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Screening Assessment

Creating a Screening Assessment

Open the patient record of the patient you want to create the assessment for and navigate to the new Ear Health and Hearing page under Speciality.

Click on New Assessment, Select Screening Assessment from the dropdown, and click Ok.

A New Screening Assessment will open up, there are 6 sections in the Screening assessment;

Screening details

  • The date defaults to the current date. Assessments can be back-dated.
  • The Screener is a required field. Type the name of the screener into this list. This list will allow you to select a screener from a list of MMEx users and address book named user entries.
  • The Location list is also a required field. Type the name of a location into this list. This list is populated by organisation entries in the organisation address book.
  • The School defaults to the current or most recent school listed in the patient details- schools tab.
    • If there has never been a school recorded against the patient it is left blank.
    • Making a change to the school details here will update the patient details - schools tab as well.
    • Schools populate this list when they have an entry made in the organisation address book with “school” selected as their category.


There are three parts to the examination section:

  • Otoscopy
  • Tympanometry
  • Middle Ear Health.


At the top of the Testing section you can record the Test Environment Details. This will provide the context for the test result interpretation. There are thee screening tests in this section:

  • Audiometry Screening
  • TEOAE Screening
  • Hearing Screening Test Results.

Results Outcome

Observation Summary

This section allows you to record a summary of the state of each ear.

Decision Support

This screening form includes in-built decision support.

For a PASS to be given the patient MUST achieve:

  • Otoscopy = Normal (Either Intact, or Normal, wax in Canal) both ears AND
  • Tympanometry = Type A is selected for both ears AND
  • Audiometry = score of 25dB at all recorded levels

Any deviation from this = DID NOT PASS

These three fields ONLY are considered in this decision support logic - other fields are ignored.

Recording Outcome

Decision support will mark the screening as a Pass and automatically select “Pass” if criteria are met. If not met, you will see an indication that the screening “Did Not Pass”. If screening “Did Not Pass”, select Did Not Pass

One of Pass or Did Not Pass must be must be checked if you wish to complete the assessment.

When you select Did Not Pass you will see a range of follow-up options.

  • Go to local GP
    • this will be marked on the Did Not Pass letter
  • Add Care Plan
    • a list of configurable careplans appears (see here for care plan configuration instructions)
  • Wax Removal
    • this will be marked on the Did Not Pass letter
  • Blow Breathe Cough Exercises
    • this will be marked on the Did Not Pass letter
  • Referred to
    • Free text field appears to record who the patient will be referred to
  • Further assessment required by
    • a configurable drop down list appears (see here for configuration instructions)
  • Other
    • a free text field appears to record additional information


  • Allows for uploading of external documents to the assessment, which will be saved to both the assessment and the patient record.


  • Allows for any further notes to be recorded.

You must sign at the bottom of the document, input a screener, input a location and choose an outcome before you can save & complete the request.

Printing Screening Assessments

There are four print options.

Print OptionWhat is printed
Pass/Did Not Pass Simple letter for parents that outlines Pass/Did Not Pass outcome with recommended actions to take based on in-built decision support (See Below)
Pass/Did Not Pass (with reference images)Letter for parents that outlines Pass/Did Not Pass outcome with recommended actions to take based on in-built decision support (See Below). Includes ear diagrams.
Assessment results Summary of the Screening Examination, Testing and Outcome
Assessment Results & Pass/Did Not PassCombined Pass/Did Not Pass letter with Summary of screening Examination, Testing and Outcome included.

Decision Support for Actions to Take section of printed letters

The Actions to Take portion of these letters will be marked according to the date entered in the screening and examination fields as per below:

  • If Otoscopy Outcome = “Inflamed/Red” or “Foreign Body” then “Take your child to the doctor for medical advice and /or treatment” will be marked on the printout.
  • If Otoscopy outcome = “Wax Occlusion” then “Take your child to the Doctor to have wax removed from right/left/both ears” will be marked on the printout.
  • If Middle Ear Health outcome = “Eustachian Tube Blocked” then “Blow Breathe Cough Exercises = Encourage your child to blow their nose daily” will be marked on the printout.
  • If “These Results suggest that” section has “Further Assessment is required by” selected, then the selected referral option will be inserted into the “Your child will be referred to” field

The Results/Outcome area does not cause the “Actions to Take” boxes to be marked on printed letters.

Ear Health Care Plans

There are Global Ear Health Care Plans available to all users. These care plans include an Ear Health Screening Assessment activity scheduled at the stated time after the screening.

Organisations may create their own customised care plans.

This can be done in the Care Plan Management Tab of the Organisation Centre. When creating the customised care plans, in the Edit Template details, add the tag “Ear Health” This will ensure that the templated care plans display in the care plan drop down list in Ear Health & Hearing

See here for more detail about creating and modifying care plans.


There are a number of options for identifying required data from the information recorded in the Screening Assessment.

Identifying who is due for review

When you complete the Screening assessment, assign an ear health careplan to that reflects the review period for the patient. For example if you want to review the patient in 8 weeks select the 8 week care plan, if 6 months select the 6 month care plan etc.

Note: Care plans are completely configurable. If you wish to modify the global care plans, from your organisation Centre, clone the global careplan and modify the activities to suit your specific needs. See here for information about how to do this.

Using the Patient Reporting report, on the Care Plan Activities Tab select Ear Health Screening Assessment from the Activity drop down list. Then select the time period you want to gather information for:

  • becoming due in the next x days/weeks/months/years to identify patients due for an assessment that you wish to recall.
  • already overdue by to identify patients who are overdue for their review (or who perhaps did not respond to their recall request
  • already completed to identify reviews already completed

Add the required filters.

Click search and you will see a list of patients who meet the criteria. See here for how to use this list to create bulk letters for mailouts.

Activity and Outcome Reporting

Ear Screening Report

On the Reports page you will see a report titled Ear Screening Report. This will enable you to run a report on all items that are able to be recorded in the Screening Assessment form. It includes the option to report on every field of the Ear Screening Report by selecting the columns you wish to see in the report.

Define your report by:

  • Select your required date range
  • Select the Location of the testing - leave blank to see all
  • Select the Screener who completed the screening - leave blank to see all
  • Select the School (the child attends) that you wish to report on - leave blank to see all
  • Select School year or All
  • Select Outcome or All
  • Unselect the columns (data fields) you do not wish to include in your report. (All data fields are selected by default.)

Click Search to run the report.

I want to report on all of the screenings that were completed at a specific school on a specific date/time period.

I will set the date range, the school and select the column I wish to see in the report. The results will be displayed in a table on this page and may be exported to Excel (or as .csv file) for further analysis.

I can save this as a report template by clicking Save as New Search. the next time I wish to run this specific report I select it from the Query templates drop down menu.

manual/earhealthhearing_screening.txt · Last modified: 2019/06/27 03:17 by sarahb