Order Choices

Select this checkbox to view active order choices only.

Set the active/inactive status on the Order Choice Details section on the Order Choice Details page. 

Select this checkbox and select either host code or sync info from the drop-down list, then select in or enter text in the search-as-you-type field to select a host code or information to sync. 

• host code: Display records without host codes for the selected host.
• sync info: Display records that are not synced with the selected host.

Select this checkbox to only view orderable order choices.

Set the orderable status on the Order Choice Details section on the Order Choice Details page. 

Select this checkbox to limit search results by a specific date range.

Enter values into the available Start fields to configure a start date/time, and enter values into the available End fields to configure an end date/time. The date/time will display in the format MM/DD/YYYY HH:MM AM/PM.

Select Now to enter the current date/time into the fields, or select the calendar icon to manually select a date/time for the fields. Select Clear to clear the fields.

Select this button to view, add, edit, or delete the alerts and comments associated with the current order choice. See the Alerts & Comments topic.

Note that if there are alerts or comments for the order choice, the button text is italicized.

Enter the full name of the order choice. This field is required.

To edit the order choice name, highlight or delete text already displayed in the field, then modify as desired.

Select this checkbox to enable users to select this order choice while ordering.

Clear this checkbox to restrict users from selecting the order choice. If the order choice is inactive, the system clears it from the Order Choices list page when you select the Show active only checkbox. 

Enter the local name of the order choice, if different from the full name. This field is required.

The system automatically places the full name into the Local Name field provided the field is blank. 

To edit the local name, highlight or delete text already displayed in the field, then modify as desired.

Select this button to open the Toxicology pop-up.

Toxicology Type: Select the type of toxicology order choice you'd like to set up:

• Confirmatory
• Screening 
• Validity

The settings on the pop-up will display after you choose from this drop-down list; the settings change based on the toxicology type you choose.

Medications Automated Order: Select or begin typing in the Medications search-as-you-type field to search for and select active medications to link to the order choice. When the medications you add here are used on an order, the order choice itself will be added to the order. These settings are not available for Validity order choice types.

Default Tests: Use this section to set up default tests for a toxicology order choice. 

After saving, the system will display an error message if you add a test that is not available at the testing location you specified.

Select this checkbox to allow this order choice to reside on a single order more than once. If an order choice resides on an order more than once, the system will not allow it to have the same sample ID as any other instance of the same order choice on that order. If this is enabled and a user overrides the sample ID rule by editing the sample ID, the system will send the results for that order choice to the Match Results queue when they are parsed. See the Match Results topic.

This settings is not available for toxicology order choices.

Select this option to select the default category when placing an order.

• Default Category: Select inside the field to configure a default specimen part category for an order choice. When an order choice is added to an order that requires specimen part information, the configured default category will be selected by default. Select the magnifying glass icon to manually search for order choices, or simply select inside the field. Select X to remove the category.
• Limit to default specimen source category: Select this checkbox to limit the specimen selection for this order choice to only the default category.
• Limit Specimen Sources: Select this button to display the Limit Specimen Sources pop-up. The pop-up allows users to define a specific list of specimen sources that this order choice can choose from when it is ordered. Select inside the search-as-you-type field to search for and select a specimen source. Select the blue link to add it, and clear the Select checkbox to remove it from the table.
  
  If the first option is selected, the specimens that can be added to limit specimen source list are restricted to those within the default category. If specimen sources already exist in the list that do not fall within the default category, when the new checkbox is selected, the user is warned that this action will remove any specimen sources that are not within the default category from the list (the user may opt out at this point and not alter the list). This same warning appears if the checkbox is already selected and the Default Category is changed as this action will also remove any specimen sources from the list that do not fall within the default category.
  
  Select Save to save changes, or select Cancel to close the pop-up without making any changes.

Select this option to select a default group when placing an order.

• Default Group: Select inside the field to configure a default specimen part group for an order choice. When an order choice is added to an order that requires specimen part information, the configured default group will be selected by default. Select the magnifying glass icon to manually search for order choices, or simply select inside the field. Select X to remove the group.
• Take user directly to Specimen Part Details: Select this checkbox to navigate the user directly to the Specimen Part Details pop-up on the Order Patient Samples page. Note that when this checkbox is selected, the entire Enter Specimen Part pop-up will be skipped and the user will be taken to the Specimen Part Details pop-up using the default group specified on the order choice.

Select this checkbox to allow the system to auto-approve order choices (advance their statuses to final) when users mark them as collected. This causes the system to generate reports and billing events, if necessary. Note that if the Skip Collection option is also enabled for the ordering location, the system will mark the order choice as final when users order it.

• Auto-approve test is not reportable if other results exist: Select this checkbox to have the system auto-approve test results that are attached to auto-approved order choices. This will cause the order choices to be suppressed if other test results exist.

Select this checkbox to allow the system to include this order choice on result reports. These settings only apply to result reports that are delivered to report recipients; they do not affect how the system evaluates reporting rules. If this option is not enabled (making the order choice not reportable) and a report recipient has defined that they do not receive a result report until all order choices in an order are final, then the system still waits until all order choices, reportable and not reportable, are final before sending that recipient a result report.

When the order choice is designated as reportable, you may use these sub-settings to prevent the system from delivering the selected order choice for specific delivery types: 

• Not reportable when delivered via FAX
• Not reportable when delivered via Email
• Not reportable when delivered via Direct Printing
• Not reportable when delivered via RAPS
• Not reportable when delivered via Direct Dial
• Not reportable when delivered via Location Inbox
• Not reportable when delivered via User Inbox

Select this checkbox to have the system display this order choice on its own page on reports.

If this order choice is the last or only order choice on the report, then the report footer will be on the same page as the order choice.

If this order choice is first in the report and there is a mailing label, they will both be on the same page.

In all other cases, any order choice with this setting appears by itself on a page. This setting works for all body formats (Standard, Alternate 1, Custom), and for all delivery types.

Enable Sanford Guide API Lookup: Select to enable the ability to lookup information in the Sanford Guide API from the Lab Report.

For a test to be displayed, it must be on an order choice that has this setting enabled and has a result with a flag in the order choice's list of applicable result flags. If no flags are set, all tests with data in the Sanford Guide Catalog will be displayed. The latest Sanford Guide Catalog (list of Content Names and Content IDs distributed by Sanford Guide) must be imported in .csv UTF-8 format.

• Add: Select to add a result flag on the Add Result Flag pop-up. Enter the result flag you want to add in the available field and select OK.
• Automatically included in report: In the text field, enter the content that you want to always display in the Sanford Guide pop-up when the order choice is in a report. The content will appear in a section within the Sanford Guide content pop-up called Content for <order choice name> Order Choice. Select the Add button to add the content item. The content items you add display in a list below the field; select the item's X button to remove it from the list.  

Select an option to set how the system handles duplicate checking. This setting works in conjunction with the signed-in location setting for duplicate order choice checking. See the Locations topic. If the location has duplicate order choice checking enabled, it works with the available options as follows:

• Allow duplicates: When selected, the system excludes the order choice from duplicate order checking.
• Restrict if active duplicate exists: When selected, the system displays an alert if this order choice is active (but not resulted in any form) in the system for the patient anytime when saving an order.
• Restrict if active duplicate exists within __ Calendar Day(s): When selected, the system displays an alert if the order choice is active within the specified number of calendar days in the past or future for the patient. When the option is selected, a drop-down list appears to the right of the option. Select either Search by Order Date or Search by Proposed Collection Date from the drop-down list.
• Restrict if active duplicate exists within __ (Minutes/Hours/Days): When selected, the system displays an alert if the order choice is active within the set time range for the patient. When the option is selected, a drop-down list appears to the right of the option. Select either Search by Order Date or Search by Proposed Collection Date from the drop-down list.

Select this button to add synonym(s) to the order choice. 

The Add Synonym pop-up asks for more information. Enter synonym(s) into the Enter the synonym you wish to add field and select OK. When OK is selected, the defined synonym(s) will appear in the Synonyms for this order choice section. You may delete the synonym(s) from the section by selecting X. If no synonym(s) are defined, the section will read No Order Choice Synonyms assigned.

Select Save to save the synonym(s) to the order choice. Once saved, the synonym(s) are searchable on the Order Choice Catalog page. On the Order Choice Catalog page, these synonyms are searchable using the same Order Choice Name field that searches for Order Choice Name, Order Choice Abbreviation, or CPT codes. See the Order Choice Catalog topic.

Select an option from this drop-down list to specify what the test can be approved with: No results present, Any results present, All mandatory results present, or All results present. 

• When No results present is selected, the order choice can be approved even if it does not have results. This option is selected by default.
• When Any results present is selected, the order choice can be approved if any of the tests on it have results. 
• When All mandatory results present is selected, the order choice can be approved if all tests that are marked as "mandatory" have results. 
• When All results present is selected, the order choice can only be approved if all tests on the order choice have results. 

Select this button to add an order choice type.

Select the blue link on the Order Choice Type Search page to add the order choice type.

Select this button to add CPT codes using the CPT Search page.

Once you add one or more CPT codes, the CPT codes, their code counts, and their active statuses are shown. Enter the number of instances the CPT code is used to reference multiple tests in an order choice in the Count field. The system uses one as the default code count.

To edit the code count, highlight or delete the text already displayed in the field, then modify as desired.

To delete a CPT code, select the X that corresponds to the CPT code. This removes the association between the CPT code and the order choice; however, this does not delete the CPT code from the system. This means that the CPT code will still be associated with any other order choices it is mapped to, and you may still associate the CPT code to other order choices.

Use CPT codes configured on the Specimen Sources page (when not using discrete billing and not executing CPT rules) to supersede default configured CPT codes on the Order Choices administration page if an order choice has a specimen source assigned to it. If that order choice has a specimen source assigned to it, then it will use the CPT codes configured for that specimen source instead of the CPT codes configured for that order choice.

Select this button to open the Clinical Info pop-up to add clinical info to an order choice case, lab-specific case, and cytology/pathology sample source information case. Enter text in the Select Items search-as-you-type field to search for and select clinical info. Select Save to add the clinical info to the Order Choices administration page, or select Cancel to close the pop-up without making any changes.

Once you add one or more items, the clinical info question, response type, and requirement status are shown.

To edit the requirements, select or clear the Required at Order or Required at Collection checkboxes. Select one or both of these checkboxes to require users to answer this question for this order choice on the Order Patient Samples and/or Collect Samples pages. Selecting the Required at Order checkbox will display the Force Clinical Info pop-up with a message stating that the user must have the Force user to complete clinical info when saving a new order setting enabled on the Signed-in Location tab on the Locations administration page for this setting to work. See the Locations topic.

Select the Show on Labels checkbox to have the system display clinical info for the order choice(s) on printed labels.

To delete a clinical information question, select X that corresponds to the question.

The system uses the sort order of the clinical information questions in this list as the order to display the questions on the Clinical Info page, as well as on requisitions, manifests, and HL7 messages. See the Clinical Info topic. To adjust a question's position in the list, select the question's Up or Down arrow button to move it into the desired position. Note that if the option to sort clinical information alphabetically is enabled on the System Defaults administration page, then that overrides the sort order you establish here. See the System Defaults topic.

The system lists each container used for collection for this order choice, along with additional information:

• Tube/Container
• Sample
• Storage 
• Suffix
• Tube/Container Count
• Collection Interval
• Combinable

Enter the codes for the order choice in this field to add host codes. These host codes must be unique for each host across order choices.

For example, you may not use the host code 123 for Host A for both Order Choice 1 and Order Choice 2. If you try to save a host code that is identical to another code for the same host for two order choices, the system displays a warning message that details where up to ten conflicts lie and prompts you proceed with saving the host codes or not.

Select the fill link to open the Enter Text pop-up to enter text to fill into the text fields in the table. Select OK to add the text, or select Cancel to close the pop-up without adding text. The text entered will be entered into all host codes listed.

Use this drop-down list to select an option for using the lab's filler order number as the system sample ID for the selected order choice (on a per lab-host basis, as the primary choice when evaluating which ID should be used):

• Not Used: Select to not use the lab's filler order number as the system sample ID for the selected order choice.
• Use: Select to have the system use the lab's filler order number as the system sample ID for the selected order choice.
• Override: Select to have the system use the lab's filler value, which is OBR-3, for the system sample ID for the selected order choice. This will take precedence over other settings.

Select this checkbox to have the system receive billable CPT codes in the result message from that host for that order choice. When enabled, the system will read billable CPT codes from result messages and generate billing (DFT) messages using the CPT codes received instead of the ones configured for the order choice.

If you use this type of billing, you should set billing to occur at the time an order choice is posted as final, instead of when an order is placed or when it is collected.

The system looks for the billable CPT codes in OBR-44. If there are multiple codes to be billed, populate OBR-44 as a repeating field. Note that the system assumes that it will receive total billable codes for the order choice in every result message.

When this checkbox is selected for one or more hosts, the system will accept CPT code values up to 16 characters. If it receives codes over 16 characters, the system truncates them to 16 characters. The Billing Summary report reflects the CPT overrides received in result messages.

Select from the drop-down list to determine if the order choice will use internal or external report engine.

• Internal: This is the default option.
• External (SSRS): Select this option to include this order choice in SQL Server Reporting Services (SSRS) reports when results are received from this host for this order choice and the report recipient (User, Location, or EMR/HIS-type host) has their Report Engine set to Mixed.

This drop-down list is available only for lab-type hosts.

Order choices configured to use the Anatomic Pathology module can only use the Internal report engine option.

Select the Default or Lab Specific links in this column to view, add, or edit testing location-specific clinical information questions using the Edit Clinical Information page. See the Edit Clinical Information topic.

• A Default link denotes that the host is set to use the order choice's default clinical information questions.
• A Lab Specific link denotes that the host is set to use its own clinical information questions. If there are host-specific questions, then the system presents those to users instead of the default clinical questions defined for that order choice.

Select the Default or Lab Specific links in this column to view or edit collection settings for a host using the Sample Collection Table page.

• A Default link denotes that the collection information you created in the Collection Information for this Order Choice section is used by this host. 
• A Lab Specific link denotes that there is specific collection information for the host in the Sample Collection Table page.

Once created, the system displays the sample collection information on the Collect Samples page.

Select the New or Edit links in this column to create or edit information or handling instructions for the order choice for the selected host using the Order Choice Information page.

• A New link denotes that no order choice information has been entered for the host.
• An Edit link denotes that there is order choice information for the host.

Once created, the system displays the order choice information in the Order Choice Details page.

Select this checkbox to allow the system to display the list of tests related to the ordered order choices when users open the Order Choice Details page during order entry.

In addition to enabling this setting for one or more hosts for each appropriate order choice, you must enable the option on the System Defaults administration page that allows the system to display the list of tests during order entry. See the System Defaults topic.

Select the New or Edit links in this turnaround time column to create or edit turnaround time guidelines for the order choice for the selected host using the Host Specific Priority Values page, if needed. See the Host Specific Priority Values topic.

• A New link denotes that no TAT information has been entered for the host.
• An Edit link denotes that there is TAT information for the host.

Select this button to open the Format HL7 Results pop-up.

Double-click the code(s) in the Codes for HL7 Format section to include them in the HL7 Format field. This is the format for the OBX-5 segment of outbound HL7 messages. Select Save to save the changes made on the pop-up, or select Cancel to close the pop-up without saving any changes. Note that the Host Code field must be set and saved before accessing the Format HL7 Results pop-up.

Select this checkbox to limit when a cancelled order choice delivers cancellation messages based on its order choice type.

This setting requires the order choice to have an order choice type assigned, and the order choice type must have an ID Generation scheme associated with it. When enabled for a host, cancellation messages delivered to that host will be limited to one per order choice type, and cancellation messages for order choices will not deliver to the host as long as at least one other order choice on the same order shares the order choice type that had the qualifying ID Generation assigned to it. 

If a user selects the setting without first adding an Order Choice Type that has ID Generation to the current order choice being edited, the user will be informed that the setting will be ignored and given the option to deactivate the setting for all hosts in the Host Codes list for the current order choice.

If a user selects the checkbox, and the order choice does not have any order choice types, the following message will display: "You have configured the order choice to limit cancellation messages by order choice type, but no order choice types are associated with the current order choice. This setting will be ignored when creating outbound messages." on the No order choice types selected pop-up. Select Disable the setting for all hosts to disable the setting, or select Save and continue to save the change and continue. 

If a user selects the checkbox, and the order choice does have order choice types, but none of those types have ID Generation, the message will instead read as follows: "No order choice type ID generation is defined for the current order choice. The setting "Limit cancellation messages by order choice type" will be ignored when creating outbound messages." Select Disable the setting for all hosts to disable the setting, or select Save and continue to save the change and continue.

Select this checkbox to attach any existing AP lab reports as a pdf to an order message when the order message is generated for the order choice to the specified host. The report can be either preliminary or final. 

Select this checkbox to add a check to the order when an order message is generated for the order choice to the specified host and attach any existing AP lab report as a PDF. The report can be either preliminary or final. 

Select Unsync Selected to unsync selected items in the section. A host must be selected for this button to be enabled.

Select Sync 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 Sync Options pop-up with the two buttons on the pop-up. Select Close to close the pop-up.

The table displays columns for the host's name, version number, active status, selection ability, and a non-sync option.

• Host Name: Displays the host name.
• Version: Displays the version.
• Host is Active: Displays the active status.
• Select: Select the checkbox in this column to select the specific host.
• Do Not Sync (Sync 2): Select this checkbox to specify that the system should not sync that specific host.

Enter text in these fields to allow a link to be saved to provide an external source of information about the order choice. This link can appear in the Order Choice Catalog, the Order Choice Details pop-up, and the Order Choice Pop-up Search as a column within a custom column view.

The system populates this field, if possible, from the information it receives during imports and/or synchronization.

Enter or modify the description that should appear for the order choice in the Order Choice Catalog page. This text area has text shortcuts functionality. For more information on using text shortcuts, navigate to the Using Text Shortcuts topic.