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Creating a New Report
IN THIS ARTICLE
Creating a New Report
- There are 2 ways to start a new report - you can either Launch a New Report from a Scheduled Appointment or you can Launch a New Report from an Admitted Patient.
- Scheduled Appointment: Scheduled reports are entered by an assistant or pulled from the scheduling system. They will already be on your dashboard when you log in and will show up in the "To Do" column. To create a report for a scheduled appointment, click on "New Report" on the appointment card. After clicking the "New Report" button, you will have two choices for the type of new report:
- Default Report - Default reports are your most common responses to your most common procedures based on your OpNote templates. When beginning with OpNote, you will not have any defaults, but you can build them up as you use OpNote. This will expedite the reporting process and allow you to ensure your own preferences are automatically incorporated.
- Blank Template - Select this if you don't have a default for the procedure or if you don't want to use one in creating your report. The templates generally correspond to specific organ sites (Breast, Colon, etc.).
- Scheduled Appointment: Scheduled reports are entered by an assistant or pulled from the scheduling system. They will already be on your dashboard when you log in and will show up in the "To Do" column. To create a report for a scheduled appointment, click on "New Report" on the appointment card. After clicking the "New Report" button, you will have two choices for the type of new report:
- Admitted Patient: If your facility is not using a scheduling system (automated or manual), then you will launch your new reports from the 'Admitted Patients' column on the far left of your screen. Scroll through to find the patient on which you wish to report, then click "New OpNote." You will now have two choices for how to create this report:
- Default Report - Default reports are your most common responses to your most common procedures based on your OpNote templates. When beginning with OpNote, you will not have any defaults, but you can build them up as you use OpNote. This will expedite the reporting process and allow you to ensure your own preferences are automatically incorporated.
- Blank Template - Select this if you don't have a default for the procedure or if you don't want to use one in creating your report. The templates generally correspond to specific organ sites (Breast, Colon, etc.).
If you used To Do column to create a new report, skip ahead to Edit Note. If you are using Admitted Patients, please read below.
