Admin: Report Redelivery
Page Description
Use the Report Redelivery page to search for orders that have had results posted to them, and then you may select orders and report recipient types to redeliver to. You may search for reports where results were received, results were approved, or orders were placed within a specified date and time range. You may also filter your search by ordering practice, ordering location, or patient name. In addition, Copia allows you to suppress redelivery to inboxes, as well as restrict redelivery recipients according to location, user, host, and external status.
For more help, click one of the following links:
Accessing this Page
- Click the Administration menu button, click the Manage button, and then click the Report Redelivery 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 Manage menu. To return to the main menu for Copia, click the Lab Tasks menu button.
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Setting the Filter
You may filter the list of orders for redelivery by a time range (result received, result approved, ordered), practice, ordering location, and patient name. Follow the steps below to restrict the displayed orders
according to your filter criteria.
- Enter the desired criteria for the search:
- Enter a date and time in the Start and End fields. Select dates from the calendar view by clicking the calendar icons located next to the Start and End fields. Copia will only search for orders within this date span. By default, the date range is set to include only the current date. Click the Reset Time button to reset the date and time fields to the default values.
- Select the practice to which the person who placed the order is associated from the Ordering Practice drop-down list. Copia
will only search for orders that were ordered from the selected
practice. Select "All" to include orders from all
practices to which you have access. Click Search to select the ordering practice in the Practice Search page. See the Admin: Practice Search topic.
- If you have selected a specific ordering practice, Copia allows you to enter an alternate number in the Fax Override field. This number overrides the recipient's normally configured fax number, which can be helpful in cases where an alternate fax machine number must be used due to a problem with the fax machine.
- Select the location where the order was
placed from the Ordering Location drop-down list. Copia
will only search for orders that were ordered from the selected
location. Select "All" to include orders from all
ordering locations. Click Search to select the ordering location in the Location Search page. See the Location Search topic.
- Enter one or more characters in the Patient Name field and click the Search button to select a patient from the Patient Search page. See the Patient Search topic. If you wish to search for a different patient, click the Clear button.
- Click the Refresh button.
- Copia updates the bottom section of the page. See "Viewing Orders" below.
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Viewing Orders
- Use the filter at the top of the Report Redelivery page to restrict the displayed orders
according to your filter criteria. See "Setting the Filter" above.
- Once you filter the list, Copia displays the Order ID, Patient, Ordered (date and time), Ordering Location, Order Choices, and Redeliver To information for each order.
- If the list is longer than one page, use the Page links, located below the list of orders, 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.
- To define the number of orders on the page, modify the value of the Display __ events per page field. Copia defaults to 10 orders per page, and displays the total number of events based on your filter settings.
- You may sort the displayed orders by clicking the heading for the Order ID, Patient, Ordered, or Ordering Location columns. The up and down arrows indicate whether the current sort order is descending (\/) or ascending (/\). By default, Copia sorts in an ascending order; however, if you click the same column link again, Copia sorts the data in an descending order and it adjusts the arrow to indicate the new sort direction.
- Click the Refresh button to update the list based on the current filter.
- To enlarge or restrict the list further, modify your filter settings, and then click the Refresh button. See "Setting the Filter" above.
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Redelivering Reports
- Use the filter to create a list of reports for redelivery. See "Setting the Filter" above.
- Select the checkbox next to each order you wish to redeliver.
- Click the Redeliver Selected button to redeliver the report to the recipient listed in the Redeliver To column.
- If the Suppress Inbox delivery option is enabled (see "Setting the Filter" above), Copia
will redeliver reports for all delivery methods except inbox.
- Click the Refresh button to update the list based on the current filter.
- To enlarge or restrict the list further, modify your filter settings, and then click the Refresh button. See "Setting the Filter" above.
- Copia tracks the reports you redeliver on the Other Actions tab of the User Actions Log. See the Admin: User Actions Log topic.
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