In the top left-hand corner of the patient Summary tab is patient contact information and the patient's photo. |
This information populates from data in the patient's Details tab. |
To initiate a call, simply click on the patient's phone number displayed on their summary screen. This action will activate your PC's default phone link, allowing you to dial the patient directly.
Before you get started, ensure your PC is equipped for telephony. This means having a compatible softphone application installed and correctly configured. Make sure your telephony setup is up and running before you use the "click-to-call" functionality. |
In the top right-hand corner of the patient Summary tab are patient statistics. |
Provider and location information populates from data in the patient's Details tab. |
Balance populates from data in the patient's Sales history tab. |
Punctuality populates from data in the Schedule. |
The No-show rate is calculated from appointments with the status No show. See: Changing appointment status for more information. The total number of appointments calculated into the statistic appears in parenthesis. If the patient has a no-show percentage, the no-show rate appears in red.
The no-show rate populates from the data in the Schedule |
In the middle of the patient Summary tab is patient-specific information.
The patient's residential and email addresses appear.
Optionally, click on the patient's email address to email the patient directly from Blueprint.
This information populates from data in the patient's Details tab. |
This information populates from the Recalls module on the main toolbar. See: Recalls for more information. |
3. Insurers on file appear in green.
Hover over the insurer on file to view the address, phone number, fax number, and notes. |
This information populates from the patient's Insurers tab. See: Setting patient insurers for more information. |
4. Marketing patient groups on the patient file appear in blue.
This information populates from the patient's Marketing tab. See: Managing patient groups for more information. |
5. Referral type and source appear in yellow.
This information populates from the patient's Marketing tab. |
6. Patient types on file appear in red.
This information populates from the patient's Audiology tab. See: Selecting a patient type for more information. |
Patient notes appear: (1) on the patient's Summary screen, (2) when a patient is selected on the Patient browser, and (3) when using the mouse to hover over a patient's name when creating a new appointment on the Schedule. |
This information populates from data in the Schedule. |
In the middle of the summary tab screen, you will find the following patient appointment information:
Right-click an appointment to view its event history as well as to create, link, and view linked journal entries for it. |
In the middle of the patient Summary tab is assessment information. |
If the patient's last audiogram is more than one year old, the assessment date appears in red.
Hovering over the hearing Severity, Type, or Shape results with the mouse, displays the assessment in graph format.
This information populates from the data in the patient's Audiology tab. |
At the bottom of the patient Summary tab is current aid information. |
If the Warranty expiration date will expire in the next 90 days, it appears in green. Expired warranties appear in red. Hovering over the warranty expiration date with the mouse, displays the days remaining.
This information populates active hearing aid only data from the patient's Hearing aids tab. |
At the bottom of the patient Summary tab is current ALDs/Accessories information. |
The two most recent ALDs/Accessories appear.
This information populates from the ALDs/Accessories section of the patient's Hearing aids tab. |
At the bottom of the patient Summary tab is the option. |
At the bottom of the Patient summary is the option.