{"type":"doc","content":[{"type":"layoutSection","content":[{"type":"layoutColumn","attrs":{"width":66.66},"content":[{"type":"heading","attrs":{"level":2},"content":[{"text":"Viewing contact details","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"In the top left-hand corner of the patient ","type":"text"},{"text":"Summary","type":"text","marks":[{"type":"strong"}]},{"text":" tab is patient contact information and the patient's photo.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Contact details contain patient name, date of birth, age, home, work, and mobile phone numbers. If an alternate contact is flagged as the primary contact on the patient's ","type":"text"},{"text":"Details","type":"text","marks":[{"type":"strong"}]},{"text":" tab, the alternate contact's name, relationship to patient, home, work, and mobile phone numbers appear. See: ","type":"text"},{"text":"Entering alternate contacts","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Entering alternate contacts","versionAtSave":"14"},"href":"https://blueprintoms.atlassian.net/wiki/spaces/BPUG21/pages/491552"}}]},{"text":" for more information.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start"},"content":[{"type":"media","attrs":{"__fileSize":89984,"__fileMimeType":"image/png","width":737,"id":"303ab007-b9e2-4c3e-b099-4dd31e660b28","collection":"contentId-491548","type":"file","__fileName":"image2018-9-25_17-10-28.png","height":216}}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from data in the patient's ","type":"text"},{"text":"Details","type":"text","marks":[{"type":"strong"}]},{"text":" tab.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Click-to-call patient","type":"text"}]},{"type":"paragraph","content":[{"text":"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.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#374151"}}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"Note","type":"text"}]},{"type":"paragraph","content":[{"text":"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.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#374151"}}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Viewing patient statistics","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"In the top right-hand corner of the patient ","type":"text"},{"text":"Summary","type":"text","marks":[{"type":"strong"}]},{"text":" tab are patient statistics.","type":"text"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Assigned provider and location shown in blue.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start"},"content":[{"type":"media","attrs":{"__fileSize":17928,"__fileMimeType":"image/png","width":486,"id":"e5fb4296-3418-4d72-ab62-c8c60fce0d2b","collection":"contentId-491548","type":"file","__fileName":"2019-07-29_0743.png","height":232}}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"Provider and location information populates from data in the patient's ","type":"text"},{"text":"Details","type":"text","marks":[{"type":"strong"}]},{"text":" tab.","type":"text"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For a client with an amount owing on the account, the balance appears in red. For a client with a credit on the account, the balance appears in green.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For a client insurer with an amount owing on the account, the balance appears in red. For a client insurer with a credit on the account, the balance appears in green. ","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"Balance populates from data in the patient's ","type":"text"},{"text":"Sales history","type":"text","marks":[{"type":"strong"}]},{"text":" tab.","type":"text"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Punctuality is calculated from the starting time of the patient appointment, in comparison to the patient arrival time. See: ","type":"text"},{"text":"Marking patients arrived","type":"text","marks":[{"type":"link","attrs":{"href":"https://blueprintoms.atlassian.net/wiki/pages/createpage.action?spaceKey=DRS&title=In%20clinic%20monitoring"}}]},{"text":" for more information. The total number of appointments calculated into the statistic shows in parenthesis. On average, if the client arrives late to appointments, the punctuality appears in red. On average, if the client arrives early to appointments, the punctuality appears in green.","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"Punctuality populates from data in the ","type":"text"},{"text":"Schedule","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The No-show rate is calculated from appointments with the status ","type":"text"},{"text":"No show","type":"text","marks":[{"type":"strong"}]},{"text":". See: ","type":"text"},{"text":"Changing appointment status","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Editing existing appointments","anchorName":"Changingappointmentstatus","versionAtSave":"40"},"href":"https://blueprintoms.atlassian.net/wiki/spaces/BPUG21/pages/491609#Editingexistingappointments-Changingappointmentstatus"}}]},{"text":" 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.","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"The no-show rate populates from the data in the ","type":"text"},{"text":"Schedule","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Viewing patient-specific information","type":"text"}]},{"type":"paragraph","content":[{"text":"In the middle of the patient ","type":"text"},{"text":"Summary","type":"text","marks":[{"type":"strong"}]},{"text":" tab is patient-specific information.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The patient's residential and email addresses appear. ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Optionally, click on the patient's email address to email the patient directly from Blueprint.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":57.0},"content":[{"type":"media","attrs":{"__fileSize":4587,"__fileMimeType":"image/png","width":439,"id":"1a4918a0-6cce-4922-90ae-2fcf635c7cf0","collection":"contentId-491548","type":"file","__fileName":"summary_address.png","height":36}}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

This information populates from data in the patient's Details tab.

","nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from data in the patient's ","type":"text"},{"text":"Details","type":"text","marks":[{"type":"strong"}]},{"text":" tab.","type":"text"}]}]}],"version":1},"reason":"A note macro in a list item can't be created or edited in the new editor."}}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The next upcoming ","type":"text"},{"text":"recall","type":"text","marks":[{"type":"strong"}]},{"text":" for the patient appears.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":260,"widthType":"pixel"},"content":[{"type":"media","attrs":{"__fileSize":2855,"__fileMimeType":"image/png","width":213,"id":"93ca895b-1891-4896-a503-47f1f4375c0b","collection":"contentId-491548","type":"file","__fileName":"summary_recall.png","height":34}}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from the ","type":"text"},{"text":"Recalls","type":"text","marks":[{"type":"strong"}]},{"text":" module on the main toolbar. See: ","type":"text"},{"text":"Recalls","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Recalls","versionAtSave":"63"},"href":"https://blueprintoms.atlassian.net/wiki/spaces/BPUG21/pages/491580"}}]},{"text":" for more information.","type":"text"}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"3. ","type":"text"},{"text":"Insurers","type":"text","marks":[{"type":"strong"}]},{"text":" on file appear in green.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":191,"widthType":"pixel"},"content":[{"type":"media","attrs":{"__fileSize":1751,"__fileMimeType":"image/png","width":158,"id":"5f87e696-a237-4a9e-b0e6-0cb27cf5e8b1","collection":"contentId-491548","type":"file","__fileName":"2018-12-05_1544.png","height":32}}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"Hover over the insurer on file to view the address, phone number, fax number, and notes. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start"},"content":[{"type":"media","attrs":{"__fileSize":10170,"__fileMimeType":"image/png","width":394,"id":"036f518d-7b4e-47bd-88b9-414fa6e75a7d","collection":"contentId-491548","type":"file","__fileName":"2018-12-05_1546.png","height":119}}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from the patient's ","type":"text"},{"text":"Insurers","type":"text","marks":[{"type":"strong"}]},{"text":" tab. See: ","type":"text"},{"text":"Setting patient insurers/3rd party payers","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Setting patient insurers/3rd party payers","versionAtSave":"42"},"href":"https://blueprintoms.atlassian.net/wiki/spaces/BPUG21/pages/491594"}}]},{"text":" for more information.","type":"text"}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"4. ","type":"text"},{"text":"Marketing patient groups","type":"text","marks":[{"type":"strong"}]},{"text":" on the patient file appear in blue. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":268,"widthType":"pixel"},"content":[{"type":"media","attrs":{"__fileSize":2560,"__fileMimeType":"image/png","width":285,"id":"d958b540-5ff5-419d-bb45-df79ed7640e4","collection":"contentId-491548","type":"file","__fileName":"marketing_groups.png","height":36}}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from the patient's ","type":"text"},{"text":"Marketing","type":"text","marks":[{"type":"strong"}]},{"text":" tab. See: ","type":"text"},{"text":"Managing patient groups","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Managing patient groups","versionAtSave":"11"},"href":"https://blueprintoms.atlassian.net/wiki/spaces/BPUG21/pages/585400321"}}]},{"text":" for more information.","type":"text"}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"5. ","type":"text"},{"text":"Referral type and source","type":"text","marks":[{"type":"strong"}]},{"text":" appear in yellow.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":229,"widthType":"pixel"},"content":[{"type":"media","attrs":{"__fileSize":2078,"__fileMimeType":"image/png","width":202,"id":"0d4e86ca-5bcb-4e9a-afdd-b4cec4441a68","collection":"contentId-491548","type":"file","__fileName":"summary_referral.png","height":34}}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from the patient's ","type":"text"},{"text":"Marketing","type":"text","marks":[{"type":"strong"}]},{"text":" tab.","type":"text"}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"6. ","type":"text"},{"text":"Patient types","type":"text","marks":[{"type":"strong"}]},{"text":" on file appear in red. ","type":"text"},{"type":"hardBreak"},{"text":" ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"","id":"7c4d7ec6-aa72-466b-ad0b-32e0a2551e99","collection":"contentId-491548","height":""}}}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from the patient's ","type":"text"},{"text":"Audiology","type":"text","marks":[{"type":"strong"}]},{"text":" tab. See: ","type":"text"},{"text":"Selecting a patient type","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Patient hearing assessments","anchorName":"selectingapatienttype","versionAtSave":"63"},"href":"https://blueprintoms.atlassian.net/wiki/spaces/BPUG21/pages/491593#Patienthearingassessments-selectingapatienttype"}}]},{"text":" for more information.","type":"text"}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Adding or editing patient notes ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To add or edit a patient note, do one of the following:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"On the ","type":"text"},{"text":"Patient browser","type":"text","marks":[{"type":"strong"}]},{"text":" tab, open the patient's file.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"On the ","type":"text"},{"text":"Patient browser","type":"text","marks":[{"type":"strong"}]},{"text":" tab, click on the desired patient.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"Patient","type":"text","marks":[{"type":"strong"}]},{"text":" drop-down menu, and select ","type":"text"},{"text":"Edit note","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"Patient note","type":"text","marks":[{"type":"strong"}]},{"text":" dialog box, type or update a patient note ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select a note color","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Save","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":272,"widthType":"pixel"},"content":[{"type":"media","attrs":{"__fileSize":11112,"__fileMimeType":"image/png","width":602,"id":"b52945dd-2a09-4eb2-8ccf-18034a38382f","collection":"contentId-491548","type":"file","__fileName":"patient_note.png","height":485}}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"Patient notes appear: (1) on the patient's ","type":"text"},{"text":"Summary","type":"text","marks":[{"type":"strong"}]},{"text":" screen, (2) when a patient is selected on the","type":"text"},{"text":" Patient browser","type":"text","marks":[{"type":"strong"}]},{"text":", and (3) when using the mouse to hover over a patient's name when creating a new appointment on the ","type":"text"},{"text":"Schedule","type":"text","marks":[{"type":"strong"}]},{"text":". ","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Clearing patient notes ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To clear a note, do one of the following: ","type":"text"}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"On the ","type":"text"},{"text":"Patient browser","type":"text","marks":[{"type":"strong"}]},{"text":" tab, open the patient’s file.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"On the","type":"text"},{"text":" Patient browser","type":"text","marks":[{"type":"strong"}]},{"text":" tab, click on the desired patient.","type":"text"}]}]}]},{"type":"orderedList","attrs":{"order":2},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"Patient","type":"text","marks":[{"type":"strong"}]},{"text":" drop-down menu, and select ","type":"text"},{"text":"Clear note","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"Confirm operation","type":"text","marks":[{"type":"strong"}]},{"text":" dialog box, do one of the following:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Yes","type":"text","marks":[{"type":"strong"}]},{"text":" to clear the note.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"No ","type":"text","marks":[{"type":"strong"}]},{"text":"to keep the note.","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Viewing next and last appointments","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"This information populates from data in the ","type":"text"},{"text":"Schedule","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"paragraph","content":[{"text":"In the middle of the summary tab screen, you will find the following patient appointment information:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The patient's upcoming appointment appears with a up-arrow icon.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The patient's last appointment appears with a down-arrow icon.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The appointment date and time are displayed.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The appointment status and type will be displayed as well as if there is a linked journal entry. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The provider the patient will see during their appointment. ","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":675,"widthType":"pixel"},"content":[{"type":"media","attrs":{"__fileSize":9433,"__fileMimeType":"image/png","width":852,"id":"e855ef6f-5b96-413a-be2a-82b68fcb33f0","collection":"contentId-491548","type":"file","__fileName":"2020-03-03_1023.png","height":100}}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"Right-click an appointment to view its event history as well as to ","type":"text"},{"text":"create, link, and view linked journal entries","type":"text","marks":[{"type":"link","attrs":{"href":"https://blueprintoms.atlassian.net/wiki/x/b4CuMw"}}]},{"text":" for it.","type":"text"}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":241,"widthType":"pixel"},"content":[{"type":"media","attrs":{"__fileSize":7477,"__fileMimeType":"image/png","width":288,"id":"8d40d449-4757-409a-91fc-efd963e7b8f5","collection":"contentId-491548","type":"file","__fileName":"2020-03-03_1034.png","height":159}}]},{"type":"heading","attrs":{"level":2},"marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Viewing last assessments","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"In the middle of the patient ","type":"text"},{"text":"Summary","type":"text","marks":[{"type":"strong"}]},{"text":" tab is assessment information.","type":"text"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If the patient's last audiogram is more than one year old, the assessment date appears in red.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start"},"content":[{"type":"media","attrs":{"__fileSize":8445,"__fileMimeType":"image/png","width":941,"id":"92833d67-8f20-4891-a40f-10ae6ae02a85","collection":"contentId-491548","type":"file","__fileName":"summary_last_audiogram.png","height":100}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Hovering over the hearing ","type":"text"},{"text":"Severity","type":"text","marks":[{"type":"strong"}]},{"text":", ","type":"text"},{"text":"Type","type":"text","marks":[{"type":"strong"}]},{"text":", or ","type":"text"},{"text":"Shape","type":"text","marks":[{"type":"strong"}]},{"text":" results with the mouse, displays the assessment in graph format.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start"},"content":[{"type":"media","attrs":{"__fileSize":15480,"__fileMimeType":"image/png","width":304,"id":"8590f79c-a4bf-49a7-9de8-38e1d5b48332","collection":"contentId-491548","type":"file","__fileName":"summary_assessment_graph_001.png","height":270}}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

This information populates from the data in the patient's Audiology tab.

This information populates active hearing aid only data from the patient's Hearing aids tab.

This information populates from the ALDs/Accessories section of the patient's Hearing aids tab.

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