You must have Administrator rights to perform this task.

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

 

Manage Patient Templates

The patient report section allows Administrator Users to create new views to share with a location, edit existing reports, and delete existing reports. However, administrator-only users cannot export reports because patients are not available. A user who needs to have the ability to export reports would need to have the appropriate clinical user role added to their user account.

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 a 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 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.
   Patient report section displays.

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.

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

• 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.  

• 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 .  The first has two options which are Exclude patients with total usage less than and Or only show patients with average usage between.  Users can populate one of these options.  The second toggle switch is Exclude patients with no usage in recent days, with options for 7, 14, 30, 90 and 180 days

• • Equipment

This section contains additional pull-down areas for:

1.  
   1. Devices

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.

• • • Accessories

    • Downloads

  • Care Team (Internal and External Care Teams)

  • Custom Fields

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

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

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. Administrator users can create and share templates, but not view patients within the 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 Service-enabled patients, AIM Benefit management and other external service visibility, choose External Services as a report detail option.

6. 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 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.   The first has two options which are Exclude patients with total usage less than and Or only show patients with average usage between.  Users can populate one of these options.  The second toggle switch is Exclude patients with no usage in recent days, with options for 7, 14, 30, 90 and 180 days.  

• • Equipment

This section contains additional pull-down areas for:

• Devices

• Accessories

• Downloads

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

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 custom template selected.

2. Click the Edit button and give your report template a Name and Description. To share the template, click Share with my organization. To set the report as your default report, click the Make my default report check box.

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.

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 displays.

3. Click Remove in the lower left side of the window.

The Delete report confirmation screen appears.

4. Click Delete to delete the report template.
   
   Note: To keep the report template, click Cancel.

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