Upload – WORD Accounting Template

1. In Blueprint OMS, click the Setup menu on the main toolbar.
2. Double click on the Templates menu item and select Accounting.
3. Click Create new.
4. Locate the file and click Open.
5. In the Create accounting template dialog box, give the template a Name, select the template type (Invoice, Estimate, Credit Memo), and fill in the remaining optional fields:
   • Check the box next to the signature line options to default a signature line on the template for patients and/or 3rd parties. (Only visible when template type Invoice is selected)
   • Type a default Disclaimer and/or Default note.
   • Check the checkboxes where this accounting template should be used by default.
6. Click Create.