Once the system is set up properly, please reference the next 3 steps. The When the Consult YHN Wake Up Call feed is enabled, data will be sent from Blueprint to Consult YHN (formerly known as AHAA) nightly for any appointments created and/or completed that day, as well as a buffer for two weeks prior. The system will automatically send this information, so anything created or completed that day, will then transfer in that night’s sync.
Step 1
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: Setup
At Setup > Event Types > Create New > (or double click existing event type) Fill out the Required Fields (*)
To save steps, you can denote defaults by checking the appropriate boxes for the Sales Opportunity. Be sure to check this box for appointment types that are typically considered sales opportunities (ie: Hearing Aid Evaluations).
**You will need to manually specify if the 3rd Party is Present in the actual appointment for the patient.
Step 2) Create Event
In the Scheduling Tab, create an appointment as normal. You will now be able to select the appropriate Event Type for that patient.
You will now see new fields, such as;
- Mark Busy
- 3p Present
- Sales Opportunity
- Un-aidable
To ensure the information is accurately reported for the Consult YHN Wake Up call, you’ll want to make sure the Sales Opportunity box is checked for appointments that are true sales opportunities (which can be defaulted as checked under Setup – step 1). You will also need to check the “3p present” box if a third party was present for the appointment.
If the loss is Un-aidable, please be sure to check this box on the appointment. If this box is checked, the appointment will appear as non-aidable in the Wake Up Call and not affect closure rates.
**Please Note ** It is extremely important that the appointment is marked Completed, otherwise the data will not transfer properly as the system will not recognize the appointment was conducted.
Note below;
**Please Note ** For the data to be sent properly on the appointments that are sales opportunities, the appointments must be “Linked” to the patient in the patient browser. To be set up properly and ensure data is transferring correctly, the “Patient Details” must be visible.
Note below:
> Scheduling > Event types, ensure that your event types that are sales opportunities have the Default sales opportunity property. This way, when an event of that type is created, its Sales opportunity checkbox will automatically be checked.
Step 2: Create event
Create an appointment as normal.
The following fields are reported of the Consult YHN Wake Up Call, so ensure that they are set accurately:
- Mark Busy
3p present
Info Check the 3p present checkbox if a companion of the patient is present at the appointment.
- Sales opportunity
Un-aidable
Info Un-aidable appointments will not affect closure rates.
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For accurate reporting, completed events must be marked Completed. |
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For accurate reporting, appointments that are sales opportunities must be linked to patients. You can check that an appointment is linked to a patient by:
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3) Order New Aids
The final reporting measure for the Wake Up call option are New Aid OrdersCall option is new aid orders. This information will automatically transfer when a New Aid is Ordered through Blueprint. This is only on New Aid Orders, and the process remains the same.Order New Aid > Receive > Deliverthe ordering of a new aid is logged in Blueprint OMS.