How-to

Tech Tip: Tips for keeping document storage low

December 14, 2022
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Documents generated through Blueprint OMS and stored in the patient’s Documents tab take up very little space to store. Examples include purchase agreements, online forms, and insurance claims forms generated from within your Blueprint OMS, digitally signed by patients, and stored electronically. Although, you may find that documents you scan into Blueprint OMS take...

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Tech Tip: Helpful resources in Blueprint OMS

November 30, 2022
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It’s easy to find help within Blueprint OMS!  Simply click the Help drop-down menu at the top of the screen.  You then have access to the following options: The Blueprint OMS user guide Short video tutorials Recorded webinars Information on what’s new in Blueprint OMS If you need further assistance from a Blueprint Solutions...

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Tech Tip: Search Documents

September 6, 2022
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Easily 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...

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5 things you’ll love about our new QuickBooks integration!

March 1, 2022
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Synchronize 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,...

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Tech Tip: Patient Task Management in Blueprint OMS

December 21, 2021
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How 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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Tech Tip: Signatures

December 3, 2021
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Automatic 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...

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Online Forms + Webinar

November 15, 2021
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Meet 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...

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Marketing Automation Webinar

November 2, 2021
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Stay 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...

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