Navigating the summary screen

Viewing contact details

1. 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 Details tab, the alternate contact's name, relationship to patient, home, work, and mobile phone numbers appear. See: Entering alternate contacts for more information.

   

Click-to-call patient

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.

Viewing patient statistics

• Assigned provider and location shown in blue.

• 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.
• 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. 

• Punctuality is calculated from the starting time of the patient appointment, in comparison to the patient arrival time. See: Marking patients arrived 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.

• 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.

Viewing patient-specific information

In the middle of the patient Summary tab is patient-specific information.

1. The patient's residential and email addresses appear. 

   1. 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.
2. The next upcoming recall for the patient appears.

3. Insurers on file appear in green.

4. Marketing patient groups on the patient file appear in blue. 

5. Referral type and source appear in yellow.

6. Patient types on file appear in red. 

Adding or editing patient notes   

1. To add or edit a patient note, do one of the following:
   • On the Patient browser tab, open the patient's file.
   • On the Patient browser tab, click on the desired patient.
2. Click the Patient drop-down menu, and select Edit note.
3. In the Patient note dialog box, type or update a patient note 
4. Select a note color
5. Click Save.

Clearing patient notes 

1. 1. To clear a note, do one of the following: 
   • • On the Patient browser tab, open the patient’s file.
     • On the Patient browser tab, click on the desired patient.
   1. Click the Patient drop-down menu, and select Clear note.
   2. In the Confirm operation dialog box, do one of the following:
   • • Click Yes to clear the note.
     • Click No to keep the note.

Viewing next and last appointments

In the middle of the summary tab screen, you will find the following patient appointment information:

• The patient's upcoming appointment appears with a icon.
• The patient's last appointment appears with a icon.
• The appointment date and time are displayed.
• The appointment status and type will be displayed as well as if there is a linked journal entry. 
• The provider the patient will see during their appointment. 

Viewing last assessments

1. 1. If the patient's last audiogram is more than one year old, the assessment date appears in red.

      

   2. 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.

Viewing current aids

1. 1. The most recent right, left, and other side active hearing aids appear.
      
   2. If the Age of the aid is more than four years old, it appears in green.

   3. 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.

Viewing current ALDs/Accessories

1. 1. The two most recent ALDs/Accessories appear.
      

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

Saving/printing patient summaries

1. 1. Click Print. The Patient summary sheet opens in a new tab.
   2. Utilize the Save icon in the top left-hand corner to save the Patient summary to your computer.
   3. Utilize the Print icon in the top left-hand corner to print the Patient summary.

Archiving patient summaries

At the bottom of the Patient summary is the ARCHIVE AS PDF option.

1. 1. Within the Add document: Patient summary dialog box, input a Title, select a Category, and optionally add an additional Description and Status.
      
   2. Click Save.