Have Additional Copies of the Results Sent

1 In the title bar of the Order Information section, click Additional Copies.

2 In the Recipients section, specify who should receive a copy of the test results:

Notes:   • For more information about this feature, see Additional Copies of Test Results. • For standing orders, you must provide a telephone and fax number for at least one of the additional recipients, no matter which delivery method you chose. You can type NG, which means not given. However, if you are sending the results by fax, you must provide a valid fax number. If only one additional recipient is allowed, it cannot be a Direct messaging recipient, since you cannot specify a phone or fax number for that type of recipient. • If no client name appears in the Client box in the Order Information section, your default client for the lab that is performing the tests is assumed to be the ordering client.

• The ordering client:

a In the Added Recipients area, select the check box for each delivery method that you want to use (Mail, Fax, or both).

The check boxes that appear vary, depending on which delivery methods the lab supports.

b If you selected the Fax check box, the ordering client’s information appears on the left side of the section. If the displayed fax number is correct, click Save. If there is no fax number, or if the displayed fax number is incorrect, type the appropriate fax number and then click Save.

The fax number appears below the ordering client’s address in the Added Recipients area.

• A favorite recipient:

a In the select from list, click the group associated with the recipient’s name (such as 0– 9 or A*, B*, C*).

All current favorites whose name begins with the selected numbers or letters appear.

Notes:   • All recipients that you previously used are automatically saved as favorites, except for the ordering client, Direct messaging recipients for which no name was specified, and any recipients for which you selected the Use Patient Information check box (as described later in the section on adding a new recipient). • To edit a favorite recipient, click next to that recipient. The left side of the section displays all of the available information, which you can change as needed. When you have finished, click Save. The list of favorites appears again, displaying any changes that you made. (This option is not available for favorites that are existing clients.) • To remove a recipient from the list of favorites, click next to the appropriate recipient. When the confirmation message appears, click OK.

b Click the appropriate recipient.

That recipient appears in the Added Recipients area.

c In the Added Recipients area, select the check box for each delivery method that you want to use.

The Method on File check box appears only if the favorite is an existing client, and is selected by default. The other check boxes that appear vary, depending on which delivery methods the lab supports. If your selected favorite uses Direct messaging, only the Direct check box appears, and it is automatically selected and inactive.

If you already used the number allowed for a particular delivery method, a message appears when you choose that method. For example, if the lab allows two copies of the test results to be mailed, and you already selected the Mail check box for two recipients, a message appears if you select the Mail check box for another recipient.

d If you selected the Fax check box, the recipient’s information appears on the left side of the section. If there is no fax number, or if the displayed fax number is incorrect, type the appropriate fax number. Then click Save.

The fax number appears below the recipient’s address in the Added Recipients area, and is used only for this order; it is not saved permanently.

• An existing client of the current lab:

a In the box, type at least one character of the client’s name, number, or telephone number, or the physician’s name.

If you are searching for a physician’s name, you can optionally type a comma and the first letter of the physician’s name, omitting any space. For example, to find Dr. Ann Jones, you could type jon,a. (You must include the comma and a first letter to limit the search results to physicians. Otherwise, the results will include both clients and physicians.)

If you are searching for a telephone number, you can include or omit any punctuation or spaces, such as 8135551234, 813 555 1234, or (813) 555-1234.

If you type fewer than three digits, only exact matches are retrieved. (You can retrieve results with fewer than three letters.)

b Click Search.

Up to 200 matching results appear in that list. (If there are more than 200 matching results, you might need to narrow your search by typing more characters and clicking Search again.) The ordering client is excluded from these results.

If clients appear in the search results, each client’s name appears in bold, followed by the client number in parentheses. If only one physician is associated with a displayed client, that physician’s name appears below the client name. If more than one physician is associated with the client, you can click next to Show Physicians to see a list of all of the physicians associated with that client. To hide this list, click next to Hide Physicians. (If the client is associated with more physicians than can be displayed, a message advises you to search by the physician name.)

If physicians appear in the search results, each physician’s name appears in bold, followed in parentheses by the physician’s NPI, UPIN, or both. If a particular physician is associated with more than one client, the search results display an instance for each client. For example, if Dr. Ann Jones is associated with both Hospital North and Medical Associates West, that doctor would appear twice in the search results, once with each client.

c Click the appropriate client.

That client appears in the Added Recipients area.

d If you searched by client number, name, or telephone number, in the Attn list in the Added Recipients area, click the physician who should receive the test results. (If you searched by physician name, the selected physician appears after Attn automatically.)

If you do not choose a physician in the Attn list, or if Attn does not appear because the lab does not support this feature, the test results will be sent to the client, but not to any particular physician’s attention.

e Select the check box for each delivery method that you want to use. (Method on File is selected by default.)

The check boxes that appear vary, depending on which delivery methods the lab supports. For example, if the lab does not support sending test results by fax, the Fax check box does not appear.

In addition, if you already used the number allowed for a particular delivery method, a message appears when you choose that method. For example, if the lab allows three copies of the test results to be mailed, and you already selected the Mail check box for three recipients, a message will appear if you select the Mail check box for another recipient.

f If you selected the Fax check box, the client’s information appears on the left side of the section. If the displayed fax number is correct, click Save. If there is no fax number, or if the displayed fax number is incorrect, type the appropriate fax number and then click Save. The fax number appears below the client’s address in the Added Recipients area, and it is used only for this order; it is not saved permanently.

If you selected the Mail check box and the client does not have a complete mailing address, the available information appears on the left side of the section. Provide the missing information and then click Save.

• A new recipient:

a In the title bar of the Recipients section, click Add a New Recipient.

The left side of the section displays fields where you can specify the appropriate information.

Note: The Add a New Recipient button appears only if the lab supports sending test results by mail, fax, or Direct messaging.

b In the Delivery Method list, click the appropriate option—Mail, Fax, Both (Mail and Fax), or Direct Messaging.

The available options vary, depending on which delivery methods the lab supports.

c To send the test results to the patient, select the Use Patient Info check box.

The available patient information appears in the subsequent fields.

Notes:   • If you chose Direct Messaging in the Delivery Method list, the Use Patient Info check box does not appear. • If you select the Use Patient Info check box, you cannot subsequently edit the recipient. If changes are needed, click to remove the recipient, update the patient’s information (as described in Initiate a Lab Order), and repeat this procedure.

d Complete the required fields, which vary depending on the chosen delivery method.

Notes:   • Any Direct messaging address must be a valid email address. In addition, a name is required to save a Direct messaging address as a favorite. • It is recommended that you put the last name first in the Name box. For example, to list John Doe under D*, E*, F* in your favorites, you would have to type Doe, John. • If you type the zip code in the City box and press Tab, the City, State, and Zip fields are populated automatically.

e Click Add To List.

The recipient appears in the Added Recipients area, and each specified delivery method is selected automatically.

Notes:   • If you subsequently decide not to use a particular delivery method, you can clear that check box. However, for Direct messaging recipients, you cannot clear the Direct check box; you can only remove the recipient (as described in step 3). • If you subsequently select an additional delivery method, and you have not already provided the required information, you are prompted to do so. For example, if you originally chose Mail in the Delivery Method list, and did not provide a fax number, and then subsequently select the Fax check box, the recipient’s information appears on the left side of the section. Provide the required information and click Save. The Added Recipients area is updated accordingly. • To edit a new recipient, click Cancel on the left side of the section, click the group associated with the recipient’s name in the list, and click next to that recipient. The left side of the section displays all of the recipient’s information, which you can change as needed. When you have finished, click Save. Your changes appear in both the list of favorites and the Added Recipients area. • All results delivered to a Direct messaging recipient include a cover sheet that identifies the ordering client, performing lab, and requisition number.

3 Do one or more of the following:

• To add more recipients, repeat step 2 for each recipient.

Note: You can specify up to 20 Direct messaging recipients; all of them count only once against the total number of recipients. For example, if the section displays Total copies allowed: 4, and you specify five Direct messaging recipients, you can still choose three other types of recipients.

• To remove a recipient from the Added Recipients area, click next to the recipient’s name.

4 Go to Complete the Order.