Users

Enter text into the field to filter the table by the user's name. You can also search by UPIN and SSN.

Select the checkbox to display any users whose information contains the entered search text. With it disabled, the search results will display any users whose information starts with the entered search text.

This includes last name, first name, ID, NPID, and user name. For example, when the checkbox is selected, the user can search on an ID of "12345" and the search results will display any users whose ID contains the sequence "12345."

If the checkbox is cleared, the search results will display any users whose ID starts with "12345."

Select the checkbox to view only active users. You set the active/inactive status in the User Details section of the Users details page.

Enter text in to the field to search for a user that belongs to the practice. This is a search-as-you-type field.

Enter text into the field to search for a user that belongs to a role. This is a search-as-you-type field.

Select to remove text from the field.

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

• Select host code to display records without host codes for the selected host.
• Select sync info to display records that are not synced with the selected host.

Select to open a blank record on the Users details page to create a new user.

Select to bulk text selected entries on the Location List page.

Use the column to select the entries that you want to test.

Select to clear the filter and remove all filter criteria.

Select to manually refresh the table results based on the filtered criteria.

Select the checkbox to limit the table's results based on the creation date. Selecting this checkbox will allow the user to specify a time range to filter by.

Enter a date/time in the start date range fields.

Enter a date/time in the end date range fields.

Select to enter the current date/time.

Select to remove the date/time from the fields.

Select the Search by user option to search by the user's name. Enter one or more characters of the name, user name, or host code in the Search by user field and select Search to view a list of all users who match your search.

The system searches for embedded text as well as starting characters. Also, it only displays users who are members of the practices you belong to, unless you have the system-wide right to view all users.

After your search, the system displays the list of users with their active statuses. Select a user name to view the user's details.

Select the Search by practice option to search for users by the name of their associated practices. Enter one or more characters in the Search by practice field and select Search to view a list of all practices that match your search.

The system searches for embedded text as well as starting characters. If your search generates one or more matches, then the matching practices are displayed with the practice name and active status in the Practice Search page. See the Practice Search topic. Select the desired practice to return to the Users administration page to view a list of users who belong to the selected practice.

After your search, the system displays the list of users with their active statuses. Select a user name to view the user's details.

Select to add a user if no search results are found, or if the desired user is not found, search again.

Select to view the full list of users.

Select to create a new user record. This opens a blank record in the Users details page to create a new user.

To edit an existing user's record, select the name of the user in the Users List page. This opens the selected user's record in the Users details page.

Select a type of name from the drop-down list.

Select either Adopted name, Alias name, Coded Pseudo-name to ensure anonymity, Display name, Indigenous/Tribal/Community name, Legal name, Licensing name, Maiden name, Name at birth, Nickname/"Call me" name/Street name, or Unspecified from the drop-down list.

This field contains the full name and title of the user. The system enters this information when the user ID number is assigned.

If the account is inactive, the system clears it from the Users List page when you select the Show active only checkbox. The system alerts you if you inactivate a staff member who is the default provider for a location.

Select this checkbox to make this user available as the ordering provider for every location, no matter what practice. This setting overrides the list of practices the user is assigned to in the Member of These Practices section.

These options affect the patients the system displays when this user searches for patients and orders on the Find Patient or Order page, the Order History page, or using the Find Patient field at the top of the application.

If the user is defined as a system clinical user, then that status overrides these checkboxes.

Select this checkbox to enable the Certifications button and the Manager search field. Enter credentials in to the appropriate fields and select the Save button.

• Manager: Select inside the field to search for a manager to associate an operator with. The manager can be used as a filter option on the Certifications page.
• Certifications: Select the button to display the Instrument Certifications pop-up. The pop-up displays the type of instrument, the User Name field, and the Password field.
  • User Name: Enter the user name.
  • Password: Enter the password. 
  • Save All: Select to save all changes.
  • Cancel: Select to close the pop-up without making any changes. 

If the Operator checkbox is cleared, the Inactivate current certifications pop-up appears with two buttons on the pop-up: Inactivate Certifications or Do not inactivate Certifications.

• Inactive Certification: Select to automatically inactivate user certifications, clearing the Operator checkbox. Select Save to save the change.
• Do not inactivate Certifications: Select to clear the Operator checkbox without inactivating the user certifications. Select Save to save the change.

Select the checkbox to have the system ignore the signed-in location testing facility restrictions on the Work in Progress and Dashboard pages. This checkbox allows the user to see results for all testing facilities to which he or she is mapped.

Select the button to open the State Licenses pop-up, where you can assign states to the user. For example, you assign a pathologist user states in which they have medical licenses. That way, if a user attempts to assign a case to a pathologist who does not have a license in the ordering state, the system displays a warning message. 

Selected States: Select in or begin typing in the search-as-you-type field to search for and select the states to assign to the user. 

Select: Clear the checkbox to remove the state from the list. 

Select this checkbox for users who require access to patient results or information across all practices. This is a powerful setting, as it overrides some security and preference settings out of necessity to allow the user to access patient information across practices. For example, system clinical users are not affected by the Override required fields right. So they may, for example, bypass clinical questions even if they are required for other users, unless you assign the Enforce entry of required clinical info regardless of other rights right to the system clinical user's security role.

Select this checkbox to allow the system clinical user to access practices that have restrictions applied.

The System Clinical User checkbox must be selected in order to select this checkbox.

If the user is defined as a medical director, you can also add them to report footers through Layout Templates.

Select this checkbox for users you'd like to define as lab directors in the system. If the user is defined as a lab director, you can assign them to a host or testing facility in the Hosts or Testing Facilities pages.

If the user is defined as a lab director, you can also add them to report footers through Layout Templates.

Select this checkbox to limit the assessable clients and items within the Client Services module. The Client Services module must be enabled to utilize the setting and should be used alongside the Role right Client Services Sales Person. The Sales Person search-as-you-type fields on both the Admin: Locations and the Admin: Client Services pages will only display the user's name if these settings are selected and the Role right is turned on.

Select this option to restrict access to patients based on users' associates 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 Include information visible to associates in patient/order searches option set on the System Defaults administration page.

• If this setting is enabled but the system default setting is disabled, then no patients/orders will be available to search.
• If both this setting and the system default setting are enabled, the system only includes in searches those patients who have been added through enabling the system default setting.
• If this setting is disabled, but the system default setting is enabled, 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 for which associates have been ordering providers.

Select this option to restrict access to associates' patients based on ordering provider status. If a signed-in user is marked as an associate for a user with this setting enabled, the system will only grant access to patients that the user with the setting has been an ordering provider for. This setting applies to searches on the Order Patient Samples page, as well as on the User Inbox page, when a user is viewing the results for an associate with this setting enabled.

Select the option to use the system default timeout settings for the selected user.

Clear this option and set the number of minutes for the user's session timeout (between 5 and 60 minutes) in the Session Timeout (Minutes) field to use these settings for the current user in place of the system default settings.

Enter a date value in the format MM/DD/YYYY in the fields to have the system automatically inactivate the user's account at 12:05 AM on the selected date.

To modify the date, change the values in the fields, or select a date from the calendar view by selecting the calendar icon located next to the Inactivate User After fields.

If you enter the current date, but it is after 12:05 AM, the system will not inactivate the user until the next day.

Select to open the User Signature Setup pop-up to create a custom signature to use in the system. Options on the pop-up include:

• Signature Type: Select a signature type from the drop-down list. Select either none, user name, User-defined text, or Image from the drop-down. Select none to add no signature to the user's account. Select user name to have the user's signature be the user name for the account. Select user-defined text to add a custom text signature to the account. Insert custom text into the available field. Select Image to add an image as your signature, or to insert a custom signature with the writing tool.
• Choose File: Select to add an imagine from your computer. Select the image to insert the image into the User Signature Setup pop-up.
• Create Signature: Select to write a custom signature on the User Signature pop-up. Provide the signature in the box above the black line by selecting and writing with the mouse, followed by selecting Save. Or, select Cancel to return to the User Signature Setup pop-up without saving any changes.
• Save: Select on the User Signature Setup pop-up to save the signature and return to the Users page.
• Cancel: Select to return to the Users page without saving any changes.

Select to view locations that are associated with the selected user.

Select to display the Additional Information pop-up, which has the following options:

• 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.
• Switch to TWAIN application: Select the link to view the Acquire Images button.
• Remove All: Select to remove all images from the table.
• Remove Selected: Select to remove only the selected images from the table.
• Convert Selected into Single PDF: Select to convert the selected images into a single PDF.
• Select: Select the checkbox to select images from the table. Sort the images by selecting the up and down arrow buttons.
• X: Select to delete the images from the table.
• OK: Select to add the images to the page.
• Cancel: Select to close the pop-up without saving any changes.

Select to record all changes. Otherwise, complete the remaining sections and then select Save.

Displays the assigned ID.

Select to assign a unique ID.

To manually create a new ID, enter the number in this field. To edit an existing ID, highlight or delete text already displayed in the field, then modify, as desired.

Enter the user's name to sign into the system. User names must be unique. If the user name is already in use, the system prompts you to change it.

Select to display the Assign Password pop-up.

Select to automatically generate a random password for the user, as well as offer to email the user utilizing a new template type, such as Staff Password on the Layout Templates administration page.

Select to send an email after saving on the page.

Select to allow an email to be sent to a user that will allow that user access to login and change their password from a link rather than from sending their user name and password (specified using the field URL to be used in the password email recovery link on the System Defaults administration page).

Select to not send an email.

Enter the user's Social Security Number.

If the system is set to serve only veterinary clients, enter the user's Contact ID.

Displays the user name.

This information may be useful in evaluating user security and managing access to the system.

Select to reset the user's password.

Enter a date/time value in the format MM/DD/YYYY, HH:MM AM/PM in the date and time fields. To modify the date, change the values in the fields, or select a date from the calendar view by selecting the calendar icon located next to the Change Password On Sign In After fields.

Select to enter the current date.

Select to clear the contents of the date fields.

You may leave the date and time fields blank to have users change their passwords the next time they sign in.

Enter the password in the field to sign in, and then the system displays the New Password page to allow the user to set a new password.

This feature is designed for use with new accounts, where users will sign in with the password you assign and then immediately change the password, as well as cases where users forget their passwords and you must assign a new password that they can then immediately change.

Select the checkbox to have the system suppress the password expiration notice that is triggered by the System Defaults administration page setting Notify a user that their password will expire ___ days before it does.

Select the checkbox to have the system require two-factor authentication when logging into the system.

Enter an email address in the field to specify the email address that the user would like to have the two-factor authentication messages sent to.

If nothing is entered into the Authentication Address field, the Require two-factor authentication when logging in checkbox will be saved as having not been checked.

Once an authentication address is saved, then the user will be required to enter the login token that the user was sent during the login process in order to login.

Select to record all changes. Otherwise, complete the remaining sections, and then select Save.

Select to upload a unique image from your local machine.

Select Initials, User, Suit, Doctor, Ninja, or Astronaut as other default options provided in the software.

Select to save the changes.

Select the checkbox to display active practices only.

Active practices display an "active" in the column denoting that the practice is active.

Selecting this option will initiate a page refresh. You need to make practices active or have active practices available when setting up users. You must be a member of these practices to have any effect. You will also need to have a user that does not have the right to assign practices.

Select to assign a set of roles for the user that will apply throughout the system, regardless of the practices to which the user belongs. This should only be used for users who are system administrators. You must have the necessary security permissions to assign system-level roles.

Select the link in the column to add or edit the user's lab account number for the associated practice in the Lab Accounts page. See the Lab Accounts topic.

Displays "yes" in the column, if one or more have been set on the Practice Search page. See the Practice Search topic.

Select the blue link in the column to navigate to the Role Search page. Here you may select roles for the user and user's practice.

Select the button that corresponds to the practice to delete the practice.

Select to record all changes. Otherwise, complete the remaining sections, and then select Save.

Select to have the ability to hide or display subsections in the User Preferences section.

The button toggles all of the sections to either be hidden or displayed based on the state of the first section.

Select the link in the section title bars to display the selected preference information.

Select the link to hide the preference information.

Enter or modify the user's Application settings.

Select the Show link, if necessary, to view the settings. Users may view or modify these settings on the Application page. See the Application topic.

Select the option to set how the system determines the user's sign-in location.

Use the last location the user selected as his/her sign-in location. The system displays this location when you select this option.

Select an entry from the drop-down list.

The system opens the selected page when this user signs in. By default, the Manage Orders > Order Patient Samples page is selected.

• • Manage Orders > Order Patient Samples
  • Manage Orders > Order Choice Catalog
  • Manage Orders > Pending Orders
  • Manage Samples > Collect Samples
  • Manage Samples > Collection List
  • Manage Samples > Pending Collection
  • Manage Samples > Release Samples
  • Manage Samples > Waiting Room
  • Manage Testing > Work in Progress
  • View Results > Location Inbox
  • View Results > User Inbox
  • Patient Info > Demographics
  • Patient Info > Order History
  • Point of Care > Dashboard
  • My Preferences > User

If you have the necessary security settings, then you will also be able to select one of the following start pages. The system only displays in the list the pages in which you have access.

• • System Setup > System Defaults
  • Manage > Fix ADT
  • Manage > Fix Orders
  • Manage > Match Results
  • Monitor > Interfaces
  • Monitor > Inbound Queue
  • Monitor > Outbound Queue
  • Manage > Client Services
  • Manage > Client Services > Items
  • Manage > Release Results
  • Monitor > Lab Orders

Select the option to allow users to enter time values using the military format on the Order Patient Samples page.

If this feature is enabled, the system displays hours in military time when you enter the time field, and it sets the time and AM/PM values accordingly when you exit the field. Be aware that the system displays the standard time format on-page and on all reports.

Select the checkbox to allow the user to enter time values in military time format.

Select the option to have the system clear the selected user from the Order Patient Samples page and the Collect Samples page when the loaded patient changed since the last time you were on the ordering page or collection page.

If you do not select this option, the system assumes you want to place an order or collect samples for the patient already loaded in the ordering page or collection page, and it will retain the currently selected patient.

Select the option to show complete order choice names instead of abbreviations on the Label Printing page.

Select the checkbox to have the system use the Enter key like the Tab key on pages that use a Tabbing Order.

When this setting is turned on, pressing Enter when focus is in a field that is a part of your Tabbing Order will move the focus to the next field in the Tabbing Order. Date/Time Input calendars will ignore this setting.

Pressing Enter will display the calendar instead. Text Area fields will ignore this setting. Pressing Enter will add a new line to the field instead. Search-as-you-type fields will move to the next field in the Tabbing Order upon selecting a value, whether you do so by pressing Enter, or by selecting on a value.

Select an option from the drop-down list to define what label printer type you will have, regardless of what computer you are currently using.

It defaults to Labeler, but you may also select Use Cookie Setting, EPL2, or ZPLII.

Select an option from the drop-down list for automatic HL7 label printing and signed-in automatic label printing.

Select an option from the drop-down list to control how the system displays the navigation portion of the application for the selected user.

Select an option from the drop-down list to display the number of unacknowledged inbox reports for the current user and location. Select either Not Used or Show all unacknowledged reports from the list. The default value is Not Used.

When the Show all unacknowledged reports option is selected, the number of unacknowledged reports will be displayed in the navigation menu sidebar. These displayed values are updated approximately once every minute. The user information section will include a line displaying New Results followed by the total number of unacknowledged results in parentheses.

The View Results navigation menu section will display the total number of unacknowledged results in parentheses. If the View Results section is expanded, the inbox page links will display the number of unacknowledged reports for the specific inbox.

The User Inbox page link will display the number of unacknowledged reports in the current user's inbox. The Location Inbox will display the number of unacknowledged result reports followed by the number of unacknowledged other reports. If any value is over 99, it will instead display 99+.

Select an option from the drop-down list to control which layout will be used by default when you first sign in to the system.

New is selected as the default.

Select an option from the drop-down list to select the default recipient (User, External Recipient, Location, or Host) for transmissions sent from the Fax Recipient page and for result recipients on the Add/Edit Recipient page.

Select the checkbox to have the system use the Find Patient pop-up to search for patients, or the order search tool when searching for orders.

Select an option from the drop-down list to have the system align the search result tables within the pop-up.

Select either horizontally or vertically from the drop-down list to align the tables.

Select the checkbox to have the system display the order search area before the patient search area.

Enter a value into the field.

Select the drop-down list and select either minute(s), hour(s), day(s), or week(s) from the list. The default value is 5.

In the Order Patient Samples Settings section of the Application settings, define the default values for the Order Patient Samples page, as well as other patient-related pages. See the Order Patient Samples topic. Note that users may also enable these settings in the Application lab tasks page.

Select the option to allow users to search only for patients who belong to practices associated with the current user's signed-in location.

Select the option to allow users to view or edit patient demographic and insurance information from the Order Patient Samples and Collect Samples pages.

When this is enabled and users select the Demographics or Insurance links at the top of either page, the system displays the Demographics or Insurance pop-ups. Users may then view or modify patient demographic or insurance information as they would in the Demographics or Insurance pages.

Select the option to allow users to search for patient, ordering location, ordering provider, collection location, and current phlebotomist (if displayed) directly from pop-up windows accessed from the Order Patient Samples page.

When this is enabled and users type into the text portion of the field, the quick-search pop-ups for patient, ordering location, collection location, ordering provider, or current phlebotomist appear and return results that match the search string. Users can then choose one of the options from the pop-up.

Select the option to allow users to search for order choices directly from a pop-up window accessed from the Order Patient Samples page.

When this is enabled and users type into the Order Choices field on the Order Patient Samples page, the quick-search pop-up for order choices appears and returns results that match the search string. Users can then choose one of the options from the pop-up.

Select an option from the drop-down list to set the default searching option for the Order Choice Search quick-search pop-up, accessed from the Order Patient Samples page.

• Search All Order Choices
• Search Order Choice Lists
• Search Profiles

Select the option to display the Abbreviation List field on the Order Patient Samples page.

When this field is enabled, users may quickly enter multiple order choices to the order by typing their abbreviations (separated by the user-defined Search Field Delimiter - see below) and selecting Add.

Select the option to allow users to search for diagnosis codes directly from a pop-up accessed from the Order Patient Samples page.

Select the checkbox to make the Order Patient Samples Diagnoses field have focus after inputting an exact diagnosis and pressing the Enter key. Pressing the Tab key will move focus to the next field as normal.

Select the checkbox to have the system sort diagnosis codes by the order that they were added.

Select the option to allow a user to change the priority of an order choice on Order Patient Samples page. They will be prompted to choose how to apply the changes depending on the state of the order and the order choice that was modified.

• Priority
• Alternate sample collection
• Billing status

Select the option to have the system reset all of the fields on the Order Patient Samples page after you select Save.

Select a radio button from the Pressing the enter key on the order choice search dialog will section.

Select this option to add highlighted rows to selected items within the table.

Enter a character in the field to set what character separates your entries in the Abbreviation List field (if available) on the Order Patient Samples page, the Diagnoses field on the Diagnoses Search page, and the order choice search field on the Order Choice Pick List page.

The default delimiter is a semicolon. The system treats items you separate with this delimiter as individual entries as it attempts to match the order choice or ICD-9/ICD-10 codes.

Select the option to allow users to modify the patient name on the Order Patient Samples page.

Select inside the search field on the Order Patient Samples page moves the cursor within the field rather than clearing the field.

Press the left and right arrow keys to move the cursor within the search field on the Order Patient Samples page instead of paging through search results.

Select in or enter text in the field to define an Order Patient Samples templates at the user level. Users will be able to assign Order Patient Samples templates to use. These configured templates will override any location or system default templates.

Select in or enter text in the field to define Batch Orders templates at the user level. Users will be able to assign Batch Order templates to use. These configured templates will override any location or system default templates.

Select in or enter text in the field to define Batch Orders - Grid Layout templates at the user level. Users will be able to assign Batch Order - Grid Layout templates to use. These configured templates will override any location or system default templates.

In the Order Choice Catalog Settings section of the Application settings, define the default values for the Order Choice Catalog page. See the Order Choice Catalog topic.

Select the option to default the Ordering Location drop-down list on the Order Choice Catalog page to the signed-in location if the signed-in location is an ordering location.

Select the checkbox to have the system show the filter by default.

Select the checkbox to limit the search to orders that have had results pending for a specific amount of days.

Enter a value into the field to specify the amount of days the system limits to. The default value is 3 days.

Select the checkbox to have the system not display orders older than a specific amount of days.

Enter a value into the field to specify the amount of days the system shows. The default value is 30 days.

Select the checkbox to select an option from the drop-down list.

Selecting this checkbox limits orders to a certain range. Select either ordered, collection proposed, or collected from the drop-down list.

Select the checkbox to have the system select the signed-in user as the ordering provider by default.

Select the option to have the Ordering Location filter option on the Pending Orders page default to searching for all ordering locations.

If you do not select this option, the default selection is to filter by the user's signed-in location.

Select the checkbox to have the system display the Not Accessioned column.

In the ABN Status/Print Settings section of the Application settings, define the ABN status and print settings.

Select the option to have the system automatically select all of the order choices associated with the ABN whenever users navigate to the ABN Status and Print page.

Select the checkbox to have the system display the Report Inbox filter.

Select the option to remove acknowledged result reports from the inbox lists by default.

Select a radio button option to set the default filter setting for the Location Inbox and User Inbox pages. The system automatically sets the filters in the inbox pages to use the option you select here.

Select the option and enter the number of days to have the system display result reports from the selected date range.

If you select this option, you may also define the default for what days of the week the system should look for result reports by selecting either the Days include every day of the week option or the Days include only weekdays option.

Select the option to have the system select this option and set the current date as the date range for displayed result reports.

Select the option to have the system display all result reports that are not yet acknowledged.

Select the option to remove acknowledged reports from the inbox lists by default.

Select a radio button option to set the default filter setting for the Location Inbox and User Inbox pages. The system will automatically set the filters in the inbox pages to use the option you select here.

Select the option and enter the number of days to have the system display reports from the selected date range. If you select this option, you may also define the default for what days of the week the system should look for reports by selecting either the Days include every day of the week option or the Days include only weekdays option.

Select the option to have the system select this option and set the current date as the date range for displayed reports.

Select the option to have the system display all reports that are not yet acknowledged.

Select to record your changes.

In the Inbox Settings section of the Application settings, define the default values for the filter on the User Inbox and Location Inbox pages.

Select the option to remove acknowledged reports from the inbox lists by default.

Select a radio button option to set the default filter setting for the Location Inbox or User Inbox pages. The system will automatically set the filters in the inbox pages to use the option you select here.

Select the option and enter the number of days to have the system display reports from the selected date range. If you select this option, you may also define the default for what days of the week the system should look for reports by selecting either the Days include every day of the week option or the Days include only weekdays option.

Select the option to have the system display reports for a selected date.

Select the option to have the system display all reports that are not yet acknowledged.

Modify the field to control how many reports per page appear when the selected user opens the Location Inbox or User Inbox pages.

In the Collect Samples Settings section of the Application settings, define settings for the Collect Samples page.

Select the checkbox to direct initial focus to the Sample ID field of the first sample that is not marked as collected on the Collect Samples page. The field contents are also automatically selected when this focus is applied.

Select the checkbox to update the Insurance button links to the Order Patient Samples page when the order's insurance does not match the patient's default insurance.

In the Pending Collection Settings section of the Application settings, define the default filter settings for the Pending Collection page. See the Pending Collection topic.

Select the checkbox, enter a number, and select a unit of time to limit the list based on how long the collection has been pending. If an order has been in pending status for less than the specified number of hours, days, or weeks, then the system will not include it in the Pending Collection list.

Select the checkbox, enter a number, and select a unit of time to limit the list based on the number of days the collection has been pending. If an order is older than the specified number of hours, days, or weeks, then the system will not include it in the Pending Collection or Pending Orders lists.

Select the checkbox to hide future orders on the Pending Collection or Pending Orders lists.

Select the checkbox to have the system automatically select your signed-in location as the ordering location for the Pending Collection Filter on the Pending Collection page. If you do not select this checkbox, the system selects All by default for the ordering location for the filter.

Select the option to have the system display the filter when you navigate to the Pending Collection page.

Select to select the desired order choice in the Order Choice Search page. See the Order Choice Search topic.

Enter a value in field to control how many results the system displays on the Collection List page.

Select the option to ignore orders that fall within your Start and End times, but have already been added to an existing collection list.

Select the checkbox to have the system include collected samples when printing labels.

Select an option from the drop-down list to define the default setting (Order Date or Proposed Collection Date) for the type of date used in the Collection List filter on the Collection List page.

In the Manifest Filter Settings section of the Application settings, define the default settings for the Manifest Filter.

Enter a value in the field to control how many results the system displays on the Create Manifest page. The default value is 10.

Select All or Blank from the drop-down field to set the default value for the Lab field on the Create Manifest page.

Select the type of sample action (collected or ordered), and then enter a number and select a unit of time as the limit for how recently the samples were collected or ordered.

The system only searches for samples that were collected or ordered within that time frame. For example, if you select collected, enter 5, and select days, the system displays only those samples where the sample collection occurred within the last 5 days. 24 hours is the amount of time selected by default.

Select this option to set the Create Manifest page to default to manual entry of order or sample IDs.

Select the option to set the current signed-in location as the selected ordering location for the filter on the Lab Orders and Release Samples pages.

Select the option to set the current signed-in location as the selected collection location for the filter on the Lab Orders and Release Samples pages.

Select the option to have users default to manually selecting samples on the Lab Orders and Release Samples pages.

In the Release Results Page Size section of the Application settings, define the Release Results page size.

Select the field to define the default page size of the Release Results page. Enter a value into the field. The default value is 10.

In the Order History Settings section of the Application settings, define the default settings for the Order History page.

Select the option to have the system hide cancelled orders by default.

Select the option to have the system hide completed orders by default.

Select the option to have the system display the Order History filter by default.

Select the option to allow users to print result reports on the Order History page for orders with no results.

In the Cumulative Report Settings section of the Application settings, define the default settings for cumulative reports.

Select an option from the drop-down list to select one of the following:

Select this option to base the report on order choices, where if a single order choice's results do not fit in one page width, it will break at the end of the page and print a new page for each additional page width of results for that order choice.

This format allows users to lay the result report out flat so all of one order choice's results will line up next to each other in a single row.

In the Patient Demographics Settings section of the Application settings, define the default settings for the Demographics page.

Select the checkbox to have the system clear Patient Demographics after saving information for a patient. This setting forces the Patient Demographics page to refresh after changes are made to a patient. The user will have to re-select a patient, or choose to add a new patient afterwards.

Select the checkbox to have the system load the Insurance Search page when creating new insurance for a patient.

Select the checkbox to have the system apply the alert to all linked patients when creating a patient alert.

In the Lab Report Settings section of the Application settings, define the default settings for the Lab Reports and Release Samples pages.

Select to display results for Inbox on Result Delivery page.

In the Client Services Settings section of the Application settings, define Client Services administration page settings.

Select the checkbox to have the system set the current signed-in user as the default assignee when creating new Items.

Select the checkbox to have the system set the current signed-in user as the default contact person when creating new items.

Select the checkbox to have the system automatically display any locked items when returning to the Client Services administration page.

In the Data Browser Settings section of the Application settings, define the default fixed field count.

Select the option to set the Data Browsers default fixed field count that should be maintained in the system.

Select the checkbox to have the system automatically display the Work in Progress filter.

Select the checkbox to have the system automatically display the comments section on Work in Progress.

Select a diff pad from the drop-down list to be the user's preferred diff pad. When Hematology Review Results includes either a manual diff or a morphology sector, the diff pad will default to the diff pad you select here. 

Set the diff pad types on the Edit Diff Pad pop-up located at AdminCenter > Order Choice Setup > Order Choices > Test Sets > Diff Pads.

If you don't have a preferred diff pad set here (by selecting the blank option), the Hematology Review Results pop-up will default to the system default diff pad.

You can manually override the preferred diff pad on Hematology Review Results by using the drop-down list to select a different diff pad; however, if you close and then reopen Hematology Review Results, the system will revert back to your set default diff pad type. 

Select the checkbox to have the system automatically open the case-level external link when the AP Worksheet is opened.  

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

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

Enter the email address to which the system should send results. This is the email address that is used to deliver results.

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

Enter or modify the user's address information.

Enter or modify the user's Result Delivery settings. Select the Show link, if necessary, to view the settings.

Configure email settings in the Email Settings section.

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

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, or Patient Name from the drop-down.

When a field code is selected, the code automatically populates into the field. Define notification emails to be sent for the delivery methods Email, RAPS, and Direct Printing when creating a result delivery rule.

In the When I am the ordering provider for an order, deliver that order's results to section of the Result Delivery settings, select who receives copies of the results.

By default, this checkbox is selected. This indicates that the user, as the ordering provider, should always receive a copy of the results.

Clear this checkbox if the user/ordering provider should not receive a copy.

Select this checkbox to send a copy of the results to the patient's Primary Care Provider (PCP). The PCP must have an the system account in order to receive results. If the patient's PCP is the Ordering Provider, the system only sends one copy of the results.

You may select one other person to receive copies of the user's orders' results. To do so, you must:

• Select the Other checkbox.
• Enter one or more characters in the search field, and select Search to view a list of all the system users who match your search in the User Search page. See the User Search topic.
• Once you make your selection, the system returns you to the Users administration page and fills in the Other field with the selected the system user.
• Select the Effective checkbox. When these dates are filled in, the other user will only be delivered reports when the report is received in the effective date range.

In the How I Receive Results section of the Result Delivery settings, select how the currently selected user receives results.

Select the 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 the currently selected user; however, you may also assign this setting at the location level for all users or at the system default level for all external recipients (non-system users added to orders using the Results To button on the Order Patient Samples page).

Select the checkbox that allows the recipient to treat a linked document result as if it were resulted with a normal (non-attachment) result.

The setting allows the recipient to treat attachment results for an order choice that has the setting Suppress HL7 results on reports disabled (not selected) as if they are not attachment results when delivering a result report, meaning that the report being generated for that recipient will override the Suppress the system Report content setting when an order choice that is not suppressing HL7 results is resulted by inbound linked documents.

Select the checkbox to have the system give a user their own page on result reports when all order choices are reported to the specific user.

Select this option to use the settings established on the System Defaults administration page.

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.

Enter a value as the default number of copies of a report the system delivers to this user.

You can modify the number of copies delivered for a user on the Result Delivery lab tasks page, for a location on the Locations administration page, or set a default number of copies on the System Defaults administration page.

Select this option to show a mailing address on a result report viewed from the User Inbox. See the User Inbox topic. You may also modify this setting on the Result Delivery page in the Tasks 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 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 Scheduled Delivery topic.

Receives Results section (see above), or you may choose to use the system default or practice-specific result delivery schedules that were created in the System Defaults administration page.

Select the option to have the system use the delivery rules from the System Defaults administration page. When you select this option, the system displays the default and practice-specific delivery schedules defined in the System Defaults administration page.

If you do not wish to use the system default settings, clear the Use System Default delivery rules checkbox. You may then define user-level Default Result Delivery Rules and/or select the Add Practice Result Delivery button and select a practice in the Practice Search page to create a new, practice-level result delivery schedule. See the Practice Search topic.

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

Once you scroll to the default or practice-specific result delivery schedule you wish to modify or create, select one or both checkboxes to indicate which delivery rules will control when the system uses the delivery schedule:

Select this option to have the system use the ordering location's delivery rules when delivering the user's reports.

If you create your own result delivery rules, you may add one or more rules for each delivery method you enabled above.

By default, the Inbox delivery method checkbox is enabled. This indicates that results will be sent to the user's the system account (User Inbox).

Select to add additional delivery rules.

The Result Delivery Rule page appears, allowing you to set up when the results are sent. See the Result Delivery Rule topic.

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

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

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

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 administration page.

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.

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

Enter or modify the user's Order Choice Lists settings. Select the Show link, if necessary, to view the settings.

In the Frequent Order Choice List section of the Order Choice Lists settings, enter the name and length settings for the My Frequent list. The system builds the Frequent list in the Order Patient Samples page based on the settings in this page, and then automatically fills it with the order choices the user orders most often.

By default, the list that contains the user's most frequently used order choices is called My Frequent.

Enter a different name in the Name for "My Frequent" List field if you wish to change the name of the list. This field is required.

Enter a number between 1 and 100 in the field. This field is required. If you enter 10, then the system displays the 10 order choices the user orders the most frequently.

Select the checkbox if you want the list to appear on the Order Patient Samples and Order Choice Pick List pages, or clear the checkbox if you do not want the list to appear on the pages. See the Order Patient Samples topic.

Enter or modify the user's Associates and Associate of These Users settings. Select the Show link, if necessary, to view the settings.

Associates will have permission to review this user's patients' results in the User Inbox page.

1. Enter one or more characters in the search field and select Search.
2. Select the desired the system user from the list on the User Search page. See the User Search topic.
3. After you make your selection, the system returns you to the Users page and adds the the system user to the user's associates list. This grants them permission to review the user's patients' results in the User Inbox page.
4. Each selected associate is listed with the following information:
   1. Name: The name of the v user.
   2. Practice Name: Each of the user's practice names is listed as a title for the column, and a checkbox appears in the column if the associate is from that practice. There is no checkbox if the associate is not from the practice.
5. To remove an associate, select the X that corresponds to the associate you wish to delete. The system immediately deletes the associate. This action cannot be undone.

As an Associate of These Users, the current user will have permission to review results for patients of the associates added to the list.

1. Enter one or more characters in the search field and select Search.
2. Select the desired the system user from the list on the User Search page. See the User Search topic.
3. After you make your selection, the system returns you to the Users page and adds the the system user to the user's associates list. This grants the current user permission to review patient results for each selected associate.
4. Each selected associate is listed with the following information:
   1. Name: The name of the the system user.
   2. Practice Name: Each of the user's practice names is listed as a title for the column, and a checkbox appears in the column if the associate is from that practice. There is no checkbox if the associate is not from the practice.
5. To remove an associate, select the X that corresponds to the associate you wish to delete. The system immediately deletes the associate. This action cannot be undone.

Enter or modify the user's settings.

Select the Show link, if necessary, to view the settings. See the Profile List topic for more detailed information

Enter a different name in the field if you wish to change the name of the profile list that is displayed on the Order Patient Samples page. This field is required.

Enter a value in the fields to determine how many profiles are displayed in the table.

Select to add a profile. See the Add or Edit Profile topic.

Select to record all changes. Otherwise, complete the remaining sections, and then select Save.

Select the checkbox to view active hosts only.

Set the active/inactive status in the Host Details section of the Hosts details page. See the Hosts topic.

Select an option from the drop-down list to auto-fill empty host codes for a user with data, such as their NDI or combinations of their first and last names.

Select either First Initial Last Name, Last Name, or NPI Number from the drop-down list.

Enter the codes for the user in the fields next to the desired host names to add host codes.

If you try to save a host code that is identical to another code for the same host for two users, the system displays a warning message that details where up to 10 conflicts lie and prompts you proceed with saving the host codes or not.

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

Select to return to the User List page without saving any changes.

Select to record changes and return to the User List page.

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

Selecting either of these buttons will display the Sync Options pop-up with the two buttons on the pop-up.

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

Selecting either of these buttons will display the Sync Options pop-up with the two buttons on the pop-up.

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

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

Displays the host name.

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

Displays the version number.

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

Displays the host's active status.

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

Select the Select checkbox in the column to select the specific host.

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

Select the checkbox to specify that the system should not sync that specific host.

Enter text into the field to describe the user. There is a maximum character count of 1,000 that can be added to the field.