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Selecting loaned aids

  1. On the Patient browser tab, open the patient’s file.
  2. Click the Hearing aids tab.
  3. Click on a hearing aid with On loan status.

    Tip
    To select multiple loaned aids, press and hold the Control key (Ctrl) on the keyboard while clicking the aids.

Generating loaner agreements

  1. Right-click the On loan aid and select Loaner agreement.  
  2. An agreement with will automatically populate within Blueprint. 
Tip
Utilize the default Loaner Agreement within Blueprint, or send a clinic-specific agreement to the Blueprint Solutions support team to load into the system.

Signing loaner agreements electronically

Note
Loaner Agreements can be signed electronically by utilizing the 
Status
titleSign document
feature. To enable this feature, purchase a signature pad here: Signature Pad Order Form.
  1. Click
    Status
    titleSign document
    .
  2. As the patient signs the signature pad, the signature will appear within the Sign document dialog box.
  3. When the patient has finished signing the signature pad, click Done.

    Note
    The signature appears electronically on the form. Archive the document on the patient's file. See: Archiving loaner agreements.

Archiving loaner agreements
Anchor
Archiving loaner agreements
Archiving loaner agreements

There are multiple ways to extract the agreement out of Blueprint. Choose from one of the following options:

  1. Click the
    Status
    titleArchive as PDF
    button to archive the agreement under the patient Documents tab.
    • Within the Add document dialog box, input a Title, select a Category, and optionally add an additional Description and Status.

    • Click Save.

  2. Click the Save icon in the top left-hand corner to save the agreement to your computer.
  3. Click the Print  icon in the top left-hand corner to print the agreement.
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