New Features And Enhancements In v3.1

December 1, 2019

In this article:

  • New Marketing Automation.
  • New in-clinic chat feature.
  • Additional tabs available for quick add patient files.
  • New checkboxes to exclude patients from types of contact.
  • New “Recent interactions” window when creating appointments.
  • Cost tracking for referral sources.
  • Additional “Relation” choices added for alternate contact.
  • New reports for marketing campaigns now available.

Marketing Automation

We are pleased to release our new Marketing Automation in Blueprint OMS that will help clinics stay on top of patient marketing and follow-up. Each day, Blueprint OMS will automatically send out marketing emails based on 6 campaigns that can be individually activated and customized.

You can enable the feature from the setup menu under Marketing Automation. Watch this overview video to see how it works:


Visit our user guide page here for details on how to configure this feature.

Clinic chat

Initiate chat conversations within your clinic using Blueprint OMS. Simply click the chat icon in the lower left corner of Blueprint OMS and select the user(s) you would like to chat with.

Chat in action.

Check out the user guide page for more information

Store additional information for quick add patient files

Quick add patient files will now have the Journal, Marketing, and Documents tabs. This change brings additional functionality to Quick Adds by allowing document storage, the updating of referral sources, and the addition of journal notes to a quick add file.

Patient tabs now available for quick add patients.

New checkboxes for controlling patient contact

Additional checkboxes are now available in the patient details and marketing tabs to allow clinics to exclude specific clients from being contacted by email,  physical mail, or text message.

New checkboxes in the patient details tab.

Marketing campaigns can now be flagged as a “commercial message” which will automatically filter out any patient that has “Do not send commercials messages” checked in their patient details tab.

Commercial message checkbox.

For clarification, you may view the tooltip next to any checkbox to learn what the checkbox does. Read our user guide page here for more information.

New “Recent interactions” window when creating appointments

To complement the Marketing Automation, a section labeled Recent interactions will now appear when creating appointments. This window displays any marketing campaigns that the patient has recently received and helps make sure that the correct referral source is listed on the appointment.

Recent interactions window when creating appointments.

Marking the checkbox will automatically set the interaction as the referrer on the appointment.

Cost tracking (ROI) for referral sources

Costs for individual referral sources may now be listed in the setup menu when creating or editing referral sources.

Adding cost to a referral source.

The cost listed on the referral source will then be used to calculate ROI and other key performance indicators (KPIs), giving you insight into the effectiveness of your marketing activities. The 3 Referral source reports (Appointments, New Patients, and Sales) will now display KPIs including return on investment.

Additional “Relation” choices for alternate contact

Additional choices have been added to the Alternate Contact “Relation” drop-down. These include Son, Daughter, Grandchild, Caregiver-Facility, Caregiver-Private, POA, and Other.

New marketing campaign reports now available

Marketing Automation Follow-up Report
Displays response status for sent marketing campaigns.

Marketing Campaigns
Shows a list of recipients for sent marketing campaigns.

Have questions about these features? Our support team is always ready to assist! Get started by visiting our Help Center.

Posted in: Blog, Software Updates Tags: 3.1, Blueprint OMS, Release Notes, Updates
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