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 Patient Templates

The Patients Report section allows Clinical Users to add new report templates, edit existing 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.

Create Report Template

1. Click the Reports and Templates tab and select the Patients Report tab. To use a default report template, select Patients Report in the Report Template pull-down menu. To use a custom report template, select a report under Custom Templates in the Report Template pull-down menu. To use a shared template, select a report under Shared Templates in the Report Template pull-down menu.

Note: To view default compliance reports for active patients, choose Compliance in the Report Template pull-down menu.

Note: To view default accessory resupply reports, choose Accessory resupply in the Report Template pull-down menu.

Patients report section displays.

2. To create a new report, adjust any Patients Report filter (s) in the following categories:

1. Identity

Note:  The Location Filter by button can be used to filter a report by an internal or external location. Selecting the Filter by button displays the Filter by Locations window. By default, the location filter is set to Internal.

Note:  When searching for a Location, only sub locations matching the entered search string will be displayed in the list.  

1. Compliance

The Compliance filters allow you to report by Compliance Status (compliant or non-compliant) or Compliance rule name. Additional options include Initial compliance date, Ongoing compliance date, Initial compliance statistic, and Ongoing compliance statistic.

Note:  The Compliance Rule check box is checked and set to All Compliance Rules by default.

1. Usage

The Usage filters allow you to select Days Used, Avg Hours/day and Usage percentages. All three options support 7, 14, 30, 90 or 180 days.

Note:  Under More options, two toggle switch Exclusion Options exist. They are Exclude patients with total usage less than...Hours or Only show patients with average usage between... (only one may be selected) and Exclude patients with no usage in recent days. This allows for the exclusion of all patients within their first 30 days since compliance will not trigger before 30 days for the CMS rule.

1. Equipment

The Equipment filter presents three areas with additional filters:

1. Devices

The Devices filters allow reporting by Device category (i.e., Sleep Diagnostics, Sleep, Ventilation, NIV, etc.), Device serial number, Device name, or Device assignment date  (before or after specified date).

Note:  Italy ONLY - Private label device names appear in the pull-down and can be selected for Trilogy Evo and BiPAP A40 Pro if desired.

1. Accessories

The Accessories filters allow reporting by Accessory type (i.e, cushion, filter, humidifier, mask, other), Accessory model (i.e., DreamWisp Nasal, GoLife for men, etc.), Accessory detail, part number, Accessory assignment date (before or after specified date),or Resupply eligibility date (date range (you specify the dates), past, or future (select 7, 14 or 30 days))

1. Downloads

The Downloads filters allow reporting by DreamMapper status (linked or not linked), Data source (none, removable media, or connected), last download (before or after specified date), and/or Connectivity serial number.

1. Care Team (Internal and External Care Teams)

The Care team filters allow reporting by members or locations.

1. Custom Fields

Patients report (Edit) displays when any adjustment to any of the filters is made.

3. With filters in place, click the Save As button.
   
   Note: To return to original filter configuration, click Clear All.

Note: To rearrange report columns, click Move. In the Patients report (Edited) window, drag and drop selected columns to desired location and click Apply to save the new column arrangement.

The Save Report Template window opens.

4. Give your new report template a Name and Description. To share the new template, click Share with my organization. To make the template the default option when navigating to the Patients Report tab, click Make My Default Report. Default report templates are identified with a blue star next to the template name. Toggle this icon on or off to adjust the default option on any saved template.

Note: You must have Administrator permissions to share templates with the location. If you do not, this option does not appear. Clinical users can create templates and view patients, but cannot share templates.

Note: Name field is mandatory to save a new Patients Report Template. Description field is optional.

5. Click Save to save new template.
   
   Note: Click Cancel to return to Patients Report screen.

Note: For Philips Services-enabled patients and AIM Benefit management service visibility, choose External Services as a report detail option.

The Patients report page is displayed along with a solid green status bar indicating that the template has been save. Additionally, the Report template list updates to show new report template information.
 

Edit Existing Report Template

To edit report template details:

1. Choose a template under Custom Templates (i.e. report names with blue text) in the Report Template pull-down menu.
   Results display for custom template selected.

2. Adjust any Patients Report filter(s) in the following categories:

• • Identity

  • Compliance

Note:  The Compliance Rule check box is checked and set to All Compliance Rules by default.

• • Usage

Note:  Under More options, two  toggle switch Exclusion Options exist under Usage.  They are Exclude patients with total usage less than...Hours or , Only show patients with average usage between... (only one may be selected), and Exclude patients with no usage in recent days... (If the last toggle switch is disabled, all toggle buttons are disabled).  This allows for the exclusion of all patients within their first 30 days since compliance will not trigger before 30 days for the CMS rule.

• • Equipment

  • Care Team (Internal and External Care Teams)

  • Custom Fields

3. With filters in place, click Save.
   Report template list updates to show new report template information.

Note: To rearrange report columns, click Move. Drag and drop selected columns to desired location and click Apply to save the new column arrangement.

 

To edit report template name:

1. Choose a template under Custom Templates in the Report Template pull-down menu.

Results display for the selected custom template.

2. Click the Edit button and give the report template a Name and Description.

Note: Name field is mandatory to save a Patients Report template. Description is optional.

3. Click Save to save the template.

Note: Click Cancel to return to Patients Report screen.

The edited report is saved, a solid green bar indicating the template was saved is displayed and report results display for custom template with updated name.

 

Delete Existing Report Template

1. Choose a template under Custom Templates in the Report Template pull-down menu.

2. Click Edit.

The Save report template window opens.

3. Click Remove in the lower left hand corner of the window.

The Delete report confirmation window appears.

4. Click Delete to delete report template.

A green confirmation bar displays along the top part of the window.

Note: To keep report template, click Cancel.

 

Export Report

1. After selecting the report view, choose the export format field located in the upper right of the Patients report screen
   The Select format pull-down menu displays available formats including, .xls, .xls (secured), .csv, and .csv (secured).

2. Select one of the options in the pull-down.

A Download file window displays indicating the progress of the download and then displays a "File is ready' message when downloaded. The downloaded file will display at the bottom of the window.

3. Click on the file name.

The file opens.

4. Select the option to save then choose a file name and location to save the file.
   The exported Report is saved in the selected format to the chosen location.

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