Page Comparison

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 on the aids.

   
   

Generating loaner agreements

1. Right-click the On loan aid and select Loaner agreement.  
   
2. An agreement will automatically populate within Blueprint. 

Signing loaner agreements electronically

Documents enabled for electronic signing can be signed using a tablet or a signature pad.

Signing using a tablet

1. Click 

   Status
   title Sign on tablet

   .
2. The Sign on tablet dialog box will appear. Select a tablet to send the loaner agreement to, and set the title and category to archive the loaner agreement under. Then click 

   Status
   title Ok

   .
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3. On the tablet, enter the patient's date of birth.
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4. The loaner agreement will appear on the tablet. Click into the rectangle that says Sign here.
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5. Have the patient enter their signature and hit 

   Status
   colour Blue title Create

   . Then tap 

   Status
   colour Green title Submit

    on the form.
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Then, the signed loaner agreement will appear in the patient's Documents tab.Image Added

Signing using a signature pad

1. Click

   Status
   title Sign 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.

   NoteThe 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

1. Click the

   Status
   title Archive as PDF

   button to archive the agreement under the patient Documents tab.
2. Within the Add document dialog box, input set a Title, select a Category, and optionally add an additional a Description and a Status.
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3. Click Save.

Extracting the loaner agreement out of Blueprint OMS

There are two ways to extract the loaner agreement out of Blueprint OMS.

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