Manage Therapy Templates

The Report Template section allows Administrator Users to preview report templates, edit existing report templates, and add new report templates by duplicating existing report templates for therapy reports that are displayed under Therapy Data when viewing a patient

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.

Available system default templates include:

Compliance summary - One page sleep compliance report with graphs and statistics
Oxygen detail - Oxygen summary report with a week of daily detail graphs
Sleep detail - Sleep summary report with a week of daily detail graphs
Sleep patient - One page sleep report with device usage, mask fit, AHI graphs
Sleep summary - Sleep summary report with graphs and statistics for totals, averages, minimum and maximum
Sleep trend - More detailed sleep summary report focusing on health statistics and device settings
Trilogy Accessory - Trilogy accessory patient monitors and sensors summary and daily detail report
Trilogy Detail - Trilogy summary and daily detail report with graphs and statistics for totals, averages, minimum and maximum

If your organization has shared custom templates, they will also be listed under Report templates.

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

Click the Reports and Templates tab, then click Report Templates.
Report Templates 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 report template, users have one option: to Duplicate the template.

Note: System Default Templates reports cannot be edited or deleted. To "edit" a System Template, duplicate a template, enter a new name, then click Save. The duplicated template displays under My Custom Templates.
Click on the report template name to preview the report layout.

A window opens displaying Report Header options, Report detail options, and Report footer options. Additionally, an example of the template framework displays.

Manage Custom Templates

The Report Templates section allows Administrator Users to preview report templates, edit existing custom report templates, add new report custom templates, and delete existing report templates.

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

Click the Reports and Templates tab, then click Accessory 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 New.

Note: System Template reports cannot be edited or deleted. To "edit" a System Template, duplicate a System Default Template and then edit that Custom Template report.

Preview Report Templates

To preview a report template, click on the report template name.
Report Detail window displays, showing report's component options.
After reviewing report components, click the Close button to return to Report Template Administration.
Report Templates displays.

Edit My Custom Report Templates

To edit a report template, click the Edit button.
Edit Existing Template 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.
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.
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.

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.

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

To delete a custom report template, click the Delete button.
The Delete Template window displays asking the user to confirm the template deletion.

Note: System Template reports cannot be deleted.
Choose Delete to delete the report template; or Cancel to return to the Report Templates page without deleting the 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

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.
Add a Template Name.

Note: Make sure to give your customized Template a name that describes its content well.
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.
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: To create a Trilogy Evo therapy report template, duplicate an existing Trilogy Detail report template and add Trilogy Evo data components.

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.

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.