You must have Clinical User, Clinical Assistant, Patient Viewer, or Physician permissions to perform this task.
You must have Administrator permissions to share templates with the organization.

This help topic describes functionality that may not be part of the feature set in use at your company.

 

Manage Therapy Templates

The Report Template Administration section allows Clinical Users to preview report templates, edit existing report templates, add new report templates, and delete existing report templates.

Warning: The data provided in reports is only one of several elements to consider when evaluating the effectiveness of the therapy. This data should not be used in the diagnosis of a patient's condition.

To preview, edit, add or delete a report template:

1. Click the Reports and Templates tab, then click Report Templates.
   Report Template Administration displays. Report templates are listed in separate categories: System Default Templates, My Custom Templates, and Shared Custom Templates.
   
   Note: You must have Administrator permissions to share templates with the organization.
   
   To the right of each custom report template, users have multiple options: Edit, Delete and Duplicate.
   
   Note: System Template reports cannot be edited or deleted. To "edit" a System Template, create a new customized template based on a System Template and then edit that Custom Template report.

Preview Report Templates

1. To preview a report template, click the on the report template name.
   Report Detail window displays, showing report's component options.

2. After reviewing report components, click the Close button to return to Report Template Administration.
   Report Template Administration displays.

Edit Custom Report Templates

1. To edit a custom report template, click the Edit button.
   Report Detail window displays, showing report's component options.
   
   Note: System Template reports cannot be edited. To "edit" a System Template, create a new customized template based on a System Template and then edit that Custom Template report.

2. Select Yes or No to share the template with the organization.
   
   Note: You must have Administrator permissions to share templates with the organization. If you do not, this option does not appear.

3. Determine report components by clicking the right arrow button to move components from the Options Available section to the Your Selection section.
   
   To remove report components, click the left arrow button to move components from the Your Selection section to the Options Available section.
   
   Note: For each report section, the number of Possible and Selected components are identified at the right.

Note: Trilogy and Oxygen detail reports include Trend Graph vital sign information (Body Weight, Blood Pressure, Oxygen Saturation, and Steps Taken), based on a patient's health statistics entered by a Clinical User. Historical Trend Graph data is displayed in Trilogy and Oxygen therapy reports for specified date range.

4. To move components to different locations within a section, click the component in the Your Selection section. After the component has been highlighted, click the up or down arrows to adjust the component's location within the section.
    

5. Once satisfied with the report's components, click the Save button.
   
   Customized report template is saved and added to Care Orchestrator.
   
   Note: Once a report template has been edited, the new report template will be available within Care Orchestrator.

Delete Custom Report Templates

1. To delete a report template, click the Delete button.
   User message displays asking for user to confirm the template deletion.
   
   Note: System Template reports cannot be deleted.

2. Choose No or Yes to delete the report template.
   Customized report template is deleted and removed from Care Orchestrator.
   
   Note: Once a template is deleted, it cannot be restored. It will no longer be available within Care Orchestrator.

Add Report Templates

1. To add a report template, click the Duplicate button.
   Report Detail window displays, showing report's component options.
   
   Note: New Report Template will be based on the chosen report template.

2. Add a Template Name.
   
   Note: Make sure to give your customized Template a name that describes its content well.

3. Select Yes or No to share the template with the organization.
   
   Note: You must have Administrator permissions to share templates with the organization. If you do not, this option does not appear.

4. Determine report components by clicking the right arrow button to move components from the Options Available section to the Your Selection section.
   To remove report components, click the left arrow button to move components from the Your Selection section to the Options Available section.
   
   Note: For each report section, the number of Possible and Selected components are identified at the right.

Note: Trilogy and Oxygen detail reports include Trend Graph vital sign information (Body Weight, Blood Pressure, Oxygen Saturation, and Steps Taken), based on a patient's health statistics entered by a Clinical User. Historical Trend Graph data is displayed in Trilogy and Oxygen therapy reports for specified date range.

Note: To create a Trilogy Evo therapy report template, duplicate an existing Trilogy Detail report template and add Trilogy Evo data components.

5. To move components to different locations within a section, click the component in the Your Selection section. After the component has been highlighted, click the up or down arrows to adjust the component's location within the section.

6. Once satisfied with the report's components, click the Save button.
   Customized report template is saved and added to Care Orchestrator.
   
   Note: Once a report template has been added, the new report template will be available within Care Orchestrator.

 

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