Page Description

Use the Pathology Protocols page to view, add, or edit a set of rules for creating a Pathology Set. Each protocol contains a storage container type and order choice types. Note that Copia uses order choice types to determine what samples can be added to a Pathology set. For each order choice type, the user determines whether to use the order choice type to define the content of the set or the past results that are to be displayed in the worksheet.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Pathology Protocols List
• Adding or Editing Pathology Protocols
• Adding or Deleting Order Choice Types
• Adding or Deleting Sample Source Information Questions

Accessing this Page

• Click the Administration menu button, click the Other Setup button, and then click the Pathology Protocols submenu link. You must have the necessary security permissions to access the Administration menu button. You must also have the "Enable Pathology unit" right assigned to your role in order to access this page.

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

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1. The Pathology Protocols List page contains a list of up to ten Pathology protocols. If the list is longer than one page, use the Page links, located below the list of Pathology protocols, to navigate through the list.
2. To view active Pathology protocols only, select the Show active only checkbox at the top of the Pathology Protocols List page. You set the active/inactive status in the Pathology Protocol Details section of the Pathology Protocols Details page. See "Adding or Editing Pathology Protocols" below.
3. If you cannot find the desired Pathology protocol, click the Add button to add a Pathology protocol. See "Adding or Editing Pathology Protocols" below.
4. Click the name of the protocol on the Pathology Protocols List page to view or edit protocol information in the Pathology Protocols Details page. See "Adding or Editing Pathology Protocols" below.

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Adding or Editing Pathology Protocols

1. The Pathology Protocol Details section of the Pathology Protocols details page enables you to define the protocol.
2. Enter the full name of the Pathology protocol in the Pathology Protocol field. This field is required.
3. To edit the Pathology protocol name, highlight or delete text already displayed in the field, then modify as desired.
4. Select a storage container type from the Storage Container Type drop-down list. This field is required.
5. If you cannot find the desired storage container type, create a new one using the Storage Container administration page. See the Admin: Storage Containers topic.
6. Select the Active checkbox to enable users to select the Pathology protocol while placing a Pathology order. Clear this checkbox to restrict users from selecting the Pathology protocol. If the Pathology protocol is inactive, Copia clears it from the Pathology Protocols List page when you select the Show active only checkbox. See "Viewing the Pathology Protocol List" above.
7. You may add Order Choice Types on this page by clicking the Add button in the Order Choice Types assigned to this Pathology Protocol section. You may search for specific information by typing into the search field. Once you have added the order choice, it will appear in the Order Choice Types assigned to this Pathology Protocol section. The field will display the Order Choice Type, For Sample Inclusion checkbox, For History Search checkbox, and a delete option. Click the X button to remove the order choice. You may also add Sample Source Information by clicking the Add button in the Sample Source Information section. When adding Sample Source Information, Clinical Info will be displayed. You may type into the search field or manually search through pages by entering a page number into the Page: field. You may also manually click on page numbers to navigate to other pages of Clinical Info. Once you have clicked on a Clinical Info link, it will appear in the Sample Source Information section on the previous page. You may remove the added information by clicking the X button. If you do not want to add Clinical Info, click the Cancel button to return to the previous page.
8. If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save, or click < Back to List to return to the Pathology Protocol List page.

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Adding or Deleting Order Choice Types

1. The Order Choice Types assigned to this Pathology Protocol section of the Pathology Protocols Details page displays the order choices assigned to this Pathology protocol.
2. Click the Add button to add order choice types using the Order Choice Type Search page. See the Admin: Order Choice Type Search topic.
3. Once you add one or more order choice types, the order choice type name and two checkboxes are shown. Select one or both checkboxes to define the function of the order choice type in the protocol. Note that you must select at least one checkbox for each order choice type.
• For Sample Inclusion: Select this checkbox to assign this order choice type to the protocol. When you select this protocol in the Accession Pathology page, Copia displays all uncollected orders with this order choice type for selection. See the Accession Pathology topic.
• For History Search: Select this checkbox to assign test history to the protocol. When you select this protocol in the Accession Pathology page, Copia includes the patient's test history for this order choice type on the Pathology report. See the Accession Pathology topic.
4. To delete an order choice type, click the X button that corresponds to the order choice type name.
5. Click < Back to List to return to the Pathology Protocols List page without saving any changes.
6. Click Save to record changes and return to the Pathology Protocols List page.

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Adding or Deleting Sample Source Information Questions

1. The Sample Source Information section of the Pathology Protocols Details page displays the sample information question assigned to this Pathology protocol. Note that you may only associate one question to a protocol.
2. If no question is currently assigned, click the Add button to add a question using the Clinical Info Search page. See the Admin: Clinical Info Search topic.
3. Once you select a question, Copia displays the Question in the Sample Source Information section of the Pathology Protocols Details page.
4. To delete the question, click the X button next to the question. Once you have deleted a question, you may add a different question, if desired.
5. Click < Back to List to return to the Pathology Protocols List page without saving any changes.
6. Click Save to record changes and return to the Pathology Protocols List page.

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