System Defaults

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 the Select checkbox to select images from the table.
• Sort the images by selecting the up and down arrow buttons.
• Select X to delete the images from the table.
• Select OK to add the images to the page, or select Cancel to close the pop-up without saving any changes.

Select to view the change log for the selected practice. See the Change Log topic. You must have the necessary security right to access the Change Log administration page.

Select to view, add, edit, or delete the alerts and comments associated with the current practice. See the Alerts & Comments topic. If there are alerts or comments for the practice, the button text is italicized.

Select an option from the drop-down list to have the system use the selected routing rule to set the testing lab for an order choice on the Order Patient Samples page. The system applies system default-based routing rules to determine the testing lab for an order choice when appropriate according to the routing rule hierarchy. See the Order Patient Samples topic. If you cannot find the desired routing rule, create a new rule in the Routing Rules administration page. See the Routing Rules topic. Select the blank option to not set a routing rule. The displayed routing rules are limited to those available for the signed-in user's practice.

Select the diagnosis validation set the system uses for diagnosis and CPT code matching from the drop-down list. The system assigns this value by default as the Validation Set for Orders value for each new insurance company you create in the Insurance administration page. See the Insurance topic. You may import national data sets for diagnosis validation.

Select the diagnosis validation set the system uses for diagnosis and insurance matching from the drop-down list. The system assigns this value by default as the Validation Set for Orders value for each new insurance company you create in the Insurance administration page. See the Insurance topic. You may import national data sets for insurance type.

Select from the drop-down list the value the system should use for the default insurance routing setting for any insurance records created by system users. If you cannot find the desired routing rule, create a new routing rule in the Routing Rules administration page. See the Routing Rules topic. Select the blank option to use the system's default settings. Note that the system only displays the routing rules available for the practice associated with your current signed-in location.

Select the system time zone from the drop-down list. Depending on your settings for the system or for hosts, the system may display the time zone abbreviation on patient reports; beneath the signed-in user's name on the bottom, left corner of the page; and/or on requisitions (see the Hosts topic).

This button, used to create or modify the basic system setup for the system, is disabled and is only accessible by Orchard Software Technical Support.

Select to modify the visual characteristics of the program in the Appearance Setup administration page. See the Appearance Setup topic. Note that you must have the necessary security settings to access the Appearance Setup administration page.

Select to define which authentication methods should be used to authenticate a user that is signing into the system and in what order they should be attempted. See the Authentication Setup topic and the Authentication Methods Setup topic.

Select to enable the change logging feature that tracks and stores important changes to the database and who made the changes in the Change Log Settings administration page. See the Change Log Settings topic. Note that you must have the necessary security settings to access the Change Log Settings administration page.

Select to open the Custom Navigation Configuration pop-up, which allows you to create and add customized buttons. You may configure the button label, the space above the section, the position of navigation, the color, color settings, etc.

• Button Label: Enter text into the field to define the button label.
• Space Above Section: Enter a value into the field to define how many pixels exist in the space above each section. The default is six pixels.
• Position of Navigation: Select the drop-down list and select either Above User Information or Below User Information to define the position of navigation.
• Color: Select the color selector to the right of the Color field to select a color for the custom navigation.
• Show custom navigation menu: Select the checkbox to show the custom navigation menu. Select the Always show custom navigation expanded checkbox to always show custom navigation.
• Add: Select to add links to the Custom Navigation Configuration pop-up. You may add type, link text or page name, link url, and target, as well as the active status. Types that you can add are Internal Page, External Link, External Report, Single Sign On, or Support Link. Pages that you can add are AP Processing List, AP Work Request, Bill-only Items, Certifications, Change Password, Charge Codes, Client Service Request, Client Services, Collect Samples, Collection List, Competencies, Dashboard, Data Browsers, Demographics, Find Patient or Order, Fix ADT, Fix Orders, Inbound Queue, Instrument Alerts,  Instrument Usage, Instruments, Interfaces, Linearity, Location Inbox, Match Results, Medical Necessity, Order Choice Catalog Pop-up, Order Choices, Order History, Order Patient Samples, Outbound Queue, Password Reset Questions, Pending Collection, Pending Orders, Print Labels, QC Lots, Quality Check Report, Query Tool, Reagent Lots, Reagent Usage Report, Reference Lab Results, Release Samples, Review QC, Switch Page Layout, System Defaults, User, User Inbox, Users (Personnel), or Work in Progress. Targets that you can add are New Tab or Same Tab. Support links you can add are Link Text and Target. Select the Active checkbox to make the type active in the system.
• OK: Select to save the changes made on the Custom Navigation Configuration pop-up, or select Cancel to close the pop-up without saving any changes.

Select to open the Custom Dialog Settings pop-up to customize the size and position of certain pop-ups. 

For each type of customizable pop-up, defaults are set to show them as they have appeared up to this point. The pop-ups that are currently customizable on the  Order Patient Samples page: 

• Edit Order Comments
• Enter Specimen Parts
• Patient Comments
• Patient Alerts
• Patient Add/Edit Alerts
• Patient Demographics
• Patient Insurance
• Lab Info Request
• Patient Insurance Details
• User Actions Log Pop-up
• OPS Ordering Location Alerts
• OPS Patient Alerts
• Release Results PDF Pop-up
• Review Results

Other dialog types:

• Add External Provider
• Add Patient Owner
• AP Case Setup
• AP Worksheet
• Assign ABN
• Batch Orders Result Recipients
• Calculate DOB from Age
• Clinical Information
• Collection Information
• Column View Usage
• Comments Pop-up
• Diagnosis Summary
• Edit Patient Comment
• Edit Item Pop-up
• Encounter Diagnosis History Diagnosis Search
• Form Letters
• Hematology
• Lab Report
• Linearity Pop-up
• Linked Document Annotations
• Logon Security Questions
• Message Details: Inbound Queue
• Message Details: Outbound Queue
• Microbiology Setup
• Microbiology Work Card
• Miscellaneous Order Choice
• OPS Order Choice Search
• Operator-Location Map
• Order Choice Catalog
• Order Choice Details
• Order Comments
• Order Received Containers
• Patient Aliases
• Patient Demographics Diagnosis History
• Patient Demographic Diagnosis History Diagnosis Search
• Patient IDs
• Patient Insurance Sets
• Patient Linked Documents
• Patient Load Image
• Patient Match Rules
• QC Analysis
• Quick Comments
• Recent Orders
• Related Split Orders
• Result Recipients
• Specimen Parts
• User Load Avatar Image
• View Results

Select to create custom critical events, based on a provided set of event types and a threshold value for what is considered critical. The system can send these alerts by fax or email, and can send them to staff members already in the system or to a manually entered address. See the Critical Event Notifications topic.

Select to configure or edit the system default printing preferences and label formats using the Label Printing page. See the Label Printing topic. You may also create master and tube label formats for individual tube/container types and for each host in the system (see the Hosts or Tube or Container Types topics); however, if tube/container type or host label formats do not exist or are not active, the system uses this system default label format.

Select to view existing license information or to upload a new license on the AdminCenter License Information page. 

Select to create or modify a help text message for users using the Sign In Info page. See the Sign In Info topic. Note that this message appears when users have trouble signing into the system.

Select to select the logo and other information that displays on the page when users sign into the system. See the Sign In Page Setup topic.

Select to setup specimen source questions that are used to define specimen information in the Specimen Source Details section of the Specimen Sources page. 

Select to configure the settings to allow the system to accept requests from remote systems when users sign in using an HMAC-256 signed token. See the Trusted Parties topic.

Select to configure how frequently the system purges the User Actions Log. See the User Action Log Settings topic. Note that you must have the necessary security settings to access the User Action Log Settings administration page.

Select to have the ability to hide or display sections on the System Defaults tab. The button toggles all of the sections to either be hidden or displayed based on the state of the first section.

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

Enter a value into the field to define the amount of time a user may be idle before the system automatically signs the user out of the program. This field is required. Note that you can override this setting for specific users on the Users administration page, or you may give users the right to set their own session timeout settings on the Application page.

Enter a value into the field to define the amount of time the system allows a browser query to run before it stops the process. Note that two ACO entries must be set on the Advanced Configuration Options page for this feature to work. 

Enter a value into the field to define a browser's max result size. 

Select the checkbox to use an alternative database for reports. All queries from the data browsers will be routed through the alternative database that is set up via an ACO. This option is only available when your system has a startup ACO that specifies an alternative database.

Select this checkbox to route Billing Summary, Utilization, and Turnaround Time Reports through a connection to the alternative database instead of the primary. This option is only available when your system has a startup ACO that specifies an alternative database.

Enter a value into the field to define the amount of time before the system checks for critical events. The system defaults to 6 minutes. This field is required.

HL7 messages in inbound queue should be held for __ days

Enter the number of days the system should hold messages in the inbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export inbound records on purge  option to have the system save purged records to a file that you may view from the Export View administration page. See the Export View topic. Enter an amount in the Purge Inbound Queue export files after ___ days field to determine how many days to keep inbound queue export files. The system defaults to 10 days.

HL7 messages in outbound queue should be held for __ days 

Enter the number of days the system should hold messages in the outbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export inbound records on purge option to have the system save purged records to a file that you may view from the Export View administration page. See the Export View topic.

Email messages in outbound queue should be held for __ days

Enter the number of days the system should hold email messages in the outbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the Run at field and the  S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export outbound email records on purge option to have the system save purged email records to a file that you may view from the Export View administration page. See the Export View topic.

Fax messages in outbound queue should be held for __ days

Enter the number of days the system should hold fax messages in the outbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export outbound email records on purge option to have the system save purged email records to a file that you may view from the Export View administration page. See the Export View topic.

Remote Printing messages in outbound queue should be held for __ days

Enter the number of days the system should hold RAPS messages in the outbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export outbound email records on purge option to have the system save purged email records to a file that you may view from the Export View administration page. See the Export View topic.

Direct Printing messages in outbound queue should be held for __ days

Enter the number of days the system should hold direct printing messages in the outbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export outbound email records on purge option to have the system save purged email records to a file that you may view from the Export View administration page. See the Export View topic.

Label Printing messages in outbound queue should be held for __ days 

Enter the number of days the system should hold label printing messages in the outbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export outbound email records on purge option to have the system save purged email records to a file that you may view from the Export View administration page. See the Export View topic.

Direct Dial messages in outbound queue should be held for __ days

Enter the number of days the system should hold direct dial messages in the outbound queue in the field. You may enter any number between one and 365. The system defaults to 72 days. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export outbound email records on purge option to have the system save purged email records to a file that you may view from the Export View administration page. See the Export View topic.

Harvest Workstation Label Printing messages in outbound queue should be held for __ days 

Enter the number of days the system should hold Harvest workstation label printing messages in the outbound queue in the field. You may enter any number between one and 365. This field is required. Configure purge time and day(s) by using the  Run at  field and the  S/M/T/W/T/F/S  checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export outbound Harvest workstation label printing records on purge option to have the system save purged Harvest workstation label printing records to a file that you may view from the Export View administration page. See the Export View topic.

Event Log in the Event Logs should be held for ___ days

Enter the number of days the system should hold Event Log messages in the field. You may enter any number between one and 365. The system defaults to 365 days. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export Event Log records on purge checkbox to have the system save purged Event Log records to a file that you may view from the Export View administration page. See the Export View topic. Enter an amount in the Purge Event Log export files after ___ days field to determine how many days to keep Event Log export files.

Message Center in the Deleted/All messages should be held for ___ days

Enter the number of days the system should hold Message Center messages in the field. You may enter any number between one and 365. The system defaults to  90 days. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. Select the Export Message Center records on purge checkbox to have the system save purged Message Center records to a file that you may view from the Export View administration page. See the Export View topic. Enter an amount in the Purge Event Log export files after ___ days field to determine how many days to keep Event Log export files.

System Maintenance Logs should be held for ___ days

Enter the number of days the system should hold System Maintenance Log messages in the System Maintenance Log in the field. You may enter any number between one and 365. The system defaults to 90 days. This field is required. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time.

Disposed sample tracking information should be retained for ___ years and ___ days

Enter the number of days and/or years the system should keep disposed sample tracking information in the field. The default for both fields is 0. In the  days  field, you may enter any number between one and 365. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. When the maintenance runs, the system will delete not only the disposed sample tracking items that are older than the specified amount time, but it will also delete their related log records. 

Sample tracking information should be retained for ___ years and ___ days

Enter the number of days and/or years the system should keep sample tracking information in the field. The default for both fields is 0. In the days field, you may enter any number between one and 365. Configure purge time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the purgers will run on the chosen day(s) at the specified time. When the maintenance runs, the system will delete not only the sample tracking items that are older than the specified amount time, but it will also delete their related log records.

Delete Sample Tracking Records For Samples When All Related Order Choices Are Cancelled: When this checkbox is selected, sample tracking records will be automatically deleted by the sample tracking schedule as well as when all of the related samples/order choices are cancelled. If the related samples/order choices are then uncancelled, the sample tracking records will be re-created, albeit without any of the previously existing information.

The system supports two databases, the main, active database and a historic database. Moving order information to the historic database keeps your system running efficiently. Note that QC orders and orders pending result release cannot be moved to the historic database.

Orders should be moved into the historical database after ___ years and ___ days

Enter the number of days and/or years the system should keep information before it moves it to the historical database. The default for years is 7. The default for days is 0.

Run at: Configure maintenance time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the system will run maintenance on the chosen day(s) at the specified time. When the maintenance runs, the system will move the information that is older than the specified amount of time to the historic database. You can still access information on the historic database from the system. 

Stop at: To specify when and/or on what days the system should stop moving information to the historic database, enter a time in the Stop at fields and/or select the days of the week checkboxes. If the Stop at information is not configured, the process of moving information to the historic database will run until there are no more orders to be moved.

Unacknowledged outbound queue messages should be retained for ___ days

Enter the number of days the system should keep unacknowledged outbound queue entries for Device Engine orders and EzyVet webservice messages. The default is 0 days.

Configure cancel time and day(s) by using the Run at field and the S/M/T/W/T/F/S checkboxes. By entering a time into the available field, and by checking the days of the week checkboxes, the system will run the maintenance on the chosen day(s) at the specified time. When the maintenance runs, the system will cancel the unacknowledged outbound queue entries older than the specified amount of time. 

Select the checkbox, followed by entering a value in the field, to specify the number of days before purging export files from the Outbound Queue. The default value is 365.

Enter in the field the number of days to keep outbound queue export files before they are purged. The system defaults to 365 days.

Enter in the field the number of days to keep MLP export files before they are purged. The system defaults to 180 days.

Enter in the field the number of days for the allowable time span from the first standing order to the last standing order. The system defaults to 365 days. The system uses this value when monitoring standing orders, unless there is a location-specific time span restriction for the location the user is signed into. Set location-specific restrictions in the Locations administration page. See the Locations topic. Note that before users may place standing orders, you must enable the setting in the Locations administration page that allows users to enter standing orders.

Select the option to open order and patient linked documents in new browser tabs/windows by selecting Open Externally on the Order Linked Documents page. Enter a value into the field. The text input accepts values from 1 to 300. The default value is 3. If the checkbox is unchecked, users will not be able to open documents in new tabs/windows. The documents in new tabs/windows are pulled from the current user's session, based on which order is currently loaded. Refreshing a tab/window with a document will reload the current document if the same order is loaded in the main tab/window. If a different order is loaded, refreshing the document's tab/window results in the system trying to load the document in the same position for the new order. If one exists, it loads normally, otherwise, the tab/window realizes there is no content to load and closes immediately.

Select the option to have the system not allow expired standing orders to be marked as collected.

Select the option to have the system set the order date of subsequent instances of standing orders based on the previous standing order's order date, instead of on the date and time when that next instance populates into the system, which is the default behavior.

Select the option to have the system set the proposed collection date to the order's order date when a new standing order is created.

Select the option to have the system set the entered order time to the order when a new standing order is created. Note that this does not apply to hourly recurrence patterns.

Select the option to allow users to turn a regular collected order into a standing order. When this is enabled, users may select the Standing Order checkbox on the Order Patient Samples page and redefine the order as a standing order, as long as it is not an order with a status of complete.

Select the checkbox to allow users to change a completed order that is not a standing order to a standing order. When this is enabled, users may select the Standing Order checkbox on the Order Patient Samples page and redefine the order as a standing order.

Select the option to have the system automatically send order messages for order choices that were marked as collected but that it was not able to send to the laboratory. The system also sends order choices that were configured to skip collection but that it was not able to send to the laboratory. When enabled, the system checks every minute for orders that are in those states. This setting is selected by default.

Sweep for unsent orders every ___ minutes: Enter a value in the field to configure the frequency of sweeping for unsent orders. The default values is 10 minutes.

Sweep for orders with order date/time after _/ /___ _:_ AM/PM: Enter a date and time into the fields to define the earliest date and time an order's order date/time can be in order to qualify for the Automatically send collected order choices that fail to create outbound queue entries setting. Select Now to enter the current date and time. Select Clear to remove the date and time values. If no date/time is set, then the system checks all order choices that were marked as collected but could not be sent to the laboratory.

Select an option from the drop-down to specify that the system serves only veterinary clients, human clients, or both. Select either the Only Human Clients, Only Veterinary Clients, or Both Human and Veterinary Clients from the drop-down list.

The system supports two databases, the main, active database and a historic database. Select the checkbox to include historic database records when searching for orders using the universal search (find patient or order) at the top of any page in the system.

This checkbox is only available to superusers.

Select this checkbox to allow snapshot isolation in the supported queries, which can increase performance in systems that have a high load on the database. The support for this applies to queries used in Work in Progress and Data Browsers. Additionally, a query must be run on the database to allow snapshot isolation to be used. Please contact Orchard Support if you have questions regarding this setting.

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

Select the option if your system is associated with only one reference lab.

Select the option if your system is associated with more than one lab.

Select the from the drop-down list if your system is a single lab. This field is required if the Single Lab (Reference Lab) option is selected.

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

Select this option to hide all insurance links.

Select this option to use the system's insurance information for practices' insurance.

Select this option to include patients' secondary insurance information, if available, on requisitions. See the  Requisitions topic.

Select this option to disable the insurance company search feature on the Insurance page. See the  Insurance topic.

Allow Non-Validated Insurance Company search and select for clinical users: Select this option to control whether users can create patient insurance sets on the Insurance page that contain non-validated insurance. See the  Insurance topic. This option is enabled by default.

Select this option to suppress the Insurance Plan detail pop-up page that otherwise automatically appears when users search for and select insurance plans to assign to patients' insurance sets during order entry. See the  Insurance Plan topic. When this option is enabled, the system suppresses the pop-up page if both the selected insurance company and insurance plan have been validated on the Insurance administration page.

(Single lab systems only) Select this option to display an alert that states that a patient will be billed directly (when it is direct bill and the payor is self-pay) when a user saves an order for the first time.

Select an option to define the system wide default billing status. The value you select defines the default billing status the system uses when no other configurations exist to specify the billing status for an order choice.

• System default billing status is Direct Bill: Select this option to set the billing status of order choices to direct bill by default.
• System default billing status is Client Bill: Select this option to set the billing status of order choices to client bill by default.
• Force orders to be Client Bill: Select this option to force all order choices to be client bill, unless there are insurance-based exceptions defined. For example, insurance-based rules not allowing client bill would still prevent the system from assigning client bill as the billing status.

Select the checkbox to have the system automatically fill in patients' guarantor information with their current demographic information when users select Self as the relationship to insured for the patients' primary insurance without entering other guarantor information.

Always Override Guarantor Information when Primary Relationship to Insured is Self: Select this subsetting checkbox to have the system always override guarantor fields. Guarantor information is updated whenever the primary relationship to insured is set to self. The original setting only creates new guarantor information. This subsetting will allow for updating existing guarantor information.

Select the checkbox to allow the full list of HL7 2.5.1 relationships to patient, even when the system does not have an HL7 2.5.1 license. The additional relationship types can be sent and received by HL7 classic messages and will use their HL7 2.5.1 identifiers when set. The full list of relationship types when the setting is used is as follows: Associate, Brother, Care Giver, Child, Emergency Contact, Employee, Employer, Extended Family, Father, Foster Child, Friend, Grandchild,  Grandparent, Guardian, Handicapped Dependent, Life Partner, Manager, Mother, Natural Child, None, Other, Other Adult, Owner, Parent, Self, Sibling,  Sister, Spouse, Stepchild, Trainer, Unknown, and Ward of Court. Additionally, a new relationship type of Owner has been added. This relationship type will only be available when the veterinary features are enabled in the system.

Select one or more options to tell the system when to generate an insurance verification:

Generate Insurance Verification when:

• Electronically creating or updating an order: The system will generate an insurance verification when the system automatically creates or updates an order.
• Electronically editing patient demographics: The system will generate an insurance verification when the system automatically edits a patient's demographics.
• Electronically updating patient insurance: The system will generate an insurance verification when the system automatically updates a patient's insurance.
• Manually creating or updating an order: The system will generate an insurance verification when a user manually places or updates an order.
• Manually editing patient demographics: The system will generate an insurance verification when a user manually edits a patient's demographic information.
• Manually updating patient insurance: The system will generate an insurance verification when a user updates a patient's insurance information.

Send insurance verification requests automatically to host: Select the checkbox to have the system send insurance verifications automatically to the specified host when an insurance verification is generated.

Insurance Verification API: Select the host that the system should send insurance verifications to.

Auto Acknowledge and Update Insurance Verification Responses: Select the checkbox to have the system automatically acknowledge and update all insurance verification responses (that are not in error) as they are received. The system will update the patient's insurance to the new information. The system will then place the request in Complete status. If the insurance verification API returns an error, the insurance verification request will not be acknowledged and updated, but instead will be put into the Fail status.

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

Enter the number of ABNs the system should create when a user prints ABNs. The default number is 1, but you enter any number up to 5.

Enter the date/time that the system will start using ICD-10 codes in the format MM/DD/YYYY HH:MM. Select the calendar icon to manually enter a date/time, or select Now to populate the current date/time into the fields. Select Clear to clear the date/time from the fields.

Select this option to have the system only mark ICD codes as valid on the Order Patient Samples page when it determines the ICD codes are good for all of the CPT codes mapped to the selected order choice. This option applies when an order choice has more than one CPT code mapped to it. If you do not select this option, then the system marks ICD codes as valid if it determines the ICD code is good for one of the CPT codes mapped to that order choice. The system displays valid ICD codes in green on the Order Patient Samples page. See the  Order Patient Samples topic.

Select this option to validate diagnosis codes based on the system default validation set if there is no insurance assigned to the order. When enabled, the system color-codes the codes and displays them in order based on whether or not they are valid diagnosis codes. This setting also determines the content of ABNs, if the system is set to generate ABNs.

Select this option to use the patient's secondary insurance when assigning ABNs if their secondary insurance is Medicare and their primary insurance is not.

Select this checkbox to have the system look at each of the patients' current insurance sets and attempt to print the ABN from an insurance that is marked as Medicare and one from an insurance that is not marked as Medicare. This takes place when an ABN is to be generated for an order.

Select this option to allow ABN assignment only for insurance companies with an insurance type of Medicare. See the  Insurance topic. When this option is enabled, the ABN column on the requisition will display N/A for orders with non-Medicare insurance as the primary insurance on the order.

Select this option to prevent the system from generating ABNs for order choices marked as Client Bill when an order is using Medicare insurance.

Select this option to cancel generating an exception for the Refused to Sign  ABN status. See the ABN Status and Print topic. If this is selected, the Order Patient Samples and Collect Samples pages behave visually as if an ABN status of  Signed  was assigned, including not coloring the ABN button text or links red, as well as not producing an exception when you mark the sample as collected.

Select this option to require all users enter ICD codes when they place orders. See the Order Patient Samples topic. If you select this option, you may set additional options to override the requirement in specific situations:

Do not require ICD code entry for orders without insurance: Select this option to override the Require ICD code for all orders setting when the patient on the order does not have insurance.

Do not require ICD code entry for client bill orders in a single lab system: (Single lab systems only) Select this option to override the Require ICD code for all orders setting for client bill orders only. If this is enabled, users may save client bill orders without entering ICD codes.

Require ICD code entry for Medicare orders only: Select this option to have the system require ICD codes for orders placed for patients with Medicare insurance. If this is enabled, the system will alert users to missing ICD codes for Medicare orders.

Require ICD code entry when saving existing orders: Select this option to have the system require ICD codes when saving an existing order.

Require valid ICD code for all orders: Select this option to force users to enter a valid diagnosis code for each order choice before they may save the order.

Select this option to have the system display all diagnosis codes that violate frequency settings as invalid (red font) on the Order Patient Samples page. If the Require valid ICD codes for all orders setting (see above) is enabled, then users will not be able to save an order until they address the issue.

Select either Order Date or Collection Date from the drop-down list to base frequency violations on.

Select this option to use the new ABN format is selected by default, and you cannot modify it. Note the following:

• The system only applies the new format to ABNs for Medicare insurance companies.
• You may use the preview feature to see what the 2008 ABN format looks like. Enter a full Order ID and select Preview to print an ABN for the selected order in the format.

Select this option to apply a common code color. Use the provided color swatch to select a color. Once you have selected a color from the swatch, the code for that color will appear in the Common ICD code color field.

Select this option to control the text color used by diagnosis codes on ordering pages when the order choice's CPT code does not exist in the insurance company's validation set. This includes the Order Choices table, Order Choice Details pop-up, and Diagnosis Summary pop-up on the Order Patient Samples page, as well as the order choice's Diagnosis Code column and the Order Choice Details pop-up on Batch Orders - Grid Layout.

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

Select the option to populate the default date fields on the Ordering page with the current year.

Select the option to set the original patient to non-orderable when copying a patient to a different practice. This setting also allows users to manually set patients' orderable flags from the Demographics page. See the Demographics topic. This setting is intended for patients in nursing homes. For example, if a person moves to a different location, then they should not be orderable from the old location. The system also supports this patient moving back to their original location by setting their new location record to non-orderable and setting their old location record back to orderable.

Select the option to copy a patient's MRN to the new patient when using the copy to practice function on a patient record on the Order Patient Samples page. Note that if the patient has already been copied to the new practice, then the system displays the previous copy of the patient in the new practice, and it does not copy any MRNs.

Select the option to search across host codes for the order choices. Note that the user must have the order choice pop-up search enabled in order for this setting to apply in the system.

Only search on labs when searching on order choice host codes: Select the option to limit order choice host code searching to hosts of type Local Lab   (Orchard),  Local Lab (non-Orchard), and Reference Lab. Order choices will only appear in the search results if the search text matches a host code for a lab of one of the three aforementioned types.

Select the checkbox to have the system highlight an order's Comments button when order-level comments are received from a user.

Select the checkbox to have the system highlight an order's Comments button when order-level comments are received from within the system.

Select the checkbox to have the system highlight an order's Comments button when order-level comments are received from a host.

Select the option to not highlight the Comments button when there are only system-generated comments available.

Select for a new external provider from the based on search field. Select Search once you have entered the necessary search criteria.

Use the information in this User's "Member of These Practices" section when creating an External Provider: Use this option to use the information in the user's Member of These Practices section when creating an external provider. This option becomes available when the New External Providers based on option is selected.

Search for a new location from the field. Select the magnifying glass icon or inside the search field to begin searching for a new location.

• • Order Patient Samples Template: Select an option from the drop-down list to set which Order Patient Samples page layout template the system should use for users who do not have a location-level template defined for their signed-in location. You must select Default Template on the Locations  administration page if you want the system to use the Order Patient Samples page template you select here.

Select an option from the drop-down list to set which tabbing order the system will follow when users navigate through the  Order Patient Samples  page using the [Tab] key on their keyboard. You may select a location-level tabbing order on the Locations administration page, and the system will use the location-level tabbing order, if available, instead of this one. 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 Demographics page layout template the system should use for users who do not have a location-level template defined for their signed-in location. You must select Default Template on the Locations administration page if you want the system to use the Demographics page template you select here.

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

Search for a Patient Insurance Template and a Patient Guarantor Template to apply a special template to patient insurance and patient guarantor. They will default to a provided default template.

Select an option from the drop-down list to set which tabbing order the system will follow when users navigate through the Insurance page using the [Tab] key on their keyboard. You may select a location-level tabbing order on the Locations administration page, and the system will use the location-level tabbing order, if available, instead of this one. 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 system will follow when users navigate through the Insurance Plan page using the [Tab] key on their keyboard. You may select a location-level tabbing order on the Locations administration page, and the system will use the location-level tabbing order, if available, instead of this one. 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 system will follow when users navigate through the Encounters page using the [Tab] key on their keyboard. You may select a location-level tabbing order on the Locations administration page, and the system will use the location-level tabbing order, if available, instead of this one. 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 system will follow when users navigate through the Specimen Sources administration page using the [Tab] key on their keyboard. You may select a location-level tabbing order on the Locations administration page, and the system will use the location-level tabbing order, if available, instead of this one. 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 system will follow when users navigate through the Specimen Sources administration page using the [Tab] key on their keyboard. You may select a location-level tabbing order on the Locations administration page, and the system will use the location-level tabbing order, if available, instead of this one. You may create additional tabbing orders on the Tabbing Order administration page. See the Tabbing Order topic.

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

Select the 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 location-level on the  Locations administration page. If no location-specific settings are enabled for these options, then the system uses the system default value set here.

Enter a number in the field to set the number of days into the future the system pulls orders onto the Collect Samples page. The system only displays patient orders that are scheduled to occur within the set number of days. The system defaults to one day.

Select the option to control at what point the system stores collection times in the database. By default, the system stores the collection times displayed on the collection pages when the user selects Save. Use this setting to have the system not store the collection time value in the database until the sample is actually marked as collected.

Parse collection times for samples that have already been collected: Select the option to only parse collection times for samples that have already been collected.

Enter a job title in the field, if desired, to customize the name the system uses when referring to the person who collects samples. The system uses Phlebotomist Label Def by default.

Select the default tube/container type from the drop-down list. The system selects Not Specified by default.

Select the default sample type from the drop-down list. The system selects Tissue by default.

Select the default storage temperature from the drop-down list. The system selects Refrigerate by default.

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

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

Select the checkbox for each field that should be required. The system makes the Last Name, Date of Birth, and Address One fields required by default. You may make all fields on the Demographics page, except for Patient ID (which is always filled in by the user or the system), mandatory. To remove the required status from an option, clear the checkbox next to the field.

First Name

Middle Name

Last Name

Sex

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.
  

Nationality

Race

Ethnicity

PCP

Species

Breed

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

Phone One

Phone Two

SSN

MRN

Email

Address One

Address Two

City

ZIP/Postal Code

State/Region/Province

Country

Linked Locations

Name Type

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][A-Z] to require two 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 system 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 capital letters for the State abbreviation."). The system displays this description in a tooltip that pops up when users enter data in the field. Also when users select Save, if the field contents do not match its pattern (see above), then the system displays this description in the error message.

Note that if the description line is longer than one line, the system will move the rest of the page contents down to display the full tooltip, which can lead to the page "bouncing" if users switch focus between fields with descriptions of different lengths. Therefore, it is recommended that you keep the description short so that it does not exceed one line.

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, the system 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.

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

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

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

Select the option to create/update patient insurance when the insurance for a patient linked to this practice is changed.

Select the option to update this practice's patient demographics when demographics are updated for a patient linked to the practice.

Use the Fields to Update section to select checkboxes of fields that get updated when a patient is linked to them.

Name Prefix

First Name

Last Name

Middle Name

Name Suffix

Degree

Sex

Date of Birth

SSN

Race

Ethnicity

Deceased

MRN

Phone 1 and 2

Address

Nationality

Email

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

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

Use the formatting field to create a custom naming format. The system default format is "ln(x,(x fn)(x mix.))(x,x dg)" for both patient and user.

Use the field to select the proper display codes to create the naming format. Double-click the desired code in the Available Codes field to add it to the Format field. For an example, select Quantity Examples to display the Quantity Examples pop-up. This pop-up displays examples that can be used to create a simple quantity format, a multiple display code format, or a nested quantity format, depending on whether you are working with the patient or user name. Select Close to return to the System Defaults administration page.

Select to set your custom naming format as the system default format. 

Select to confirm that your format is correct and useable. If your format is correct, the word "Success" will appear under the field in green. If your format is incorrect, the word "FAILURE" will appear under the field in red with an error stating what character is unable to be recognized, e.g., "Error at character 3 (Unrecognized input)."

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

Select the field to append custom text to the Order Status when results are ready to be released, e.g., "Pending Result Release." This text will be added to the order status when the checkbox is checked.

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

Use the field to search and select a default order patient class.

Once you have defined one or more custom classes, the system lists each class here in this section with the name of the class, user-defined host code, and active status.

Select a Patient Class Name to view or modify the patient class in the Patient Class administration page.

Select to access the Patient Class administration page where you may define the class you wish to add. See the Patient Class Search topic.

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

Select to access the Custom Billing Status administration page where you may define the billing status you wish to add. See the Custom Billing Status topic.

Select the checkbox located in the Host Codes for this Custom Billing Status section to display only active host names on the Custom Billing Status administration page.

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

Select to access the Edit Image Map administration page where you may define the image map you wish to add or edit. See the Edit Image Map topic.

Select to define shifts on the Shifts pop-up. The pop-up displays the shift name, start/end times, active status, and the ability to remove the shift. Select Add to add a shift via the Edit Shift pop-up.

• • Name: Enter the name of the shift in the field. Select the Active checkbox to specify that the shift is active in the system.
  • Description: Enter a description of the shift in the field.
  • Start Time and End Time: Specify start/end times in the Start Time and End Time fields in the format HH:MM AM/PM. This will be the length of the shift.
  • Save: Select to add the new shift or save changes made to a current shift.
  • Cancel: Select to close the pop-up without making any changes.

Select to display the License Manager pop-up. This button enables users to view and inactivate Orchard Collect licenses. The pop-up displays the hardware ID, device name, when it was last used, if it is deactivated, and the active status. 

• Show active only: Select the checkbox to have the pop-up only display active licenses.
• Select: Select the checkbox to select a license.
• Deactivate Selected: Select to deactivate the license.
• Close: Select to close the pop-up.

Select the checkbox to have the system send the full order choice name(s) instead of the abbreviation(s) to Orchard Collect.

Select the checkbox to force users to provide an answer for manually collecting a sample when bar code collection is required in Orchard Collect.

Enter characters in the Bar Code Start and Bar Code End fields to configure the start and end characters for bar codes in Orchard Collect.

Enter text in the Support Text Title and Support Text fields to configure the sign-in page Support Text for Orchard Collect. The title and body text are both configurable.

Select an option from the drop-down list to configure the type of ID used for Positive Patient ID in Orchard Collect: Primary ID, Most recent patient Encounter ID, Patient ID 2, Patient ID 3, MRN, or Most recent patient or order Encounter ID. Primary ID is selected by default. It should be noted that if Most recent patient or order Encounter ID is selected, Collect will PPID on the most recent patient or the encounter ID for the selected order.

Include additional patient Encounter IDs: Select this checkbox to include additional patient encounter IDs. This must be selected to enable the two subsettings below. Most recent patient Encounter ID or Most recent patient or order Encounter ID must be selected to use this setting.

• Opened in the last ___ days: Enter a value in the field to specify the number of days. Any patient encounter ID that was opened in the specified time frame is included, whether the ID is currently open or closed. The default value is 45 days.
• Currently open: Select this checkbox to ensure that only open patient encounter IDs are sent.

Select the checkbox to require a PPID for collection in Orchard Collect. Collection will be prevented with this setting enabled until a positive patient ID is performed.

Define a timeout value for Orchard Collect by using the setting. Select the up or down arrows to define the number of minutes to wait before timing out a host request. The default value is 2 minutes.

Select the checkbox to enable the ability to configure a timeout in minutes for Orchard Collect. Selecting this checkbox will enable the Automatically sign out after ___ idle minutes field where the user configures the amount of time that should pass while idle before Orchard Collect automatically signs out of the program. The default time value is 10 minutes.

Select the checkbox to grant the system the ability for trunk builds of Orchard Collect to connect to the system.

Select the checkbox to make the system not check that version number of Orchard Collect.

Select the checkbox to enable patient comments when using Orchard Collect.

Select the checkbox to enable order comments when using Orchard Collect.

Select the checkbox to enable order choice comments when using Orchard Collect.

Select the checkbox to send commands to Orchard Collect to not allow reportable-level comments to be entered.

Select the checkbox to have Orchard Collect display times in Military (24 hour) format.

Select the to make the Collection Method column required through the system.

Select the checkbox to determine whether Orchard Collect should display the patient's photo. If the checkbox is selected, it displays the patient's photo on the Patient Information pop-up each time a patient is selected.

Only show when patient has photo: Select this checkbox to have Orchard Collect display the Patient Information pop-up when a patient is selected if that patient has a photo attached. Show patient photo on selection must be selected to use this setting.

Select the checkbox to have Orchard Collect require entering and/or confirming fasting information.

Enter a value in the field to test the PPID regular expression pattern in Orchard Collect. Select Test to test the pattern. If the pattern is invalid, a secondary field displays underneath with an X button with the message "No valid pattern match detected OR invalid regex." Select X to delete the pattern.

In the section, select Images to display the Orchard Collect Logo Images pop-up to search and select logo images.

• Show active only: Select the checkbox to have the pop-up display only active images within the system.
• Select: Select to select the desired image.
• Edit: Select to edit the image information on the Edit Image pop-up. The pop-up includes the Active checkbox to specify the image is active in the system, the  Name field to include the name of the image, and the Choose File button to search and replace the image. Select Save to save the changes made to the image, or select Cancel to close the pop-up.
• Add New Image: Select to add a new image to the pop-up, or select Close to close the pop-up, returning to the System Defaults page.

Select to display the Shifts pop-up where you may add and edit collection shifts. Select Add to display the Edit Shift pop-up. Enter a name into the Name field. This is a required field. Select the  Active  checkbox to note that the shift is active in the system. Enter a description of the shift in the Description text field. Configure the start/end shift time with the Start Time/End Time time range fields in the format HH:MM AM/PM. Select Save to close the pop-up while saving changes made to the shift, or select Cancel to close the pop-up without saving any changes.

Select the checkbox to have the system send the entire order choice name rather than just an abbreviation of the name.

Select to open the Collection Module Logo Images pop-up where you may add and edit images for the Collection Module. Select the Show active only checkbox to filter images by their active status. Select Select for a specific image to add the image as the logo, or select Edit to edit the image on the Edit Image pop-up. Select the Active status to make the image active in the system, and edit the name in the Name field. Select Browse... to browse for new images. Select Save to save edits done on the image, or select Cancel to close the pop-up without saving any changes. Select Add New Image to add a new image to the pop-up, or select Close to close the pop-up.

Select inside the field to the left of the Images button to select an image by its file name. The image will appear in the Collection Module Logo section automatically.

Use the section to customize field labels for the Collection Module license.

Enter text into the Patient MRN Label and Order Date Label to specify what text should appear on the labels. The default text is Practice MRN and Order Date, respectively. Select the Use on pages checkboxes to have the text fields used on the pages, or select the Use on reports checkboxes to have the text fields used on the reports.

Select to save all changes made within these sections, or select Discard Changes to return to the System Defaults settings page.

Select to select a user-defined field from the User-defined Field Search page. See the User-defined Fields topic. Select inside the User-defined Field search field to search for a user defined field, or select the magnifying glass icon to search. Select the X button to remove the user defined field from the search field.

Once you add one or more fields, you may define and organize the pre-defined values for the fields.

Select the checkbox next to the fields that the system should require users to complete before allowing them to save orders.

Select the checkbox to choose whether or not the answer to the selected field will automatically repopulate on the next standing order in the series.

Select the checkbox to send the host code in the ZCF segment to all hosts that receive the ZCF segment (based on the Hosts setting). Select the checkbox to send the host code. This checkbox is disabled if the mapped field does not use the provider, sample type, or staff search response types.

The system displays the status of the user defined fields in the Active column.

Select the X button in the Delete column to remove fields from the list.

Modify the order in which the system displays the fields on the Order Patient Samples page by selecting the up or down arrows in the Sort Order column.

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

Enter a path in the field to specify where the system writes files when archiving them (for example, C:\Orchard\apps\AdminCenter4\archive).

Select to have the system verify that the file path you specified as the Default Archive File Path is valid.

Enter a value in the field to specify how long the system will save restored records before purging them from the system. The system defaults to 100 days.

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

Select to display the following default lab list options.

• Add: Select to add a lab using the Host Selection page. See the Host Selection topic. 
• Move: Once you add one or more labs, the system displays the lab names with up and down arrow buttons in the Move column for that lab list.
• X: To delete a lab from the list, select the X button that corresponds to the lab name.

Select to modify the lab list as a whole.

• Sort List: Select the up or down arrow buttons to change the priority order for the lab list as a whole.
• Add Day Time Constraints: 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, then the system considers the list active 24 hours a day, 7 days a week. See the  Day and Time Range topic.
• Select Remove Lab List to delete the entire selected lab list.

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

Enter in the field the password that Orchard Harvest users need in order to access the system.

Re-enter the system password for Orchard Harvest users in the field.

Enter a value into the field to configure the number of days messages will be held for in the sync queue. The system defaults to 366 days.

Enter a value into the field to configure the number of days messages will be held for in the sync activity log. The system defaults to 365 days.

Select the checkbox to have the system log synchronization activity with Orchard Harvest. Information will be shared with Orchard Harvest.

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

Enter a value as the default number of copies the system delivers of a report. You can modify the number of copies delivered for a user on the Result Delivery page or for locations on the Locations administration page. Note that the system uses the value set here to determine the number of copies to deliver to external recipients.

Enter the text the system should send as the subject line for notification emails.

Select this option to have the system add Abnormal or Critical in the subject line of emails sent for abnormal or critical results.

Select this option to have the system display the text from the Subject field (see above) at the beginning of all outgoing email message subject lines, followed by any other subject you may have defined.

Enter the text the system should send as the contents of the notification emails.

Select the drop-down list to select a field code, including Select field code to insert into the body, Sample ID, Unique Sample ID, Order ID, Inbox URL,  Ordering Location, or Patient Name.

Enter text into the field to define the subject of the email.

Field Codes: Select an option form the drop-down list to insert field codes into the email subject. Select either:

• First Name
• Middle Name
• Last Name
• Primary Physician Full Name
• Sample ID
• Owner First Name
• Owner Last Name
• Order ID
• Unique Sample ID
• Patient Name
• Collection Date
• Received in Lab Date

Enter text in the field to define what appears in the body of the email. The default text is New Results. 

Field Codes: Select an option from the drop-down list to insert field codes into the field. Select either:

• Sample ID
• Unique Sample ID
• Order ID
• Inbox URL
• Ordering Location
• Patient Name

When a field code is selected, the code automatically populates into the field. 

Enter text in the field to define what appears in the external report's email body.

Field Codes: Select an option from the drop-down list to insert field codes into the field. Select either:

• Sample ID
• Unique Sample ID
• Order ID
• Ordering Location  
• Patient Name

Select an option from the drop-down list to indicate which location's information the system should use in the report header. This field is required. 

Select an option from the drop-down list to choose between generating internal or external result reports. Select either Internal or External from the drop-down list. If External is selected from the list, you may then select an option from the External Report drop-down list. See below.

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.

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

The system uses your selection as the default footer that is repeated on every page.

Select this option to save a result report copy based on configured settings each time results post to an order.

Display this saved result report copy when a user requests to view an order's current result report: Select this option to display this saved result report copy when a user requests to view an order's current result report. This option should only be used when the Save a result report copy, based on these settings, each time results post to an order is checked.

Select this 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 this 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.

Select an option from the drop-down list to define the source of the time zone used in ad-hoc result report generation in the system. This controls the source of the time zone used when generating an ad-hoc result report in the system. The setting will force the report to use the time zone from either the Ordering Provider's (default option), Ordering Location's, or Signed-in User's configuration.

Select this option to have the system remove the results from the report if all of the results being reported are linked documents. This setting applies to all external recipients (non-system 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.

The system uses your selection for requisitions, unless there is a host-specific setting on the Hosts administration page.

Select this option to allow bar codes on summary requisitions.

The system uses your selection for manifests, unless there is a host-specific setting on the Hosts administration page.

The system uses your selection for collection lists.

Select the appropriate ABN format for each Medicare option. These drop-down fields contain the system default ABNs, as well as any ABNs created on the Layout Templates administration page. Note that users may select english and spanish ABN formats on the Insurance Types administration page, and those ABN settings override the selections set here.

Select the drop-down list to select a standing order summary.

Select the drop-down list to select a billing summary.

Select the drop-down list to select a standing order report template.

Select the drop-down list to select a route group report.

Select the drop-down list to select a patient password.

Select the drop-down list to select a staff password.

Select the drop-down list to select a scheduled query result.

Select the drop-down list to select a utilization report template.

Select the drop-down list to select a batch orders template.

Select the drop-down list to select an orders report template.

Select the drop-down list to select a completion report template.

Select the drop-down list to select a result delivery report template.

Select the drop-down list to select an inbox report summary.

Select the option to display an abbreviation of the system's time zone after all dates on patient reports. Note the following:

• In general, the time zone on the report is based on the time zone for the recipient of the report. For example, a report sent to the Location Inbox will be set to the time zone of the location.
• If the patient report is viewed from the Location Inbox or User Inbox pages, the report may not show the time zone. Reports viewed from these two pages are saved into the database after their first viewing, so if this option was not enabled when the reports were originally viewed from the Location Inbox or  User Inbox pages, then those reports will never display the time zone.

Select the option to control whether or not historic results for an order choice will also display results for the same tests on different order choices in addition to the same tests on the same order choice. When not selected, the system only looks at past results for the current patient (or linked patients) that have posted to the same order choice as the one in the report. With this option enabled, historic results can span different order choices and be based solely on the test results.

Select the option to display on reports delivered to the Location Inbox all of the historic data across the selected order's patient, as well as all patients who are linked to the selected order's patient, regardless of their practices.

Select the option to force result reports delivered to a location's inbox to use that location recipient's time zone for the result report. The system will force result reports delivered to a location's inbox to use the location recipient's time zone on the report instead of the user's time zone.

Select the option to make the Acrobat Reader toolbar be visible when viewing reports and other printable items in PDF format. This toolbar has a Save button that allows users to save the PDF to disk, if desired.

Select the checkbox to display all embedded PDF documents in the same universal PDF viewer. When this setting is selected, the PDF is displayed as before this change, relying on your browser's native PDF capabilities. Note that this new PDF viewer is not used for Internet Explorer browsers.

Select the option to save result report PDFs to a specific database. Select Purge ___ Saved PDFs to purge the number of saved PDF files.

Create PDFs when a scheduled report is sent (Not when results are received): Select this option to create PDF files when a scheduled report is sent, but not when results are received.

Select the option to have the system mask SSNs on any reports it generates. The system will mask any characters or numbers a pound sign (#). You can control how many characters of the SSN appear with the When masking an SSN, show the last __ digits option (see the "Adding or Editing Miscellaneous Settings" section below).

Enter one or more characters in the field and then select Search to select the order choice to attach from the Order Choice Search page. See the Order Choice Search topic. If this order choice is defined, the system will try to attach it to the order when an order choice is cancelled on that order. This, in essence, acts as a "reporting event" when order choices are cancelled, so you will generally wish to select an auto-completing order choice and to allow it to exist on a single order more than once.

Prevent attaching order choice if cancellation reason contains: Enter text in the field to allow a case-insensitive string to be entered, and if found in a contains search of the cancellation reason, then the parent settings order choice will not be attached to the order.

Copy placer information in attached order choice: Select the option to have the system retain placer information from the original order choice in the added cancelled order choice when paired with the setting Attach this order choice to order when an order choice is cancelled.

Select the option when removing the last linked document for an order choice drop-down list to select a form letter template to be used when removing the last linked document for an order choice.

Select the option to force a page feed when switching to and from host-specific header templates.

Select the option to force a page feed when switching to and from host-specific page footer templates.

Select the option to suppress the final delivery of orders with held results until after result release.

Select the option to suppress all HTML versions of administration reports.

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

Select the option to have the system simply report out whatever it receives in the linked documents without adding any information to the report.

For each Delivery Method, you may create the default settings for how the results are delivered with the following fields. Note that the options available depend on the delivery method you are customizing.

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 select an external report for the results.

The ability to attach Order-level Linked Documents to SSRS and Internal Delivery Reports.

The ability to attach Patient-level Linked Documents to SSRS and Internal Delivery Reports.

The system 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 patient lab reports. 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 in the Layout Templates administration page that have been made live in the system. See the  Layout Templates topic. The system uses these settings when printing the lab report from the User Inbox. Once the system creates a report using these settings, it will not update the report if you make changes to the header, body, footer, and/or page footer. Note that the system uses the location's report format settings when printing the lab report from the Location Inbox, and it uses the system default report delivery format settings when printing the lab report from other locations within the system. If you select Alternate Format 1, the system groups order choices together by their assigned reporting groups, adds them to the report in the designated print order, and suppresses or displays result headers according to the setting for the reporting group. See the  Order Choices topic.

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 system includes in the report.

Select this option to receive all of 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 system, it creates a new lab report that includes the latest results for every order choice in the order, regardless of approved/unapproved status. The system displays unapproved order choices as Pending. Note that in the User Inbox page, you may select Reprint Past Print Jobs to view or print any of the previous lab reports created for the selected order.

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 system, it creates a new lab report that includes only the results for the order choices that were received. Note that in the User Inbox page, the system creates a lab report that contains all approved results that have accumulated since the last time a user selected  Acknowledge Selected for the selected order. This means that lab reports you create in the User Inbox page could appear differently from the reports the system 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.

Enter the number of copies of the report the system should create by default for each delivery method. You can modify the number of copies delivered for a location on the Locations administration page, for users on the Users administration page or Result Delivery page.

Select this option to have all result delivery rules fire if they qualify for the associated delivery method.

Select this option to only allow one result delivery rule to fire per address.

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 system should deliver accumulated results to this user 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 and then select Save.

Select and select a practice in the Practice Search page to create a new, practice-level result delivery rule. See the Practice Search topic. Once established, users may select one of the delivery rules you define here, or create their own default and/or practice-specific delivery rules in the Users administration page or the Result Delivery page. See the Users or Result Delivery topics.

Once you scroll to the default or practice-specific result delivery rule you wish to modify or create, select one or both checkboxes to indicate which set of delivery rules will control when the system delivers the results. 

Deliver this User's Reports to the Ordering Location (using the location's delivery rules): Select this option to have the system use the ordering location's delivery rules when delivering the user's reports.

Deliver this User's Reports to this User (using this user's delivery rules): Select this option to have the system use the signed-in user's delivery rules when delivering the user's reports.

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

The type of delivery that will be used (Inbox, Email, Fax, RAPS, Direct Printing, HL7, or Direct Dial).

Select the name of the delivery method to open the Result Delivery Rule page and make any necessary changes.

The number, address, printer, etc. that the system should use in place of whatever the user's default number, address, printer, etc. is. This is available for all methods except inbox.

The days of the week that results will be sent to the user using this method.

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).

The status of the order (e.g., ASAP, Routine, STAT, or Normal, Abnormal, or Critical).

Whether the ordering provider is the selected user, someone else, or both.

The ordering locations that should receive results via the selected delivery method.

The order choices that should be included or excluded from the result delivery for the selected delivery method.

The order choice type condition that should be included or excluded from the result delivery for the selected delivery method.

Whether or not the system sends email notifications for triggered result delivery rules for the user's selected delivery method (yes or no).

Whether or not the Delivery Scheduling option to send the results by delivery method schedule is enabled for the selected rule on the Result Delivery Rule page.

By default the Active checkbox is selected to indicate that the system will use the settings when delivering results. Clear this checkbox if the system should not deliver results using the method.

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 system applies the rules for a method. By default, the system will deliver results for the method (fax, email, inbox, etc.) 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.

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

To remove the delivery rules for a practice, select the Delete link next to the schedule's title, and select OK on the confirmation dialog.

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

Select the option to have the system simply report out whatever it receives in the linked documents without adding any information to the report.

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 select an external report for the results.

The ability to attach Order-level Linked Documents to SSRS and Internal Delivery Reports.

The ability to attach Patient-level Linked Documents to SSRS and Internal Delivery Reports.

The system 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 patient lab reports. 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 in the Layout Templates administration page that have been made live in the system. See the  Layout Templates topic. The system uses these settings when printing the lab report from the User Inbox. Once the system creates a report using these settings, it will not update the report if you make changes to the header, body, footer, and/or page footer. Note that the system uses the location's report format settings when printing the lab report from the Location Inbox, and it uses the system default report delivery format settings when printing the lab report from other locations within the system. If you select  Alternate Format 1, the system groups order choices together by their assigned reporting groups, adds them to the report in the designated print order, and suppresses or displays result headers according to the setting for the reporting group. See the Order Choices topic.

Select this option to show a mailing address on a result report viewed from the User Inbox. 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 system includes in the report.

Select this option to receive all of 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 system, it creates a new lab report that includes the latest results for every order choice in the order, regardless of approved/unapproved status. The system displays unapproved order choices as Pending. Note that in the User Inbox page, you may select Reprint Past Print Jobs to view or print any of the previous lab reports created for the selected order.

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 system, it creates a new lab report that includes only the results for the order choices that were received. Note that in the User Inbox page, the system creates a lab report that contains all approved results that have accumulated since the last time a user selected  Acknowledge Selected for the selected order. This means that lab reports you create in the User Inbox page could appear differently from the reports the system 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.

Enter the number of copies of the report the system should create by default for each delivery method. You can modify the number of copies delivered for a location on the Locations administration page, for users on the Users administration page or Result Delivery page.

Select this option to have all result delivery rules fire if they qualify for the associated delivery method.

Select this option to only allow one result delivery rule to fire per address.

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 system should deliver accumulated results to this user 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 and then select Save.

For each delivery method, you may add one or more result delivery rules. By default, the Inbox delivery method checkbox is selected for the system default schedule. This indicates that results will be sent to the location's system account (Location Inbox).

The type of delivery that will be used (Inbox, Email, Fax, RAPS, Direct Printing, HL7, or Direct Dial).

Select the name of a delivery method to open the Result Delivery Rule page and make any necessary changes.

The number, address, printer, etc. that the system should use in place of whatever the user's default number, address, printer, etc. is. This is available for all methods except inbox.

The days of the week that results will be sent to the user using this method.

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).

Whether the ordering provider is the selected user, someone else, or both.

The ordering locations that should receive results via the selected delivery method.

The order choices that should be included or excluded from the result delivery for the selected delivery method.

The order choice type condition that should be included or excluded from the result delivery for the selected delivery method.

The status of the order (e.g., ASAP, Routine, STAT, or Normal, Abnormal, or Critical).

Whether or not the system sends email notifications for triggered result delivery rules for the location's selected delivery method (yes or no).

Whether or not the Delivery Scheduling option to send the results by delivery method schedule is enabled for the selected rule on the Result Delivery Rule page.

By default the Active checkbox is selected to indicate that the system will use the settings when delivering results. Clear this checkbox if the system should not deliver results using the method.

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 system applies the rules for a method. By default, the system will deliver results for the method (fax, email, inbox, etc.) 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.

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

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

To set the default printer, select Local or RAPS from the drop-down list, and then either type one or more characters of the desired printer's name in the printer name field, select inside the search field, or select the magnifying glass icon to search, and select the printer from the list.

Once you set a default printer, select the options for using the default printer.

• Send failed outbound queue messages to the default printer
• Send results for users and locations that have no result delivery rules or delivery destinations to the default printer

Select the  option to always attempt to deliver results for users and locations whether or not they have a delivery destination setup for a delivery method. When this setting is turned off, the system will not attempt to send results to users or locations that do not have a delivery destination set up for a delivery method.

• If this option is enabled and the Send results for users and locations that have no result delivery rules or delivery destinations to the default printer option (see above) is also enabled, the user and location result delivery setup pages will display System Default Result Printer.
• If this option is enabled but the Send results for users and locations that have no result delivery rules or delivery destinations to the default printer option (see above) is disabled, results will be sent and will get stuck in the queue as not having a destination defined, and the user and location result delivery setup pages will display Delivery With No Destination.
• If this option is disabled but the Send results for users and locations that have no result delivery rules or delivery destinations to the default printer option (see above) is enabled, results will be sent, and the user and location result delivery setup pages will display Delivery Method Not Used.

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

Select this button to configure in the Column View Rules Setup page which column view settings the system will apply to the Patient Search, Order Search,  Pending Orders, Pending Collection, Inbox, Order History, Scheduled  Delivery, and Collection  List pages when users are signed into this location. These settings apply unless a user is signed into a location that has location-level column view rule settings defined. 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 in or enter text into the field to search for and select the default saved criteria to be used on the AP Processing List page. Select Edit to edit the selected saved criteria or select Add to add a new saved criteria. 

Select in or enter text into the field to search for and select the default saved criteria to be used on the AP Work Request page. Select Edit to edit the selected saved criteria or select Add to add a new saved criteria. 

Select the checkbox to have the system disable the download directory page.

Select the format for capitalizing patient names on the page. Note that you may modify patient name capitalization for outbound HL7 transmissions on the  Outbound Interface tab of the Interface Configuration page.

• No change: Select this option to have the system leave the capitalization of transferred information as it exists in the files.
• Entire patient name upper: Select this option to have the system format patients' names as "LAST, FIRST M."
• All of patient last name and first letter of first name upper: Select this option to have the system format patients' names as "LAST, First m."
• First letter of each patient name upper: Select this option to have the system format patients' names as "Last, First M." In addition to capitalizing the initial letters, the system capitalizes any letter following an apostrophe ('), hyphen, or space, and it automatically formats common name suffixes (MD, Ph.D., Jr., Sr., III, IV, etc.).
• Entire patient name lower: Select this option to have the system format patients' names as "last, first m."
• All of patient last name and first letter of first name and middle initial upper: Select this option to have the system format patients' names as "LAST, First M."

Select this checkbox to have the system display linked patients by default on the Patient Order History page.

Select this checkbox to have the system check for duplicate patient IDs on patients before saving. This setting only applies to manually entered patient information. Matching is case insensitive.

Select this checkbox to have the system check for duplicate encounter IDs on patients before saving. This setting only applies to manually entered patient information. Matching is case insensitive.

Enter a value into the field to configure EPL printer darkness. The system defaults to 15.

Enter a value into the field to configure ZPL printer darkness. The system defaults to 25.

Enter a directory path for a labeler installation on the Web Resource Tomcat server. Select Test to test the validity of the directory path.

Select this option to enable the patient photo feature. When enabled, users may upload patient photos for the Demographics page. See the Demographics topic.

Select this option to enable the insurance photo feature. When enabled, users may upload photos for the Insurance page. See the Insurance topic.

Select this option to have the system automatically fill in the city and state associated with the ZIP code when you enter a value in a ZIP code field in the program that exists on the  administration page. See the  ZIP Codes topic. This option is enabled by default. If you select this option, you may then require the system to update the city and state data that corresponds with the ZIP code you enter in the program (see below). If users enter a 5+4 formatted ZIP code and the system does not find an exact match, it searches for an exact match on the first 5 digits. If both of those searches fail, the system leaves the field blank.

Force city/state update upon editing ZIP Code: Select this option to have the system update the city and state data that corresponds with the ZIP code you enter in the program, even if there are values already in those fields.

Disable city/state when ZIP Code has been entered: Select this option to have the system allow users to enter ZIP codes anywhere in the system. The entered ZIP code will override and disable the City and State fields.

Only allow existing ZIP Codes: Select this option to have the system allow users to enter only existing ZIP codes anywhere in the system.

On pages using a Tab Order, selecting a ZIP Code auto tabs to the next field: Select this option to have the system auto tab to the next field when selecting a ZIP code on pages using a tab order.

Select this option to have the system broaden searches on the Order Choice Pick List page during order entry so that the text you enter as you search for an order choice may be anywhere within the names of order choices, instead of the beginning of the names of order choices. See the Order Patient Samples topic.

Select this option to allow access to patients on during patient or order searches on the Order Patient Samples, Patient Search, Pending Orders, Collect Samples, Pending Collection, and Order  History pages. You may use this setting in conjunction with the Restrict patient access to only those visible through an associate option set on the Users administration page.

• If this setting is enabled, but the user setting is not, users have access to any patients they would normally have access to, as well as any patients visible to users for whom they are associates. On the Order Patient Samples page, the system takes into account associate settings for including or restricting displayed patients to those ordered for. On all other affected pages, the system displays only patients that associates have been ordering providers for.
• If both this setting and the user setting are enabled, then the system only includes in searches those patients who have been added through enabling this setting.
• If this setting is disabled but the user setting is enabled, then no patients/orders will be available to search.

Select this option to display order choices in alphabetical order when print orders are the same.

Select this option to keep profile components together on the Order Patient Samples page.

Enter profile modifier text into this field (for example, ~Append!@#$). The user can now modify the text that is appended to the end of profile names when searching for profiles. This setting will allow the user to define their own custom text that will be appended to the end of the names of profiles in certain sections of the application.

Use this 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 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 the X button to remove text from the field.

Use this 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 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 the X button to remove text from the field.

Select this option to sort clinical information questions alphabetically on the Clinical Info page. See the Clinical Info topic. If you do not select this option, the system displays the clinical information questions for the first order choice added to the order, then display those for the order choice added to the order second, and so on. If multiple order choices reference the same question, the system displays the question in the order according to the first order choice.

Select this drop-down list to select a format when displaying clinical information. Select Collected order choices first or Not based on collected status.

Select this option to control if the sample ID is displayed next to the order choice abbreviation when viewing non-combinable clinical information questions.

Select this option 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. See the Order Choice Details Pop-up topic. In addition to enabling this setting, you must select the Show Test List checkbox on the Order Choices administration details page for each order choice for which the system should display test lists. See the Order Choices topic.

Select this option to suppress the "A unique patient ID has been assigned" pop-up alert.

Select this option to suppress the "A unique Owner ID has been assigned" pop-up alert.

Select this option to have the system require a sales person for a specified location.

Select this option to have the system require a region for a specified location.

Select this option to have the system require all practice IDs entered in the system to be unique.

Select this option to have the system automatically create practice IDs when left blank on the Practice Setup page.

Select an option from the drop-down list to specify the format appearance of the practice phone number. Select either No formatting, 999-999-9999, or (999) 999-9999 from the list.

Select this option to have the system require all location IDs entered in the system to be unique.

Select this option to have the system automatically create location IDs when left blank on the Location Setup page.

Populate Location ID on page load for new locations: Select this checkbox to have the system automatically populate the location ID when the page is loaded for new locations.

• Populate location host codes on page load for new locations: Select this checkbox to have the system automatically populate location host codes when the page is loaded for new locations.

Select this checkbox to cause the CLIA ID to be required in order to save a user. The field cannot be left blank.

Select this checkbox to require any non-blank CLIA ID for users to be unique. An error message will appear if the CLIA ID is not unique.

Select this option to have the system force all values entered into a field labeled SSN (Social Security Number) to be 9 digits, all of which must be numbers. This option does not affect whether or not the field is required. However, if there is any entry, the system requires it to be valid. When this setting is enabled, the system also removes spaces and hyphens from social security numbers in incoming HL7 messages.

Enter the number of characters in SSNs that the system should display without masking when the SSN is masked by any rights or settings. The system defaults to 4 digits.

Select an option from the drop-down list to specify the format appearance of the location phone number. Select either No formatting, 999-999-9999, or (999) 999-9999 from the list.

Select an option from the drop-down list to specify the format appearance of the location fax number. Select either No formatting, 999-999-9999, or (999) 999-9999 from the list.

Select this option to include the name of the country in addresses in the layout template fields.

Enter a value in the field to allow users to increase the max cache size for all caches. Note that this value cannot be reduced. The new value must be greater than the previous value to be saved. The default value of this new setting is 10,000. This means that all caches in the system will default to a maximum size of 10,000.

Select an option from the drop-down list to specify the format appearance of the user phone number. Select either No formatting, 999-999-9999, or (999) 999-9999 from the list.

Select an option from the drop-down list to specify the format appearance of the user fax number. Select either No formatting, 999-999-9999, or (999) 999-9999 from the list.

Select an option from the drop-down list to specify the format appearance of the user mobile number. Select either No formatting, 999-999-9999, or (999) 999-9999 from the list.

Select this option to use your father's middle name as the password recovery question.

Select this option to use your favorite movie as the password recovery question.

Select this option to use your favorite teacher as the password recovery question.

Select this option to use your first supervisor as the password recovery question.

Select this option to use the last four digits of your credit card number as the password recovery question.

Select this option to use the last four digits of your social security number as the password recovery question.

Select this option to use your mother's maiden name as the password recovery question.

Select this option to use the make/model of your first car as the password recovery question.

Select this option to use the name of the hospital in which you were born as the password recovery question.

Select this option to use the name of your favorite pet as the password recovery question.

Select this option to specify the number of previous Mapper Script versions you would like to store in your system. The system defaults to 5.

Select this option to specify the amount of time to wait before Mapper Script times out at the System Defaults level. The default value is 10 seconds. A value between 10 and 999 seconds can be entered.

This setting allows the order choice font settings to be configured by text format (unformatted, bold, italics, or bold and italic) and color, which can be selected by the drop-down list or the color selector to the right of the settings.

Select the drop-down list to select an option for what the system should do when a user does not have access to a page in the navigation menu:

• hide the menu option from display
• allow users to navigate to the page  
• display an alert when the menu option is clicked

Select the option to display an abbreviation of the signed-in user's time zone beneath the user's user name and signed-in location on the bottom, left side of the page under the menu items.

Select the option to make the Order Choice Catalog page available from the Manage Orders menu. This option is not selected by default. See the  Order Choice Catalog topic.

Select the option to have the system cancel all order choices on an order when an order is cancelled.

Select the option to have the system cancel an order when the last uncancelled order choice is cancelled.

Select the option to have the system always keep a record of the order choice being part of the order, even if it is cancelled. If you do not select this option, then when you cancel an order choice that has not been marked as collected and that is not a "skip collection" order choice, then the system deletes the order choice from the order entirely, with no record that it was a part of the order.

Select the option to select the cancelled order choice by default when cancelling an order choice. When an order choice is chosen to be cancelled, the user is taken to the Cancel Order Choice page. With the System Defaults administration page setting enabled, the chosen order choice will automatically be marked to be cancelled when the page draws.

Select the option to have the system allow users to order partial profiles. When this setting is turned on and a user cancels an order choice that was part of a profile on a new order, the system will not remove the profile association from any remaining order choices that were from the same profile.

Select the checkbox to have the system use a predefined list of reasons an order was cancelled.

Allow additional free-from text when using predefined reasons: Select the checkbox to allow a user to have the ability to add free-form text when using predefined reasons for a cancellation. If the user wants, they can add extra text about why the order was cancelled.

Require additional free-from text when using predefined reasons: Select the checkbox to have the system require additional free-form text when using predefined reasons. This requires additional text about why the order was cancelled.

Order Cancellation Reasons: Select the button to go to the Order Cancellation Reasons page to define predefined cancellation reasons for orders.

Select the option to have the system require an entry into NPI field when saving a provider so that there will not be a blank field.

Select the option to have the system check the checksum digit of NPI values manually entered throughout the program and prevent users from saving invalid NPIs, although it will allow users to enter blank NPIs. The system uses the NPI Prefix value as part of the checksum calculation. If the setting is blank, the system uses 80840. Note that the system does not use this this setting for electronic interfaces, including synching.

If desired, enter the value to set the prefix to use when validating NPI fields (see above). This value should always be 80840. It will appear on-page in front of the text fields where users enter NPIs. If this setting is blank, the system still uses 80840 as the prefix when the option to validate NPI is enabled, but it will not appear on-page.

You may define numeric/alphanumeric patterns in the Pattern fields that the system applies to ensure users enter valid fax numbers and email addresses. Once you have defined a pattern, select Test to display a field where you may enter characters and have the system display "Pass" or "Fail" to indicate if what you entered matches the pattern you set. Once you are finished testing, select the X button to hide the field. Enter a description, if desired. The system displays this text throughout the program (except on the Inbound Queue and Outbound Queue pages) when users enter fax numbers and email addresses.

Match Pattern Examples:
Fax Number: [\s0-9]{0,1}[\,]{0,1}[-()\s0-9]{4,6}[-\s0-9]{2,3}[\s0-9]{4} This allows you to have 3 digits for the area code, 3 digits for the prefix, and then 4 digits. Parentheses are allowed for area code. Pauses are allowed, but only if "," is within the first 2 character positions. There may only be 1 digit before the pause.Email Address: [-._\sA-Za-z0-9]{2,20}@orchardsoft.com This allows you to have up to 20 chars before the @. Characters allowed: _ - . Only orchardsoft addresses are valid.

Select the Force Fax Number double entry confirmation checkbox to control whether or not users are required to enter information twice in fax fields. This only applies to fax fields that can be used to deliver results. 

Select the Force Email Address double entry confirmation checkbox to control whether or not users are required to enter information twice in email fields. This only applies to email fields that can be used to deliver results. 

When double entry confirmation is enabled for a certain field, focusing that "original" field will open a [field label] Confirmation pop-up with a text input field, OK button, and Cancel button. The text input field has a label Enter [field label]. If the original field already had text content, that content will be filled in to the pop-up's text input field. Selecting OK once clears the text input field and changes its label to Confirm [field label]. When OK is selected, the two values are compared. If the values match, the Confirmation pop-up closes and the confirmed value is inserted into the original field. If the values do not match, an alert will display with the message "Entered values are not equal" and the Confirmation pop-up will reset. The initial text content will be filled in to the text input when the pop-up resets. Selecting Cancel at any time will close the Confirmation pop-up and the original field's content will not change. When the Confirmation pop-up closes, tab order will advance automatically. If a field uses validation, that validation will also apply to the text field on the Confirmation pop-up. If a fax field uses either the Location Fax Number Format or the User Fax Number Format settings from the System Defaults administration page, the format will apply to the text field on the Confirmation pop-up instead of validation.

Set the default display and transmission settings for order-level comments in the Default Order Comment Settings section. You may only modify these settings on the Add or Edit Order Choice Comment Pop-up, if you have the necessary security. 

Display on lab report: Select this option to include this comment on the printed report for the order.

Display on requisition and manifest: Select this option to include this comment on the printed requisition and manifest.

Display on form letter: Select this option to include this comment on form letters.

Send to host electronically: Select this option to include this comment in the host system transmission.

Set the default display and transmission settings for order choice-level comments in the Default Order Choice Comment Settings section. You may only modify these settings on the Add or Edit Order Choice Comment Pop-up, if you have the necessary security. 

Display on lab report: Select this option to include this comment on the printed report for the order choice.

Display on requisition and manifest: Select this option to include this comment on the printed requisition and manifest.

Send to host electronically: Select this option to include this comment in the host system transmission.

Set the default display and transmission settings for patient-level comments in the Default Patient Comment Settings section. You may only modify these settings on the Add/Edit Patient Comments page, if you have the necessary security. See the Add or Edit Patient Comment topic.

Display on lab report: Select this option to include this comment on the printed report for the order.

Display on requisition and manifest: Select this option to include this comment on the printed requisition and manifest.

Display on form letter: Select this option to include this comment on form letters.

Send to host electronically: Select this option to include this comment in the host system transmission.

Set the default display and alert settings for patient-level alerts in the Default Patient Alert Settings section. You may only modify these settings on the Add/Edit Patient Comments page, if you have the necessary security. See the Add or Edit Patient Comment topic.

Automatically select "Display alert at order": Select this option to have the system automatically display an alert at order.

Automatically select " Display alert at collection": Select this option to have the system automatically display an alert at collection.

Select the option to display the patient MRN for the selected patient in the Patient Information tab at the top of the TaskCenter pages in the program.

Select the option to display the patient ID for the selected patient in the Patient Information tab at the top of the TaskCenter pages in the program.

Select the option to display either the DOB, Age, or DOB/Age for the selected patient in the patient information tab at the top of the TaskCenter pages in the program.

Select the option to display patient age in hours on reports, browsers, and in the user interface up to a maximum of 72 hours. Enter the max number of hours in the field.

Select an option from the drop-down list to set whether the system always or never stores changes to the patient name as aliases on the Patient Aliases page. See the Patient Aliases topic.

Select an option from the drop-down list to select whether the system displays the Current and Next months or the Previous and Current months when users access the calendar feature throughout the program.

Select Add Value next to the Graph Values for Zero option to define text values the system should interpret as 0 (zero) when graphing. The system displays a prompt. Enter the text value, and select OK to add the value to the list. Select an existing value on the list to edit it. Select an X button on the list to remove the corresponding value from the list.

Select an option from the drop-down list to select whether the system displays date/time values in AM/PM, Military, or AM/PM (with space before) format.

Select the option to have the system assign a Master Patient ID to new patients when they are created.

Select the default display and transmission settings for patient linking in the Automatic Patient Linking section. You may only modify these settings if you have the necessary security.

Select the first drop-down list to determine what type of linking will be used. Linking can be done in three ways:

• Link Manually: Select this option to turn off automatic linking.
• Automatically Link at Patient Creation: Select this option to determine that automatic linking will only be attempted for new patients.
• Automatically Link at Patient Creation and Edit: Select this option to determine that automatic linking will be attempted whenever a patient record is created/edited.

Select the next two drop-down lists to determine patient linking criteria. When turned on, the system will attempt to automatically link patients based on the selected criteria:

• ___ patient first name when linking patients: Select this option to match patients based on first name.
• ___ patient last name when linking patients: Select this option to match patients based on last name.
• Match patients on name suffix: Select this option to match patients based on name suffix.
• Match patients on date of birth: Select this option to match patients based on date of birth.
• Match patients on Sex: Select this option to match patients based on sex.
• Match patients on MRN: Select this option to match patients based on MRN.
• Match patients on SSN: Select this option to match patients based on SSN.

These settings can only be modified by a superuser. If linking is set to use one of these fields, and the patient being linked does not contain a value for that field, or if no linking criteria is defined, linking will not be attempted. Linking will also not be performed if both of the patients that match the linking criteria are already assigned a Master Patient ID.

Select the default display and transmission settings for delivery recipients in the Display Delivery Recipient Type section. You may only modify these settings if you have the necessary security.

• System User: Select this option if you want n system user to be the delivery recipient.
• External Recipient: Select this option if you want an external source to be the delivery recipient.
• Location: Select this option if you want a location to be the delivery recipient.
• Host: Select this option if you want a host to be the delivery recipient.
• Default  Recipient  Type: Select this drop-down list to determine a default delivery recipient type. You may choose System User, External Recipient, Location, or Host to be the default delivery recipient.

Select the default display and transmission settings for controlling search-as-you-type in the Search-as-you-type Display Settings section. You may only modify these settings if you have the necessary security.

• Show column headers: Select this option if you want column headers to display during search-as-you-type (defaults to "on").
• Show paging options: Select this option if you want paging options to display during search-as-you-type (defaults to "on").
• Show search button ___: Select this drop-down list if you want to display the Search button before the Cancel button or after the Cancel button (defaults to "after the Cancel button").

Select the default display and transmission settings for controlling label logging language in the Label Log Settings section. You may only modify these settings if you have the necessary security.

• EPL2: Select this checkbox to have the label log contain labels printed using the EPL2 printing language.
• Labeler: Select this checkbox to have the label log contain labels printed using the Labeler printing language.
• ZPL II: Select this checkbox to have the label log contain labels printed using the ZPL II printing language.
• Purge label log records older than ___ days: Select this checkbox and enter a value in to the field to specify when label log records should be purged from the system. This is turned off by default. The number of days to keep old label log records must be between 1 and 365 days. The default value is 30 days.

Select the default display and transmission settings for closing encounters in the Encounter Auto Close Settings section.

Automatically close encounters: Select this option if you would like to automatically close encounters.

• Close encounter ___ ___ after the encounter open date/time: Select the closing time duration of the encounter in the field. You may enter a specific number into the first field followed by a duration (seconds, minutes, hours, etc.) into the second field. This will display when the encounter will close in relation to the encounter open date/time.

  • Limit to closing encounters with the following System Patient Classes: Select this option if you would like to limit closing encounters based on patient class.

    • Outpatient: Select this option if the patient is not hospitalized overnight but visits a hospital, clinic, or associated facility for treatment.

    • Inpatient: Select this option if the patient is receiving overnight care (food and lodging) as well as treatment.

  • Limit to closing encounters with the following Custom Patient Classes: Select this option if you would like to limit closing encounters based on a custom patient class.

  • Limit to closing encounters with the following Patient Types: Select this option if you would like to limit closing encounters based on a custom patient type.

Select an option from the Error Log Type drop-down list to configure what tabs the Error Log administration page displays. Select File Only from the drop-down list to have the Error Log only display the Files tab; Select File and Database from the drop-down list to have the Error Log display both the File and the  Database tabs; or select Database Only from the drop-down list to have the system write error messages to the database and not the error log file (the error log file(s) can still be accessed on the File tab). By default, the drop-down list is set to File Only. Note that if the INI file is not configured to support the Error Log feature in an additional database, the drop-down list will be disabled and an information section will appear above the drop-down list with a message. If the INI file is configured to support recording Error Log messages in an additional database, the Error Log administration page will allow users to view both the Error Log file and records.

Enter custom error messages in the Error 302, Error 400, Error 403, Error 404, Error 502, and/or Error 505 fields.

Use the following settings in the Sanford Guide API Settings section:

Enable Sanford Guide API: Select the checkbox to enable the Sanford Guide button to the Location Inbox and User Inbox pop-ups, which shows tests and results that have content available in the Sanford Guide Catalog.

A valid Sanford Guide user name and password must be saved. The latest Sanford Guide Catalog (list of Content Names and Content IDs distributed by  Sanford Guide) must be imported in .csv UTF-8 format.

Enter a valid user name in the Sanford Guide User Name field. This is a required field.

Enter a valid password in the Sanford Guide Password field. This is a required field.

Select Test to test the validity of the user name and password.

Displays version numbers for Labeler, TWAIN, and RAPS.

Enter the name of the single sign-on issuer in the field.

Enter a file directory in the field to specify the keystore file directory. Select Test to test the file directory. This must be a .jks file.

Enter the keystore alias in the field.

Enter the keystore password in the field to configure the sign-in password.

Enter restriction text in the field for outgoing single sign on messages. When this field is populated, the system generates outgoing single sign on messages including an audience restriction node within the message with the populated value.

Enter the number of failed sign in attempts a user may have before the system locks that user's account. Once an account has been locked, an the system administrator must reset the user's password on the Users administration page. Every successful sign in resets the user's count of failed sign ins to 0, unless that user's account was already locked. The system defaults to 8 failed attempts.

Select this option to have the system automatically lock a user's account after a specific number of days of inactivity. The system defaults to -1 days.

Select this option to have the system automatically unlock a user's account after a specific number of minutes due to failed sign ins. The system defaults to 3 minute.

Select this option and enter the number of days the system waits before automatically causing users' passwords to expire. If a user's password is never set to expire, then this setting has no effect. The system defaults to 999 days. To facilitate using this setting, you may use the Start time period for all users and Set all passwords to not expire buttons. Select Start time period for all users to set every user's password to expire in the specified number of days. Select Set all passwords to  not expire to set all users' passwords to not expire.

Select this setting to have the system require password reset questions and answers when a user attempts to reset their password. They will be required to create password reset questions if the user does not already have questions defined.

Enter the number of days before the expiration date the system should notify users that their passwords will expire. Set this to 0 to not send notifications. The system defaults to 10.

Enter a URL in the field to designate the URL the user wants to use in the AdminCenter Account Credentials link. Users will use that URL when changing passwords via the Send email with link upon save button through the Assign Passwords button on the Users administration page.

Enter a value in the field to control how long the password reset link is valid for once they are sent to users. The minimum value for the setting is one hour and the maximum value is 24 hours. The default value is 12 hours.

Enter a value in the field to enforce that new passwords are not passwords that have previously been assigned by up to 10 previous passwords. The user can select a number zero to 10 to be the number of passwords to be saved. Zero being that there is no restriction

Enter a value in the field to specify a maximum of three security questions/answers upon sign in. This will require that the user correctly answers the desired questions in all future sign-in attempts. The default value is 0.

Enter a value in the field to control how long login tokens remain valid. The default value for the setting is five minutes. Any value between one and 1,440 can be set for how long the token will remain valid. The login attempt for a user will fail if a user waits longer than the specified number of minutes to enter in the login token. If a login attempt fails due to an expired or incorrect two-factor login token, then that information will be recorded in Sign In Attempts on the User Actions Log administration page.

Login Token Email Subject Line: Enter text in the free-form text field to customize the login token email subject line.

Login Token Email Body: Enter text in the free-form text field to customize the login token email body. This field has a maximum of 2,000 characters.

Select this checkbox to generate user names and passwords when patients are created. The Patient Portal module must be enabled for this setting to be used. When the setting is enabled and a patient is created with an email address, the patient email address is added for a user name and a password is generated according to the Enforce password minimum character requirements setting. The patient email address is sent as an attachment with the user name and password. If the email address is added when editing an existing patient, the user name and password is not automatically created.

Email Patient Credential Change Password link: Select the checkbox to send an email with a URL for patients to reset their passwords and gain access to their system. With the setting disabled, the existing method of emailing a PDF document with patient credentials is retained. In order for patient credential password emails to be sent, the existing System Defaults administration page field URL to be used in the password email recovery link must be entered.

Patient Credential Email Subject Line: Enter text in the field to customize the email subject line. If left blank, the default email subject line is used.

Patient Credential Email Body: Enter text in the field to customize the body of the email. If left blank, the default email body is used.

Select the checkbox to allow patients to create their own user name and password.

• When the setting is enabled, the Create a Patient Portal Account link appears on the Sign In page. When selected, the Create An Account pop-up opens with the patient matching criteria fields selected on the System Defaults administration page.
• If the information the patient enters matches to an existing patient record, a code is sent to the patient email which allows them to set their user name and password. The patient is then able to sign in with the new credentials.
• Only patients that do not already have a user name assigned may use this feature. If no email is sent, either the patient demographics did not match, or the patient had an existing user name already and should use the Forgot Password link.

During patient account creation, match patient on: Select relevant checkboxes under this section to enable matching patient criteria when changing user name and passwords in the Patient Portal. The checkboxes are Email (required), Name, Date of Birth, SSN, and ZIP Code.

Enter a testing section label to define the testing section. This is the name the system will use to reference a testing section. For example, some labs call testing sections benches.

This is a required field.

Enter a number greater than zero to specify the number of days before the expiration that each certification is considered expiring soon. The default value is 30.

Enter a value  in the field to specify a number of order choices where X is a number greater than 0 and less than 2,000. X defaults to 50. When a user tries to open Batch Review Results pop-up with a number of selected order choices greater than X, they will receive an error stating that they have more order choices selected than the configured maximum.

Select the checkbox to have the system batch approve order choices in the background on the Review Results pop-up.

Select the checkbox to have the system place order choices in the queue for the background approval process instead of immediately approving them on Hematology Review Results. 

Amendments to previously approved order choices will not run through background approval, but will continue to use the normal approval process. 

Enter a value in the field to specify the amount of time to wait (in seconds) between order approvals during the background approval process on the Review Results pop-up. The default is 5 seconds.

Select this checkbox to enable specific restrictions based on your testing facility.

Select this checkbox to use the term "corrected" instead of "amended" for Basic, Advanced, and Hematology order choices for auto-generated comments for amended results on reports.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections and then select Save. If you do not wish to save these changes, select Discard Changes and all changes made to Miscellaneous Settings will revert back to previously saved settings.

Select the Show active only checkboxes in the Amendment reasons and Addendum reasons sections to specify that the reasons are active in the system.

Select Add to add a new reason via the Add Reopen Reason pop-up. Enter a new reason in the free-form text field followed by selecting the Active checkbox. If adding an amendment reason, select the Default for Auto-reopen checkbox to make the new reason the default answer used when an AP order choice is automatically reopened as an amendment due to one of its combined report order choices being amended on the order. Select Save to add the new reason, or select Cancel to close the pop-up without adding the new reason.

Select the blue link text in the table to open the Edit Reopen Reason pop-up. Edit the reason, as desired. Select Save.

Use the Sort column to drag-and-drop reasons into a new order on the table.

Select Save on the pop-up to save changes, or select Cancel to return to the Miscellaneous Settings tab without saving changes.

Select in or enter text in the search-as-you-type field to search for and select a reopen reason test for an addendum.

Select the magnifying glass icon to manually search, or select X to remove the reason from the table.

Select in or enter text in the search-as-you-type field to search for and select a reopen reason test for an amendment.

Select the magnifying glass icon to manually search, or select X to remove the reason from the table.