Edit a Custom Profile

1 In the menu bar, click Setup > Custom Profile Definition.

Note: The Setup menu appears only if you can place orders with your current lab.

2 If you are accessing an IOP facility, in the Client Number list, click the client whose custom profile you want to modify.

If you are accessing a PSC facility, in the Client Number box, type the number of the client whose profile you want to modify, and press Tab.

If you do not know the complete client number, follow these steps:

a Click the Search link.

b In the Search by area, click the appropriate option button (Name, Number, or Phone).

c In the adjacent box, type a portion of the client’s name, client number, or telephone number.

d Click Search.

All clients that match the specified information appear in the search results list, which displays the client number; client name and street address; and telephone number and zip code.

e To select a specific client, click the client in the list.

All of the profiles associated with that client appear in the Existing Custom Profiles area.

3 In the Existing Custom Profiles area, click the profile that you want to modify.

All of the tests associated with that profile appear in the Components for area.

4 In the Components for area, do one or more of the following:

• Remove a test. To remove a test from the profile, click the remove link next to the test that you want to remove.

• Add a test. To add a test, do one or more of the following:

• Clear the Show Quick List check box, type the complete order code in the Add Order Code box, and then press Enter.

• Select the Show Quick List check box. In the Add Order Code box, type the first three characters of the order code. Any codes that match the information you typed appear in a pop-up list. To add a test in this list to the profile, click the appropriate item.

• Click Search. On the Order Code Search dialog box, select the Code/Description or Alias check box (or both); type a portion of the order code, test name, or alias in the adjacent box; and then click Search. Any tests that match the information you typed appear at the bottom of the dialog box. To add a displayed test to the profile, click the order code.

Note: If you select only the Code/Description check box, the search results will be limited to tests whose order code or name match the specified text. If you select the Alias check box, the search results will include aliases and handwritten order translations as well. Clearing both check boxes is the same as selecting only the Code/Description check box. If the lab does not support searching by aliases, only handwritten order translations are included in the search results.

The test appears in the Components for area and is now included in the profile.

Note: If a test is associated with multiple order codes, only the primary code can be added to the profile. For example, if a CBC is associated with the primary code 6399 and the alternate code 42A, and you type 42A when the Show Quick List check box is cleared, 6399 appears in the list instead. Likewise, if you type 42A when the Show Quick List check box is selected or search for 42A, 6399 appears in the Quick List or search results, and 42A appears in brackets in front of the test name. When you click this item in the Quick List or search results, 6399 is added to the profile.

• View details. To view details about a listed test or panel, click the order code.

The Directory of Services dialog box displays the preferred specimen, minimum volume, transport container and temperature, and other information. For a panel, the order codes and names of the component tests are also listed.

Note: For some labs, a Proper Order of Draw link appears on this dialog box, providing access to important information about drawing and handling specimens.

To close this dialog box, click Close Window.