Cancel to clear your changes and return to the Layout Template list page.
  6. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Manifest Templates

  1. When creating a manifest template, you may define the layout of the Manifest Header, Order Header, Sample Header, and Columns sections, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  2. By default, the Manifest Header, Order Header, and Sample Header sections display at least one grouping of a table with one cell (when starting with a blank template), though they may contain more tables and/or cells (when starting with a system or existing custom template). Customize these sections by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below.
  3. The Columns section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. See "Adding, Editing, Moving, and Deleting Columns" below. Note that to not show any column data on a manifest generated from a Manifest Layout Template, the user should add "blank" as the template's only column and set its "Relative Column Width" to zero.
  4. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up, where you may define the margins, the date/time format (AM/PM or Military), footer format, and page break settings for manifests. Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes. Note that you may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).
  5. Click the Image Settings button to open the Images pop-up, where you may add or edit one or more images. See "Viewing, Adding, or Editing Images" below. You may then add images to the layout template by selecting "Image" as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell). See "Creating or Editing Groupings" below.
  6. Click Cancel to clear your changes and return to the Layout Template list page.
  7. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Multiple Standing Orders Report Templates

  1. Select "Multiple Standing Orders Report" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Select an item from the Columns drop-down to select and add columns to the template. Select either "Future Standing Order Dates," "Next Standing Order Date," "Order Choice List," "Order ID," "Ordering Provider," "Patient DOB," "Patient ID," "Patient MRN," "Patient Name," "Patient Phone," or "Standing Order Summary" from the list, followed by clicking the Add button.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Order Patient Samples Page Templates

Any of the signed-in location or user settings that affect the Order Patient Samples page will still take effect on this page. This means that if you have any settings that hide fields, then those fields will not be visible here. Orchard Software recommends that you disable any settings that may disable or hide fields that you wish to use before you design your template.

Be sure that any fields that are required and that might not be auto-populated appear on your template.

  1. When creating an Order Patient Samples page template, you may define the layout of the Order Patient Samples Page and Order Choice Columns sections, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above. Once you save your settings, Copia displays an example of what the Order Patient Samples page will look like in the Page Preview section.
  2. By default, the Order Patient Samples Page section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or existing custom template). Customize these sections by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below.
  3. As you are setting up the fields for custom Order Patient Samples templates (not the default template), it is important to remember the following:
  4. The Order Choice Columns section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. See "Adding, Editing, Moving, and Deleting Columns" below.
  5. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up, where you may define the cancel button label for cancelled orders and the order date field label for auto-collect locations. Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes. Note that you may click the Reset button at any time to return to the default button/field labels.
  6. Click the Edit button to edit a cell on the Edit Cell pop-up. Select the Limit Host recipients to non-lab hosts used by the practice checkbox via the Results to... button cell to have the Host search on the Report Recipient pop-up that will use the new restrictions on the search criteria. This setting controls whether or not the Host Result Recipient search on the Order Patient Samples page is restricted to displaying only non-lab hosts that are used by the ordering location's practice. The Host search field on the Result Recipient pop-up for the Order Patient Samples page can be restricted to only display non-lab hosts that are used by the practice to which the ordering location is assigned.
  7. Click Cancel to clear your changes and return to the Layout Template list page.
  8. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Orders Report Templates

  1. Select "Orders Report" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Select an item from the Columns drop-down to select and add columns to the template. Select either "Blank," "Cancellation Details," "Collection Date," "Lab," "Name," "Order Choice Priority," "Order Choice Status," "Order Date," "Order ID," "Patient DOB," "Patient ID," "Patient MRN," "Patient Name," "Sample ID," or "User Defined Field" from the list, followed by clicking the Add button.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Patient Demographics Page Templates

Be sure that any fields that are required and that might not be auto-populated appear on your template.

  1. Select "Patient Demographics" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Patient Guarantor Templates

Be sure that any fields that are required and that might not be auto-populated appear on your template.

  1. Select "Patient Guarantor" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Patient Insurance Templates

Be sure that any fields that are required and that might not be auto-populated appear on your template.

  1. Select "Patient Insurance" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Patient Password Templates

Be sure that any fields that are required and that might not be auto-populated appear on your template.

  1. Select "Patient Password" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Query Results Templates

Be sure that any fields that are required and that might not be auto-populated appear on your template.

  1. Select "Query Results" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Select an item from the Columns drop-down to select and add columns to the template. Select "All Result Columns" from the list, followed by clicking the Add button.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining RAPS Cover Page Templates

Be sure that any fields that are required and that might not be auto-populated appear on your template.

  1. Select "RAPS Cover Page" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  6. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  7. Select an item from the Columns drop-down to select and add columns to the template. Select "Order ID" or "Recipient" from the list, followed by clicking the Add button.
  8. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Report Body Templates

  1. When creating a report body template, you may define the layout of the Grouping Header and select which Order Choice Info layout template Copia uses within this layout template, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  2. The Grouping Header is only available if the Order Choice Sort Type is set to Sort By Report Group using the Miscellaneous Settings button (see below). If it is available, then by default it displays at least one grouping of a table with one cell (when starting with a blank template), though they may contain more tables and/or cells (when starting with a system or custom template). Customize these sections by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below.
  3. Select an option from the Order Choice Info Template drop-down field to define the order choice information contained in the layout template. The list contains all of the order choice info layout templates created in the system. See "Defining Result Order Choice Information Templates" below.
  4. Click a settings button to customize how the specified data appears on the report.
  5. Click Cancel to clear your changes and return to the Layout Template list page.
  6. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Report Footer Templates

  1. When creating a report footer template, you may define the layout of the Result Footer section, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  2. By default, the Result Footer section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or custom template). Customize the section by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below.
  3. Click the List Settings button to open the List Settings pop-up, where you may define whether to display the lab list and/or the recipient list in the footer of reports, as well as specify which types of recipients to display in the footer (User, Location, or Host). Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes.
  4. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up, where you may set whether Copia displays the result footer on the last HPDF attached page. Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes.
  5. Click the Image Settings button to open the Images pop-up, where you may add or edit one or more images. See "Viewing, Adding, or Editing Images" below. You may then add images to the layout template by selecting "Image" as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell). See "Creating or Editing Groupings" below.
  6. Click Cancel to clear your changes and return to the Layout Template list page.
  7. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Report Grouping Header Templates

  1. Select "Report Grouping Header" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Report Header Templates

  1. When creating a report header template, you may define the layout of the Result Header section, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  2. By default, the Result Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or custom template). Customize the section by creating or editing groupings of data or organizing it in a table format. See "Creating or Editing Groupings" below.
  3. Click the Image Settings button to add or edit one or more images. See "Viewing, Adding, or Editing Images" below. You may then add images to the layout template by selecting "Image" as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell). See "Creating or Editing Groupings" below.
  4. Click Cancel to clear your changes and return to the Layout Template list page.
  5. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Report Order Choice Information Templates

  1. When creating a report order choice information template, you may define the layout of the Order Choice Header and Columns sections, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  2. By default, the Order Choice Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or custom template). Customize the section by creating or editing groupings of data, organizing it in a table format. See "Creating or Editing Groupings" below.
  3. The Columns section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. See "Adding, Editing, Moving, and Deleting Columns" below.
  4. Click a settings button to customize how the specified data appears on the report.
  5. Select or clear the If this template is assigned to an order choice, use the report's default settings checkbox to determine which Result Order Choice Information Template settings Copia uses when creating a report. When this option is selected and there is a Result Order Choice Information Template defined for an order choice on the Order Choices administration page, then Copia uses the Result Order Choice Information Template that the report's Result Body Template uses. If this option is not selected, Copia uses the settings from that layout template for the report. See "Defining Result Body Templates" above.
  6. Click Cancel to clear your changes and return to the Layout Template list page.
  7. Click Save to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Report Page Footer Templates

  1. Select "Report Page Footer" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Requisition Templates

  1. Select "Requisition" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Select an item from the Columns drop-down to select and add columns to the template. Select either "ABN Status," "Abbreviation," "Alias," "Anatomic Location," "Billing," "Blank," "CPT Code," "Estimated Cost," "External Billing," "Host Code," "Host Sample ID," "ICD Codes," "Internal Billing," "Name," "Order Choice Alternate ID," "Order Choice Description," "Order Choice Information," "Priority," "Procedure," or "Profile" from the list, followed by clicking the Add button.
  11. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Route Group Report Templates

  1. Select "Route Group Report" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Select an item from the Client Columns drop-down to select and add columns to the template. Select either "Client Address," "Client Hours," "Client Name," "Client Phone," "Courier Notes," or "Route Completed" from the list, followed by clicking the Add button.
  11. Select an item from the Task Columns drop-down to select and add columns to the template. Select either "Task Complete," Task Date," "Task Notes," or "Task Type" from the list, followed by clicking the Add button.
  12. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Single Standing Order Templates

  1. Select "Single Standing Order" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Data Browser Templates

In order to create data browser templates, you must access this page via the Data Browsers administration page. See the Admin: Data Browsers topic.

  1. Enter text in to the Template Name field to specify the name of the Data Browser template. This is a required field.
  2. Enter text in to the Template Description field to give a description of the template, if necessary. Select the Active checkbox to specify that the template is active in the Copia system.
  3. Select the Use Drag and Drop checkbox to enable the drag and drop feature when creating a Data Browser template.
  4. Select an option from the Date/Time Format drop-down to specify how the date/time will appear on the template. Select either "AM/PM," "Military," or "AM/PM (with space before)" from the drop-down list.
  5. When creating a data browser template, you may define the layout of the Data Browser Columns section, in addition to the fields you complete for all layout templates. See "Creating New Custom Templates" above.
  6. The Data Browser Columns section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. See "Adding, Editing, Moving, and Deleting Columns" below.
  7. Click Cancel to clear your changes and return to the Data Browsers details page.
  8. Click Save to return to the Data Browser details page with the new template added to the Data Browser Template field. See the Admin: Data Browsers topic.

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Defining Staff Password Templates

  1. Select "Staff Password" to define the Template Type. Enter the name of the template into the Template Name field to define the name of the template. This is a required field.
  2. Enter description text into the Template Description field to define details about the template. Select the Active checkbox to make the template active in the Copia system so that it appears during search.
  3. Select the Use Drag and Drop checkbox to enable the drag-and-drop feature where you may click on and item and drag the item to the desired location. When this checkbox is selected, moveable boxes will appear in the Client Information Summary section. Drag the boxes to their desired location.
  4. Click the Miscellaneous Settings button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up. Click the Save button after entering values in the fields, or click the Cancel button to close the pop-up without saving any changes. Click the Image Settings button to add or edit images for the template. Select the Show active only checkbox to only display active images in the system. Click the Edit buttons to edit specific images, or click the Add New Image button to add new images in the Layout Template Images pop-up. Click the Close button when changes have been made.
  5. Click the Label Font drop-down to select a font for the text that appears on the template. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Label Size drop-down to specify the size of the labels that appear on the template. You may select a size ranging from "6pt" to "18pt" font. Click the Content Font drop-down to select a style of font for the content. Select either "Helvetica," "Courier," or "Times" from the drop-down. Click the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from "6pt" to "18pt" font.
  6. Click the Apply to all cells/columns button to apply the previous selections to the template.
  7. Click the T button to open the Edit Table pop-up where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options. Enter values into the Outer Border Width and Inner Border Width fields, and click the Background Shaded checkbox to apply that setting. Click the OK button to apply the changes, or click the Cancel button to close the pop-up without saving any changes.
  8. Click the C button to open the Cell Menu pop-up to edit the template's cells. Click Add Row and Move Cell in order to move the respective rows and cells. Click the Delete Row button to delete rows from the table, and click the Make Table button to create a new table.
  9. Click the Edit button to edit the cells on the Edit Cell pop-up. Click the Content drop-down to select the type of content that will appear on the template. Select either "Associated Providers Button," "Available Profiles Button," "Blank Cell," "Client Address," "Client Fax Number," "Client ID," "Client Name," "Client Phone Number," "Client Tier," "Courier Notes," "Horizontal Line," "Practice Name," "Route Hours," "Sales Person," or "Supply History Button" from the drop-down. Use the options in the Size, Alignment, and Padding section to edit width, apply pixels to top, bottom, left, and right paddings, as well as horizontal and vertical alignment. Click the Save button to save the changes on the pop-up, or click the Cancel button to close the pop-up without saving any changes.
  10. Click the Cancel button to clear the changes and return to the Layout Template list page, or click the Save button to return to the Layout Template list page with the new template added to the Custom Template List. See "Viewing Layout Template Lists" above.

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Defining Utilization Report Templates

  1. Enter a name for the Utilization Report in the Template Name field. This field is required.
  2. Enter a description for the Utilization Report template in the Template Description field. Select the Active checkbox to set the template status as active.
  3. Select the Use Drag and Drop checkbox to enable the drag and drop option to add new tables, rows, cells, and to delete items from the template.
  4. Click the Miscellaneous Settings button to display the Miscellaneous Settings pop-up to configure top, bottom, left, and right margins in inches. Click the OK button to save any changes made, or click the Cancel button to close the pop-up without saving any changes. The default margins are 0.5 inches.
  5. Click the Image Settings button to display the Images pop-up to add images to the layout template. If you cannot find the desired image, click the Add button to add an image.
  6. Click the Label Font drop-down list to select either Helvetica, Courier, or Times. Click the Label Size drop-down list to select a label size. Click the Content Font drop-down list to select either Helvetica, Courier, or Times. Click the Content Size drop-down list to select a content size. Click the Apply to all cells/columns button to apply the drop-down selections to the Utilization Report template.
  7. Click the T button in the Break Header, Columns, and Footer sections to display the Edit Table pop-up to configure border width and background shade. Click the OK button to apply any changes, or click the Cancel button to close the pop-up without saving changes. Click the C button in the Break Header, Columns, and Footer sections to display the Cell Menu pop-up to configure, add, and move rows and columns on the top, bottom, left, and right. Click the Edit button to display the Edit Cell pop-up to configure content type with the Content drop-down list. Select the Relative Cell Width checkbox to enable the relative cell width field. Enter a value into the Minimum Height field to set the minimum height for the table. Click the OK button to apply any changes, or click the Cancel button to close the pop-up without saving changes.
  8. Click the Make Table button to create the table on the Create New Template page.
  9. Click the Abbreviation drop-down list in the Columns section to select either Abbreviation, Host Code, Name, Order Choice Quantity, Order Choice STAT Quantity, Percent of Order Choices STAT, or Percent of Total Order Choices. Click the Add button to add the option to the Utilization Report template. Click the Edit button in the Name, Abbreviation, Quantity, Percent of Total, STAT Quantity, and/or Percent STAT to display the Edit Column pop-up to configure column width, label alignment, header values, text format, and content values. Click the OK button to apply any changes made to the columns.
  10. Click the Save button to save the newly created Utilization Report template to return to the Layout Templates administration page, or click the Cancel button to close the page without saving changes.

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Viewing, Adding, or Editing Images

  1. Click the Image Settings button when defining layout templates to open the Layout Template Images pop-up, where you may add or edit one or more images. See the various template definition topics above for additional information.
  2. You may then add these images to layout templates by selecting "Image" as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell). See "Creating or Editing Groupings" below.
  3. Copia displays all of the images that have been added to the database.
  4. Select the Show active only checkbox at the top of the Images page to specify that the image is active in the system. You set the inactive/active status when adding or editing images (see below).
  5. If you cannot find the desired image, click the Add New Image button to add an image. Copia displays the fields in the Images page that allow you to add a new image.
  6. To edit an existing image, click the image or its name on the main Images page. You may edit the Active status, the Name of the file, or select a different image, as you would for a new image (see above).
  7. To delete an image, you must follow the steps to edit an image (see above), and change the path to point to a different image to replace the existing one.
  8. When you are finished adding or editing images, click the Save button to save changes made on the page, or click the Cancel button to close the Images page and return to the Layout Templates administration page without saving changes. Your new and edited images are now available for you to select when you edit the cell contents of a cell with a cell type of "Image." Copia resizes the image (the proportions will be constrained) to the size of the cell, so changing the width of the cell will change the size of the image. See "Creating or Editing Groupings" below.

    9. Note: Copia adds the full-sized image to the PDF document. This means that if you upload a very large image and place it on a report, then the PDF will be very large in size and may take a bit longer for Copia to display.

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Creating or Editing Groupings

  1. When you customize templates, you create or edit groupings of data, organized in a table format. When defining groupings, note the following:
  2. If you enable the Use Drag and Drop checkbox, you may use your mouse to create new tables, rows, or cells, as well as rearrange existing elements. If you disable this option, click the T and C buttons to create table elements (see below).
  3. Click a T button in one of the customizable sections of the page to open the Edit Table pop-up to customize the contents of the table.
  4. Click the C button to open the Cell Menu pop-up, which allows you to add or remove elements in the selected cell grouping. Copia highlights the selected cell on the page so you can more easily track which cell you are modifying.
  5. To delete existing tables, rows, and cells, move your mouse over an element to have Copia highlight it, and then drag the element over the Delete box and release the left mouse button.
  6. Once you have finished customizing the groupings for the current template, continue defining the rest of the template. See the various template definition topics above for additional information.

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Adding, Editing, Moving, and Deleting Columns

  1. When you customize the Result Body, Requisition, Manifest, Order Patient Samples page, Data Browser, or Result Order Choice Information layout templates or the order choice specific content template, there is a Columns or Order Choice Columns section that contains several pre-defined columns by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears.
  2. To add columns, select the type of column you wish to add, and then click the Add button. Copia automatically inserts the column in front of the existing columns, but you may use the move buttons to adjust the order (see below). Note that you may wish to insert blank columns between other columns to make the data easier to review in headers and footers; however, this option is not available for all templates.
  3. To edit a column, click the Edit button to open the Edit Column pop-up, which allows you to set the column width, alignment, and formatting for the column header and column content. Click OK to record the new settings, or click Cancel to return to the Layout Templates administration page without retaining your changes.
  4. To move columns, click the < or > buttons beneath the column's name. Copia shifts the column one place in the direction you choose.
  5. To delete a column from the layout, click the X button beneath the column's name. Copia immediately removes the column from the display.
  6. Once you have finished customizing the columns for the current template, continue defining the rest of the template. See the various template definition topics above for additional information.

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Viewing Custom ABN Templates

  1. The Custom Template Filter section allows you to preview what the ABN layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Batch Orders Templates

  1. The Viewing Patient Requisition Template section allows you to preview what the requisition layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Batch Orders - Grid Layout Templates

  1. The Viewing Patient Requisition Template section allows you to preview what the requisition layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Billing Summary Templates

  1. The Viewing Patient Requisition Template section allows you to preview what the requisition layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Blank Requisition Templates

  1. The Viewing Patient Requisition Template section allows you to preview what the requisition layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Client Services Client Information Templates

  1. The Custom Template Filter section allows you to preview what the Client Services Client Information layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Client Services Edit Item Pop-up Templates

  1. The Custom Template Filter section allows you to preview what the Client Services Edit Item Pop-up layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Client Services Item Report Templates

  1. The Custom Template Filter section allows you to preview what the Client Services Item Report layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Collect Samples Order Header Templates

  1. The Custom Template Filter section allows you to preview what the Collect Samples Order Header layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Collection List Templates

  1. The Viewing Collection List Template section allows you to preview what the Collection List layout template looks like with actual data.
  2. Enter one or more characters in the Collection List ID field and click the Search button to select the desired collection list in the Collection List Search page. See the Collection List Search topic.
  3. Once you select a collection list, Copia displays the collection list using the collection list template you chose to view. Use the scroll bar to view the entire collection list, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Cover Page Templates

  1. The Custom Template Filter section allows you to preview what the Cover Page layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Form Letter Templates

  1. The Viewing Form Letter Template section allows you to preview what the form letter layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the form letter using the form letter template you chose to view. Use the scroll bar to view the entire form letter, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Manifest Templates

  1. The Viewing Manifest Template section allows you to preview what the Manifest layout template looks like with actual data.
  2. Enter one or more characters in the Manifest ID field and click the Search button to select the desired order in the Manifest Search page. See the Manifest Search topic.
  3. Once you select a manifest, Copia displays the manifest using the manifest template you chose to view. Use the scroll bar to view the entire manifest, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Multiple Standing Orders Report Templates

  1. The Custom Template Filter section allows you to preview what the Multiple Standing Orders Report layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Order Patient Samples Page Templates

  1. The Custom Template Filter section allows you to preview what the Order Patient Samples Page layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Orders Report Templates

  1. The Custom Template Filter section allows you to preview what the Orders Report layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Viewing Custom Patient Demographics, Guarantor, Insurance, or Password Templates

  1. The Custom Template Filter section allows you to preview what the Patient Demographics, Guarantor, Insurance, and/or Password layout template looks like with actual data.
  2. Enter one or more characters in the Patient field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Query Results Templates

  1. The Custom Template Filter section allows you to preview what the Query Results layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Search button to select the desired patient in the Patient Search page. See the Patient Search topic.
  3. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom RAPS Cover Page Templates

  1. The Custom Template Filter section allows you to preview what the RAPS Cover Page layout template looks like with actual data.
  2. Once you select a patient, Copia displays the requisition using the blank requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  3. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Report Header, Body, Grouping Header, Page Footer, or Footer Templates

  1. The Viewing <Selected> Template section allows you to preview what the layout template looks like with actual data. The title of the section reflects the type of template you chose to view (result header, result body, or result footer).
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the report using the template you chose to view, along with the standard format templates for the other two sections of the report. Use the scroll bar to view the entire report, if necessary.
  4. To view different combinations of report formats, select different options from the Header, Body, or Footer drop-down fields. Note that you cannot change the body setting for the template you chose to view; however, you may change the setting for the other two sections of the report.
  5. Select the Show Historic checkbox to view the number of historic results allowed based on the "Max number of historical data" setting (set in the Miscellaneous Settings pop-up) for the report body.
  6. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Requisition Templates

  1. The Viewing Requisition Template section allows you to preview what the requisition layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the requisition using the requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Result Delivery Report Templates

  1. The Viewing Result Delivery Report Templates section allows you to preview what the layout template looks like with actual data.
  2. Enter text in the Template Name field to name the new template. This field is required.
  3. Enter text in the Template Description field to have a description of the template.
  4. Select the Active checkbox to specify that the template is active in the Copia system.
  5. Select the Use Drag and Drop checkbox to allow the dragging and dropping of data while creating the new template.
  6. Click the Miscellaneous Settings button to open the Miscellaneous Settings pop-up to edit margins for the template. Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields, followed by clicking the Save button to make the changes performed on the pop-up. Click the Cancel button to close the pop-up without saving any changes.
  7. Click the Image Settings button to open the Layout Template Images pop-up to select and edit images for the template. Select the Show active only checkbox to have the pop-up only display active images within the system. Click the Edit button to edit the image. Click the Add New Image button to add a new image to the pop-up. Click the Cancel button to close the pop-up.
  8. Once you select an order, Copia displays the report using the template you chose to view, along with one of the header, body, order choice info, and footer templates. Use the scroll bar to view the entire report, if necessary.
  9. To view different combinations of report formats, select different options from the Header, Body, or Footer drop-down fields. Note that you cannot change the body setting for the Order Choice Information template you chose to view.
  10. In the Column section, select either "Acknowledged By," "Created By," "Delivered Order Choices," "Delivery Address," "Delivery Date," "Delivery Method," "Delivery Time," "Manually Generated," "Order Choices," "Order ID," "Patient MRN," "Patient Name," "Recipient Name," "Sample ID," or "User-defined Field" from the drop-down, followed by clicking the Add button to add the column to the template.
  11. Click the Save button to save changes made to the new template, or click the Cancel button to return to the Layout Templates administration page without creating a new template.

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Viewing Custom Report Order Choice Information Templates

  1. The Viewing Order Choice Info Template section allows you to preview what the layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the report using the template you chose to view, along with one of the header, body, order choice info, and footer templates. Use the scroll bar to view the entire report, if necessary.
  4. To view different combinations of report formats, select different options from the Header, Body, or Footer drop-down fields. Note that you cannot change the body setting for the Order Choice Information template you chose to view.
  5. Select the Show Historic checkbox to view the number of historic results allowed based on the "Max number of historical data" setting (set in the Miscellaneous Settings pop-up) for the report body.
  6. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Route Group Report Templates

  1. The Viewing Requisition Template section allows you to preview what the Route Group Report layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the requisition using the requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Single Standing Order Templates

  1. The Viewing Requisition Template section allows you to preview what the Single Standing Order layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the requisition using the requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Staff Password Templates

  1. The Viewing Requisition Template section allows you to preview what the Staff Password layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the requisition using the requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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Viewing Custom Utilization Report Templates

  1. The Viewing Requisition Template section allows you to preview what the Utilization layout template looks like with actual data.
  2. Enter one or more characters in the Order ID field and click the Order Search button to select the desired order in the Order Search page. See the Order Search topic.
  3. Once you select an order, Copia displays the requisition using the requisition template you chose to view. Use the scroll bar to view the entire requisition, if necessary.
  4. Click the Back button to return to the template lists view of the Layout Templates administration page. See "Viewing Layout Template Lists" above.

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