Feature Description

Before you may place orders, collect samples, or review patient information, you must select a patient. The Find Patient field at the top of every page in Copia allows you to find and select a patient. Once you have selected the desired patient, the actions you perform are based on the selected patient. To work on a different patient record, simply perform another search.

Depending on the administration settings for your signed in location, the Find Patient field may be disabled when you use the Order Patient Samples page, or Copia may restrict your searching to one or more of the following: Last Name, First Name, Aliases, Date of Birth, Patient ID, SSN, MRN, or Master Patient ID.

If your facility uses the LKSmartSearch program to select patients and you need assistance with setting up or troubleshooting the search feature, please contact Ellkay for technical support. If you need assistance contacting Ellkay, or for questions about using LKSmartSearch with Copia, please contact Orchard Software Technical Support.

For more help, click one of the following links:

• Accessing this Page
• Selecting a Patient
• Viewing Recent Patient Selections

Accessing this Feature

Use the Find Patient field, which is always located at the top of the Copia page, to select a patient. Depending on the administration settings for your signed in location, the Find Patient field may be disabled when you use the Order Patient Samples page.

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Selecting a Patient

1. Enter one or more characters of a patient name, date of birth (in the format MM/DD/YYYY), Social Security Number (exactly as it appears in the patient's record), or three or more digits of a Medical Record Number (MRN), patient ID, alternate patient ID, master patient ID (of a linked patient record), sample ID (from Copia or from an EMR or other incoming electronic order), or order ID into the Find Patient search field at the top of the page.

   IMPORTANT: When searching by date of birth, you must enter a 4-digit year for Copia to search correctly.

2. Click Search.
3. Copia displays the results in the Find Patient or Order page. Select the desired patient from the list. See the Find Patient or Order topic.
4. Once you select a patient, Copia displays an overview of the patient's demographics (name, age, sex, and patient ID) beneath the search field in the top portion of the page. Copia also displays the appropriate information for the patient in the page that you had open when you selected the patient. For example, if you have the Order Patient Samples page open when you select the patient, then Copia automatically opens a new order for the patient as soon as you make your selection.

Depending on the administration settings for your signed in location, when you select a patient, Copia may display a message that lists all orders ordered for the patient within the past number of hours or that have been ordered for the patient for a time within the next number of hours.

5. If you did not find the correct patient in your search, search again, or click the New Patient button in the Find Patient or Order page to create a new patient record.

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Viewing Recent Patient Selections

1. Click the Recent button next to the Search button at the top of the page.
• If you have selected one or more patients using the Find Patient search feature (see "Selecting a Patient" above), then Copia displays a pop-up list of the last 10 patients selected. Patients are listed with their name, sex, date of birth, patient ID, and sample ID.
• If you have not selected any patients using the Find Patient search feature, then the Recent button displays a message to that effect.
2. Click the name of the desired patient in the pop-up list.
3. Copia opens the patient's record in the Demographics page, or the Insurance or Order History pages, if you had those pages open when you selected the patient.

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