Locations

The Locations page contains a list of up to 10 locations. If the list is longer than one page, use the Page links, located below the list of locations, to navigate through the list.

Select the checkbox at the top of the page to view active locations only. You may set the inactive/active status in the Location Details section of the Locations details page. When inactivating a location, a pop-up will display, listing all users that will no longer be able to utilize the program because of the inactivation. See "Location Details" below.

To narrow the list of displayed locations, or to find a specific location, select one of the search options to search by location or practice. 

Select the checkbox and select either host code or sync info from the drop-down list, followed by selecting in or entering text in the search-as-you-type field to select a host code or information to sync. Select host code to display records without host codes for the selected host. Select sync info to display records that are not synced with the selected host.

Select the option to display only collection locations when searching.

Select the option to filter the search based on a specific date range. When this option is selected, the Now and Clear buttons become active. Insert a start and end date and time into the available fields in the format MM/DD/YYYY HH:MM AM/PM, or select Now to insert the current date and time. Select the calendar icon to manually enter the date and time. Select Clear to clear the date and time from the date range fields. If no results are available within the range, a "No matching records found" message will appear in the list.

Enter filter data into the fields to filter the table based on the location's city, state, or ZIP code.

Select Copy in the Copy column to display the Copy Location Settings pop-up, where a user may copy the location and location's alerts and comments by selecting the Copy this location's alerts and comments checkbox. Select Copy Location to copy the location and return to the Location List page, or select Cancel to return to the page without saving any changes.

Select to refresh the Location List page and clear all filter material from the fields.

Select to bulk-test selected entries on the Location List page. Use the Select column to select the entries that you want to test.

Select to add a location if you cannot find the desired location. See "Location Details" below.

Select the name of the location on the Locations List page to view or edit location information on the Locations details page. See "Location Details" below.

Select the option to search by location name. Enter one or more characters of the location name, location ID, or host code in the Search field and select Search to view a list of all locations that match your search. Note that the program searches for embedded text as well as starting characters.

If your search generates one or more matches, the matching locations are displayed when the button is selected. Locations are listed with their practice names, location names, and active statuses. Select the desired location to view the selected location's record on the Locations details page. See "Accessing Location Details" below.

If no search results are found, or if the desired location is not found, search again, or select Add to add a location. See "Location Details" below.

Select the option to view the full list of locations. See "Viewing the Locations List" above.

Select the option to search for a location by practice name. Enter one or more characters in the Search field and select Search to view a list of all practices that match your search on the Practice Search page. Note that the program searches for embedded text as well as starting characters. See the Practice Search topic.

Once you select a practice, the practice name, location names, and active statuses are displayed. Select the desired location name to view the selected location's record on the Locations details page. See "Accessing Location Details" below.

Select the option to view the full list of locations. See "Viewing the Locations List" above.

Select to create a new location. See "Location Details" below. Selecting Add opens a blank record on the Locations details page to create a new location.

Select to open a new record on the Locations details page to create a new location based on the location associated with the button you selected. The program copies many of the settings from the existing location. However, it does not copy specific details, such as name and phone. Note that the button is only visible if the user has security to create a new location.

Select the name of the location to open the selected location's record on the Locations details page. From here you can edit the location. See "Location Details" below.

Enter an identification number for the location. This field is required. Depending on the system default settings, the program may require you to enter a unique identification number.

Assign ID: Select to have the program generate an ID using the ID Generation  setup for the Location ID type. In order to generate an ID, the Name field cannot be blank and the Location ID field must be blank. An alert is displayed and an ID will not be generated. If the Name field has been filled and the Location ID  field is blank, selecting  Assign ID  will reload the page with the new ID in the Location ID field.

Select an option from this drop-down list to select an option to control whether a location will cause communications with Lattice to happen.

Select either Unknown, Answering Service Number, Beeper Number, Emergency Number, Network (email) Address, Other Residence Number, Personal Number, Vacation Number, or Work Number from the drop-down list to set the use code in order to be contacted.

Enter the telephone contact information for the location, followed by the Ext. if available.

Enter details into the field for the phone number.

Select either Unknown, Beeper, Cellular Phone, Telecommunications Device for the Deaf, Fax, Internet, Modem, Telephone, Teletypewriter, or X.400 email address from the drop-down list to set the equipment type in order to be contacted.

Enter the fax contact information for the location.

Test: Select the button next to the field to test the fax number via the Send Test Fax pop-up. Select Send Test Fax to send the test fax, or select Cancel to close the pop-up.

Select this checkbox to have the location display as a client on the Client Services administration page. 

Select this button to open the Contact Info pop-up to configure default addresses, phone numbers, and email addresses. If there is nothing defined, a "No addresses/phone numbers/emails defined" message will appear in the appropriate tab.

Addresses: Add information on the Addresses tab by selecting Add to display multiple fields for information. Select the Address Type drop-down list to define the address. Enter the first line of the address in the Address 1 field. This field is required. Enter the second line of the address in the Address 2 field, if available. Enter the ZIP/postal code, city, state/region/province, country, and county code in the ZIP/Postal Code, City, State/Region/Province, Country, and County Code fields. Select Delete to remove the information from the pop-up.

Phone Numbers: Add information on the Phone Numbers tab by selecting Add to display multiple fields for information. Select the Use Code drop-down list to define what type of number the phone number is. Enter the phone number into the Phone field. This field is required. Enter the phone number extension, if available, into the Extension field. Enter details about the phone number into the Details field. Select the Equipment Type drop-down list to select what type of machine the phone number is being used on. Select Delete to remove the information from the pop-up.

Email Addresses: Add information on the Email Addresses tab by selecting Add to display multiple fields for information. Enter text into the Address field to define the email address being added. This field is required. Enter text into the Details field to note any details for the email address. Select the Default address checkbox to define the email address as the default email address to be used. Select the Type drop-down list to select the type of email address being used. The default type is Home. All currently assigned email addresses will use the default type of Home unless changed by the user. The Type field is used for patient contact information to determine which HL7 2.5.1 field to send the email address in. Home email addresses will be sent in PID-13. Business email addresses will be sent in PID-14. Additionally, email addresses parsed from inbound HL7 messages will be created as a home email address if they are parsed from PID-13, and a business email address if they are parsed from PID-14. Select Delete to remove the address from the pop-up, or select Add again to add multiple emails. Each added email will be defined as Email 1, Email 2, etc. Select Save to save the email address, or select Cancel to close the pop-up.

Enter the full address for the location, including any suite numbers.

If ZIP code checking is enabled on the System Defaults administration page, when you enter a ZIP code that exists in the database, the program automatically fills in the city and state associated with the ZIP code. If the ZIP code update option is enabled, the program also updates the corresponding city and state data, if appropriate.

Enter the full name of the city for the location.

Enter all geographical location information for the location.

Enter the full name of the country.

Enter the code for the location's county.

Enter the email address of the location and a brief detail about the email address.

Test: Select the button next to the field to test the email address via the Send Test Email pop-up. Select Send Test Email to send the test email, or select Cancel to close the pop-up.

Select either First Name, Middle Name, Last Name, Primary Physician Full Name, Sample ID, Order ID, Owner First Name, or Owner Last Name from the drop-down list to have the field code entered into the Email Subject Line field.

Enter the direct dial phone number for the location.

Enter the full name of the sales person for the location.

Enter text or select in this search-as-you type field to select the location's region.

Enter the client tier for the location.

Select either Email or Fax from the drop-down list to specify the preferred notification delivery method for the location.

Select to display the Additional Information pop-up.

• Acquire Images: Select to display the Set TWAIN Device pop-up. Select the TWAIN device to use by selecting the button with the name of the device. For example, HP HD Webcam TWAIN. On the pop-up, select Device to view the name of the device; select Format and Preference to edit device properties; and select Snapshot to take the picture. Select Cancel to close the pop-up.
• Switch to browser upload: Select the link to upload an image from the computer via the Choose File button. Select the Switch to TWAIN application link to view the Acquire Images button.
• Remove All: Select to remove all images from the table. Select Remove Selected to remove only the selected images from the table.
• Convert Selected into Single PDF: Select to convert the selected images into a single PDF.
• Select: Select the checkbox to select images from the table.
• Up and Down Arrow buttons: Sort the images by selecting the up and down arrow buttons.
• X: Select to delete the images from the table.
• OK: Select to add the images to the page, or select Cancel to close the pop-up without saving any changes.

Select the button to view the change log for the selected location. See the Change Log topic. Note that you must have the necessary security right to access the Change Log page.

Select the button to view, add, edit, or delete the alerts and comments associated with the current location. See the Alerts and Comments topic. Note that if there are alerts or comments for the location, the button text is italicized. 

Standing orders should not span more than _____ days: Enter the number of days for the allowable time span from the first standing order to the last standing order. This field is only available if you have selected the Allow users to enter standing orders option. The program defaults to Use System Default, which will use the time span set on the System Defaults page. However, any value you enter for the location here will override the system default. See the System Defaults topic.

• Default number of occurrences ___: Enter a value into the field to specify the default number of occurrences when entering a new standing order. The default value is 2.
• Repopulate user defined field answers on standing orders: Select this option to copy the user-defined fields from an old recurring order to the next newly populated order. If this setting is unselected, the user-defined fields will be copied based on the Repopulate answer on standing order setting.
• Do not carry over the encounter on standing orders: Select this option to not carry encounters over to a new iteration of a standing order.
• Carry over default fasting value on standing orders: Select this option to set the default fasting values of the ordering location on the standing order. This does not carry over the previous order's standing order hours.
• Copy HL7 Pass-through fields (OBR-18, OBR-19, OBR-56, OBR-57, OBR-58, OBR-59) to new orders placed in a standing order: Select this option to copy data to subsequent orders that are placed in the standing order sequence when standing orders are received with values in these HL7 pass-through fields.
• Suppress collection location population on standing orders: Select the checkbox to stop the system from assigning a collection location to standing orders that are automatically created. This prevents the system from assigning sample IDs to subsequent orders. 

• The program displays the ABN Status/Print and/or Clinical Info pages when users save these orders. This allows them to assign an ABN signed status and/or record answers to clinical information questions before the program electronically sends the order to the testing location.
• If the program cannot route an order choice due to configuration issues, the program will not create a sample, and therefore it will not electronically send collection or order information for that order choice. You may access these order choices on the Collect Samples page, where you may correct the configuration issues and then mark the samples as collected.
• The program prints labels (if applicable) if the option to automatically print labels is enabled (see below).
• The program automatically updates the phlebotomist field with the selected Default Phlebotomist.

Select this option, enter one or more characters in the search field, and select Search to select the ordering provider from the Ordering Provider Search page that the program should use when users place orders with this location as the ordering location. See the Ordering Provider Search topic.

Select inside the field in order to search for a phlebotomist. This is a search-as-you-type field. Select the magnifying glass icon to search manually, or select the X button to remove the phlebotomist from the field. This setting will automatically default a phlebotomist for an order when the location is used as the ordering location. Note that this setting will override the effects of the settings Clear phlebotomist for new orders on the orders page on the Signed-in Location tab and the Determine the Default Phlebotomist on the Collect Samples page in the Following Order on the Collection Location tab both located on the Locations administration page.

Select this option to override the system default setting controlling whether ICD entry is required. When enabled for a specific ordering location, the program will not enforce ICD code entry for that ordering location on the Order Patient Samples page.

Select this option to suppress the billing status-based reassignment of SIDs if the sample for the order choice is at least partially collected when the billing status is updated.

Select this option to create an order comment when an order entry rule causes an order to have an order choice removed, attached, or rerouted. The comment will list the name of the rule, the name of the order choice, and the name of the newly routed to lab.

Select this option to create an order comment when a result evaluation rule results in the program performing a designated action.

Select this option to create an order comment when a result release rule results in the program performing a designated action.

Select this option to create an order comment when a split order rule results in the program performing a designated action.

Select this option to create an order comment that lists users and their configured delivery methods.

Example: A copy of this report ___ sent to [First Last, Degree] (Delivery Methods).

When this setting is enabled, the program will always keep the delivery date for the order in sync with the earliest sample delivery date, regardless of whether a user manually edits this field. When this setting is turned off, the order's delivery date will be whatever a user manually enters, including blank values.

Select this option to have the program always keep the proposed collection date (value shown on Order Patient Samples) for the order in sync with the earliest sample collection date, regardless of if a user manually edits the field. When this setting is disabled, the order's proposed collection date will be whatever is manually entered, including blank values.

Select this option to print auto-printed labels directly to a printer of your choice.

Label Printer: Select this drop-down list, or select Search, to select a printer to print auto-printed labels. Select Test to test the printer before use.

Select this option to require users to enter a length value to save the location. If this option is selected, the If short, pad room number with option must also have a value.

Select this option to suppress insurance information on the requisition.

Select this option to allow the user to toggle the Suppress checkbox. This setting suppresses the Suppress checkbox on the Results To pop-up located on the Order Patient Samples page.

Select inside the search field to search for a user-defined field. Select the name of the user-defined field to add it to the field. Select the magnifying glass icon to also search, or select Add to add a new user-defined field. Select the X button to remove the user-defined field from the field.

Select to display the Scheduled Cumulative Reports pop-up. If no cumulative reports are available, a message states "Cumulative reports cannot be defined until a new location has been saved to the database." Select Save to save any changes made to cumulative reports, or select Cancel to return to the Ordering Settings tab without saving any changes.

Select an option from the drop-down list to limit proposed collection location lists for the Order Patient Samples and Batch Order Patient Samples pages. The user can also select a list of collection locations to be used with the setting. When set to Do not limit, the list will not be used no matter what is in it. When set to Limit to all except the following, all collection locations except for those within the list will be available to be selected. When set to Limit to the following, only locations in the list will be available to be selected. Neither Limit to all except the following nor Limit to the following will be used on the Order Patient Samples or the Batch Order Patient Samples pages if no locations are selected in the list.

Select this option to auto-print requisitions to either a local or RAPS printer. Select either Local or RAPS from the drop-down list. Select inside the option field to search for a printer to auto-print requisitions or select the magnifying glass icon to search. Select the name of the printer to add the printer to the field, and select X to remove the printer from the field.

Select this option to auto-print labels when creating new orders from HL7 messages. When the checkbox is selected for this setting, the Label Printer drop-down list becomes active. Select the drop-down list to view available label printers, or select Search to search for a printer via the Label Printer Search page. See the Label Printer Search topic. Select Test to test the printer before printing. If the connection is successful, a pop-up will state "Connection Successful."

Only print labels for STAT order choices: Select this option to only print labels for order choices that have a STAT status applied to them.

Only print labels for aliquot samples: Select this checkbox to only print labels for aliquot samples. When the Prompt before printing setting is enabled, the setting Only print labels for aliquot samples is only applied when Print Using Default Counts is selected on the Print Labels pop-up.

Use this section to configure message types when receiving an SID from hosts.

Status Change: Select this option to print based on the status of the order choice.

Number Assignment: Select this option to print based on the number assigned to the order choice.

• Only print labels for STAT order choices: Select this option to only print labels for order choices that have a STAT status applied to them.

Select this option to print aliquot group labels for the order choice.

Print Aliquot Group Spacer Label: Select this option to print aliquot group spacer labels for the order choice.

Select to display the Custom Navigation Configuration pop-up. You may configure details such as the space above section, position of navigation, placement, color, and current color settings. Select OK to save any changes made to the settings, or select Cancel to return to the Signed-in Locations tab without saving any changes. Select +Add on the Custom Navigation Configuration pop-up to add links, external reports, and specific the program pages to the menu.

Select to display the Custom Filters Setup page. You may select options from several drop-down lists. Select Save to save the changes made to custom filters via the Custom Filters Setup page, or select Cancel to return to the Signed-in Location tab without making any changes.

Select to navigate to the Column View Rules Setup page. Select this button to configure which column view settings the program will apply to the certain pages when users are signed in to this location. These settings override any system default-level column view rule settings. See the Column View Setup topic.

Select this button to open the Work in Progress Tab Configurations pop-up. Select Add/Edit to open the New or Edit Tab Configuration Pop-up with only the New/Edit tab configuration section of the pop-up displayed.

Select to navigate to the Label Printing page to configure label printing settings. See the Label Printing topic.

Select inside the field to select a custom patient menu, or type text inside the field to search. This is a search-as-you-type field. When no option is selected, the field will display "Use System Default." This is also the default state of the field. Custom Patient Menu fields will display custom menus that use the Patient menu type.

Select inside the field to select a custom order menu, or type text inside the field to search. This is a search-as-you-type field. When no option is selected, the field will display "Use System Default." This is also the default state of the field. Custom Order Menu fields will display custom menus that use the Order menu type.

Select this checkbox to disable the Find Patient search feature at the top of the Order Patient Samples page. This will require users to use the Patient field to search for the desired patient. See the Order Patient Samples topic.

Select an option from this drop-down list to control how the program determines the default collection location setting on the Order Patient Samples  page.

• Ordering location's default: Uses the Default Collection Location set on this page (see above). This is the default value for this field.
• Use signed-in location as default: Sets the default collection location value to the signed-in location of the user placing an order on the Order Patient Samples page.
• Ordering location's default before signed-in location: First, use the ordering location's default collection location, if available. If not, use the user's signed-in location as the default collection location.

Select this option to apply the signed-in location's default collection location (determined by the setting above) to existing orders with no collection location that are opened on the Order Patient Samples page.

Select this option to remain on the Order Patient Samples page after saving an order.

Select this option to automatically open the Patient Order History page after a user selects Save on the Order Patient Samples page.

Select this option to automatically open the Collect Samples page after a user selects Save on the Order Patient Samples page. 

Once you select this option, you may select the Only if the signed-in location is the same as the designated collection location option to only allow the user to go to the Collect Samples page if the user's signed-in location is the collection location. You may also establish these settings at the system default-level on the System Defaults page. If no location-specific settings are enabled for these options, the program uses the system default value, if available.

Select this option to automatically open Work in Progress after a user selects Save on the Order Patient Samples. After a user places an order, they are taken to a new tab in Work in Progress with that order selected.

Select this option to have the program check for duplicate orders when users enter new orders in the program. If this is enabled and a user places an order, the program verifies whether there is an existing active order for the patient that matches the new order the user is trying to place. If the new order duplicates an existing order, the program alerts the user to the duplication and prompts the user to keep or cancel the new duplicate order. If the user chooses to place the new order even though it is a duplicate, the program adds an exception to the Order Exceptions report. Using the sub-settings below, you may also choose to require users to address the duplicate order or to allow duplicate orders if they have order dates in the future. These settings work in conjunction with the order choice-level duplicate checking options, which determine what the program considers as duplicates. See the  Order Choices  topic.

• Restrict order from being saved if duplicate is found: Select this option to require users to address duplicate orders before saving the new order. This option is only enabled if the Enable duplicate order checking when saving an order option is enabled. You must sign out and sign back in for this setting to take effect.
• Allow order to be saved if all duplicates have future dates: Select this option to have the program allow duplicate orders to be saved, as long as the only duplicate orders have order dates that fall after the order date on the current order. This setting can be used with a variety of date fields within the program.

Select this option to have the program check for duplicate tests when users include multiple order choices on a new order.

Restrict order from being saved if duplicate is found: Select this option to require users to address duplicate orders before saving the new order.

Select this checkbox to enable duplicate test checking on electronic orders routed to testing facilities' order choices when samples are being released.

Select this checkbox to enable duplicate test checking on electronic orders routed to testing facilities when collecting order choices on the Collect Samples  and  Pending Collection pages.

Select this option to have the program check for duplicate order choices when users save a collection list. If the program finds one or more duplicate order IDs, it alerts users and allows them to continue saving the collection list with the duplicate entries or to return to the Collection List page and correct the duplicates. See the Collection List topic.

Select this option to have the program mark orders as collected automatically when users who are signed in to this location place them on the Order Patient Samples page.

Automatically collect edited standing orders: Select this option to automatically collect edited standing orders.

Select this option so that a user is not required to enter ICD codes for the signed-in location.

Select this option so that a user does not have to enter valid ICD codes for order choices on an order.

Select this option so that when ICD codes are required on orders, order choices that are set to be Client Bill will not require ICD codes.

Select this option to have the program not require diagnosis codes when order choices have their internal billing status set to Client Bill. When this setting is enabled, diagnosis codes are not required for order choices with an internal billing status of Client Bill.

Select this checkbox to allow users to modify a patient's ID on the Demographics page. See the Demographics topic.

Select this option to allow users to use the Add or Edit Miscellaneous Order Choice Pop-up to add to an order any order choices that do not exist in the database. This feature allows users to manually create one-time use reference lab order choices that are not yet in the the program system but that they have partial information about.

Select the checkbox to have the program hide aliquot samples from appearing on the Order Patient Samples, Collect Samples, and Pending Collection pages.

When a user is signed into a location with this setting, then they will not see any aliquots on these pages; they will only see the parent sample. Order choices that would normally be shown on aliquot samples will be shown on the parent sample for collect samples and pending collection. Additionally this setting will also affect the Print Labels page by setting the label counts for all aliquot labels to zero by default. Aliquot samples will still be shown on the Print Labels page.

Select this option in order to skip specimen part pop-ups when no question response is possible.

Select this option so that all specimen source questions on the current order will be displayed on the same pop-up.

Vertically stack the response and additional text fields: Select this option to change how the Specimen Part Details pop-up is populated when grid layout is enabled. The answer field pairs, consisting of response and additional text fields, can be stacked vertically, reducing the number of columns on the Specimen Part Details pop-up.

Select this option to set the Specimen Source Groups page as default.

Select this checkbox, followed by selecting either use or ignore from the drop-down list, to have the program hide the Source and Category search fields under the Category and Source option on the Enter Specimen Part pop-up. If the drop-down list is set to ignore, the Category search fields on the Specimen Part Details pop-up(s) will not use the default category setup on the order choice.

Select this checkbox to prevent users from selecting an ordering provider before selecting an ordering location on the Order Patient Samples page. With this new setting enabled, the Ordering Provider field will be disabled until an ordering location has been selected on the order.

Select this option to allow users to assign ABNs, whether or not a patient has insurance. If the checkbox is cleared, and you enter an order with an insurance set that has Guarantor Only selected, an ABN is still assigned even though the patient does not have insurance. ABNs are still assigned when the Payor field is set to Guarantor Only.

Select this option to have the program automatically generate ABNs when users save new orders. When this is enabled, the program presents the standard print pop-up after it saves the order, which allows users to modify their print settings before printing the ABN.

Select this option to force the user to assign a status to an ABN when placing new orders. When this is enabled, the user will not be able to leave the Order Patient Samples or ABN Status/Print pages during order entry until choosing a status. Once you enable this option, you may select the Allow user to assign "Unsigned" as a status option to allow users to select the Unsigned status even though the program is requiring them to print ABNs. If you select this option, you may wish to also enable the Do not generate ABN exception for client billed orders and/or Do not generate exception for ABN status of "Unsigned" option. Select Allow user to assign "Not Applicable" as an ABN status if the ABN status is not applicable.

If you select this option and the Do not generate exception for ABN status of "Refused to sign" option is not selected on the System Defaults administration page, the program alerts you that the new setting conflicts with the existing system setting and prompts you to confirm or cancel the change. Select OK to continue selecting the Force user to assign ABN status when saving an order checkbox, or select Cancel or the X button to close the alert and clear the checkbox.

(Single lab systems only) Select this option to have the program not display or generate exceptions for ABNs when the order is designated as Client Bill and users do not assign an ABN status to the order.

Select this option to prevent the program from generating order exceptions for this location if users select Unsigned as the ABN status. You may wish to use this option if you have enabled the Force user to print ABNs when saving a new order and Allow user to assign "Unsigned" as a status options (see above).

Select the drop-down list to select a default ABN signed status.

Select this option to make answers to clinical information questions required when users place new orders.

Select this option to allow users to skip replying to required clinical questions if they are for an order that was received via an electronic interface. When this setting is selected, you can select Save to exit the Clinical Info page, regardless of the existence of unanswered required clinical questions. If this setting is enabled, it is a host order, and there are unanswered required clinical information items, the program still provides users the chance to mark the sample as collected on the Collect Samples, Collection List, and Pending Collection pages.

For electronic orders ONLY, this setting takes precedence over the Override required fields role, the Enforce entry or required clinical... role, the Automatically mark samples as collected when saving an order ordering location setting, the Automatically mark samples as collected when saving an order signed-in location setting, and the Force user to complete clinical info when saving a new order signed-in location setting.

Select this option to allow users to skip replying to required clinical questions for future orders.

Select this option to have the program automatically generate requisitions when users save new orders. When this is enabled, the program presents the standard print pop-up after it saves the order, which allows users to modify their print settings before printing the requisition. Note that the Don't Print Requisition checkbox in the Hosts Used by this Location section overrides this setting. If it is selected, the program will not create a requisition for the order. See "Adding or Editing Host Information" below.

Prompt for printing requisitions when saving a new standing order: Select this option to have the program create all orders in a standing order upon saving the initial standing order on the Order Patient Samples page. When this is enabled, when a standing order is created and saved on the Order Patient Samples page, all instances of that standing order will be created at the time the initial standing order is saved.

Use these drop-down lists to select the printer and when the requisition is printed. Select this option to set up the server to automatically print the requisition to the specified local or remote printer instead of having the workstation print the requisition. Select Local or RAPS to select the type of printer you wish to print to. Then, use the search field to select the printer you wish to use from the Direct Printing or RAPS Printer Search pages. See the Direct Printing or RAPS Printer Search topics.

Select this option to force the result delivery rules to be evaluated after an order is edited on the Order Patient Samples page.

Select this option to prevent users signed in to this location from navigating to the Print Labels page to manually generate labels.

Select an option from the drop-down list to suppress the Order Master Labels section from displaying when manually printing labels. 

Select an option from the drop-down menu to suppress the Laboratory Master Labels section from displaying when manually printing labels. 

Select an option from the drop-down menu to suppress the Tube/Container Labels section from displaying when manually printing labels. 

Select an option from the drop-down menu to suppress the Aliquot Labels section from displaying when manually printing labels. 

Select an option from this drop-down field to set the default label count the program displays when users manually print labels on the Print Labels page. Depending on what you select, use the Label Count field to set the number of labels the program should display after collection (see below). The maximum number of labels that can be added is 100.

• Uncollected Containers: This is the default functionality. It displays the number of containers for the sample if it is uncollected, and 0 once the sample is collected.
• All Containers: This setting displays the sample's full container count, whether it is collected or not.
• All containers before collection, label count after collection: This setting displays the sample's container count before collection and the count set in the Label Count field after collection.

Select this option to set the default master label count when users manually print labels on the Print Labels page. Depending on what you select, use the Label Count field to set the number of labels the program should display after collection (see below). The maximum number of labels that can be added is 100.

Select this option to set the default lab label count when users manually print labels on the Print Labels page. Depending on what you select, use the Label Count field to set the number of labels the program should display after collection (see below). The maximum number of labels that can be added is 100.

Select this option to print aliquot labels for the order choice.

Print Aliquot Spacer Label: Select this option to print aliquot spacer labels for the order choice.

Select this option to set up the server to automatically print the labels to the specified label printer instead of having the workstation print the labels. Once you select this option, you may select the label printer you wish to use. This option affects all auto-print label options.

Label Printer: Select an option from the drop-down list for automatic label printing based on the signed-in location. If the desired printer is not in the list, select Search to find the label printer on the Label Printer Search page. See the Label Printer Search topic. Select Test to have the program attempt to connect to the label printer. If it fails, contact your system administrator, or select a different label printer.

Select this option to have the program automatically generate labels when users signed in to this location save an order on the Order Patient Samples page. When this is enabled, the program automatically prints labels when users save orders, or when users modify an existing order in a way that causes a relabel or a collection required alert to appear.

• Auto-print only for new orders: Select the option to automatically print labels only for new orders.
• Auto-print only uncollected samples: Select the option to automatically print labels only for order choices with uncollected samples.
• Only print labels for STAT order choices: Select the option to automatically print labels only for samples associated with order choices that have a STAT-level priority.
• Select order choice count to print when: Select an option from the drop-down list to configure when the selected order choice count should print.

Prompt before printing: Select the checkbox to have the program display a prompt before printing labels for order choices.

• • Select label counts when collecting on Collect Samples: Select the checkbox to select all label counts on the Collect Samples page when collecting samples. When enabled, the new setting adds an additional option to the confirmation prompt. Select the new Select All Label Counts button to display the Print Labels pop-up for each order that is selected before completing collection.

Auto-print only uncollected samples: Select the checkbox to automatically print labels only for order choices with uncollected samples.

Only print labels for STAT order choices: Select the checkbox to automatically print labels only for samples associated with order choices that have a STAT-level priority.

Only print labels for aliquot samples: Select the checkbox to only print labels for aliquot samples. When the Prompt before printing setting is enabled, the setting Only print labels for aliquot samples is only applied when Print Using Default Counts is selected on the Print Labels pop-up.

Only print labels for aliquot samples: Select the checkbox to automatically print labels for aliquot samples. Only labels for aliquot samples will be automatically printed during collection on the Collect Samples page when both settings are enabled. This setting prevents master labels from being printed.

Enter the number of patient labels the program should print when users print patient requisitions.

Select this option to have the program save the patient ID as the MRN if the MRN field is blank when you select Save or copy a patient record on the patient Demographics page. Note that if the MRN field has been designated as required, having this setting enabled does not prevent the program from forcing the user to manually enter the MRN value. Therefore, you should use this setting when the MRN field has not been designated as required. Note that the system setting for copying the MRN from the old patient record to the new patient record when copying patient records takes precedence over this setting.

Select this option to have the program automatically enter the patient's MRN value in the Patient ID field on the Demographics page when the Patient ID field is blank and there is a value in the MRN field that is unique for the whole system.

Select this option to automatically fill in the most recently used patient location and/or room number for a patient when users place new orders.

Select this option to have the program automatically select the most recent open patient encounter when users select a patient on the Order Patient Samples page for a new order.

Select this option to auto-fill an encounter when selecting a patient when searching for an encounter ID.

Select an option from the drop-down list to automatically fill in the patient's linked provider when users select a patient when placing orders. 

Select this option to automatically fill in the ordering location based on the ordering provider selection.

Clear ordering location if selected encounter has no linked location: Select this option to have the program clear the ordering location if the selected encounter has no linked location.

Select this option to have the program fill in the collection location with the encounter linked location on the Order Patient Samples page when an encounter is selected.

Select this option to auto-fill the ordering provider on the Order Patient Samples page with the attending provider for the encounter that has been selected. This setting also applies when Auto-fill encounter upon patient selection is used. This setting applies to new orders only.

Clear ordering provider if selected encounter has no attending provider: Select this option to clear the ordering provider on the Order Patient Samples page when the attending provider has not been set for the selected encounter. When this setting is not enabled, the previously selected ordering provider will be retained if the attending provider has not been set for the selected encounter.

Select this option to automatically select the patient's default insurance when the patient is loaded into the Order Patient Samples page for a new order to be placed. This setting is enabled by default.

Select this option to automatically fill in the patient's linked location when users select a patient when placing orders.

Override existing ordering location selection: Select this option to override the existing ordering location.

Select this option to have the program automatically populate the order's Entered by value with the name of the current signed-in user when the user is saving orders marked as collected on both the Collect Samples page and the Pending Collection page.

Select this option to force the user to enter the billing status. When this option is selected, a Force Order Choice Billing pop-up will alert the user that a secondary setting called Require order choice billing status on Order Patient Samples should also be turned on so that the setting will function properly. Select OK to acknowledge the pop-up.

Select this option to retain user- and host-specific order choice billing statuses.

Select this option to allow Direct Bill as an order choice billing status when No Payor is the selected payor. If this setting is set for signed-in user's location and the current payor on the Order Patient Samples page is set to No Payor, the Direct Bill billing option, or its alias, will be available.

Select this option to require an order ID override. The user will be required to enter a value in the field before being able to save the order. If a value that has not been used in the system as an order ID is entered into the field before it is saved for the order, that value will be used as the order ID.

When a duplicate ID is entered, prevent the order from being saved and notify the user: Select this option to prevent users from entering a duplicate order ID in the Order ID Override field on the Order Patient Samples page. When the setting is enabled and a user enters an order ID that has already been assigned to an order, the current order will not be saved and the user will be notified of the error.

Select this option to have the program require users who are signed in to this location set the fasting value on the Order Patient Samples page.

Select this option to require users to enter a value in the Room Number field on the Order Patient Samples page when the patient class is Inpatient.

Select this option to require users to provide a patient location, regardless of the patient class. The only exception to this would be if there are no patient locations defined. In that case, the field will not be required.

Select this option to require a collection location on the Order Patient Samples page.

Select this option to require an order choice billing status on the Order Patient Samples page.

Select this option to have the program check to make sure that the MRN field is filled for the selected patient. If the MRN is blank when saving an order, the program will display the Required Information page and ask the user to enter the information.

Select this option to have the program require users to enter on the Required Info page the patient's address if it is not already present when saving an order. See the Required Info topic.

When selected, you may also select the Except for client billed orders option to make orders that are set to Client Bill exempt from the patient address requirement.

Select this drop-down list to select a display option.

Select this option to force the Demographics pop-up to be used.

Select this checkbox to configure fields used for new patient validation when saving the order. The user will now be able to define fields that need to be validated when saving an order with a new patient. Upon attempting to save an order with a new patient (one that is created during the order creation process), a pop-up appears with the specified fields that will need to be validated for the order to be saved. The fields displayed will be dependent on the signed-in location's defined confirmation fields, unless the signed-in location setting Use the current Ordering Location's Order Patient Samples Template is enabled.

Confirmation Fields: Select the button to display the Order Information Confirmation Setup pop-up. This button displays a list of fields that can be assigned for validation when saving an order for a new patient. The fields displayed will be dependent on the classification of the location's practice as well as any licenses needed. Select a field name in the Available Validation Elements and/or Configured Validation Elements sections followed by selecting the left and/right arrow to move the fields to either section. Select Save to changes made on the pop-up, or select Cancel to close the pop-up.

Select this checkbox to perform verification of demographic information during order entry. When this is enabled for a signed-in location, if a user who is signed in to this location enters demographic information for a new patient for a new order, that patient will be required to verify the newly entered demographic information by re-entering the information into a new pop-up. If there are mismatches between the information entered for the new patient and the information entered into the verification pop-up, an alert will appear, informing the user of the fields with mismatching information. The user can cancel out of the pop-up and correct the demographic information as needed. 

Select this drop-down list to select a state of patient class.

Select this drop-down list to select the default Primary Care Provider when creating a new patient.

Select this drop-down list to select the default Linked Location when creating a new patient.

Select this option and select Select to select a host on the Host Selection page to have the program automatically create a host code for the patient for that host, along with any hosts in the host's patient host code update list. See the Host Selection topic.

Select this option to require users to enter required primary insurance information when saving an order if the only available insurance information is for the guarantor.

Select this option and enter a number to establish the cutoff age the program should use when determining whether a guarantor is required. Patients younger than that age will require a guarantor, while those older than that age will not.

• When selected, you may also select the Except for client billed orders checkbox to make orders for patients younger than the cutoff age that are also set to Client Bill exempt from the guarantor requirement.
• When selected, you may also select the Except for patients without insurance checkbox to always require a guarantor except for patients without a primary insurance set up.

Select this option to make the Payor field on the Order Patient Samples page required.

When selected, you may also select the Except for client billed orders option to not require a payor for client billed orders.

Select this option to make the Encounter field on the Order Patient Samples page required.

Select this option to have the program automatically generate encounter IDs.

Select this option to have the program only show open encounters when searching on the Order Patient Samples page.

Select this option to have the program not display encounters with open dates on the Order Patient Samples page.

Select this option to update the ordering location for non-final orders for a patient when that patient's linked location changes via a user changing the field on the Demographics page. Only orders that have an ordering location of the patient's previous linked location are considered.

Select this option to have the program update the room number for all open orders assigned the same encounter when users change the room number on an encounter.

Select this option to automatically populate the encounter room number with the ordering location ID when creating a new encounter.

Select this option to have the program not copy order choices onto a new order. If any order choices require specimen part information, the user will be prompted to reenter specimen part information as if they had manually added those order choices to the order.

Select one or more of the field options to have the program retain the last selected value after the order is saved on the Order Patient Samples page. If the options to keep the selected order date or delivery date are enabled, the program retains the date and also displays a Now button next to the time and date fields, so you may easily update the order or delivery date to the current date, if desired.

• Ordering location and order date will always retain their last value if the corresponding option is set here.
• Ordering provider and collection location are dependent on ordering location. If the ordering location changes, the program will attempt to set the ordering provider and collection location to the previous values if possible. It might not be able to do so if the user changes the ordering location to one that is in a different practice and the previous provider is not part of that practice or if the previous collection location is not part of the different practice. If it cannot set the provider to the previous value, the program will set it to blank, unless the signed-in user is a provider, in which case it sets the user as the provider. If it cannot set the collection location to the previous value, the program will set it to blank, unless there is a default collection location specified.
• The Delivery Date option will only be enabled if Display delivery date on the order page is enabled (see below).

The program uses these options to control the display of the Order Date time and date fields on the Order Patient Samples page.

Default Value: Use the field to specify whether the date and time fields on the Order Patient Samples page should be set to the current date and time or be blank.

Require order date to be entered on the order page: Select the option to clear the order date and time fields and require users to enter the order date in order to save the order.

Select this option to display the Collection Date time and date fields on the Order Patient Samples page. Use the Default Value field to specify whether the date and time fields on the Order Patient Samples page should be set to the current date and time, the date and time the order was placed, or blank. This setting may be especially useful if you have enabled the option to automatically mark samples as collected when saving orders (see above). You may also select the Require collection date to be entered on the order page option to clear the collection date and time fields and require users to enter the collection date in order to save the order.

Update collected samples' Collection Date/Time using the order's proposed collection date: Select the option to allow users to update the collection date/time for collected samples on an order from the Order Patient Samples page. Updating an order's proposed collection date/time on the Order Patient Samples page will trigger updates to the order's collected samples' collection date/times. The program will send HL7 messages for updated samples as appropriate.

Select this option to display the Delivery Date time and date fields on the Order Patient Samples page and to enable the Delivery Date option for the Keep previous selection field (see above).

Default Value: Use the field to specify whether the date and time fields on the Order Patient Samples page should be set to the current date and time, the date and time the order was placed, or blank. By default, the program sets these fields according to the information sent in the HL7 interface, or if no information is available, it sets the date to match the order date. See the Order Patient Samples topic. Note that if you enter a delivery date on the Order Patient Samples page, the program will not update the delivery date if it receives a new value from the lab.

Require delivery date to be entered on the order page: Select the option to clear the delivery date and time fields and require users to enter the delivery date in order to save the order.

Select this option to not allow the order date/time to be more than a specified number of days in the future, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.

Select this option to not allow the collection date/time to be more than a specified number of days in the future, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.

Only enforce this setting on Order Patient Samples and Batch Orders when Auto-Collecting: Select this checkbox to have the signed-in location not enforce the Allow Collection Date/Time to be more than x days in the future setting from the Order Patient Samples and Batch Orders pages unless the signed-in location has the Automatically mark samples as collected when saving an order setting selected.

Allow user to override: Select this checkbox to allow a user to override the do not allow collection date/time configuration.

Select this option to not allow the delivery date/time to be more than a specified number of days in the future, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.

Select this option to not allow the order date/time to be more than a specified number of days in the past, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.

Select this option to not allow the collection date/time to be more than a specified number of days in the past, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.

Allow user to override: Select this checkbox to allow a user to override the do not allow collection date/time configuration.

Select this option to not allow the delivery date/time to be more than a specified number of days in the past, which can be entered in the available field. Enter a value of days in the available field. The default for this field is zero.

Select this checkbox to allow the date/time fields on the Order Patient Samples page to use the ordering location's time zone. When the new setting is enabled at the signed-in location, date/time fields on the Order Patient Samples page will include the time zone abbreviation after the time fields. The date/time values are set to the time zone. If the ordering location changes and the new location uses a different time zone, the displayed date/time values will be adjusted to the new zone. Additionally, if the setting is enabled, the collection date/time fields on the Collect Samples and Pending Collection pages will include the time zone abbreviation.

Select this option to set the collection location's time zone as the one used for the Collect Samples and Pending Collection pages. Note that this setting will not affect collections made due to a location set to auto-collect an order upon saving.

Select this option to automatically populate the delivery date/time with the current date/time if there is no value filled in on the order. This only happens for orders that do not have values assigned to them.

Select this option to display the Sample ID Override field on the Order Patient Samples page, which allows users to specify a sample ID that will be used for all samples associated with the order. See the Order Patient Samples topic.

Require sample ID override to be entered on Order Patient Samples: Select the option to require users to enter a value in the Sample ID Override field on the Order Patient Samples page before they can save the order and/or the Prepend year and month (ymm) to sample ID override when using a bar code scanner  option.

Select this option to display the Phlebotomist field on the Order Patient Samples page.

Require phlebotomist to be entered on the order page: Select the option to clear the phlebotomist field and require users to enter the phlebotomist in order to save the order. If you require the phlebotomist, the program will add the field to the Order Patient Samples page, if necessary (e.g., if the user's template does not contain the Phlebotomist field).

Clear phlebotomist for new orders on the order page: Select the option to clear the phlebotomist field when users create new orders on the Order Patient Samples page.

Select this option to display on the Order Patient Samples page the internal billing information (defined on the Hosts and the Insurance administration pages) instead of the external billing information. In most cases, internal billing is used for defining the billing status and billing account number that are sent to reference labs via the program interfaces. See the Setting Billing Account Numbers topic.

Select an option from the drop-down list to choose between generating internal, external, or mixed result reports. Select one of the following options from the drop-down list:

• Internal: Select to generate an internal result report.
• External: Select to make the result report external. You may then select an option from the External Report drop-down list.
• Mixed: Select to generate both internal and external reports. Select to use both the External Report selection and Header, Body, Footer, and Page Footer menus.

Select an option from the drop-down list to choose from the defined external result reports that are in the system.

The program uses your selection for the header of the report.

The program uses your selection for the body of the report. If you select Alternate Format 1, the program groups order choices together by their assigned reporting groups. See the Order Choices topic.

The program uses your selection for the footer of the report.

The program uses your selection as the default footer that is repeated on every page. The program selects the Standard Format patient report format settings automatically. However, you may select a different format for the header, body, footer, and/or page footer of the report. This list includes the standard format and alternate format 1 options, as well as any result header, body, footer, and/or page footer templates defined on the Layout Templates administration page that have been made live in the system. See the Layout Templates topic.

Select the option to show a mailing address on a result report. This setting does not apply to reports viewed from the Location Inbox or User Inbox.

• The mailing address will only appear if the report body is set to Alternate Format 1.
• The mailing address is shown in the bottom left corner on the first page of a result report.
• The address shown is the ordering location's address.
• You may work with Orchard Software Technical Support to adjust the margin settings around the mailing address, if necessary.

Select the option to display by default the results for order choices from previous orders in addition to the current results on the Lab Report page. You may then choose to remove the historical results on the Lab Report page, if desired. See the Lab Report topic.

Select the option to have the program remove the results from the report if all the results being reported are attachments. This setting applies to all external recipients (non-the program users added to orders using the Results To button on the Order Patient Samples page). However, you may also assign this setting at the location level for all users or at the user level for individual users.

Select the option to have the program override an order choice's Suppress HL7 results on report setting when viewing ad hoc reports for that location. This Signed-in Location setting will override the setting Suppress HL7 results on report for any order choice on an order when viewing an ad hoc report while signed in to this location. This will only apply to custom formats.

Select the Collection List Template the and/or Manifest Template drop-down lists to select templates for collection lists and manifests.

Select this option to use the current ordering location's Order Patient Samples page template.

Select an option from the drop-down list to set which Order Patient Samples page layout template the program should use for users with this location as their signed-in location. Select Default Template if you want the program to use the Order Patient Samples page template selected on the System Defaults administration page; otherwise, the program uses the layout template you select here.

Select in or enter text in to the search-as-you-type field to configure alternate Order Patient Samples layout templates for a signed-in location. When a signed-in location has at least one alternate Order Patient Samples layout template, an additional search-as-you-type field will be included in the page header for the Order Patient Samples page. This field will include the list of alternate templates configured to be usable by the signed-in location. Selecting a different template will reload the page using the selected template. Clearing the search-as-you-type field will reset the Order Patient Samples page to use the default template. When the alternate template is added, a new search-as-you-type field appears in the top section header that includes the order status and the user that entered the order. The new field on the Order Patient Samples page is labeled using template and the default value appears as Default Template.

Select an option from the drop-down list to set which tabbing order the program will follow when users navigate through the Order Patient Samples page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but the program will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

Select the checkbox to have the program force the Patient Demographics template to use the template assigned to the order's ordering location when accessing the Demographics page from the Order Patient Samples page. This will apply to both pop-up and non-pop-up versions of the Demographics page accessed from the Order Patient Samples page. This will change the Patient Demographics template used from the Order Patient Samples page based on the ordering location chosen for the order.

Select an option from the drop-down list to set which Demographics page layout template the program should use for users with this location as their signed-in location. Select Default Template if you want the program to use the Demographics page template selected on the System Defaults administration page; otherwise, the program uses the layout template you select here.

Select an option from the drop-down list to set which tabbing order the program will follow when users navigate through the Demographics page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but the program will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

Select an option from the drop-down list to set which Insurance page layout template the program should use for users with this location as their signed-in location. Select Default Template if you want the program to use the Insurance page template selected on the System Defaults administration page; otherwise, the program uses the layout template you select here.

Select an option from the drop-down list to set which tabbing order the program will follow when users navigate through the Insurance page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but the program will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

Select an option from the drop-down list to set which Guarantor page layout template the program should use for users with this location as their signed-in location. Select Default Template if you want the program to use the Guarantor page template selected on the System Defaults administration page; otherwise, the program uses the layout template you select here.

Select an option from the drop-down list to set which tabbing order the program will follow when users navigate through the Insurance Plan page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but the program will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

Select an option from the drop-down list to set which Collect Samples Order Header layout template the program should use for users with this location as their signed-in location. Select Default Template if you want the program to use the Collect Samples Order Header template selected on the System Defaults administration page; otherwise, the program uses the layout template you select here.

Use the following  Client Service Settings  fields/settings to make changes to templates on the  Client Services administration page.

Client Services Edit Item Template (Internal): Select inside the field to select a layout template to allow each location to have a defined layout template for the Edit Item pop-up. The (Internal) template is used when reviewing an existing item, regardless of where you do so in the UI, and when creating a new item on the Client Services administration page.

Client Services Edit Item Template (External): Select inside the field to select a layout template to allow each location to have a defined layout template for the Edit Item pop-up. The (External) template is used when creating a new item via Quick Links, Client Services Request, then creating an item, or on the Order Patient Samples page, followed by the Create Item buttons.

Client Services Client Information Template: Select inside the field to select a layout template to allow customization of what appears in the panel.

Client Services Client Tab Template: Select inside the field to select a layout template to configure the Client tab on the Client Services administration page.

Client Services Item Report Template: Select inside the field to select a layout template to configure how selected client information is populated.

In Client Services, restrict Region Managers to only see Items, Clients, and Unassigned Route Tasks in their assigned Regions: Select this option to allow region managers to only see content for their region on the Client Services administration page.

After cancelling an order or order choice on Order Patient Samples, automatically display the "Linked Items" pop-up: Select this option to enable the setting so that if the user cancels an order choice on the Order Patient Samples page that is linked to client services items, the user will be prompted with a pop-up that gives them the option to view the client services items that are associated with the order. This pop-up will be displayed even if the user has the Application setting Clear Order Patient Samples page after saving an order enabled.

Show the Links list by default when displaying the Item pop-up: Select this option to display the Links tab by default when opening a client services item.

Select an option from the drop-down list to set which Batch Order template the program should use for users with this location as their signed-in location. Select Default Template if you want the program to use the Batch Orders template selected on the System Defaults administration page; otherwise, the program uses the layout template you select here.

Select an option from the drop-down list to set which tabbing order the program will follow when users navigate through the Encounter page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but the program will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

Select an option from the drop-down list to set which tabbing order the program will follow when users navigate through the Specimen Sources administration page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but the program will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

Select an option from the drop-down list to set which tabbing order the program will follow when users navigate through the Specimen Sources administration page using the [Tab] key on their keyboard. You may select a system default tabbing order on the System Defaults administration page, but the program will use the location-level tabbing order, if available. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

Select an option from the drop-down list to set which report template will be used on the standing report summary.

Deliver Last Standing Order Report to Ordering Location Inbox: Select this option if you wish to deliver the last standing order report to the ordering location inbox.

Select either the ] or \ character from each drop-down list to set the beginning and ending control characters for bar codes. Note that the start and end values must be different. These settings allow users to use the same bar code scanner for Harvest LIS and the program, as they match the Harvest LIS BarCodeStart and BarCodeEnd ACO settings. To set a bar code scanner to use these control characters, the following values need to be scanned for the prefix or suffix during configuration: ] = 1029 and \ = 1028.

Select this option to allow bar code scanning on the Order Patient Samples page to search and select the ordering location for the order. The default behavior is Find a patient or order and will cause bar code scanning to set focus to the search tool at the top of the page. A new setting labeled Search and select the ordering location will cause the scanned bar code to populate the Ordering Location search-as-you-type field and select the first result as the ordering location. The final setting replaces the previous Disable default page functionality for Order Patient Samples. When this setting is chosen, bar codes that are scanned will be populated directly into whatever field currently has focus on the page.

Select this option to prevent the browser from setting focus in the patient search field and initiating a search when the user is on the Order Patient Samples page.

Select an option from the drop-down list to set which page the program opens or activity it performs when you scan an order bar code to search for an order and the search only returns one order. If the search returns many results, the program remains on the search page. If the user wants to use this setting, and they are scanning more order-based data, such as sample or order IDs, they should ensure that the setting Perform order search if no patients are found is also selected. If  Perform order search if no patients are found is not selected, the system stops attempting to match patient names to sample or order IDs and will also not attempt at matching on actual sample or order IDs.

• Review Order: Select this option to view the order on the Order Patient Samples page. See the Order Patient Samples topic.
• Samples: Select this option to collect samples for the order on the Collect Samples page. See the Collect Samples topic.
  • Automatically select all aliquot samples to be collected when a parent sample is scanned: Select this checkbox to have all aliquots of the scanned sample automatically have their collected checkbox selected when the page loads if the scanned parent sample has already been collected. This setting only appears when Samples is selected from the drop-down list.
• Labels: Select this option to print master and tube labels on 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 on the Requisition(s) page. See the Requisitions topic.
• Lab Report: Select this option to create a lab report of the order on the Lab Report page. See the Lab Report topic.
• Demographics: Select this link (or press the [Alt] [U] hotkey) to view or modify the patient's demographic information. See the Demographics topic.
• Insurance: Select this link (or press the [Alt] [I] hotkey) to view or modify the patient's insurance information. See the Insurance topic.
• Order History: Select this link (or press the [Alt] [O] hotkey) to view the patient's order history or edit an order. See the Order History topic.
• New Order: Select this link to place an order for the patient on the Order Patient Samples page.
• Collect Samples: Select this link to collect samples for all orders for the patient that are ready for collection on the Collect Samples page.

Select an option from the drop-down list to set which page the program opens or activity it performs when you scan a patient bar code to search for a patient and the search only returns one order. If the search returns many results, the program remains on the search page.

• Demographics: Select this link (or press the [Alt] [U] hotkey) to view or modify the patient's demographic information. See the Demographics topic.
• Insurance: Select this link (or press the [Alt] [I] hotkey) to view or modify the patient's insurance information. See the Insurance topic.
• Order History: Select this link (or press the [Alt] [O] hotkey) to view the patient's order history or edit an order. See the Order History topic.
• New Order: Select this link to place an order for the patient on the Order Patient Samples page.
• Collect Samples: Select this link to collect samples for all orders for the patient that are ready for collection on the Collect Samples page.

Select this option to limit the order choices available on the Order Patient Samples page to the restriction lists of the insurance plan, insurance company, or practice of the ordering location. If this option is enabled for the signed-in location but there is no restriction list set up on any of the possible levels, users will be able to select any order choices they normally are allowed to order. When restricting order choices, the insurance company restrictions override the restrictions set for the ordering location's practice, and the insurance plan restrictions override the insurance company's restrictions.

Select this option to prevent the program from generating a summary page, or Print Job Manifest, that lists the generated reports when users select Print Selected or Acknowledge and Print Selected on the Location Inbox or User Inbox pages.

Select this option to prevent alerts from appearing for collection of samples on future orders.

Select this option to suppress location-level alerts when on the Order Patient Samples page.

Select this option to add a Cancel button to the Clinical Info page. See the Clinical Info topic.

Select this option to allow the program to show horizontal line separators between each order choice on the Clinical Info page.

Select this option to allow the program to show distinct order choice names on the Clinical Info page when saving an order.

Select this option to have the program display the Clinical Info pop-up on the Collect Samples and Pending Collection pages when attempting to collect a sample with an unanswered clinical question.

When showing the Clinical Info pop-up for a sample, only require clinical info associated with that sample: Select this option to have the Clinical Info pop-up that appears when attempting to collect a sample to only require the clinical information associated with that sample. Only the clinical information questions associated with that sample will have the red highlights to indicate a required field that must be filled out before collection.

Select this option to have the program apply ICD codes associated with an encounter when an encounter is selected on the Order Patient Samples page. See the Order Patient Samples topic.

Select this option to prevent the program from associating newly added order choices on an order with the ICD codes that already existed on the order.

Select this option to have the program not auto-fill the Practice field on the Patient Demographics page.

Select this option to have the program search for practices by location on the Patient Demographics page.

Select this option to disable the custom avatar feature. When selected, users will not be able to upload new custom avatars, and previously uploaded avatars will not display in the User Menu. Instead, the generic avatar will be used for every user.

Select one or more options from the list to control which fields the program searches through when performing the patient search on the Order Patient Samples page and the Find Patients search at the top of the pages in the TaskCenter portion of the program. Orchard Software recommends that you enable most of these options at all times. Note that the First Name and Aliases options will only be available if the Last Name option is selected. Exact matches only if also matching on patient aliases. The following options can be selected: Last Name, First Name, Aliases, Date of Birth, Patient ID, Patient ID 2, Patient ID 3, SSN, MRN, Encounter ID. Search using (Starts with/Equals to), Patient Master ID, and Patient Owner.

Minimum Number of Patient Search Characters for Patient ID, SSN, Master Patient ID (does not apply to the pop-up search tool) ___: Select this option to enter a minimum number of patient search characters for patient ID, SSN, and Master Patient ID. The default value is 4.

Minimum Number of Patient Search Characters for the Order Patient Samples Page ___: Select this option to enter a minimum number of patient search characters for the Order Patient Samples page. The default value is 4.

Use patient search criteria when searching on Order Patient Samples and patient search fields: Select this option to use patient search criteria when searching on the Order Patient Samples page.

Perform order search if no patients are found: Select this option to perform an order search if no patients are found during the search. This is turned on by default for new locations, but could be off for older locations.

Minimum Number of Provider Search Characters for the Order Patient Samples  ___: Select this option to enter a minimum number of provider search characters for the Order Patient Samples page. The default value is 4.

Minimum Number of Patient Search Characters for the pop-up search tool ___: Select this option to enter a minimum number of provider search characters for the pop-up search tool. The default value is 4.

Select the Location Name and/or the Location ID to match on when the system searches for ordering locations on the Order Patient Samples page.

Location Name: Select this checkbox to match on location name when searching for ordering locations on the Order Patient Samples page.

Location ID: Select this checkbox to match on location ID when searching for ordering locations on the Order Patient Samples page.

Select an option from the Order ID, Sample ID, and/or the Placer ID drop-down lists to find a patient match when searching for orders. Enter text into the Search for orders on the following Order User-defined Fields (Starts with)  search field. This is a search-as-you-type field. Superuser access may be required for some of these options.

Order ID: Select an option from the drop-down list to specify what should be matched on when searching for order IDs with Find Patient. Select either Not used, Starts with, Ends with, or Starts or ends with from the drop-down list.

Sample ID: Select an option from the drop-down list to specify what should be matched on when searching for sample IDs with Find Patient. Select either Not used, Starts with, Ends with, or Starts or ends with from the drop-down list.

• Match on Sample ID + Suffix: Select the checkbox to search by sample ID plus suffix in the Find Tool feature.

Placer ID: Select an option from the drop-down list to specify what should be matched on when searching for placer IDs with Find Patient. Select either Not used, Starts with, Ends with, or Starts or ends with from the drop-down list.

User-defined Fields: Select an option from the drop-down list to specify what should be matched on when searching for user-defined fields with Find Patient. Select either Starts with or Contains from the drop-down list.

Search for orders on the following Order User-defined Fields: Allows users to specify how the order search query matches on user-defined fields.

Search for order on the following Order User-defined Fields (Starts with): Select in or enter text in the search-as-you-type field to select a user-defined field to search for orders that use that specific user-defined field.

Minimum Number of Order Search Characters for Order or Sample ID and Lab Sample ID (does not apply to the pop-up search tool) ___: Select this option to enter a minimum number of order search characters if searching after the patient search. The default value is 7.

Minimum Number of Order Search Characters for the pop-up search tool ___: Select this option to enter a minimum number of order search characters for the Order Patient Samples page for the pop-up search tool. The default value is 7.

Use Practice Host codes to limit the insurance companies when using Insurance Search: Select this option to use practice host codes to limit the insurance companies when using insurance search.

Default behavior for the encounter filter on the patient search pop-up on Order Patient Samples: Select an option to control whether the filter option for limiting the list of patients to those with open encounters appears on the Patient Search pop-up. Select Hide to not display the filter option, Limit to Open Encounters to display the filter option and select it by default, or Do Not Limit to display the filter option but not select it by default.

Show alert for orders in the Fix Orders page for a patient when they are selected on Order Patient Samples or Collect Samples: Select this option to show alerts for orders on the Fix Orders page for a patient when they are selected on the Order Patient Samples page or the Collect Samples page.

Show recent orders for a patient when they are selected on Order Patient Samples: Select this option to display a message on the Order Patient Samples  page that lists all orders ordered for the patient within the number of hours in the past or future or that have been ordered for the patient for a time within the specified number of hours (see below).

• Do not display final orders on the recent orders pop-up: Select this option to have the program remove final orders from the Recent Orders pop-up. This field is not available until you select the Show recent orders for a patient when they are selected on Order Patient Samples option.
• Show only standing orders on the recent orders pop-up: Select this option to have the program only display standing orders on the Recent Orders pop-up. This field is not available until you select the Show recent orders for a patient when they are selected on Order Patient Samples option.
• Number of hours in the past or in the future to look for recent orders: Specify the number of hours in the past or future within which the program should search for recent orders for the patient. This field is not available until you select the Show recent orders for a patient when they are selected on Order Patient Samples option.

Require NPI for external providers: Select this option to make NPI a required field when adding an external provider.

Must use LKSmartSearch to create a new order: Select this option to force the program to use LKSmartSearch when trying to find a new or existing patient, which it returns to the program as an ADT message. The program then parses the message and loads the new or existing patient into the page for use in ordering.

Use System Default new external provider settings: Select this option to have the program use the new System Default external provider settings.

• • New External Providers based on: Select this option to have new external providers based on a specified provider found in the available search field. Select inside the field to begin the search.
    • Use the information in this User's "Member of These Practices" section when creating an External Provider: Select this option to use the information in the user's Member of These Practices section when creating an external provider.
    • When creating an External Provider, select "Use the template User's Result Delivery Rules" by default: Select this option to use the default template User's Result Delivery Rules when creating an external provider. When this new setting is enabled and you are using an External Provider Template User, the Use the template User's Result Delivery Rules setting on the External Provider page will be selected by default. To accomplish this, you need to create an External Provider Template User, set up the Template User's Result Delivery section to not have Deliver this User's Reports to the Ordering Location (using the location's delivery rules) selected on the Users administration page, and then turn on the new setting. See the Users topic.

Release Samples create User-defined Fields from Column View Rule: Select this option to determine if UDFs on the Column View Rules page are not present on the order. When these columns are present, but not set to be editable, they will display in their respective columns disabled. If they are set to be editable, they will not be disabled. Because the results on this page are order choice-level, only the first order choice for an order will be disabled, as delivery date and UDFs are order-level information. See the Column View Setup topic.

Send request to LabCorp for collection information when saving an order: Select this option to request collection information from the LabCorp AccuDraw web service when an order is saved. The following host settings are also needed to enable the LabCorp AccuDraw web service: Enable LabCorp Web Service, LabCorp Web Service URI, Client Code, Lab Code, User Name, and Password. Order choices that will be sent to LabCorp will need to have the Request Collection Information From LabCorp setting applied under the Host Codes for this Order Choice section. Requests will be sent to LabCorp when an order is saved if the signed-in location, host, and order choice(s) contained on the order have been configured to allow web service requests to be sent.

Select this option to create all orders in a standing order upon saving the initial standing order on the Order Patient Samples page. When a standing order is created and saved on the Order Patient Samples page, all instances of that standing order will be created at the time the initial standing order is saved.

Select this option to suppress hourly standing orders.

Select this option to suppress daily standing orders.

Select this option to suppress weekly standing orders.

Select this option to suppress monthly standing orders.

Select this option to disable Sunday in the standing orders day options.

Select this option to disable Monday in the standing orders day options.

Select this option to disable Tuesday in the standing orders day options.

Select this option to disable Wednesday in the standing orders day options.

Select this option to disable Thursday in the standing orders day options.

Select this option to disable Friday in the standing orders day options.

Select this option to disable Saturday in the standing orders day options.

Select an option from the drop-down list to have the starting date for recurring orders be based on the proposed collection date. This new setting will set the initial recurrence pattern starting date for a standing order to be either the order date or the collection date. Select either Use Order Date or Use Proposed Collection Date (if not defined, will use order date) from the drop-down list.

Select this option to have the delivery recipient type set as the the program user.

Select this option to have the delivery recipient type set as the external recipient.

Select this option to have the delivery recipient type set as the location.

Select this option to have the delivery recipient type set as the host.

Select an option from the drop-down list to set a default recipient type in the program. 

Select the checkbox to have the system use the predefined cancellation settings from the System Defaults page. Locations that were previously configured to use predefined cancellation reasons will not have this selected. When this option is selected, users that are signed into the location will use the system default predefined cancellation options. Clearing it allows the system options to be overridden for specific locations.

Select the  checkbox to use a defined list of predefined order/order choice cancellation reasons.

Allow additional free-form text when using predefined reasons: Select the checkbox to allow users to enter free-form text when using predefined reasons.

Require additional free-form text when using predefined reasons: Select the checkbox to require users to enter free-form text when using predefined reasons.

Order Cancellation Reasons: Select to define a list of predefined order/order choice cancellation reasons. The reasons defined by selecting this button will only be available to the selected location. If predefined cancellation reasons are being used, by default, when cancelling an order or order choice, the free-form text field for entering a reason will not be displayed. See the Order Cancellation Reasons page for more information.

When a cancellation reason is shown in alerts or sent in HL7 messages, the predefined cancellation reason will be prepended to the cancellation reason and they will be separated by a hyphen. Note that the ability to select from these predefined cancellation reasons is only available when manually cancelling orders or order choices.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

Select to create a list of sample collection locations for patients. Enter a location at the prompt and select OK to save the location, or select Cancel to cancel the location. The program displays the patient location when the page refreshes. Note that the patient location list is a filter setting for the collection list on the Collection List page. See the Collection List topic. To delete a default patient location, select the X button that corresponds to the location.

Select this option to restrict the location's sample collection to one practice. The program selects this checkbox by default.

Select this option to add to an order's Results to list when marked as a collection location.

Select this option to use the order's order time instead of the current date and time as the default collection time on the Collect Samples page.

Select this option to set how the program determines the default collection time on the Collect Samples page and the Pending Collection page when batch collection mode is activated. If there is a proposed collection time and this new setting is not enabled, the program uses the proposed time. If there is not a proposed collection time or if this new setting is enabled, the program sets the default time to the order time (if the location setting is activated to do so--see above) or the current date and time.

Select this option to make the Collection Date/Time fields editable on the Collect Samples page. See the Collect Samples topic.

Select this option to have the program automatically generate requisitions when users are signed in to the current location and mark one or more orders as collected. When this is enabled, the program presents the standard print pop-up for each collected order, which allows users to modify their print settings before printing the requisition(s). The program will only print requisitions if the signed-in location's settings are set up to do so. Note that the Don't Print Requisition option in the Hosts Used by this Location section overrides this setting. If it is selected, the program will not create a requisition for the order. See "Adding or Editing Host Information" below.

Use these drop-down lists to select the printer and when the requisition is printed. select the next drop-down list to select when saving a new order or saving a new order choice when the printer prints the requisition. Select this option to set up the server to automatically print the requisition to the specified local or remote printer instead of having the workstation print the requisition. Select Local or RAPS to select the type of printer you wish to print to. Then, use the search field to select the printer you wish to use from the Direct Printing or RAPS Printer Search pages. See the Direct Printing or RAPS Printer Search topics.

Select this option to have the program use the date and time entered for the collection date on the Order Patient Samples page instead of the current date and time when users mark samples as collected when reconciling a collection list on the Collection List page or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. If the collection time override option is enabled (see below), then on the Collection List and Pending Collection pages, users may override the default collection time (current date/time) or the proposed collection time (set with this option) with another date/time.

Select this option to display the Override proposed collection time option and date and time fields on the Collection List page. See the Collection List topic. Users may override the default proposed collection time by entering a different date/time in the override fields.

Select this option to display user-defined field overrides when collecting on the Pending Collection page.

Select this option to display an alert on the Collect Samples page when collecting an order whose collection time was older than a certain number of minutes. Enter a value into the field to determine the number of minutes the setting will use.

Select this checkbox to display the Override collection time checkbox and date and time fields on the Collect Samples page. See the Collect Samples topic. Users may override the default collection time by entering a different date/time in the override fields.

Select this option to have the program use the date and time entered for the delivery date on the Order Patient Samples page instead of leaving the delivery date blank when users mark samples as collected when reconciling a collection list on the Collection List page or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. If the delivery time override option is enabled (see below), then on the Collection List page, users may manually override the default delivery time (blank) or the proposed delivery time (set with this option) with another date/time.

Select this checkbox to display the Override delivery time option and date and time fields on the Collection List page when reconciling collection lists or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. Users may override the default delivery time or the proposed delivery time (see above) by entering a different date/time in the override fields.

Select this checkbox to display the Override delivered time when transmitted checkbox and date/time fields on the Release Samples and Lab Orders administration pages. When the Override delivered time when transmitted checkbox is not selected, transmitting an order from the Release Samples or Lab Orders administration pages will work as normal. However, when the Override delivered time when transmitted checkbox is selected, transmitting an order will change the sample's delivered time to the specified time for all orders being transmitted.

Select this option to display the Override collection time option and date and time fields on the Collection List page when reconciling collection lists or when collecting samples on the Pending Collection page. See the Collection List and Pending Collection topics. Users may override the default collection time or the proposed collection time (see above) by entering a different date/time in the override fields.

Select this option to show order time overrides when reconciling a collection list.

By default, this setting is enabled, and the program provides detailed information about orders it cannot add when users use the bar code scanner. If you clear this option, when users scan bar coded samples, orders, and manifests on the Create Manifest, Pending Collection, and Release Samples pages and the Lab Orders administration page, the program will not display any scanned items that are not valid search results for the given page and will display a generic alert saying that nothing was added to the search results.

Select this checkbox to prevent alerts from displaying when manually selecting orders when a bar code scanner fails to change the search results. If an item is manually scanned into the Lab Orders, Release Samples, or Pending Collection pages that does not change the search results (for example, it may already exist in the search results), this new setting will block the alert from appearing that notifies the user that the latest sample added does not change the search results.

Select this option to ignore the default action when scanning a bar code in the Sample ID field.

Select this option to have the program mark any sample that has a matching ID as collected when scanning a bar code on the Collect Samples page.

The setting defaults to a value of 4 and will determine the minimum number of characters that must be typed into the patient search on Collect Samples before a search on the patient name actually begins. The user will need to sign out and back in after making changes to this setting in order for the changes to take place.

Superuser access may be required for this option.

Enter the minimum number of characters that must be entered when searching for containers to transfer on the Sample Transfer page. The setting defaults to a value of 7. You can't place a value less than 7 in the field.

When these settings are enabled, a user signed into the location will be able to search for patients on Collect Samples by entering in an Order ID or Sample ID. When the settings are not enabled, the user will not be able to search for patients by entering an Order ID or Sample ID. In order for changes to the settings to take place, the user must sign out and sign back in after making changes. Sample ID is enabled by default.

Select an option to limit what the program searches for when manually selecting orders via bar code scanning and manually typing order IDs and sample IDs in the Select orders manually section of the Pending Collection page. You must have at least one of the options selected to be able to save a location record.

Select an option to limit what the program searches for when manually selecting orders via bar code scanning and manually typing manifest IDs, order IDs, sample IDs, or metacontainer IDs in the Select orders manually section of the Release Samples page. You must have at least one of the options selected to be able to save a location record.

Select this option to have the program automatically select the Collected checkbox on the Pending Collection page when you scan a bar code for a sample on that page.

Select this option to have the program automatically select the Select checkbox on the Create Manifest page when you scan a bar code for a sample on that page.

Select this checkbox to allow users to set auto-select when a user is using a bar code scanner on the Release Samples page. The Display details about why an order could not be added when manually selecting orders with a bar code scanner setting must be enabled when using this feature.

Select this option to enable batch collection on the Pending Collection page and to display the collection information for each order. Once you enable batch collection, you may set whether the program automatically prints requisitions or labels:

Collapse expandable sections by default: Select this checkbox to have the expandable sections on the Pending Collection page collapse by default when navigating to the page. The expandable sections now retain their expanded state through refreshes of the table. This works by manually selecting Refresh and also using the automatic refresh feature on the Pending Collection page.

Auto-print requisitions for batch collection on the pending collection page: Select this option to control whether the program automatically generates requisitions when users mark samples as collected using this batch collection feature.

Auto-print labels for batch collection on the pending collection page: Select this option to control whether the program automatically generates labels when users mark samples as collected using this batch collection feature.

• Prompt before printing: Select the option to have a prompt appear before printing a label.
  • Select label counts when batch collecting on Pending Collection: Select option to have the program select all label counts on the Pending Collection page when batch collecting samples. When enabled, the new setting adds an additional option to the confirmation prompt that is displayed. The new button is labeled Select All Label Counts and will display the Print Labels pop-up for each order that is selected before completing collection.
• Auto-print only uncollected samples: Select the option to automatically print labels only for order choices with uncollected samples.
• Only print labels for STAT order choices: Select the option to automatically print labels only for samples associated with order choices that have a STAT-level priority.

The program will check the collection locations that have been saved to the database at the sample level.

• Do not use this setting: The program will skip this setting and move on to the next number.
• Use First Order's Samples' Collection Location: The program will use the collection location assigned to samples in the first order appearing on the page. If there are multiple collection locations defined in the first order, the program will move on to the next number.
• Use Last Order's Samples' Collection Location: The program will use the collection location assigned to samples in the last order appearing on the page. If there are multiple collection locations defined in the last order, the program will move on to the next number.
• Use Collection Location for All Orders' Samples, if the same: The program will look at the collection locations on all orders visible on the page. If there are multiple collection locations defined, the program will move on to the next number.
• Leave Collection Location Blank: The program will force the collection location to be blank.

The program will check the proposed collection location at the order level.

• Do not use this setting: The program will skip this setting and move on to the next number.
• Use First Order's Proposed Collection Location: The program will check the first order appearing on the page. If no proposed location is defined, the program will move on to the next number.
• Use Last Order's Proposed Collection Location: The program will check the last order appearing on the page. If no proposed location is defined, the program will move on to the next number.
• Use Proposed Collection Location for All Orders, if the same: The program will check the collection location for all orders appearing on the page. If multiple locations are defined, the program will move on to the next number.
• Leave Collection Location Blank: The program will force the collection location to be blank.

The program will use this if the current signed-in location is a collection location.

• Do not use this setting: The program will skip this setting and move on to the next number.
• Use the signed-in location: The program will set the signed-in location as the default collection location.
• Leave Collection Location Blank: The program will force the collection location to be blank.

If the above three options are not used or the program does not find a match, it uses the value set here instead.

• Leave Collection Location Blank: The program will force the collection location to be blank.
• Last Selected: The program will populate the default collection location with the last selected value. Note that the first time a user signs in and goes to the Collect Samples page, this will leave the collection location blank.
• Enter Selection: The program will populate the default collection location with the location you select here.

The program will check the phlebotomists that have been saved to the database at the sample level.

• Do not use this setting: The program will skip this setting and move on to the next number.
• Use First Order's Samples' Phlebotomist: The program will use the phlebotomist assigned to samples in the first order appearing on the page. If there are multiple phlebotomists defined in the first order, the program will move on to the next number.
• Use Last Order's Samples' Phlebotomist: The program will use the phlebotomist assigned to samples in the last order appearing on the page. If there are multiple phlebotomists defined in the last order, the program will move on to the next number.
• Use Phlebotomist for All Orders' Samples, if the same: The program will look at the phlebotomists on all orders visible on the page. If there are multiple phlebotomists defined, the program will move on to the next number.
• Leave Phlebotomist Blank: The program will force the phlebotomist to be blank.

The program will check the proposed phlebotomist at the order level.

• Do not use this setting: The program will skip this setting and move on to the next number.
• Use First Order's Proposed Phlebotomist: The program will check the first order appearing on the page. If no proposed phlebotomist is defined, the program will move on to the next number.
• Use Last Order's Proposed Phlebotomist: The program will check the last order appearing on the page. If no proposed phlebotomist is defined, the program will move on to the next number.
• Use Proposed Phlebotomist for All Orders, if the same: The program will check the phlebotomist for all orders appearing on the page. If multiple phlebotomists are defined, the program will move on to the next number.
• Leave Phlebotomist Blank: The program will force the phlebotomist to be blank.

The program will use this if the current signed-in user is a phlebotomist.

• Do not use this setting: The program will skip this setting and move on to the next number.
• Use the signed-in user: The program will set the user as the default phlebotomist.
• Leave Phlebotomist Blank: The program will force the phlebotomist to be blank.

If the above three options are not used or the program does not find a match, it uses the value set here instead.

• Leave Phlebotomist Blank: The program will force the phlebotomist to be blank.
• Last Selected: The program will populate the default phlebotomist with the last selected value. Note that the first time a user signs in and goes to the Collect Samples page, this will leave the phlebotomist blank.
• Enter Selection: The program will populate the default phlebotomist with the user you select here.

Select the option to disable the Fasting fields on the Collect Samples and Pending Collection pages.

Select the option to force users to print an ABN any time they collect an order choice that requires an ABN.

Select the option to force users to assign a signed status of either Signed or Refused to Sign to an ABN on the Collect Samples and Pending Collection pages. When this is enabled, the user will not be able to leave the pages until choosing a status. Once you enable this option, you may select the Allow user to assign 'Unsigned' as a status option to allow users to select the Unsigned status even though the program is requiring them to print ABNs. If you select this option, you may wish to also enable the Do not generate exception for ABN status of 'Unsigned' option.

Select the option to force the user to assign an encounter to an order when collecting orders. When this is enabled, the program will not mark a sample as collected until an encounter has been assigned to the order.

Allow user to assign "Unsigned" as a status: Select this option to allow a user to assign Unsigned as a status.

Select the option to force users to assign an encounter when collecting an order.

Select the option to show an alert and prevent collections from the Collect Samples page if the ICD requirement prerequisites are not yet met on the order.

Select the checkbox to enforce insurance on orders at collection. Similar to how encounter information can be enforced by collection location, insurance information can be required before an order can be collected.

Require insurance to be the patient's default insurance: Select this checkbox to have the program require an order's insurance to match the patient's default insurance before the order can be collected.

Select the option to have the program print an order requisition by default. The Summary Copy option is always selected on the Requisitions page. See the Requisitions topic. If this is selected, the program prints this summary, even if the Do not Print Requisition option is selected in the Hosts Used by This Location section of this page. See "Host Codes Tab" below.

Select the checkbox to remove the order's encounter when uncollecting samples on the Collect Samples page.

Enter text into the field to configure a label printer. This is a search-as-you-type field. If a label printer has not been configured for the collection location or the collection location has not been set and the rule is triggered, the label will not print and an Error Log message will be generated. Select Test to test the label printer configuration.

Select to define the default number of labels to print for each order using the Default Label Count page. See the Default Label Count topic.

Select the checkbox to have the program automatically collect aliquot samples when the parent sample is collected. When a location with this setting is selected as the collection location, then aliquot samples will be automatically collected whenever their parent sample is collected.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

Select the checkbox to mark the location as a testing location. Once selected, the Testing Facility search-as-you-type field becomes available.

Select in or enter text into the search-as-you-type field to search for a specific testing facility. This provides a coupling between that location and that Testing Facility so that instruments should not be able to be assigned ODEs that have different Testing Facilities.

Select in or enter text in to the search-as-you-type field to search for a specific department. The Department search-as-you-type field is only enabled for locations marked as testing locations.

Select the checkbox to have instruments at the location automatically select the most recent open encounter for unsolicited results sent by the instrument without an encounter, with an encounter, or either with or without an encounter. Choose from the following:

Without Encounter: Select to have instruments at the location automatically select the most recent open encounter for unsolicited results sent by the instrument without an encounter. When this is done, the ordering provider will be set to the encounter's attending provider, and the ordering and collection locations will be set to the encounter's linked location.

With Encounter: Select to have instruments at the location automatically select the most recent open encounter for unsolicited results sent by the instrument with an encounter.

With or Without Encounter: Select to have instruments at the location automatically select the most recent open encounter for unsolicited results sent by the instrument regardless of an existing encounter or not.

• Allow most recent closed encounter to be used if no open encounters exist: Select the checkbox to have the system automatically select the most recently closed encounter if there are no open encounters for unsolicited results sent by the instrument without an encounter. As with the parent setting, when this is done, the ordering provider will also be set to the encounter's admitting provider, and the ordering and collection locations will be set to the encounter's linked location.

Select the checkbox to exclude the location's encounters for the most recent open encounters when automatically assigning the encounter.

Select to open the Work in Progress Tab Configurations pop-up. Select Add/Edit to open the New or Edit Tab Configuration Pop-up with only the New/Edit tab configuration section of the pop-up displayed.

Select to display the Operators pop-up to view the current location's associated operators.

Include order choices that have been auto-released: Select the checkbox to have the system include order choices that have been released automatically. In order to view specific results per signed-in location, this setting should be considered for each signed-in location that will access the Reference Lab Results page. With the checkbox cleared, only order choices that have been transmitted to the reference lab from TaskCenter > Manage Samples > Release Samples or  AdminCenter > Monitor > Lab Orders will be visible on the Reference Lab Results page.

Only show order choices released from the same: Select the Testing Facility and/or Department checkboxes under the Only show order choices released from the same: heading to specify whether the system should display order choices released from the same testing facility or from the same department.

• Testing Facility: If a location has been enabled as a Testing Section on AdminCenter > System Setup > Locations  and has a Testing Facility assigned to it, the setting is enabled. If the setting is enabled, then when the user is signed in with the location, only order choices that have been released from the Release Samples page from that location (or from a location with the same testing facility) will be visible on the Reference Lab Results page.
• Department: If a location has been enabled as a Testing Section on AdminCenter > System Setup > Locations and has a Department assigned to it, the setting is enabled. If the setting is enabled, then when the user is signed in with the location, only order choices that have been released from the Release Samples page from that location (or from a location with the same department defined) will be visible on the Reference Lab Results page.

QC Lots Expire: Select an option from the drop-down list to specify when QC lots expire. Select On Lot Expiration Date to have QC lots expire on the lot expiration date or select On Manufacturer Expiration Date to have QC lots expire on the manufacturer's expiration date.

Default the Manage Testing > Review QC Testing Section filter to the user's signed-in location: Select the checkbox to have the Testing Section filter of the Review QC page auto-populate with the signed-in location of the current user. The checkbox is clear by default.

Default Media Label Printer: Select in or enter text in to the search-as-you-type field to search for and select label printers with the Microbiology Media Label Printer setting enabled. This checkbox is only available when the Microbiology license is enabled.

Select in or enter text in to the Default AP Block Label Printer and/or Default AP Slide Label Printer search-as-you-type fields to search for and select either AP Block or AP Slide label printers.

Default AP Block Label Printer: Lists any Network Label Printer record that has been set as an AP Block Label Printer.

Default AP Slide Label Printer: Lists any Network Label Printer record that has been set as an AP Slide Label Printer.

Default AP Processing List Saved Criteria: Select in or enter text into the field to search for and select the default saved criteria to use on the AP Processing List page.

Default AP Work Request Saved Criteria: Select in or enter text into the field to search for and select the default saved criteria to use on the AP Work Request page. 

Bar code action: Select an option from the drop-down list to tell the system what to do on the AP Worksheet when a bar code is scanned. This drop-down list is only available with an AP license. Choose from the following options:

• Confirm scanned ID matches Case: This option is selected by default. When users scan a bar code when the AP Worksheet is open, selecting this option will highlight the scanned item in the Case Materials section of the AP Worksheet for a few seconds, confirming that the scanned ID matches the items on the Case. If the scanned item does not match an item on the Case, an alert will appear, displaying the ID of the scanned item, the Case ID of the opened AP Case, and a message alerting that the ID scanned does not match the current case. The user must select the Acknowledge button on the alert to close it.
• Print AP Labels for children of scanned item: When users scan a bar code with the AP Worksheet open, selecting this option will open the Print Labels pop-up if the scanned item has any child items such as parts, blocks, or slides. When the Print Labels pop-up opens, the child items will be automatically selected to print. If the scanned item does not have any child items, the above Confirm scanned ID matches Case action will take place instead.

Open AP Labels pop-up after saving AP Worksheet with new: Select the checkbox to automatically open the AP Labels pop-up after you add blocks and/or slides to the AP Worksheet and save it. Select from the accompanying drop-down list whether you want this to happen after adding Blocks, Slides, or Blocks and Slides.

• Automatically select the newly added Blocks and Slides: Select the checkbox to have the new blocks and/or slides (selected above) automatically selected for printing in the AP Labels pop-up.

Open Case Worksheet after Setup: Select the checkbox to have the system automatically open the AP case worksheet once the worksheet has been set up.

Print labels after setup: Select the checkbox to have the system automatically print labels after set up.

Select an option from the drop-down list. Based on your selection, the program will print the fasting value on patient reports as follows:

• Always Print: The program always prints the fasting value on reports.
• Never Print: The program never prints the fasting value on reports.
• Print If True: The program prints the fasting value on reports only if fasting is selected for the order.

Add one or more to the list to have the program display the selected report order choice lists in the order you define here on the Blank Patient Requisition report for the location. To add one or more report order choice lists, begin typing the name of the list, select an option from the matching report order choice lists in the drop-down list, and select Add. Select the arrow buttons in the Move column to move lists up or down on the list. Select Delete to remove the report order choice list from the list.

Configure email settings in the section. Enter an encryption password into the PDF Encryption Password field to define a password. There is a maximum password length of 32 characters. Enter text into the Email Subject field to define the subject of the email. Select an option from the Email Subject Field Codes drop-down list to insert field codes into the email subject. Enter text in the Email Body field to define what appears in the body of the email. The default text is "New Results." Select an option from the Body Field Codes drop-down list to insert field codes into the field. 

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

Select the option to allow the program to deliver results to the location based on its settings.

Select to map Report Order Choice Information templates to order choices for specific locations as result recipients. Configuring an order choice to a template setting here will have any reports sent to the location to utilize the template set here, rather than the default template for the order choice within the order choice's setting.

Select the option to have the program remove the results from the report if all the results being reported are linked documents. This setting applies to the currently selected location. However, you may also assign this setting at the user level for specific users or at the system default level for all external recipients (non-the program users added to orders using the Results To button on the Order Patient Samples page).

When a reportable order choice has the setting "Suppress HL7 results on reports" disabled and is resulted with only linked documents, treat those results as if they are not linked documents: Select the checkbox to allow the recipient to treat a linked document result as if it were resulted with a normal (non-attachment) result. The setting allows the recipient to treat attachment results for an order choice that has the setting Suppress HL7 results on reports disabled (not selected) as if they are not attachment results when delivering a result report, meaning that the report being generated for that recipient will override the Suppress the system Report content setting when an order choice that is not suppressing HL7 results is resulted by inbound linked documents.

Select the option to have the program create order choice-specific pages on result reports when all order choices are reported to this location.

For the Delivery Method, select an option from the Use drop-down list to enable or disable that method of delivery. The method must contain Delivery Destination information in order to be selectable. If you do not have the necessary account information set up, the program displays fields that allow you to enter, search for, or select the delivery destination information (see below). Once you have set up the destination information, the program allows you to enable that delivery method.

• For Inbox, select this option to deliver results to users' the program accounts (Inbox). The program selects this checkbox by default.
• For Email, Fax, HL7, or Direct Dial, enter or select the email address, fax number, host, or direct dial number, then select Set to have the program update the destination information in the location's record.
• For RAPS or Direct Printing, select Search to select the printer for remote or direct printing from the RAPS Printer Search or Direct Printing administration pages. See the RAPS Printer Search or Direct Printing topics. When the selected location receives results that utilize these delivery rules, the selected printer will automatically print the results. Note that the location must be assigned to a practice that is part of a remote printing group and the location record must be saved before the RAPS delivery method is available. If a remote printer becomes unavailable for any reason (client removes printer from workstation, practice is removed from remote printing service, etc.), the program will alert you when you open the Locations administration page. Simply select a new printer to correct the problem. For HL7 delivery rules, select an option from the Host drop-down list to have the program transfer an ORU message to the chosen host (such as an EMR) when results are received for this user. Note that when an HL7 host is added that is an EMR that has rules for sending results, the location result delivery rule set here overrides the host result delivery rule. Define notification emails to be sent for the delivery methods Email, RAPS, and Direct Printing when creating a result delivery rule.

Once you have enabled a delivery method, you may further customize how the results are delivered with the following fields. Note that the options available depend on the delivery method you are customizing.

Enter the email address, fax number, printer, or host to which the program should deliver the results when using the email, fax, RAPS, direct printing, or host delivery methods. The program will not allow you to save an active delivery rule if the corresponding delivery method configuration is not set up (see above). If you select the Inbox delivery method checkbox, the program sends results to the location's the program account (accessed via the Location Inbox).

Select this option to have the program include a cover page with fax transmissions sent to the selected location. Note that the system default setting to use cover pages must also be enabled on the Fax Details administration page for this option to take effect.

Select an option from the drop-down list to choose between generating internal, external, or mixed result reports. Select one of the following options from the drop-down list:

• Internal: Select to generate an internal result report.
• External: Select to make the result report external. You may then select an option from the External Report drop-down list.
• Mixed: Select to generate both internal and external reports. Select to use both the External Report selection and Report Header, Report Body, Report Footer, and Report Page Footer menus.

Select an option from the drop-down list to choose from the defined External Result Reports that are in the system.

Enter a value as the default number of copies of a report the program delivers to this location. You can modify the number of copies delivered for a user on the Result Delivery page or the Users administration page, or set a default number of copies on the System Defaults administration page.

Select this option to show a mailing address on a result report viewed from the Location Inbox. See the Location Inbox topic. You may also modify this setting on the Result Delivery page in the TaskCenter section of the program.

• The mailing address will only appear if the report body is set to Alternate Format 1.
• The mailing address is shown in the bottom left corner on the first page of a result report.
• The address shown is the ordering location's address.
• You may work with Orchard Software Technical Support to adjust the margin settings around the mailing address, if necessary.

Select this option to display by default results for order choices from previous orders in addition to the current results for the selected delivery method.

Select an option to determine what results the program includes in the report.

• All Results: Select this option to receive all the results that have been received for the order, including those that may have been reported previously. When this is selected, each time order choices in an order are resulted or approved and sent back to the program, the program creates a new lab report that includes the latest results for every order choice in the order, regardless of approved/unapproved status. The program displays unapproved order choices as Pending. Note that on the Location Inbox page, you may select Reprint Past Print Jobs to view or print any of the previous lab reports created for the selected order.
• New Results Only: Select this option to receive only the results that have come in for the order since the last report you received. When this is selected, each time order choices in an order are resulted or approved and sent back to the program, the program creates a new lab report that includes only the results for the order choices that were received. Note that on the Location Inbox page, the program creates a lab report that contains all approved results that have accumulated since the last time a user selected the Acknowledge Selected button for the selected order. This means that lab reports you create on the Location Inbox page could appear differently from the reports the program sends via email or fax when this setting is enabled.

Select an option to determine how result delivery rules will fire. Note that these settings are not available for the Inbox delivery method.

• Deliver to All: Select this option to have all result delivery rules fire if they qualify for the associated delivery method.
• Stop Delivery to Address: Select this option to only allow one result delivery rule to fire per address.
• Stop Delivery to All: Select this option to cease to fire any result delivery rules after one rule has been fired for that delivery method.

Select this button to set specific schedules on the Delivery Scheduling page for when the program should deliver accumulated results to this location via the selected delivery method. See the Delivery Scheduling topic. 

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

If desired, select the option to have the program automatically add a patient's linked location to the result recipient list when saving an order. When selected, if the location is a patient's linked location on an order that is being saved, that order will have the location added as a result recipient list (which is shown under the Results To button on the Order Patient Samples page). This setting will not depend on the signed-in location or ordering location.

If desired, select the option to have the program use the delivery rules from the System Defaults administration page. When you select this option, the program displays the default delivery rules defined on the System Defaults administration page.

Fax Maximum Batch Size: Enter a value in to the field to set the maximum fax batch size for each location. By default, the setting will be set to the System Defaults setting for faxes.

Enable sending batch email with maximum combined file size of ___: Select this checkbox to send batch emails based on the size of the attachment files in each email. The setting is a checkbox with a text field and a drop-down list. The text field takes a four-digit integer and the drop-down list can be set to Kilobyte or Megabyte.

The program displays the default result delivery rules automatically. If you wish to create your own delivery rules, clear the Use System Default delivery rules option to add one or more delivery rules for each delivery method you enabled above. The program refreshes the page and displays any location-specific delivery rules that have been created.

Add: Select to add additional delivery rules. The Result Delivery Rule page appears, allowing you to set up when the results are sent. See the Result Delivery Rule topic.

Once you add one or more delivery rules, the program lists the Inbox, Email, Fax, RAPS, Direct Printing, HL7, and/or Direct Dial delivery rules with the following information:

• Delivery Method: The type of delivery that will be used.
• Description: A brief description of the delivery method.
• Delivery Destination Override: The number, address, printer, etc., that the program should use in place of whatever the location's default number, address, printer, etc., is. This is available for all methods except inbox.
• Day of Week: The days of the week that results will be sent to the location using this method.
• New Reports Generated: The circumstances in which that type of report is created and sent (when any new result is received, when any order choice is final, or when all order choices are final, with or without exceptions).
• Priority/Severity: The status of the order.
• Ordering Provider is: The ordering providers who should be notified of results via the selected delivery method.
• Ordering Location Condition: The ordering locations that should receive results via the selected delivery method.
• Order Choice Condition: The order choices that should be included or excluded from the result delivery for the selected delivery method.
• Order Choice Type Condition: The order choice type that should be included or excluded from the result delivery for the selected delivery method.
• Notification: Whether the program sends email notifications for triggered result delivery rules for the location's selected delivery method.
• Scheduled: Whether the Delivery Scheduling option to send the results by delivery method schedule is enabled for the selected rule on the Result Delivery Rule page.
• Active: By default, the Active checkbox is selected to indicate that the program will use the settings when delivering results. Clear this checkbox if the program should not send results using the method. Note that if you do not select the checkbox in front of a delivery method in the How This Location Receives Results section (see above), the program will not allow you to set any delivery rules for that method to active status.
• Sort Order: Allows you to sort the result delivery rules within a specific delivery method (e.g., all faxing rules). Select the up or down arrows to set the precedence order in which the program applies the rules for a method. By default, the program will deliver results for the method using the first unique delivery rule that fits the result's criteria. It will evaluate the rules for the method in the order you set here.

If you are not using system default delivery rules, select the name of a Delivery Method to modify delivery rules on the Result Delivery Rule page. You may not modify methods defined as default (see above) or that are from the System Defaults administration page.

To remove a delivery rule, select the X button in the Delete column that corresponds to the delivery settings you wish to delete. The program immediately deletes the delivery rule. This action cannot be undone.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

Select the checkbox to view active hosts only. Set the active/inactive status in the Host Details section of the Hosts details page. See the Hosts topic.

To add a host code, enter the host code for the location on the Host Code fields, if needed. If you try to save a host code that is identical to another code for the same host for two locations, the program displays a warning message that details where up to 10 conflicts lie and asks whether to proceed with saving the host codes.

To add a lab account, enter the account number for the location in the Lab Account fields, if needed. If you enter a lab account number and select the Client Bill option for the host (see below), and if the patient's insurance company is set up to allow client billing, the program defaults to using client bill.

To edit a lab account or host code, highlight or delete text already displayed in the field, then modify as desired.

Enter the value that will override the existing host-level setting for populating MSH-6, if necessary. If this field is empty, the system uses the host settings to populate MSH-6. 

Select this checkbox to set client billing as a possible billing method for the location.

Select this checkbox to have the program assign the location-level lab account number over the user-level settings. The location-level settings will override the practice-level settings only if the practice does not have the Billing Override option enabled. See the Setting Billing Account Numbers topic.

Select this checkbox to automatically send an electronic order to a host before the samples are marked as collected in the program. If this option is enabled, the currently selected location is the ordering location, and the selected host is the testing location, the program will automatically send the order to the host when the order is saved. In addition, if this is enabled, the following is true:

• Samples whose orders were sent automatically will not appear when users search for samples to collect or when creating collection lists.
• Users may mark these samples as collected and enter the collection time by opening the Order History page for the patient, selecting the order ID link, and selecting Samples to open the sample on the Collect Samples page.
• The program will assign the sample's collection time from the information in the HL7 result message if the user has not manually entered it on the Collect Samples page (see above).
• The program displays the ABN Status/Print and/or Clinical Info pages when users save these orders. This allows them to assign an ABN signed status and/or record answers to clinical information questions before the program electronically sends the order to the testing location.
• The program prints labels (if applicable) if the option to automatically print labels is enabled (see above).
• If the Auto Approve option is also enabled for an order choice, the program will mark the order choice as final when users order it.

Select this checkbox for one or more hosts (labs) to designate that the program will not hold order messages for batch transmissions when the orders have the current location as the ordering location and they are tested at the corresponding lab(s). This setting overrides the host setting of Require batch transmission of order message.

Select this checkbox for one or more hosts (labs) to designate that the program will not hold order messages for batch transmissions when the orders have the current location as the collection location and they are tested at the corresponding lab(s). This setting overrides the host setting of Require batch transmission of order message.

Select this checkbox for one or more hosts (labs) to designate that the program will not hold order messages for batch transmissions when the orders were created by users who were signed in to the current location and they are tested at the corresponding lab(s). This setting overrides the host setting of Require batch transmission of order message.

Select this checkbox to always send results immediately to the host. Note that this option is typically used for hosts that are not set up to receive results from the program. The program uses this setting when determining whether to deliver reports based on users' result delivery rules for new reports on the Result Delivery Rule page.

Select this checkbox to enable the feature on the Pending Orders page where users manually record that they received results for sendout order choices. For this to be used, the selected host's inbound interface type must be set to None on the Interface Configuration administration page, and the host must be listed in the Default Lab List section in this page (see "Adding or Editing the Default Lab List" below). Once the system is configured, users update the received status for orders placed from that point on on the Pending Orders page. The status of the order is based on what order choices the user manually marks as received on the Pending Orders page. See the Pending Orders topic.

Select this checkbox to turn off requisition printing for the selected lab. Note that this setting overrides the Force user to print requisition when saving an order option set in the Ordering Settings section of this page. However, the Print a requisition summary option, set in the Collection Settings section of this page, will override this setting.

If the Force user to print requisition when saving an order option is enabled, the program will create a requisition only if the Don't Print Requisition option is not selected.

If the Print a requisition summary option is enabled, the program will create a requisition, even if this checkbox is selected.

Select this checkbox to prevent aliquot samples from appearing on requisitions for order choices routed to the hosts that have the setting set for the selected ordering location. Instead, the unaliquoted parent sample will appear on the requisition for the host.

Select this checkbox to prevent aliquot labels from being automatically printed by HL7 for ordering locations.

Select this checkbox to prevent aliquot labels from being automatically printed on the Order Patient Samples page from a specific signed-in location.

Select this checkbox to prevent aliquot labels from being automatically printed on the Collect Samples page from a specific signed-in location.

Select this checkbox to have the system use the ordering location's time zone by default.

Select this checkbox to make the result link "reportable" by default. When enabled, result links on inbound messages will be set to "reportable" according to the host setting. Result links uploaded will be set to "reportable" based on the ordering location and the lab of the first specimen on the order.

If this option is enabled, the program disables the fields in this section. If you clear this checkbox, the program allows you to establish the required fields. By default, the program sets the fields to the same values used on the System Defaults administration page.

Select the checkbox for each field that should be required. You may make all fields on the Demographics page mandatory, except for Patient ID (which is always filled in by the user or the system). Available fields include:

First Name

Middle Name

Last Name

Sex

Race

Date of Birth

• Maximum Age: This field allows the user to define a maximum age in years for the patient. If a value is defined here, users will be prevented from entering a patient with an age that exceeds the number of years defined. This applies for patients entered within the system as well as patient information parsed from inbound ADT messages. If an inbound ADT message contains information for a patient whose age would exceed the defined years, the message will end up on the Fix ADT administration page.

Ethnicity

Nationality

PCP

Phone One

Phone Two

SSN

MRN

Email

Address One

Address Two

City

ZIP/Postal Code

State/Region/Province

Country

Linked Location

Name Type

Patient Owner (Note that to view this checkbox, the System Serves drop-down list on the same page will need to be set to either Only Veterinary Clients or Both Human and Veterinary Clients. This determines whether the Patient Owner field on the Demographics page is required.)

To remove the required status from an option, clear the checkbox next to the field.

For each field that allows users to enter text, the program displays a Pattern field . Use the field to define the field requirements:

Enter a regular expression that the field must match when users enter a value in the field (e.g., [A-Z]{2} to require two uppercase capital letters for the State abbreviation). See the Setting Regular Expressions topic. Note that if a user's security role has the Override required fields right, the program will still not let the user enter data that does not match the defined pattern, although the user may leave the field blank.

For each field that allows users to enter text, the program displays a Description field . Use the field to define the field requirements:

Enter a description of what the pattern should look like so users know what to enter in the field (e.g., "Enter two uppercase capital letters for the State abbreviation."). The program displays this description in a pop-up when users enter data in the field. Also, when users select Save, if the field contents do not match its pattern (see above), the program displays this description in the error message.

For each field that allows users to enter text, the program displays a Test button. Select this button to test the defined pattern. The program displays an additional field below the Pattern field into which you enter test data. As you enter a value, the program tests your entry against the defined pattern. It displays failed in red text next to your entry until you enter a value that matches the pattern. Select the X button or select Test again to hide the test field.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save. Once you have saved your changes, the program adds an asterisk next to each required field on the Demographics page.

To view the list of fields, select the link. To hide the list of fields, select the hide settings link.

Match Pattern Examples:
Medicare Policy: \d{9}[a-zA-Z]{1} -This allows 9 numbers, followed by 1 letter (upper or lower case)Railroad Medicare Policy: [a-zA-Z]{2}\d{9} -This allows 2 letters (upper or lower case) followed by 9 numbersMedicaid: \d{11} -This allows 11 numbers

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections and then select Save.

Once you have saved your changes, you may choose to use these default insurance settings or to customize the required fields for selected insurance companies in the Insurance administration page. See the Insurance topic.

Select to unsync selected items in the section. A host must be selected for this button to be enabled. Select Synch Selected to sync selected items in the section. A host must be selected for this button to be enabled. Selecting either of these buttons will display the Synch Options pop-up with the two buttons on the pop-up. Select Close to close the pop-up.

Select the checkbox to have the program only display active hosts contained within the system.

Select the option to have the program only allow certain labs when signed in to a specific location.

Once you add one or more labs, the program displays the lab names with Up and Down arrow buttons in the Move column for that lab list. Select these arrows to arrange the labs in the desired priority order, with highest priority at the top of the list.

Select the Sort List Up or Down arrow buttons to change the priority order for the lab list as a whole.

Select to set or modify the day/time periods for which the lab list is in effect. If you do not set any day/time constraints, the program considers the list active 24 hours a day, 7 days a week. See the Day and Time Range topic.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

Select to add hosts using the Host Selection page. See the Host Selection topic.

Once you add one or more hosts, the Exclusion setting becomes a link within the Always send results to these Hosts section. This setting determines if results are sent to the chosen host. The default (no) setting enables the program to send results to the host, while the (yes) setting restricts the transfer of results. To edit this setting, select the Exclusions link next to the desired host name to change the setting on the Host Selection page. See the Host Selection topic.

To delete a host from the list, select the X button that corresponds to the host name.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.

Select the link to display sequence number ID generation formats. When expanded, this section will allow the user to either explicitly add the specific sequence number ID generation format or edit an existing one. When looking at the record-specific ID generation format, you should only have the sequence code listed as a valid code.

Select the link to hide the sequence number ID generation format settings. This is located next to the section heading.

Select to return to the Locations list page without saving any changes.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, then select Save.