Report 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...
Read MoreAutomatic Signatures on Documents, Forms, & Reports Blueprint OMS can automatically put user signatures on documents, forms, and reports. Most Blueprint OMS provided forms have the merge field that pulls in the user’s signature. User signature fields are available for both Word and PDF generated documents. Q: How do I get my signature into...
Read MoreIn this article: User-initiated synchronization with QuickBooks Easy handling for NSF (Non-sufficient funds) checks Improved, high-contrast toolbar — User-initiated synchronization with QuickBooks Prior to v4.0, the Blueprint OMS integration with QuickBooks used an “always-on” synchronization model that exchanged data with QuickBooks continuously. As of v4.0, this has changed to a “user-initiated” synchronization model. The main...
Read MoreMeet them before you greet them! With online forms in Blueprint OMS, you’ll be able to: Let patients complete intake paperwork from the comfort of home Create electronic medical records without any paper or data entry Establish a professional image with patients even before meeting them in person Watch our webinar to learn how...
Read MoreDid you miss us at the Empower Conference? We presented virtually at Empower 2021 on how to generate more revenue with less work using automation tools! Our session provided real system examples of how to automate your daily operations in-clinic. Topics covered included implementing online patient appointment booking, automated appointment reminders, online forms for...
Read MoreStay connected to your patients! Marketing automation is one of the most effective ways to consistently stay connected with your patients and deliver relevant messaging and recalls.We have added a wealth of marketing automations that will allow your clinic to deliver sequenced (drip) marketing messages.Watch our webinar to learn how to activate and use...
Read MoreU.S. Practices: A Simple Solution to Help Save Time is Already in Your Software Now available in Blueprint OMS, the CareCredit integration is designed to save time and increase productivity by making it easier for practices to process transactions and help patients apply for the CareCredit credit card. By enabling this integration, practices automate...
Read MoreIn this article: New speech sounds audiogram background available for audiological reports Multiple automated print campaigns can now be marked as sent in one click Quote and Credit Memo templates now available as customizable Word documents New field for storing insurer email address Easy selection from a list of miscellaneous recipients when emailing documents User...
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