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Overview

On each audiological assessment in Blueprint OMS, it is possible to generate an audiological report which will display the information from the selected audiological assessment. Audiological report templates can be uploaded under Setup > Templates > Forms. By default, Blueprint OMS systems will have two variants of Hearing Assessment, a two-page assessment results report, and four variants of Aud Report, a one-page assessment results report. Additional generic audiological form templates are available at the template tool.

Generating audiological reports

1. In a patient's Audiology tab, find in the History panel the audiological assessment you wish to report on.
2. Right-click on the assessment and select the desired report option.
   

3. If the report template has merge fields related to an external healthcare provider, then you will be prompted to select a healthcare provider in the Select healthcare provider dialog box.
   

   Note
   The options in this menu are the healthcare providers set in the patient's Details tab. See: Selecting the patient's family physician.

   
   

4. The report will open in a new tab, where you can sign and edit it.
   

Editing audiological report instances

Editing single-line text fields

Click into any text cell to make a change.

Editing multi-line text fields

On the right-hand side you will see the multiline text fields listed. Multi-line text fields are text-snippet-enabled. Double-click into the white space under the desired field's name to open a text-snippet-enabled editing window for that field.

In this window, you can compose the text for the chosen field. You can use your system's text snippets and create new ones. Spell check is also enabled here. Once you are finished with your composition, click 

Signing reports electronically

Report templates configured with eSignature fields can be signed electronically. Standard Blueprint OMS audiological report templates all have eSignature fields.

Alternatively, default user signatures can be set at Setup > User administration > Users, by users with the Maintain users and roles user privilege, so that your default user signature will populate on forms and correspondence, including audiological reports, in the user signature field.

Signing reports using clinic tablets

See: Setting up and using tablets.

Signing reports using signature pads

1. Click

   Status
   title sign document

   .

2. The Sign document dialog box will appear and display the name of the field whose signature is being collected. According to this information, either use the signature pad to sign or have the patient use the signature pad to sign.
   

   
   

3. Once the signature is entered, click 

   Status
   title Done

   .
   
4. If there are any other eSignature fields on the form, the Sign document will prompt for those signatures as well. Continue signing and clicking 

   Status
   title Done

    until there are no eSignature fields left to sign.
5. Any signatures entered will appear on the form in the approproiate places.
   

Archiving an audiological report or audiological report draft

Anchor
Archiving reports Archiving reports

1. Click the 

   Status
   title Archive

    button at the bottom of the screen.
2. The Editable form options dialog box will appear and offer you the choice between keeping the document editable and flattening it. Select one of the options.
   
3. The Add document dialog box will appear. In it, set a title and category for the document. Optionally, give it a description and a status.
   
4. Click 

   Status
   title Save

   .

Emailing an audiological report

1. With the report open, click 

   Status
   title Email/fax

   
   
2. Choose Email patient, Email healthcare provider, or Email other.
3. If the document in its present state has not been archived yet, the Edit form options dialog will appear. Choose whether to keep the form editable or not.
   
4. If the document has not been archived yet, the Add document dialog will appear. Set a name and a category for the document.
   
5. The Enter message details dialog will appear.  In it, optionally change the subject, write an email message, and add more of the patient's documents as attachments.
   
6. Click 

   Status
   title Send

   .

Faxing an audiological report

1. With the report open, click 

   Status
   title Email/fax

   
   
2. Choose the recipient of the fax. The patient's healthcare providers and insurers will be shown in the menu of options.
3. If the document in its present state has not been archived yet, the Edit form options dialog will appear. Choose whether to keep the form editable or not.
   
4. If the document has not been archived yet, the Add document dialog will appear. Set a name and a category for the document.
   

5. The Enter message details dialog will appear.  In it, optionally change the subject, write a fax message, and add more of the patient's documents as attachments. Then click 

   Status
   title Next

   .
   

   Note
   The fax message entered here will populate in the {{comments}} field of whichever fax cover page is chosen for the fax. If the audiological report used was one with its own cover page built into a report, it is not advised to add another fax cover page to the fax, and hence it will be inadvisable to enter any message in the Enter message details dialog.

   
   

6. The Select correspondence details dialog will appear. In it, choose which, if any, fax cover page template to use, and set the signer. Then, click 

   Status
   title Preview fax

   .
   
7. A preview of the fax will open in a new tab. Click the 

   Status
   title Send fax

    button at the bottom of that tab.