Page Description

Use the Tabbing Order page to view, add, or edit tabbing order options used on the Order Patient Samples, Demographics, Insurance, Insurance Plan, Specimen Source Details, and Specimen Source Grid Details pages. These settings control the order in which the cursor moves to the fields and buttons as users press the [Tab] key on their keyboards. You may define multiple tabbing orders, and assign tabbing orders at the location or system default levels. See the Admin: Locations and Admin: System Defaults topics.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Tabbing Order List
• Configuring Tabbing Orders
• Setting Section Tabbing Orders

Accessing this Page

• Click the Administration menu button, click the Customization button, and then click the Tabbing Order submenu link. You must have the necessary security permissions to access the Administration menu button.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Customization menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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Viewing the Tabbing Order List

1. The Tabbing Order list page contains a list of up to ten tabbing orders. If the list is longer than one page, use the Page links, located below the list of tabbing orders, to navigate through the list.
2. To view only active tabbing orders, select the Show active only checkbox at the top of the page. You set the active/inactive status in the Tabbing Order Configuration section of the Tabbing Order details page. See "Configuring Tabbing Orders" below.
3. If you cannot find the desired tabbing order, select the type of tabbing order you wish to create (Order Patient Samples, Demographics, etc.) and click the Add button to add a tabbing order on the Add Tabbing Order pop-up. Click either the Encounter, Order Patient Samples, Patient Demographics, Patient Insurance, Patient Insurance Plan, Specimen Source Details, or the Specimen Source Grid Details buttons to create that specific tabbing order. See "Configuring Tabbing Orders" below.
4. Click the name of the tabbing order on the Tabbing Order list page to edit the tabbing order information in the Tabbing Order details page. See "Configuring Tabbing Orders" below.

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Configuring Tabbing Orders

1. Use the Tabbing Order details page to create or modify tabbing order options for the Encounter, Order Patient Samples, Patient Demographics, Patient Insurance, Patient Insurance Plan, Specimen Source Details, and Specimen Source Grid Details pages. See the Order Patient Samples, Demographics, Insurance, Insurance Plan, or Specimen Sources topics.
2. Enter or edit the name of the tabbing order in the Name field. This field is required.
3. Copia displays the Type of tab order beneath the name. This is the page on which Copia uses this tab order. You cannot edit this value; however, you may create a different tab order for a different page. Select an option from the Type drop-down list to filter by that specific type of tabbing order. Select either "Encounter," "Order Patient Samples," "Patient Demographics," "Patient Insurance," "Patient Insurance Plan," "Specimen Source Details," or "Specimen Source Grid Details" from the drop-down list.
4. Enter or edit text that describes the tabbing order in the Description field.
5. Select the Active checkbox to enable users to select the tabbing order while defining the tabbing order for locations or as the system default. Clear this checkbox to restrict users from selecting the tabbing order. If the tabbing order is inactive, Copia clears it from the Tabbing Order list page when you select the Show active only checkbox. See "Viewing the Tabbing Order List" above.
6. Once you have established the name of the tabbing order, you may assign the tabbing order for each section of the selected page. See "Setting Section Tabbing Orders" below.
7. Click the < Back to List button to return to the Tabbing Order list page without saving any changes.
8. Click the Save button to record changes and return to the Tabbing Order list page.

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Setting Section Tabbing Orders

1. Beneath the Tabbing Order Configuration section, there are sections that correspond to each page. The Demographics, Insurance, Insurance Plan, Specimen Source Details, and Specimen Source Grid Details pages each have one section for which you may define the tab order. The Order Patient Samples page contains more than one section to define:
   • Order ID Section Tabbing: This section is tied to the main section of the Order Patient Samples page where you select various options for the order, including the ordering provider, ordering location, billing, etc.
   • Order Choices Section Tabbing: This section is tied to the Order Choices section of the Order Patient Samples page, which contains the fields where you select the order choices for the order, as well as set the diagnosis codes, priority, and routing settings for order choices.
   • Documentation and Actions Section Tabbing: This section is tied to the Documentation and Actions section of the Order Patient Samples page, which contains buttons that allow you to perform tasks such as printing ABNs and requisitions, answering clinical information questions, cancelling orders, and saving orders.
2. Each section contains two fields:
   • Focusable Elements: This lists the page elements (fields and buttons) that are available for you to include in the tabbing order.
   • Configured Elements: This lists the page elements that are in the current tabbing order for that section of the Order Patient Samples page.
3. Select one or more elements in the Focusable Elements field (using the [Ctrl] or [Shift] keys to select multiple items), and then click the right arrow button to add the selected elements to the tabbing order that appears in the Configured Elements field. Copia adds the selected elements beneath the highlighted item in the Configured Elements list.

IMPORTANT: In order to include in the tabbing order the page elements from the "Order Choices" and "Documentation and Actions" sections of the Order Patient Samples page, you must add the "*Order Choices Section Tabbing Order" and/or the "*Documentation and Actions Section Tabbing Order" options to the Configured Elements list for the Order ID Section Tabbing section. Once you do this, Copia displays the Focusable Elements and Configured Elements fields for the section(s) you added.

4. To remove elements from the tabbing order, select one or more elements in the Configured Elements field (using the [Ctrl] or [Shift] keys to select multiple items), and then click the left arrow button to clear the selected elements from the tabbing order.
5. Once you have two or more elements in the Configured Elements list, click the Move Up or Move Down buttons to place the elements in the desired order.

IMPORTANT: Copia will insert the tabbing order from the Order Choices Section Tabbing and Documentation and Actions Section Tabbing sections wherever you place the "*Order Choices Section Tabbing Order" and/or the "*Documentation and Actions Section Tabbing Order" options in the Configured Elements list for the Order ID Section Tabbing section. So, if you insert the "*Order Choices Section Tabbing Order" option at the top of the Configured Elements list for the Order ID Section Tabbing section, Copia will tab through the configured elements from the Order Choices Section Tabbing section before tabbing through the configured elements from the Order ID Section Tabbing.

6. In the Order ID Section Tabbing section, you may select an element in the Configured Elements list, and then click the Toggle Skip if Populated button to have Copia skip the element when it is determining what field or button receives the cursor focus when users open the selected page. Click the button again to clear the skip setting.
7. Click the Show All button to have Copia fully expand the Focusable Elements and Configured Elements lists so that you do not have to scroll to see the entire lists. Click the Show Less button to have Copia minimize the size of the lists. You may still use the scroll bars to view the entire lists, if they are minimized.
8. Click < Back to List to return to the Tabbing Order list page without saving any changes.
9. Click Save to record changes and return to the Tabbing Order list page.

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