Page Description

Use the Edit Result Evaluation Rule page to define the specific settings for conditions and actions associated with result evaluation rules.

For each of the conditions, you may select how Copia applies the condition (e.g., selected locations, all locations except, all conditions must be met, at least one condition must be met, etc.). If the conditions are met and Copia appends order choices, it runs order entry rules on the added order choices.

For more help, click one of the following links:

• Accessing this Page
• Adding or Editing Result Evaluation Rule Conditions
• Setting Result Evaluation Rule Actions

Accessing this Page

• Click the Add or Edit button for the desired condition or action on the Result Evaluation Rule administration page.

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Adding or Editing Result Evaluation Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

• Current Order Choices: The order choices that will have order choice-specific actions performed on them, or the order choices that must be included or absent on the order as new or added order choices to allow the rule to fire.
1. Select either the Selected Order Choices or the All Order Choices Except option to establish whether the condition will apply to the order choices you add, or if it will apply to all of the order choices in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
3. Repeat these steps to add all of the desired order choices to the condition.
4. Copia lists the order choices you add in the Current Order Choices section, along with their active statuses. Click the X button next to an order choice if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.

IMPORTANT: Note that when you specify one or more order choices for the "Current Order Choices" condition and you specify one or more additional order choice-specific conditions (e.g., Test Conditions or Testing Hosts), then all of the order choice-specific conditions you set must be true for one of the specified "Current Order Choices," or the rule will not fire during result evaluation.

• Collection Locations: The collection location(s) that must be included or absent on the order to allow the rule to fire. This is only available with a Trellis Enterprise license.
1. Select either the Selected Collection Locations or the All Collection Locations Except option to establish whether the condition will apply to the locations you add, or if it will apply to all of the locations in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired locations to the condition.
4. Copia lists the locations you add in the Collection Location Name section. Click the X button next to a collection location if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Days of the Week: The day(s) of the week that the rule should apply.
1. Select the Selected Days option to establish the days of the week and specific times for the order.
2. Select an option from the drop-down list underneath Selected Days to set the time zone for the order, e.g., (GMT-05:00) Eastern Standard Time.
3. Select the Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and/or Saturday checkboxes as appropriate to set the days when this rule should apply.
4. After you select one or more of the days of the week, select the time range during which the rule should apply for each selected day:
   • All Day: Select this option to apply the rules for the entire day.
   • Time Frame: Select this option and enter a time range to limit the rule to apply only during the selected hours.
5. Once you have completed your selections, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing client services rules. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Instrument Flags: Condition that will validate against any flags received from an instrument for a test or order choice. This is only available with a Trellis Enterprise license.
1. Select the Test Flag option to specify that the condition is for a test flag.
2. Select the Order Choice Flag to specify that the condition is for an order choice flag.
3. Select an option from the Instrument flag drop-down list to specify the type of instrument flag. Select either "Contains," "Does not contain," "Is equal to," "Is not equal to," "Is empty," "Is not empty," "Contains item in list," or "Does not contain item in list" from the drop-down list. Enter the appropriate information about the flag in the field to the right of the drop-down list.
4. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Instrument Origins: Condition to check which instrument the test results are coming from. This is only available with a Trellis Enterprise license.
1. Select an option from the drop-down list. Select either "Is not equal to" or "Is equal to" from the drop-down list.
2. Click in or enter text in to the Instrument Name search-as-you-type field to select an instrument from the list. This is a required field.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Order Choice Priority: Conditions allows the user to select a list of priorities to use as an inclusion list or as an exclusion list. When used as an inclusion list, the rule will trigger if an order choice contains one of the selected priorities, and when used as an exclusion list, the rule will trigger if an order choice does not contain one of the selected priorities. Note that this is an order choice condition, so it will only trigger if all other order choice conditions on the rule trigger for a specified order choice.
1. Select either the Selected Priorities or the All Priorities Except option to establish whether the condition will apply to the order choice priority you add, or if it will apply to all of the order choice priorities in the system except for those you add.
2. Enter one or more characters in the Priorities field to search for order choice priorities. Click inside the field to select a priority, or type text into the search-as-you-type field. Click a priority to enter the priority into the table. The table displays the name of the order choice, the active status, and the priority.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Order User Defined Field Response: Condition allows the user to select and specify a user-defined field response for an order.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) radio button to either specify that Copia should use any of the following responses or all of the following responses.
2. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Ordering Location User Defined Field Response: Condition allows the user to select and specify a user-defined field response for an ordering location.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) radio button to either specify that Copia should use any of the following responses or all of the following responses.
2. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Locations or the All Ordering Locations Except option to establish whether the condition will apply to the ordering locations you add, or if it will apply to all of the ordering locations in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the ordering location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired ordering locations to the condition.
4. Copia lists the ordering locations you add in the Ordering Locations section. Click the X button next to an ordering location if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Ordering Providers: The ordering provider(s) that must be included or absent on the order to allow the rule to fire.
  1. Select either the Selected Ordering Providers or the All Ordering Providers Except option to establish whether the condition will apply to the ordering providers you add, or if it will apply to all of the ordering providers in the system except for those you add.
  2. Enter one or more characters in the search field, and then click the Search button to select the ordering provider from the Location Search page. See the Location Search topic.
  3. Repeat these steps to add all of the desired ordering providers to the condition.
  4. Copia lists the ordering providers you add in the Ordering Providers section. Click the X button next to an ordering provider if you wish to remove it from the list.
  5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Patient Age: The patient's age, when saving an order, required for the rule to fire. This is only available with a Trellis Enterprise license.
  1. Select an option from the Patients need to be drop-down list to specify a patient age comparison value. Select either "Equal to," "Younger than," "Older than," or "between the ages" from the drop-down list. Enter values in the fields to the right of the drop-down list to specify the age range. The default value is zero and zero.
  2. Select an option from the drop-down list to select the unit of time. Select either "Days," "Weeks," "Months" or "Years" from the drop-down list.
  3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
  Patient User Defined Field Response: Condition allows the user to select and specify a user-defined field response for a patient.
1. Select either the Any of the Following User Defined Question Response(s) or the All of the Following User Defined Question Response(s) radio button to either specify that Copia should use any of the following responses or all of the following responses.
2. Select the checkbox of the response you wish to include, followed by selecting an option from the drop-down list to the right of the checkbox.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Practices: The practice(s) that must accompany the order choice to allow the rule to fire.
1. Select either the Selected Practices or the All Practices Except... option to establish whether the condition will apply to the practice(s) you add, or if it will apply to all of the practices in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the practice(s) from the Practice page. See the Practice Search topic.
3. Repeat these steps to add all of the desired practice(s) to the condition.
4. Copia lists the practice(s) you add in the Practices section. Click the X button next to a practice if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result release rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Result Comment Conditions (for any test): The result comment value that meets either all or at least one of the defined conditions to allow the rule to fire.
  1. Select either the All conditions must be met or the At least one condition must be met option to establish whether the result comment must match all of the conditions you set or if it only must match one condition in order to trigger the rule.
  2. Click the Add Result Comment Condition button to enable a new set of condition fields.
  3. Select an option from the drop-down list to set the parameters of the condition, and then enter the desired text. You may choose from: Begins With, Contains, Does Not Contain, Is Equal To, Is Not Equal To, Is Greater Than, Is Less Than, Is Empty, and Is Not Empty, and enter one or more values in the field (items separated by semicolons). When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the result comment contains the entered value, or it may look to see if the comment is empty or not.

  Note that (cs) after a parameter denotes case sensitive operations. This means that the text in an incoming result comment must match what you enter on this page exactly, including the case of the text.

  4. Repeat these steps to add all of the desired result comment conditions. If you selected All conditions must be met, Copia displays "AND" between each condition. If you selected At least one condition must be met, Copia displays "OR" between each condition.
  5. Copia lists the comment conditions you add in the Result Comment Conditions section. Click the X button next to a comment if you wish to remove it from the list.
  6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Specimen Sources: Whether or not the rule will apply if the order contains specimen part information on the order choice to allow the rule to fire.
1. Select either the Do Not Use This Condition, Selected Specimen Sources, or the All Specimen Sources Except... options to establish whether the condition will apply to the specimen sources you add, or if it will apply to all of the specimen sources in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the specimen sources from the Specimen Sources page. See the Specimen Sources Search topic.
3. Repeat these steps to add all of the desired specimen sources to the condition.
4. Copia lists the specimen sources you add in the Specimen Sources section. Click the X button next to a specimen source if you wish to remove it from the list.
5. Select either the Do Not Use This Condition, Any Of The Following Specimen Part Response(s), or the All Of The Following Specimen Part Response(s) options to establish whether the condition will apply to the specimen parts you add, or if it will apply to all of the specimen parts in the system except for those you add.
6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result release rule. Remember that you must click Save on the Result Evaluation Rules administration page in order to finalize the changes you make on this page.
• Test Conditions: The test results' test name, result value, or abnormal flag values that meet either all or at least one of the defined conditions to allow the rule to fire.
  1. Select either the All conditions must be met or the At least one condition must be met option to establish whether the test condition must match all of the conditions you set or if it only must match one condition in order to trigger the rule.
  2. Click the Add Test Condition button to enable a new set of condition fields.
  3. Select an option from the Test Name drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Is Equal To, Is Equal To (cs), or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  4. Select an option from the Result Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Less Than, Is Empty, Is Not Empty, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  5. Select an option from the Abnormal Flags Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  6. Select an option from the Result Comment Value drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Begins With, Begins With (cs), Contains, Contains (cs), Does Not Contain, Does Not Contain (cs) ,Is Equal To, Is Equal To (cs), Is Not Equal To, Is Not Equal To (cs), Is Greater Than, Is Less Than, Is Empty, Is Not Empty, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.
  7. Select an option from the Result Approval drop-down list to set the parameters of the condition, and then enter the desired text. Depending on the condition, you may choose from: Is Great Than Approval High, Is Less Than Approval Low, or Is Not Used and enter one or more values in the field (items separated by semicolons). Not all options are available for all conditions. You must set up a test name condition, but you may select Is Not Used for one or more of the other test conditions. When evaluating incoming results, Copia will attempt to match the text you enter here in the way you specify. For example, it may look to see if the test name is equal to the entered value, or it may look to see if the abnormal flag contains the entered value.

  Note that (cs) after a parameter denotes case sensitive operations. This means that the text in an incoming test name, result value, abnormal flag, or result comment must match what you enter on this page exactly, including the case of the text.

  8. Repeat these steps to add all of the desired test conditions.
  9. Copia lists the conditions you add in the Test Conditions section. Click the X button next to a comment if you wish to remove it from the list.
  10. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Tester Certification Expired: Condition that will check a tester's certification status. This is only available with a Trellis Enterprise license.
1. Select the Any result's tester's certification is expired checkbox to fire the rule when a tester's certification is expired. When included in the rule, if any of the testers associated with an order choice's unapproved results has an expired instrument certification, based on the run date/time of the result, the rule will be triggered.
2. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Testing Hosts or the All Testing Hosts Except option to establish whether the condition will apply to the testing hosts you add, or if it will apply to all of the testing hosts in the system except for those you add.
2. Enter one or more characters in the search field, and then click the Search button to select the testing host from the Host Selection page. See the Host Selection topic.
3. Repeat these steps to add all of the desired testing hosts to the condition.
4. Copia lists the testing hosts you add in the Testing Hosts section. Click the X button next to a testing host if you wish to remove it from the list.
5. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.

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

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Setting Result Evaluation Rule Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

• Add Order Choice Comment: Adds the ability to include an order choice comment on the Work in Progress page. This is only available with a Trellis Enterprise license.
1. Enter the order choice comment in the Order choice comment to add text field.
2. Select the Display on lab report checkbox to have the order choice comment displayed on the lab report.
3. Select the Display on requisition and manifest checkbox to have the order choice comment displayed on both the requisition and the manifest.
4. Select the Send to host electronically checkbox to have the order choice comment sent to the host electronically.
5. Select the Do not create multiple comments with the same text checkbox to have Trellis Enterprise not create multiple order choice comments with the same text.
6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Add Order Comment: Adds the ability to include an order comment on the Work in Progress page. This is only available with a Trellis Enterprise license.
1. Enter the order comment in the Order comment to add text field.
2. Select the Display on lab report checkbox to have the order comment displayed on the lab report.
3. Select the Display on result evaluation and manifest checkbox to have the order comment displayed on both the result evaluation and the manifest.
4. Select the Display on form letter checkbox to have the order comment displayed on the form letter.
5. Select the Send to host electronically checkbox to have the order comment sent to the host electronically.
6. Select the Copy comment on next standing order creation checkbox to have Trellis Enterprise copy the order comment on the next standing order that is created.
7. Select the Do not create multiple comments with the same text checkbox to have Trellis Enterprise not create multiple order comments with the same text.
8. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Add Unapproved Result Comment: Adds the ability to include an unapproved result comment on the Work in Progress page. This is only available with a Trellis Enterprise license.
1. Enter the result comment in the Result comment to add text field.
2. Select the Display on lab report checkbox to have the result comment displayed on the lab report.
3. Select the Do not create multiple comments with the same text checkbox to have Trellis Enterprise not create multiple result comments with the same text.
4. Select the Use triggered POCT tests checkbox to have Trellis Enterprise use triggered POCT tests for unapproved results.
5. Enter text in or click in the POCT Tests search-as-you-type field to manually search for POCT tests that include unapproved result comments.
6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Appended Forms: Adds the selected form letters to the result report for the order.
1. Select a form letter from the drop-down list in the Result Evaluation Rule Action section, and then click Add.
2. Repeat these steps to add all of the desired form letters to the action.
3. Copia lists the form letters you add in the Append Forms section. Click the X button next to a form letter if you wish to remove it from the list.
4. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Appended Order Choices: Adds the selected order choices to the order.
1. Enter one or more characters in the search field, and then click the Search button to select the order choice from the Order Choice Search page. See the Order Choice Search topic.
2. Repeat these steps to add all of the desired order choices to the action.
3. Copia lists the order choices you add in the Append Order Choices section. Click the X button next to an order choice if you wish to remove it from the list.
4. Select an option from the drop-down list to assign behaviors to the rule action that will occur when Copia appends an order choice to the order:
• Force Collected
• Force Collected and hold for Batch Transmission
• Use ordering location setting for collection
• Prevent collection
5. Select the When Order Choices are collected, force labels to print (using Ordering Location Label Printer settings) checkbox to have Copia force labels to print when order choices are collected. This setting uses Ordering Location Label Printer settings.
6. Select the When Order Choices are collected, force Requisitions to print (using Ordering Location Printer settings) checkbox to hace Copia force requisitions to print when order choices are collected. This setting uses Ordering Location Printer settings.
7. Select the Use order choice specified in condition to determine collection date/time for appended order choices checkbox to have Copia use order choice specified conditions to determine the collection date/time for appended order choices.
8. Select the Copy clinical info from existing order choices option to have Copia copy any existing clinical info from existing order choices to the new appended order choices.
9. Select the Copy billing info from current order choices option to have Copia copy any existing billing information (patient bill, client bill, direct bill, etc.) from the rule-triggering order choice to the appended order choice.
10. Select the Create new order for appended order choices option to create a new order based on the rule firing. When the rule fires, instead of attaching the order choices to the order, Copia will place the order choices on a new order for that same patient. When this checkbox is selected, the Do not set the proposed collection date/time and Default order's ordering date/time drop-down lists can be configured. Select either "Do not set the proposed collection date/time" or "Use original order's proposed collection date/time" from the list, and select either "Default order's ordering date/time" or "Use original order's ordering date/time" from the list, respectively.
11. Select the Copy order comments to new order checkbox to have Copia copy any comments on a order followed by adding those same comments to a newly-created order.
12. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Edit Test Flag: Adds test flags on any number of performed tests. This is only available with a Trellis Enterprise license.
1. Select an option from the Flag As drop-down list to specify the state of the flag. Select either "Normal," "Abnormal," "Critical," "Abnormal Low," "Abnormal High," "Critical Low," or "Critical High" from the drop-down list.
2. Select the Use triggered POCT tests checkbox to have Trellis Enterprise use triggered POCT tests for test flags.
3. Enter text in or click in the POCT Tests search-as-you-type field to manually search for POCT tests that include test flags. This is a required field.
4. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Edit Test Result(s): Adds the ability to edit a test result. This is only available with a Trellis Enterprise license.
1. Click the Add button to open the Add Test Result pop-up.
2. Select the Use triggered POCT tests checkbox to have Trellis Enterprise use triggered POCT tests for test results.
3. Enter text in or click in the POCT Tests search-as-you-type field to manually search for POCT tests that include test results.
4. Select the Set Numeric Result checkbox, followed by entering a value in the field, to specify a numeric result for the test result.
5. Select the Set Text Result checkbox, followed by entering text in the field, to specify a text result for the test result. Select the Append checkbox to have the result appended, then add a value in the Delimiter field.
6. Select the Set Prefix to checkbox, followed by selecting an option from the drop-down list. Select either "<," "<=," ">," or "=>" from the drop-down list.
7. Click the Save button to save any changes made on the pop-up, or click the Cancel button to return to the page without making any changes.
8. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Force Result Release Or Hold: Forces a result to be released or held. This action (force to hold or release) is applied to the qualifying current order choices (condition). It is possible to configure an order entry rule to flag an order choice as forced to be released, and then override that behavior with a result evaluation rule setting with the order choice to be held, or vice versa.
1. Select an option from the configuration drop-down list to specify what the action should do. Select either "Action not used," "Force result release," or "Force hold results" from the drop-down list.
2. Select an option from the The results will be affected on drop-down list to specify what the results action will be affected on. Select "Qualifying Current Order Choices" from the drop-down list.
3. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Send Notifications: Allows the user to define specific Event Notifications to be sent out when the Result Evaluation Rule is triggered.
1. Click the Add Notification button to add a result evaluation rule-level notification. When the button is clicked, an Add Notification button will appear. Click the button to display the Add Result Evaluation Rule Notification pop-up.
2. Once you have clicked the Add Notification button, a notification will be added to the Add Result Evaluation Rule Notification section. The section will display the active status, event type, a description, form letter, a threshold (required), and the option to delete the notification. Click either the Critical Result Received, Result Evaluation Rule Notification, or STAT Order Saved buttons on the pop-up to create the type of notification.
3. Edit the event type and description fields by clicking inside the fields and editing as necessary. For example, the event type will read "Result Evaluation Rule Notification" and the description will read "Critical Results received for an order." Click the Active checkbox to remove the active status from the notification.
4. Delete the notification by clicking the X button. The Add Result Evaluation Rule Notification section will display a "No result evaluation rule notifications defined" message.
5. Click the Add Recipient button to add a recipient for the notification. When the button is clicked, an Add Event Recipient pop-up will appear. The pop-up will ask what type of recipient you would like to create.
   • Click the External Recipient button to create an external recipient. A new section will appear under the notification and will require you to fill in a name and delivery details in the specified fields. The required fields will be highlighted in red. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Add a description by clicking inside the Description field and adding text as necessary. Delete the recipient by clicking the X button. A "No recipients defined" message will be displayed.
   • Click the Copia User button to select a Copia user to be the notification recipient. When the button is clicked, you will select a Copia user from the available table by clicking on the user's name, or by entering one or more characters in the Search field to search for a specific Copia user. Click the user's name to add the user to the Result Evaluation Rule-level Notifications section. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Delete the user by clicking the X button. A "No recipients defined" message will be displayed.
   • Click the Location button to select a location to be the notification recipient. When the button is clicked, you will select a location from the available table by clicking on the location name, or by entering one or more characters in the Search field to search for a specific location. Click the location name to add the location to the Result Evaluation Rule-level Notifications section. Click the Delivery Type drop-down list to select a delivery type. Select either "Email," "Fax," or "Client Services Item" from the drop-down list. Delete the location by clicking the X button. A "No recipients defined" message will be displayed.
   • Click the Event Log button to send a notification to the event log. See the Admin: Event Log topic.
6. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the order entry rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.
• Prevent Auto-approval: Adds the ability to prevent auto-approval. This is only available with a Trellis Enterprise license.
1. Select the Prevent auto-approval checkbox to have Trellis Enterprise prevent auto-approval.
2. Once you have completed your changes, click the Save button to return to the Result Evaluation Rule administration page to continue creating or editing the result evaluation rule. Remember that you must click Save on the Result Evaluation Rule administration page in order to finalize the changes you make on this page.

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

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