Page Description

Use the Result Evaluation Rules page to define a set of conditions that, when met, causes Copia to execute the actions associated with the rule. Copia evaluates result evaluation rules when it receives results from host systems.

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
• Viewing the Rule List
• Searching for a Result Evaluation Rule
• Adding or Editing Result Evaluation Rule Details
• Setting Result Evaluation Rule Conditions
• Setting Result Evaluation Rule Actions

Accessing this Page

• Click the Administration menu button, click the Rules button, and then click the Result Evaluation Rules submenu link. You must have the necessary security permissions to access the Administration menu button and to create or edit result evaluation rules.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Rules menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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Viewing the Rule List

1. The Result Evaluation Rule List section contains a list of up to ten result evaluation rules created to execute designated actions if the defined conditions are met when results are received. If the list is longer than one page, use the Page links, located below the list of rules, to navigate through the list.
2. To modify the number of reports on the page, adjust the value of the Displaying __ of __ Reports field. Copia defaults to 10 per page, and displays the total number of items based on your search.
3. To view active result evaluation rules only, select the Show active only checkbox at the top of the Result Evaluation Rules page. You set the inactive/active status in the Result Evaluation Rule Details section of the Result Evaluation Rules details page. See "Adding or Editing Result Evaluation Rule Details" below.
4. To narrow the list of displayed rules, or to find a specific rule, use the Search option. Click the List option to return to the full list of rules. See "Searching for a Result Evaluation Rule" below.
5. If you cannot find the desired result evaluation rule, click the Add or Create New buttons to add a result evaluation rule using the Result Evaluation Rules details page. See "Adding or Editing Rule Details" below.
   • Click the Add button to create a new, blank rule.
   • Click one of the Create New buttons to create a new rule based on the rule that corresponds to the button you clicked.
6. Enter a value into the Sort Order field in the Sort Order column. This field can also be configured via the Sort Order field on the Result Evaluation Rule Details page. The column contains text input elements with the sort order value of the rule associated with the row. Click the Save Sort Orders button to save sort order changes. Users can change the values in the Sort Order column. The text inputs in the Sort Order column will have a red border to indicate that their value has been changed. The changed Sort Order values can be saved by clicking the Save Sort Orders button, after which the Sort Order text inputs will no longer have red borders. Click the Discard Changes button to remove all changes made in the table by returning to the default value. See the "Adding or Editing Result Evaluation Rule Details" section below.
7. Click the name of a result evaluation rule on the Result Evaluation Rules list page to view or edit rule information on the Result Evaluation Rules details page. See "Adding or Editing Result Evaluation Rule Details" below.

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Searching for a Result Evaluation Rule

1. Select the Search option to search by rule name or description. Enter one or more characters in the Search field and click the Search button to view a list of all result evaluation rules that match your search. Note that Copia searches for embedded text as well as starting characters.
2. If your search generates one or more matches, the matching rules are displayed with rule name, description, and active status when the page refreshes. Select the desired rule to view the details. See "Adding or Editing Result Evaluation Rule Details" below.
3. If no search results are found or if the desired rule is not found, search again, or you may click the Add or Create New buttons to add a new result evaluation rule. See "Adding or Editing Result Evaluation Rule Details" below.
4. Click the List option to view the full list of rules. See "Viewing the Rule List" above.

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Adding or Editing Result Evaluation Rule Details

1. Use the Result Evaluation Rule Details section of the Result Evaluation Rules details page to add or edit result evaluation rule information.
2. Enter or edit the name for the result evaluation rule in the Name field. This field is required.
3. Select the Active checkbox to allow administrative users to include the rule on the Result Evaluation Rules list page when you select the Show active only checkbox. If the result evaluation rule is inactive, Copia will clear it from the Result Evaluation Rules list page when you select the checkbox. See "Viewing the Rule List" above.
4. Enter in the Description field a brief summary of the rule. Copia displays this information on the Result Evaluation Rule list page to help you distinguish the rules.
5. When this result evaluation rule is enabled, Copia will execute designated actions if the defined conditions are met when it receives results. See "Setting Result Evaluation Rule Conditions" and "Setting Result Evaluation Rule Actions" below.
6. Enter a value into the Sort Order field to define the value of the sort order. Note that the Save Sort Order and Discard Changes buttons will no longer be added to the search results table if the "Sort Order" column is not included in the "Active" column view.
7. Select the Run this rule as changes are made on Work in Progress checkbox to have the specified rules still run even when changes were made on the Work in Progress page. This is only available with a Trellis Enterprise license.
8. Select the Allow repeated retriggering checkbox to control whether or not the result evaluation rule can trigger only once per order choice. The checkbox will default to being checked in order to maintain the previous functionality of allowing result evaluation rules to trigger more than once. This is only available with a Trellis Enterprise license.
9. Click < Back to List to return to the Result Evaluation Rules list page without saving any changes.
10. 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 Conditions

1. Copia lists the possible result evaluation rule conditions in the Conditions for this Result Evaluation Rule section:
   • 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.
   • 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.
   • Days of the Week: The day(s) of the week that the order choice must be added to the order to allow the rule to fire.
   • 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.
   • Instrument Origins: Condition to check which instrument the test results are coming from. This is only available with a Trellis Enterprise license.
   • 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.
   • Order User Defined Field Response: Condition allows the user to select and specify a user-defined field response for an order.
   • Ordering Location User Defined Field Response: Condition allows the user to select and specify a user-defined field response for an ordering location.
   • Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
   • Ordering Providers: The ordering provider(s) that must be included or absent on the order to allow the rule to fire.
   • 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.
   • Patient User Defined Field Response: Condition allows the user to select and specify a user-defined field response for a patient.
   • Practices: The practice(s) that must accompany the order choice to allow the rule to fire.
   • Result Comment Conditions (for any test): The result comment values (items separated by semicolons) that meet either all or at least one of the defined conditions to allow the rule to fire.
   • 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.
   • Test Conditions: The test results' test name, result value, abnormal flag, and result comment values (items separated by semicolons) that meet either all or at least one of the defined conditions to allow the rule to fire.
   • Tester Certification Expired: Condition that will check a tester's certification status. This is only available with a Trellis Enterprise license.
   • Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.

   If you are not currently using a condition, Copia disables the condition until you click the Add button (see below).

   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.

2. Click the Add or Edit button for the desired condition to establish or modify the condition settings on the Edit Result Evaluation Rule administration page. The condition associated with the button you click determines the available configuration options. See the Admin: Edit Result Evaluation Rule topic.

   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.).

3. Click the Remove button for a condition to immediately disable that condition.
4. 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

1. Copia lists the possible result evaluation rule actions in the Actions for this Result Evaluation Rule section:
   • 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.
   • 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.
   • 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.
   • Appended Forms: Adds the selected form letters to the result report for the order.
   • Appended Order Choices: Adds the selected order choices to the order.
   • Edit Test Flag: Adds test flags on any number of performed tests. This is only available with a Trellis Enterprise license.
   • Edit Test Result(s): Adds the ability to edit a test result. This is only available with a Trellis Enterprise license.
   • Force Result Release Or Hold: Forces a result to be released or held.
   • Send Notifications: Delivers an event notification when the rule fires. Only one notification can be defined.
   • Prevent Auto-approval: Adds the ability to prevent auto-approval. This is only available with a Trellis Enterprise license.

   If you are not currently using an action, Copia disables the action until you click the Add button (see below).

2. Click the Add or Edit button for the desired action to establish or modify the action settings on the Edit Result Evaluation Rule administration page. The action associated with the button you click determines the available configuration options. See the Admin: Edit Result Evaluation Rule topic.
3. Click the Remove button for an action to immediately disable that action.
4. If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

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