New Features and Enhancements in v4.6.2

In this article:

New Features and Enhancements:

1. Financing Pre-Screening is Now Available through CareCredit QuickScreen Integration (US only)

2. Add 2 Existing Hearing Aids at the Same Time

3. “Next Appointment” Information Preview when Adding/Editing an Appointment

4. Bundle Services and Products for Invoicing

5. Easy Operator Names in Marketing Campaigns

6. 2 and 3 Week Post Warranty Expiration Automated Marketing Campaigns

7. Ability to Link One Journal Entry to Multiple Appointments

Report Enhancements:

1. Cash Flow Summary Report was Renamed and Enhanced

2. Appointment Analysis Report Enhancements

3. Canceled and No Show Report Enhancements

Other Quality Improvements and Minor Fixes:

• Orderable Items will no longer inherit color and notes from hearing aids

• Emailed documents will now use the patient’s clinic location for clinic-specific merge fields

• Marketing templates will enforce mandatory “Subject Lines” for emails

• Manufacturer order forms will populate the patient audiogram image

• The “Request Payment Online” email will now utilize the clinic logo (US only)

• Voiding an invoice will also void the invoice’s insurer write-offs in QB

• The notifications badge toolbar is now updating again

• “Like” operator available for “Reference Number” in marketing campaigns

• WCB AB C659 Form update (Canada)

• ADP Claim Form (French) now available (Canada)

Features and Enhancements:

1. Financing Pre-Screening is Now Available through CareCredit QuickScreen Integration

We’re excited to announce the integration of Financing Pre-Screening with CareCredit in Blueprint OMS. Clinics can now effortlessly set up pre-approvals for patient financing according to appointment types. Users can request a patient pre-approval ad hoc, or Blueprint OMS will send pre-approval requests for newly created appointments on a nightly basis. This functionality includes intuitive icons and notifications within Blueprint OMS, granting users immediate insight into their patients’ credit status. The aim is to enable you to determine if your patients are pre-approved for the CareCredit credit card before they apply, providing you the ability to confidently discuss their available financing options, which can help alleviate cost as a barrier to care!

2. Add 2 Existing Hearing Aids at the Same Time

We have simplified the procedure for adding a new patient’s current hearing aids to their record. Users can now easily input two existing hearing aids into a patient’s file simultaneously, significantly expediting and simplifying the process.

3. “Next Appointment” Information Preview when Adding/Editing an Appointment

The EVENT DETAILS window has been improved to offer a preview of the patient’s next scheduled appointment. This enhancement allows users to quickly view essential details regarding upcoming appointments without disrupting their current workflow. Important information like the appointment date, time, type, assigned provider, and location is clearly presented, enabling users to stay well-informed at a glance.

4. Bundle Services and Products for Invoicing

With the introduction of our new configurable Bundles, clinics now have the ability to effortlessly establish pre-defined packages of products and services directly from the Setup menu. When the invoicing process commences, all that is required is to choose the appropriate bundle, and presto! This streamlined approach allows you to efficiently populate your invoice with multiple items in a matter of clicks, ultimately saving you precious time.

5. Easy Operator Names in Marketing Campaigns

We have improved our marketing data operators by implementing user-friendly naming conventions. This enhancement aims to simplify the understanding and relevance of selection criteria used in marketing campaigns. As a result, it streamlines your workflow and boosts overall usability.

6. 2 and 3 Week Post Warranty Expiration Automated Marketing Campaigns

We have launched two new automated marketing campaigns designed to assist clinics in reaching out to patients whose warranties have recently expired, specifically within the past 2 to 3 weeks. This latest feature streamlines the process of identifying and engaging with these particular patient segments.

7. Ability to Link One Journal Entry to Multiple Appointments

Journal Entries have been upgraded to enable linking with multiple appointments. This enhancement allows users to streamline their workflow by creating a single Journal Entry and associating it with multiple appointments, thus eliminating the necessity for redundant entries.

8. Cash Flow Summary Report was Renamed and Enhanced

We are excited to introduce the latest enhancements to our Cash Flow Summary Report, now renamed Payments and Refunds (Cash Flow) report. This new title highlights the advanced features of the report, aimed at offering clearer insights into your financial information. In this update, we have incorporated “Patient ID” and “Applied to Patient” for 3p Payers, which are now included with every 3p payment received in the Excel output. These new features significantly simplify the reconciliation process for third-party and insurer payments, enabling you to easily match payments to the relevant patients without the need for individual transaction investigations.

9. Appointment Analysis Report Enhancements

We are thrilled to introduce updates to the APPOINTMENT ANALYSIS REPORT, which now provides in-depth metrics customized for management. These metrics offer valuable insights into sales opportunities, especially in cases where patients are accompanied by companions or third parties during their appointments.

10. Canceled and No Show Report Enhancements

We have enhanced the Excel output of our CANCELED AND NO SHOW REPORT! In addition to the appointment data, you will now have access to the CREATED BY and CREATED DATE details. These latest enhancements provide a deeper level of analysis for your evaluation of canceled and no-show appointments.

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