Loaner agreements

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.

    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. 
Use the default Loaner agreement within Blueprint OMS, or upload your clinic-specific agreement your system from the Setup > Templates > Forms menu.

Signing loaner agreements electronically

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

Signing using a tablet

To use a tablet for electronic signatures, the online forms feature needs to be enabled and a tablet needs to be set up at the patient's assigned location.

For more information, see: Setting up online forms and Setting up and using tablets.

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

Then, the signed loaner agreement will appear in the patient's Documents tab.

Signing using a signature pad

US-based customers can order signature pads here: Signature Pad Order Form.
  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.

Archiving loaner agreements

  1. Click the ARCHIVE AS PDF button to archive the agreement under the patient Documents tab.
  2. Within the Add document dialog box, set a Title, a Category, and optionally a Description and a Status.
  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.