Did you know you can re-generate an invoice or receipt from a previous transaction in the patient’s Sales history screen? Simply right-click on the transaction and select Print, view, email, or fax. When viewing an invoice or payment receipt, it is recommended that you only use the Archive option in a case where you’ve...
Read MoreDid you know it costs, on average, $20 to file a single paper document? Use your Blueprint OMS to go paperless and significantly cut costs across the board. Lessen your reliance on paper using helpful tips from our “Going Paperless” webinar. Click here to watch! This webinar covers: Creating custom forms and letters Sending...
Read MoreIn this article: Online patient payments (US only) Chip-ready credit card processing (US only) New levels of WSIB pricing and benefit codes (Canada only) New marketing automation campaigns New return privileges Ability to deactivate vendor repair pricing Improved appointment referral source tracking Signing Journal entries Edit multiple recalls at once New report enhancements Financial transaction...
Read MoreEasily search your system for documents based on their status! Saved documents can be assigned preset statuses that can represent various types of follow-up required by staff (example: To be faxed). Under Tools in the drop-down menu, select Search documents. Select an available status from the menu. Finally, any of the documents tagged with...
Read MoreDid you know that 45% of patients purchase their next set of hearing aids from a different provider? How do you retain more patients? Let Blueprint OMS help you stay consistently connected with them! Access a wealth of marketing automations directly in your Blueprint OMS that will allow you to deliver sequenced (drip) marketing...
Read MoreTo begin with, I’d like to thank everybody that has sent us ideas and suggestions. Your continued input is what guides our efforts, and is the key to delivering a solution that will help you stay competitive and efficient. Our amazing development team has been hard at work to build the fantastic features you’ve...
Read MoreReleased to all systems: Hearing Assessment with QuickSIN Hearing Assessment Dual Audiograms with Tymp Graph Hearing Assessment Dual Audiograms Adult Speech Banana Patient Report Dual Audiograms Pediatric Speech Banana Patient Report Dual Audiograms Released on template tool: Adult Speech Banana Hearing Assessment Dual Audiograms with Tymp Graph Adult Speech Banana Hearing Assessment Dual Audiograms...
Read MoreReport Enhancements If you have not yet had a chance to use reports, click on the Reports button on the toolbar on the left-hand side of your screen. In a new tab, you will see all the reports that are available to your user account. Click on your desired report, set your desired parameters,...
Read MoreSynchronize with QuickBooks whenever you like with just one click! You can synchronize transactions to QuickBooks daily, weekly, or hourly — whatever frequency is most convenient for you. Just click Start! We recommend synchronizing before working in your QuickBooks company file, to ensure that transactions and reports are up to date. With version 4.0,...
Read MoreHow do I create and track my clinic tasks? You have the ability to create staff assigned Patient Recalls aka Patient Tasks in your Blueprint OMS. There are two types of recalls in Blueprint OMS. System generated Recalls such as ‘Patient not seen in a year’ or ‘Loaned aid due’. These Recalls appear automatically...
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