Creating Default Reports

• Defaulted reports are a great way to save time. By entering in the usual answers for your most common procedures, you can quickly review your report and sign out faster than dictation.
• If you previously used templates in dictation, you can now transfer the template into OpNote through default reports.
• It's important to note that default reports are not rigidly confined to the selections you chose when creating them; OpNote allows for users to make changes, entering in unique answers depending on the particular specifics of individual surgeries.
  • The changes are easier to make in OpNote than dictation, as you can see how the final report will look instead of waiting for the transcription to see the revisions you made.
• There are two ways to create default reports:

1. Using a Pre-existing Postoperative Report

• This is the most common way to generate a default report. After filling out all of the sections and fields in your operative report, you select Sign Out and on that page you will see the option to Save This Report as a New Default Report (the bottom purple box on that right hand side). Click on that option and enter in the title of your new default report (example - Lap Chole, Lap Chole w Veress, Lap Chole w Hassan, etc.).
• Going forward, that report will be available as a default report that you can launch from your dashboard page.

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2. Using Manage Defaults

• The Manage Defaults page is where you can access your default reports for the purposes of editing, deleting or creating new default reports.
• Manage Defaults can be accessed from your dashboard by selecting it on the top of your screen, labeled Defaults..

• On that page, you will see the option to Create New Default Note. Select that option, type in the name of your new default report and then go through the usual steps of selecting procedure(s), diagnoses and completing all of the fields on the Edit Note page.
• On the Sign Out page, you will notice that there are different options than normal. On the bottom right corner of the screen is the option to Save and Exit - click on that button and you will be brought back to your dashboard, and your new default report is now available to be launched for future cases.
• In the future, should you need to make any changes to your defaults, you can go to Manage Defaults and make those changes, such as:
  • Edit: Go in and change the most common responses in the various sections of your default report.
  • Duplicate: Copy a default report over so that you can make one or two changes as an option. For example, you handle 1 procedure the exact same way except that half the time you use Incision X and the other time you use Incision Y, while everything else in the reports are the same.
  
  • Rename: Re-label your default report so it's easier for you to recall what the report contains.
  
  • Delete: If the default is no longer used, wanted or needed - you can delete it. Please Note: This action cannot be undone; once deleted, a default report cannot be brought back.