Page Description

Use the Associates page to create your list of associates and to view the users with whom you are associated in the You are marked as an associate of the following Users section. Note that you may only view those associations on this page. A system administrator must establish the associations that allow you to view other users' patients.

Some of the information in this page is set up by the Orchard Copia Administrator when your account is established. You may only modify the information as described below.

For more help, click one of the following links:

• Accessing this Page
• Setting up Associates

Accessing this Page

You must have the necessary security permissions to access the Associates page.

• Click the My Preferences menu button and then click the Associates submenu link.
• Click the Associates submenu link on the User, Contact, Application, Order Choice Lists, Profile List, or Result Delivery setup pages.

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Setting up Associates

By adding associates to your list, you are granting them permission to review your patients' results in the User Inbox page. See the User Inbox topic.

1. Enter one or more characters in the search field and click Search.
2. Select the desired Copia user from the list on the User Search page. See the User Search topic.
3. After you make your selection, Copia returns you to the Associates page and adds the Copia user to your associates list. This grants them permission to review your patients' results in the User Inbox page.
4. Each selected associate is listed with the following information:
• Name: The name of the Copia user.
• Practice Name: Each of your 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. The changes you make are automatically saved.
6. To remove an associate, click the X button that corresponds to the associate you wish to delete.
7. Copia immediately deletes the associate. This action cannot be undone.

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