Copy-To Recipient(s)

The Copy to feature allows a caregiver to request that copies of test results from an order be sent to one or more caregivers. This is a lab or sponsor configurable option. If this option is not available, that means the lab you have selected on the order does not support copy-to recipients.

When this option is available, it appears at the bottom of the Test/Diagnosis page, below Instructions/Comments as shown in the next illustration:

To Use the Copy-to Option

When you finish entering and selecting test codes and ICD-9 codes click on the Search and Select Copy-to Recipient(s) button.

The Copy-To Recipient Lookup window appears:

Enter search criteria to find a caregiver and click the Search button.

• If no records are found, try expanding your search criteria. If you still can't find the correct copy-to recipient record click the New Recipient button to create a new record. See To Create a New Copy-To Recipient.

If there are copy-to recipients that match your criteria, a list of results appears:

Select one or more copy-to recipients from the results list by clicking on the appropriate check boxes.

Click on Add Selected Recipient(s) to Order to add the selected caregiver(s) to the order.

You may Add, Edit and Delete Copy-to Recipient(s) records.

• To Add a copy-to recipient record see To Create a New Copy-To Recipient.
• To Remove a copy-to recipient from an order see To Remove a Copy-To Recipient.
• To Modify or Delete a copy-to recipient record see To Modify/Delete a Copy-To Recipient Record.
• Click the Reset button to clear all the fields.
• Click Close to close the window and return to the previous screen.

When you click Add Selected Recipient(s) to Order the recipients you select are added to the order as shown in the next illustration.

You may forward copies of test results to multiple caregivers depending on the maximum number allowed by the sponsor. Repeat the previous steps outlined in this procedure to add other recipients.

When finished click Validate Order to continue.

When you print the order, the Copy-to Recipient(s) information appears on the report under Duplicate Report to: as shown in the following illustration.

To Create a New Copy-to Recipient

To Remove a Copy-To Recipient

To Modify/Delete a Copy-To Recipient Record

Printing Orders and Labels