Edit Scheduled Event

Description

The Edit Scheduled Event page allows a user to add and edit a scheduled event for Admin Report - Billing Summary, Admin Report - Standing Orders, Admin Report - Utilization, Auto No Growth Summary Report, Collection List, Client Services Data Browser Report, External Reports, Patient Data Browser Report, Query Results, Release Samples, and Order Purge. First create the type of event on the Add Scheduled Event pop-up by selecting the button for the type of event you would like to create.

Access

AdminCenter > Manage > Scheduled Events > Add > select either the Admin Report - Billing Summary, Admin Report - Standing Orders, Admin Report - Utilization, Auto No Growth Summary Report, Collection List, Client Services Data Browser Report, External Reports, Patient Data Browser Report, Query Results, Release Samples, or the Order Purge button to add the specific event.

You must have the necessary security permissions to access the AdminCenter menu. See the Roles Guide.

Technical Manual

Adding or Editing Scheduled Admin Report - Billing Summary

Use to send billing summary reports as a scheduled event.

Name	Enter the name of the scheduled billing summary report. This field is required.
Description	Enter a short description of the scheduled billing summary report. This will help you differentiate billing summary reports on the Scheduled Events page.
Active	Select the checkbox to specify that the scheduled billing summary report is active in the system.
Auto-Run Report	In this section, select Create Schedule (for new reports) or Edit Schedule (for existing reports) to define the schedule details for the billing summary report on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the billing summary report.
Date/Time Range for Orders in the Report	Use the fields in this section to define the time range for orders the system should include in the scheduled billing summary report. Date Type: Select the Completion Date option to base the contents of the billing summary report on the completion date. Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Select Now to enter the current date and time. Select Clear to clear the date and time fields. Apply time range inclusively: Select this option to have the system search from the start time and date through the end time on the end date. If you do not select this option, the system searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day. Date Settings: Select this button to further define in the Date Settings pop-up how the system applies date ranges for the current billing summary report. In addition, you should complete the Start Time and End Time information before defining the date settings because the system uses this information to determine the length of the date range. After you select Date Settings, make the following selections: Select the type of date range you wish to use. Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Admin Report page. You may select the Previous checkbox and select Day, Week, or Month to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; the system simply uses the same number of dates each time it creates the report. Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Admin Report page. You may select the Always use the current date in future searches checkbox to have the system use the current date each time it creates the report. Select Save to record your selections and return to the Edit Scheduled Events page. To save the date range with the billing summary, select Save on the Edit Scheduled Events page.
Billing Summary Report Options	Use the fields in this section to further refine the contents of the scheduled billing summary report. Lab: Select inside the field to search for and select a lab that will appear on the scheduled report. Ordering Practice: Select inside the field to search for and select an ordering practice that will appear on the scheduled report. Ordering Location: Select inside the field to search for and select an ordering location that will appear on the scheduled report. Ordering Provider: Select inside the field to search for and select an ordering provider that will appear on the scheduled report. Patient: Select inside the field to search for and select a patient that will appear on the scheduled report. Show order choices with an ABN: Select this checkbox to have the system display order choices with an ABN on the scheduled report. Search Historic Database: Your system supports two databases, the main, active database and a historic database where older information is stored. Select the Search Historic Database checkbox to include older orders from the historic database in the scheduled billing summary report. Max Results Limit: Enter a value into the field to specify the limit of maximum results that will appear on the scheduled report. The default value is 30,000. Available Sorting Options/Selected Sorting Options: Use these fields to sort the information that appears on the report. You can move the options to or from Available or Selected. Use the right or left arrow buttons to move the options to the left or right field.

Adding or Editing Scheduled Admin Report - Standing Orders

Use to send standing orders reports as a scheduled event.

Name	Enter the name of the scheduled standing orders report. This field is required.
Description	Enter a short description of the scheduled standing orders report. This will help you differentiate standing orders reports on the Scheduled Events page.
Active	Select the checkbox to specify that the scheduled standing orders report is active in the system.
Auto-Run Report	In this section, select Create Schedule (for new reports) or Edit Schedule (for existing reports) to define the schedule details for the standing orders report on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the standing orders report.
Date/Time Range for Orders in the Report	Use the fields in this section to define the time range for orders the system should include in the scheduled standing orders report. Date Type: Select the Ordered Date option to base the contents of the standing orders report on the ordered date. Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Select Now to enter the current date and time. Select Clear to clear the date and time fields. Apply time range inclusively: Select this option to have the system search from the start time and date through the end time on the end date. If you do not select this option, the system searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day. Date Settings: Select this button to further define in the Date Settings pop-up how the system applies date ranges for the current standing orders report. In addition, you should complete the Start Time and End Time information before defining the date settings because the system uses this information to determine the length of the date range. After you select Date Settings, make the following selections: Select the type of date range you wish to use. Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Admin Report page. You may select the Previous checkbox and select Day, Week, or Month to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; the system simply uses the same number of dates each time it creates the report. Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Admin Report page. You may select the Always use the current date in future searches checkbox to have the system use the current date each time it creates the report. Select Save to record your selections and return to the Edit Scheduled Event page. To save the date range with the standing orders report, select Save on the Edit Scheduled Event page.
Standing Order Report Options	Use the fields in this section to further refine the contents of the scheduled standing orders report. Lab: Select inside the field to search for and select a lab that will appear on the scheduled report. Ordering Practice: Select inside the field to search for and select an ordering practice that will appear on the scheduled report. Ordering Location: Select inside the field to search for and select an ordering location that will appear on the scheduled report. Ordering Provider: Select inside the field to search for and select an ordering provider that will appear on the scheduled report. Patient: Select inside the field to search for and select a patient that will appear on the scheduled report. Show order choices with an ABN: Select this checkbox to have the system display order choices with an ABN on the scheduled report. Max Results Limit: Enter a value into the field to specify the limit of maximum results that will appear on the scheduled report. The default value is 30,000. Order results by: Order date/time: Select this option to order the results by the order date and/or time. Patient Name: Select this option to order the results by the patient name. Group by: Ordering Location: Select this option to group the results by the ordering location. Search Historic Database: Your system supports two databases, the main, active database and a historic database where older information is stored. Select the Search Historic Database checkbox to include older orders from the historic database in the scheduled billing summary report.

Adding or Editing Scheduled Admin Report - Utilization

Use to send utilization reports as a scheduled event.

Name	Enter the name of the scheduled utilization report. This field is required.
Description	Enter a short description of the scheduled utilization report. This will help you differentiate utilization reports on the Scheduled Events page.
Active	Select the checkbox to specify that the scheduled utilization report is active in the system.
Auto-Run Report	In this section, select Create Schedule (for new reports) or Edit Schedule (for existing reports) to define the schedule details for the utilization report on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the utilization report.
Date/Time Range for Orders in the Report	Use the fields in this section to define the time range for orders the system should include in the scheduled report. Date Type: Select the Order Date or Collection Date option to base the contents of the utilization report on the order date or the collection date. Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Select Now to enter the current date and time. Select Clear to clear the date and time fields. Apply time range inclusively: Select this option to have the system search from the start time and date through the end time on the end date. If you do not select this option, the system searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day. Date Settings: Select this button to further define in the Date Settings pop-up how the system applies date ranges for the current report. In addition, you should complete the Start Time and End Time information before defining the date settings because the system uses this information to determine the length of the date range. After you select Date Settings, make the following selections: Select the type of date range you wish to use. Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Admin Report page. You may select the Previous checkbox and select Day, Week, or Month to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; the system simply uses the same number of dates each time it creates the report. Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Admin Report page. You may select the Always use the current date in future searches checkbox to have the system use the current date each time it creates the report. Select Save to record your selections and return to the Edit Scheduled Events page. To save the date range with the report, select Save on the Edit Scheduled Events page.
Utilization Report Options	Use the fields in this section to further refine the contents of the scheduled utilization report. Lab: Select inside the field to search for and select a lab that will appear on the scheduled report. Ordering Practice: Select inside the field to search for and select an ordering practice that will appear on the scheduled report. Ordering Location State: Enter the name of the state of the ordering location to filter by ordering location. All ordering locations except: Select either These selected ordering locations or All ordering locations except from the drop-down list. Select Add to add a location to the report via the Location Search page. Select Remove Selected to remove the location from the field, or select Clear List to remove all locations from the list. Ordering Provider: Select inside the field to search for and select an ordering provider that will appear on the scheduled report. Utilization Template: Select an option from the drop-down list to define the utilization template that will be used on the report. This will vary depending on the templates defined in your system. Max Results Limit: Enter a value into the field to specify the limit of maximum results that will appear on the scheduled report. The default value is 30,000. Break out each Lab: Select this checkbox to break out each lab selected for the report. Break out each Ordering Location: Select this checkbox to break out each ordering location selected for the report. Break out each Ordering Provider: Select this checkbox to break out each ordering provider selected for the report. Do not include cancelled orders and order choices: Select this checkbox to have the system not include cancelled orders and order choices on the report. Only include collected samples: Select this checkbox to have the system only include collected samples on the report. Group order choices by sample type: Select this option to group the order choices by the order choice's sample type. Order choices with more than one sample type will appear in each sample type grouping. Group order choices by Reporting Group: Select this checkbox to have the system group selected order choices by their Reporting Groups for the report. Show test patients: Select this checkbox to include test patients on the report. Search Historic Database: Your system supports two databases, the main, active database and a historic database where older information is stored. Select the Search Historic Database checkbox to include older orders from the historic database in the scheduled report. Order Choices: Select inside the field to search for and select order choices that will appear on the report. When an order choice is selected, an active status will appear in the table.
Save	Select to record changes and return to the previous page, or select < Back to List to return to the previous page without saving any changes.

Adding or Editing Auto No Growth Summary Report

Contains information on result reports issued by a Workflow Issue Auto No Growth Report action. The reports included in the summary report are determined by the filters that are configured on the summary report.

Name	Enter the name of the scheduled summary report. This field is required.
Description	Enter a short description of the scheduled summary report. This will help you differentiate summary reports on the Scheduled Events page.
Active	Select the checkbox to specify that the scheduled summary report is active in the system.
Auto-Run Report	In this section, select Create Schedule (for new reports) or Edit Schedule (for existing reports) to define the schedule details for the summary report on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the summary report.
Auto No Growth Event Options	Use the fields in this section to further refine the contents of the scheduled summary report. Testing Sections Include the following or Exclude the following Testing Sections: Select to either include or exclude the testing sections you select here. Use the Select Items search-as-you-type field to search for and select the testing sections to include or exclude on the summary report. Order Choices Include the following or Exclude the following Order Choices: Select to either include or exclude the order choices you select here. Use the Select Items search-as-you-type field to search for and select the order choices to include or exclude on the summary report. Sample Types Include the following or Exclude the following Sample Types: Select to either include or exclude the sample types you select here. Use the Select Items search-as-you-type field to search for and select the sample types to include or exclude on the summary report. Source Sites Include the following or Exclude the following Source Sites: Select to either include or exclude the source sites you select here. Use the Select Items search-as-you-type field to search for and select the source sites to include or exclude on the summary report. Report Types Include the following or Exclude the following Report Types: Select to either include or exclude the report types you select here. Use the Select Items search-as-you-type field to search for and select the report types to include or exclude on the summary report.
Save	Select to record changes and return to the previous page, or select < Back to List to return to the previous page without saving any changes.

Adding or Editing Scheduled Collection Lists

Name	Enter the name of the scheduled collection list. This field is required.
Description	Enter a short description of the scheduled collection list. This will help you differentiate collection lists on the Scheduled Events page.
Active	Select the checkbox to specify that the scheduled collection list is active in the system.
Auto-Run Report	In this section, select Create Schedule (for new lists) or Edit Schedule (for existing lists) to define the schedule details for the collection list on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the scheduled collection list.
Date/Time Range for Orders on the List	Use the fields in this section to define the time range for orders the system should include in the scheduled collection list. Date Type: Select the Order Date/Time option to base the contents of the collection list on the order date/time. Select the Proposed Collection Date/Time to base the contents of the collection list on the proposed collection date/time. Start Time/End Time: Enter the start and end times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Select Now to enter the current date and time. Select Clear to clear the date and time fields. Apply time range inclusively: Select this option to have the system search from the start time and date through the end time on the end date. If you do not select this option, the system searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day. Date Settings: Select this button to further define in the Date Settings pop-up how the system applies date ranges for the current scheduled collection list. In addition, you should complete the Start Time and End Time information before defining the date settings because the system uses this information to determine the length of the date range. After you select Date Settings, make the following selections: Select the type of date range you wish to use. Use relative date range: Select this option to display the number of days in the range based on your date settings on the Edit Collection List page. You may select the Previous checkbox and select Day, Week, or Month to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; the system simply uses the same number of dates each time it creates the list. Use absolute date range: Select this option to display the dates in the range based on your date settings on the Edit Collection List page. You may select the Always use the current date in future searches checkbox to have the system use the current date each time it creates the list. Select Save to record your selections and return to the Edit Scheduled Event page. To save the date range with the list, select Save on the Edit Scheduled Event page.
Collection List Options	Use the fields in this section to further refine the contents of the scheduled collection list. Collection Locations: Select in the field to search for and select the collection locations to include on the scheduled collection list. Orders with Specific Order Choices Limit to or Exclude: Select to either limit or exclude the orders with specific order choices you choose here. Use the Order Choices search-as-you-type field to search for and select order choices to limit to or exclude from the collection list. Orders with Specific Priorities Limit to or Exclude: Select to either limit or exclude the orders with specific priorities you choose here. Use the Priorities search-as-you-type field to search for and select priorities to limit to or exclude from the collection list. Collection List Template: Select an option from this drop-down list to set which layout template the system should apply to this collection list. This field is required. By default, the system selects the standard collection list layout template. Collection List Filter: Select Search to select on the Filter page the filter you want to apply to the collection list. Once you have assigned a filter, select Edit to edit the collection list filter in the Filter details page. Select Clear to remove the selected filter. Exclude Orders on Other Collection Lists: Select this option to ignore orders that fall within your Start and End Times, but that have already been added to an existing collection list. Include Requisitions in Printed List: Select this option to print associated requisitions along with a scheduled collection list. If set, the delivered collection list will also include the requisitions of the orders on the list. This setting is functionally the same as the Include Requisitions in Printed List option in the normal printed Collection List section. Include Past Due Orders: Select this option to include any orders that are past due for sample collection, regardless of their start time. Print ABN: Select this option to have the system print an ABN when it creates the collection list.
Save	Select to record changes and return to the previous page, or select < Back to List to return to the previous page without saving any changes.

Adding or Editing Scheduled Client Services Data Browser Report

Use to send client services data browser reports as a scheduled event.

Data Browser Name	Enter the name of the scheduled data browser report. This field is required.
Active	Select the checkbox to specify that the scheduled data browser report is active in the system.
Report Title	Enter a title for the client services data browser report.
Description	Enter a short description of the scheduled data browser report. This will help you differentiate data browser reports on the Scheduled Events page.
Data Browser Template	Select Search to enter a browser template into the field. This field is required. Select Edit to edit the template, or select Clear to remove the template from the report.
Data Browser Filter	Select Search to enter a browser filter into the field. This field is required. Select Edit to edit the filter, or select Clear to remove the filter from the report.
Apply Date and/or Time Range	Select this option to have the system apply the specified date and/or time range via the fields below to the data browser report. Start Date/End Date: Enter the start and end dates and times for the range in the format MM/DD/YYYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Select Now to enter the current date and time. Select Clear to clear the date and time fields. Apply time range inclusively: Select the checkbox to have the system search from the start time and date through the end time on the end date. If you do not select this option, the system searches from the start time through the end time each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
Date Settings	Select the button to further define in the Date Settings pop-up how the system applies date ranges for the current data browser report. In addition, you should complete the Start Date and End Date information before defining the settings because the system uses this information to determine the length of the date range. Once you select Date Settings, make the following selections: Select the type of date range you wish to use. Use relative date range: Select this option to display the number of days in the range based on your date settings on the Data Browser page. You may select the Previous checkbox and select Day, Week, or Month to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; the system simply uses the same number of dates each time it creates the data browser report. Use absolute date range: Select this option to display the dates in the range based on your date settings on the Data Browser page. You may select the Always use the current date in future searches checkbox to have the system use the current date each time it creates the client services data browser report. Select Save to record your selections and return to the Data Browser page. To save the date range with the standing order, select Save on the Data Browser page.
Create Schedule	Select to navigate to the Edit Schedule page, where you can edit a custom schedule for the client services data browser report.
Available to These Practices	Use the information in this section to further refine the contents of the client services data browser report. Select Add to add a practice via the Practice Search page. The practice will appear in the table. Select X to remove the practice from the table.
Save	Select to record changes and return to the previous page, or select < Back to List to return to the previous page without saving any changes.

Adding or Editing Scheduled External Reports

Use to send SSRS reports to selected delivery methods on a schedule using preset data. The preset data will be selected values saved for the already existing External Report parameters; these values will be saved and used with the SSRS report.

Name	Enter the name of the scheduled external report. This field is required.
Description	Enter a short description of the scheduled external report. This will help you differentiate external reports on the Scheduled Events page.
Active	Select the checkbox to specify that the scheduled external report is active in the system.
Auto-Run Report	In this section, select Create Schedule (for new external reports) or Edit Schedule (for existing external reports) to define the schedule details for the external report on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the scheduled external report.
External Report Options	Select in or enter text in the External Report search-as-you-type field to search for and select an external report. This field is required. After you select an external report, the Parameters section appears, allowing you to configure specifics for the external report. The table displays the Parameter Name and the Value. Select in or enter text in the Order search-as-you-type field to search for and select an order for the external report.
Save	Select to record changes and return to the previous page, or select < Back to List to return to the previous page without saving any changes.

Adding or Editing Scheduled Order Purge

Use to purge orders as a scheduled event.

Note

Order purge events cannot run concurrently. The event will not run if another order purge event is already in progress.

Name	Enter the name of the scheduled purge event. This field is required.
Active	Select the checkbox to specify that the scheduled event is active in the system.
Description	Enter a short description of the scheduled event. This will help you differentiate events on the Scheduled Events page.
Create Schedule	Select to navigate to the Edit Schedule page, where you can edit a custom schedule for the order purge. This button will display Edit Schedule in green italic text if there is an existing schedule.
Recurrence	Displays how often the order purge is scheduled to occur.
Next Date	Displays the date and time the next order purge event will occur.
Run Time Limit	In this field, enter the amount of time the scheduled event should run.
Older than ____ days	Select the option to purge orders based on days old. In the field, enter the amount in days that the system should purge old orders.
By Range	Select the option to purge orders based on a date range. Creation Date Start/End: Use the fields to enter a time range that orders you'd like to purge were created. The system will only purge those orders that were created during the time range you specify.
Do not purge orders for patients (or linked patients of a patient) that have an order with an order choice using the order choice type	In the search-as-you-type field, search for and select the order choice types connected to orders that should not be purged.
Additional Purge Criteria	Select from the following options to set additional order purge criteria: Only purge uncollected orders: Select this checkbox to purge only uncollected orders in the scheduled order purge. Only purge cancelled orders: Select this checkbox to purge only cancelled orders in the scheduled order purge.

Adding or Editing Scheduled Patient Data Browser Reports

Use this to create a new data browser report using the Data Browsers page.

Data Browser Name	Enter the name of the scheduled data browser report. This field is required.
Active	Select the checkbox to specify that the scheduled data browser report is active in the system.
Report Title	Enter a title for the data browser report in the field.
Description	Enter a short description of the scheduled data browser report. This will help you differentiate data browser reports on the Scheduled Events page.
Data Browser Template	Select Search to enter a browser template into the field. This field is required. Select Edit to edit the template, or select Clear to remove the template from the report.
Data Browser Filter	Select Search to enter a browser filter into the field. This field is required. Select Edit to edit the filter, or select Clear to remove the filter from the report.
Search Historic Database	Your system supports two databases, the main, active database and a historic database where older information is stored. Select the Search Historic Database checkbox to include older orders from the historic database in the scheduled data browser report.
Browse Results for Single Patient	Select the checkbox to display browser results for a single patient only. Select inside the Patient search-as-you-type field to search for and select the patient to use for browser results.
Browse Results for Patient Classification	Select the checkbox to display browser results for the patient's classification. Select from the drop-down list to display Human or Animal patient results.
Apply Date and/or Time Range	Select this option to have the system apply the specified date and/or time range via the fields below to the data browser report. Order Date/Time: Select this option to apply the date range to the ordered date/time. Order Delivery Date/Time: Select this option to apply the date range to the ordered delivery date/time. Collection Completed Date/Time: Select this option to apply the date range to the collection completed date/time. Received Date/Time: Select this option to apply the date range to the received date/time. Approved Date/Time: Select this option to apply the date range to the approved date/time. Sample Collection Date/Time: Select this option to apply the date range to the sample collection date/time. Start Date/End Date: Use the fields to enter the start and end dates/times for the range in the format MM/DD/YYY HH:MM AM/PM. Select a date from the calendar view by selecting the calendar icon located next to the date fields. Select Now to enter the current date and time. Select Clear to clear the date and time fields.
Apply time range inclusively	Select the checkbox to have the system search from the start time and date through the end time on the end date. If you do not select this option, the system searches from the start time through the end time on each day beginning with the start date and ending with the end date, which would exclude any hours that fall after the end time and before the start time of the next day.
Date Settings	Select the button to further define in the Date Settings pop-up how the system applies date ranges for the current data browser report. In addition, you should complete the Start Date and End Date information before defining the settings because the system uses this information to determine the length of the date range. Once you select Date Settings, make the following selections: Select the type of date range you wish to use. Use relative date range: Select this option to display the number of days in the range based on your date settings on the Data Browser page. You may select the Previous checkbox and select Day, Week, or Month to use the previous calendar day, week, or month as the date range. When you use a relative date range, it is not locked onto specific dates; the system simply uses the same number of dates each time it creates the data browser report. Use absolute date range: Select this option to display the dates in the range based on your date settings on the Data Browser page. You may select the Always use the current date in future searches checkbox to have the system use the current date each time it creates the data browser report. Select Save to record your selections and return to the Data Browser page. To save the date range with the standing order, select Save on the Data Browser page.
Create Schedule	Select to navigate to the Edit Schedule page, where you can edit a custom schedule for the data browser report.
Data Browser's Tests	Use the information in this section to further refine the contents of the data browser report. Selected Tests: Select the option to include only the tests you select here on the scheduled data browser report. All Tests Except: Select to include all the tests on the scheduled data browser report except for the the tests you select here. Select Add to add a test via the Test page. Select OK to return to the Data Browser page with the added test(s). Select X to remove the test from the table. Or, you can also select the tests' Select checkboxes and select the Remove Selected button.
Data Browser's Order Choices	Use the information in this section to further refine the contents of the data browser report. Selected Order Choices: Select the option to include only the order choices you select here on the scheduled data browser report. All Order Choices Except: Select to include all the order choices on the scheduled data browser report except for the the order choices you select here. Select Add to add a test via the Order Choice page. Select OK to return to the Data Browser page with the added order choice(s). Select X to remove the order choice from the table. Or, you can also select the order choices' Select checkboxes and select the Remove Selected button.
Available to These Practices	Use the information in this section to further refine the contents of the data browser report. Select Add to add a practice via the Practice Search page. The practice will appear in the table. Select X to remove the practice from the table. Or, you can also select the practices' Select checkboxes and select the Remove Selected button.
Save	Select to record changes and return to the previous page, or select < Back to List to return to the previous page without saving any changes.

Adding or Editing Query Results

Use to send query results as a scheduled event.

Note

The following key phrases are not allowed in scheduled queries:

* UPDATE

* DELETE

* DROP

* INSERT

* ALTER

* TRUNCATE

* USE

Name	Enter the name of the scheduled query. This field is required.
Active	Select the checkbox to specify that the scheduled query is active in the system.
Description	Enter a short description of the scheduled query. This will help you differentiate queries on the Scheduled Events page.
Auto-Run Report	In this section, select Create Schedule (for new queries) or Edit Schedule (for existing queries) to define the schedule details for the query on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the query.
Query Results Options	Use the options in this section to further refine the contents of the scheduled query. SQL Script: Select from the drop-down list a predefined SQL script the query will use. Scripts will vary depending on what queries are available in your system. This field is required. Use Landscape view for PDF: Select the checkbox to use the Landscape orientation option when exporting in PDF format.
Save	Select to record changes and return to the previous page, or select < Back to List to return to the previous page without saving any changes.

Adding or Editing Release Samples Results

Use to send released samples results as a scheduled event.

Name	Enter the name of the scheduled release samples event. This field is required.
Description	Enter a short description of the scheduled event. This will help you differentiate events on the Scheduled Events page.
Active	Select the checkbox to specify that the scheduled event is active in the system.
Auto-Run Settings	In this section, select Create Schedule (for new events) or Edit Schedule (for existing events) to define the schedule details for the release samples event on the Edit Schedule page. After you define the schedule, the system displays the type of Recurrence and the Next Date on which the system will run the release samples event.
Date/Time Range for Sample Search	Use the fields in this section to define the samples and the time range for samples the system should include in the scheduled release samples event. Show Samples: Select from the drop-down list if the event should include samples Collected or Ordered. Select Collected to show collected samples. Select Ordered to show ordered samples. in the past ___ _____: Select the option to show samples collected or ordered in the past within the defined time range. Enter a value in the field and then select hours, days, or weeks from the drop-down list. between: Select the option to show samples collected or ordered within the defined time range. Enter a Start Time and End Time in the format MM/DD/YYYY HH:MM AM/PM. Or you can select the calendar icon to select a date. Select Now to enter the current date/time or select Clear to clear the fields. With status of: Select from the drop-down list to show samples that meet the previously set criteria, and have the status of either Collected, waiting to be released or Ordered, waiting to be released.
Release Samples Options	Use the fields in this section to further refine the release samples event. Testing Host: Select from the drop-down list a testing host that will be used for the scheduled event. Select All to use all testing hosts. Entry Location: Select inside the field to search for and select an entry location that will be used for the scheduled event. Select All to use all entry locations. Ordering Location: Select inside the field to search for and select an ordering location that will be used for the scheduled event. Select All to use all ordering locations. Collection Location: Select inside the field to search for and select a collection location that will be used for the scheduled event. Select All to use all collection locations. Storage Temperature: Select from the drop-down list a storage temperature that will be used for the scheduled event. Select All to use all storage temperatures. Sample Type: Select inside the field to search for and select a sample type that will be used for the scheduled event. Select All to use all sample types. Patient: Select inside the field to search for and select a patient who will be used in the scheduled event. Select All to use all patients. Primary Care Provider: Select inside the field to search for and select a primary care provider who will be used in the scheduled event. Select All to use all primary care providers. Entered By: Select inside the field to search for and select a user who entered release sample information; this user will be used in the scheduled event. Select All to include all users. Upon transmitting orders print: Select from the following options how the orders should print when running this scheduled release samples event. You can choose to print the Requisition, Manifest, and/or Labels when the release samples event occurs.

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