Creating a New Report

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 Create a New Operative Report without using any information in your scheduling system/EHR.
  1. 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. To create a report for a scheduled appointment, click on "New Report" on the appointment. Patient, procedure date and staff information - as well as any procedures and diagnoses - will carry over from the appointment. After clicking the "New Report" button, you will have two choices for the type of new report:
     
  • Default Report - OpNote automatically finds the default report you created with procedures close to the scheduled surgery, or you can click on the drop down arrow and select the default you want to use.
    
  • Blank Report - 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. All of the fields/sections of the report will be blank.


If satisfied with the scheduled procedure, skip ahead to Edit Note.


• New Operative Report: Found at the bottom of the "To-Do" column, "New Operative Report" button generates a report but requires users to enter in all of the information for the appointment manually. You will need to enter in the MRN (and possibly the patient's information), as well as the date, staff and procedure information. After clicking the "New Operative Report" button, you will have two choices for the type of new report:
  
  • Default Report - Click on the drop down arrow and select the default you want to use.
  • Blank Report - If you don't have a default for the procedure or if you don't want to use one in creating your report, then use this option. Please note: all of the fields/sections of the report will be blank.