Page Description

Use the Release to Patient page to view the results that are available to release to patients for review and, when you confirm they are ready, to release the results.

You must release the results here in order for patients to view the results. Once you release results to patients, they may sign in through the Patient Portal to view them. See the Patient Portal topic.

For more help, click one of the following links:

• Accessing this Page
• Accessing the Filter
• Setting the Results Filter
• Reviewing and Releasing Filtered Results

Accessing this Page

• Click the View Results menu button, and then click the Release to Patient submenu link.

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Accessing the Filter

1. When viewing the list of results to release, you may either view or hide the result filter.
2. Click the "Show Filter" link to make the filter visible.
3. Click the "Hide Filter" link to hide the filter.
4. When the filter is visible, you may select date type, start/end dates, ordering location, or patient filters that Copia should use when creating the list of reports available to release to patients. See "Setting the Results Filter" below.

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Setting the Results Filter

1. If the report filter is hidden, click the "Show Filter" link to make the filter visible. See "Accessing the Filter" above.
2. To limit the displayed results to a particular date type, select a Date Type from the drop-down list. A patient can either select Result Received, Result Approved, or Ordered.
3. Enter a date and time in the format MM/DD/YYYY, HH:MM AM/PM in the Start and End fields, or select a date from the calendar view by clicking the calendar icon located next to the fields. The start date defaults to 12:00 AM on the current date, and the end date defaults to the current time on the current date. Click Now to enter the current date and time. Click Clear to clear the date and time fields.
4. To limit the displayed results to a particular ordering location, select an Ordering Location from the drop-down list. Select "Any" to allow Copia to display results from any ordering location. To narrow your search, click the Search button to select the desired location in the Location Search page. See the Location Search topic.
5. Enter three or more characters in the Patient field or click the magnifying class button to open a selection of patient names sorted by Active, Name, Matching Aliases, Patient ID, SSN, DOB, Sex, PCP, and Practice. You may click on the column headers to toggle sorting on sortable columns. To sort by more than one column, hold down the Shift key while clicking on column headers. Once a patient's name is found, click the patient's name to select it for the Patient field.
6. Remember that each filter option you use further limits the number of possible matching results. If you use multiple filtering options, then Copia will only display those results that match all of the parameters you have specified.
7. Once you have the desired settings for the report filter, click the Refresh button.
8. Copia updates the list in the Results section of the page. See "Reviewing and Releasing Filtered Reports" below.
9. If your fields are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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Reviewing and Releasing Filtered Results

1. Once you have set your filter and clicked the Refresh button, Copia updates the list in the Results section of the page. See "Setting the Results Filter" above. Copia determines the number of reports per page, as noted in the Show __ entries field, based on the settings in either the Application lab tasks page or the Release to Patient administration page.
2. To modify the number of reports on the page, adjust the value of the Show __ entries field. Copia defaults to 10 per page, and displays the total number of items based on your search.
3. Information for each report is listed, with columns for each of the following:
• Release: Click the Review button to display the View Report page that contains a PDF with the details of the patient's order.
  • View Report: Select the order choice checkboxes in the top left of the page that you want to take action on.
  • Release Selected: Select one or more order choice checkboxes, and then click this button to release the results for the selected order choice to the patient.
  • Add Comment: Select one or more order choice checkboxes and then click this button to create a comment for the selected order choices using the Add Comment pop-up. This comment will be included when you release the results.
• Order ID: The identifying number for the order that was assigned when the order was placed. If the order was saved as a standing order (multiple occurrences of the same order), then an "(S)" will appear next to the Order ID.
• Patient: The name of the patient.
• Ordered: Displays the name of the order choices on the report.
• Samples: Displays samples that were collected for the order.
• Order Date: The date the order was placed. Click the column header to sort the list of reports by the date the orders were placed.
• Status: The current status of the order (Partial, Complete, or Cancelled)
• Partial: Orders that contain one or more order choices awaiting results.
• Complete: Orders that have final results for all order choices.
• Cancelled: Orders that were cancelled.
4. Copia displays an arrow next to the columns to indicate whether the sort order is descending (\/) or ascending (/\). By default, Copia sorts in descending order; however, if you click the same column link again, Copia sorts the data in an ascending order and it adjusts the arrow to indicate the new sort direction.
5. By default, Copia displays up to 20 reports on a page. You may modify this number to include more or fewer reports on a page. If the list is longer than one page, use the Page links, located below the list of reports, 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. If the list is less than one page, then Copia indicates that it is displaying 20 out of 11 (for example) reports. This means that it could show up to 20 reports on the page, but there are only 11 reports based on your filter settings.
6. Click an Order ID link to open a pop-up list of page options. Select the page you wish to open for the selected order. Note that some options may not be available.
   • Review Order: Select this option to view the order in the Order Patient Samples page. See the Order Patient Samples topic.
   • Samples: Select this option to collect samples for the order in the Collect Samples page. See the Collect Samples topic.
   • Labels: Select this option to print master and tube labels in the Print Labels page. See the Print Labels topic. Note that this option may be disabled, depending on the administration settings for your signed in location.
   • Requisition: Select this option to print requisition(s) for the order in the Requisition(s) page. See the Requisitions topic.
   • Change Log: Select this option to view the change log for the selected order. See the Admin: Change Log topic. Note that you must have the necessary security right to access the Change Log page.
   • Lab Report: Select this option to create a lab report of the order in the Lab Report page. See the Lab Report topic.
   • Linked Documents: Select this option to open the Linked Documents page for the selected order or patient. This option will appear green and italicized if these are linked documents.
7. Click a Patient link to open a pop-up list of page options. Select the page you wish to open for the selected order. Note that some options may not be available.
• Demographics: Select this option to view, create, or edit patient demographic information, as well as access patient insurance and order information. See the Demographics topic.
• Insurance: Select this option to view, create, or edit patient insurance information, as well as access patient demographic and order information. See the Insurance topic.
• Order History: Select this option to view patient order information, as well as access patient demographic and insurance information. See the Order History topic.
• New Order: Select this option to create a new order for the patient. See the Order Patient Samples topic.
• Collect Samples: Select this option to record collections and reject samples as well as access the ABN form, patient questions, label printing, requisition(s), collection lists, and order comments. See the Collect Samples topic.
• Change Log: Select this option to view the change log for the selected patient. See the Admin: Change Log topic. Note that you must have the necessary security right to access the Change Log page.
• Linked Documents: Select this option to open the Linked Documents page for the selected order or patient. This option will appear green and italicized if these are linked documents.
8. If you modify any of the Results Filter settings, click Refresh to update the list of reports.

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