Page Description

Use the Add/Edit Profile page to add or edit the profile to combine frequently ordered order choices into one group of order choices, or a profile. You must have the necessary security right to add or edit practice-level profiles. If you are viewing the details for a system-level profile, you will not be able to modify the profile's details.

For more help, click one of the following links:

• Accessing this Page
• Adding Profiles
• Editing Profiles

Accessing this Page

• Click the Add button on the Profile List page.
• Click the Name of a profile in the Profile List page.

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1. Enter the name of the profile in the Profile Name field. This is the name that will appear in the Order Patient Samples page during order entry. This field is required.
2. Enter a description of the profile in the Profile Description field.
3. Select a list from the Available Lists drop-down list. This causes Copia to display the order choices that are available for the selected profile beneath the Available Lists field. Use the scroll bar to view the entire list, if necessary.
4. Select the order choices you wish to add to the selected profile. Once you select an order choice, Copia adds it to the list of selected order choices in the field on the right. See the Selecting Order Choices topic.
5. You may also enter one or more characters into the search field, and then click Search to find a specific order choice for the list in the Order Choice Search page. See the Order Choice Search topic. Select an order choice in the Order Choice Search page to return to this page with the order choice added to the list of selected order choices.
6. Continue selecting order choices until the profile contains all of the appropriate order choices.
7. Click Cancel to return to the Profile List page without saving your changes. See the Profile List topic.
8. Click Save to save the modifications to the list and return to the Profile List page.

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1. Modify the name of the list in the Profile Name field, if desired.
2. Modify the description of the list in the Profile Description field, if desired.
3. Select a list from the Available Lists drop-down list. This causes Copia to display the order choices that are available to add to the selected profile beneath the Available Lists field. Use the scroll bar to view the list, if necessary. All of the order choices that are already part of the profile are displayed in the list of selected order choices in the field on the right.
4. You may also enter one or more characters into the search field, and then click Search to find a specific order choice for the list in the Order Choice Search page. See the Order Choice Search topic. Select an order choice in the Order Choice Search page to return to this page with the order choice added to the list of selected order choices.
5. Select or remove order choices so that the selected profile contains the correct order choices. See the Selecting Order Choices topic.
6. Click Cancel to return to the Profile List page without saving your changes. See the Profile List topic.
7. Click Save to save the modifications to the profile and return to the Profile List page.

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