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Privilege Name | Description |
---|---|
Create client | Create a new patient |
Deactivate client | Mark patients inactive/deceased |
Delete appointments | Permanently delete appointments (and availabilities) |
Delete client photo | Delete a photo for a patient |
Delete user photo | Delete a photo for a user |
Edit model of active or added devices | Change the model of existing devices in a client file |
Edit patient referral source | Edit referral source history on patients, appointments, and sales |
Enter 3p payment | Enter insurance payments |
Manage Recalls | Create/edit patient recalls |
Marketing | View marketing campaigns |
Merge Client | Merge duplicate patients |
Order new aid | Create a patient-specific hearing aid order |
Receive payment | Receive patient payments/deposits |
Return items | Return accessories/batteries/hearing aids/services |
Scheduling | Create/view appointments |
Sell items | Sell non-hearing aid items |
Send email | Email documents directly from Blueprint OMS |
Send faxes | Fax documents directly from Blueprint OMS |
View chat | View chat features |
View client | Open a patient file |
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Privilege Name | Description |
---|---|
Delete journal entries | Delete journal entries (does not apply to appointments in the journal list) |
Edit other users' journal entries | Edit journal entries created by other users |
Maintain aids and options | Create/edit hearing aids and options |
Maintain audiometers | Create/edit audiometers |
Maintain discount reasons | Create/edit discount reasons |
Maintain document properties | Maintain document statuses and categories |
Maintain event types | Create/edit scheduling event types |
Maintain healthcare providers | Create/edit healthcare providers |
Maintain healthcare provider types | Create/edit healthcare provider types |
Maintain insurers | Create/edit insurance companies |
Maintain journal entry types | Create/edit journal entry types |
Maintain locations | Edit locations |
Maintain manufacturers | Edit manufacturers and create/edit account numbers |
Maintain marketing automation settings | Grants access to the marketing automation panel in setup |
Maintain marketing groups | Create/edit marketing groups |
Maintain miscellaneous email addresses | Create/edit miscellaneous email addresses |
Maintain Noah import settings | Edit Noah import settings |
Maintain online booking config | Grants access to theĀ Online booking panel inĀ Setup |
Maintain online form settings | Edit online form settings |
Maintain orderable items | Create/edit orderable items |
Maintain patient types | Create/edit patient types |
Maintain payment methods | Create/edit payment methods |
Maintain pure tone average frequencies | Edit pure tone average frequencies |
Maintain recall types and statuses | Create/edit recall types and statuses |
Maintain referrer types | Create/edit referrer types and referral sources |
Maintain repair pricing | Create/edit manufacturer repair pricing |
Maintain repair types | Create/edit repair types |
Maintain resources | Maintain available resources |
Maintain resource types | Maintain available resource types |
Maintain revenue groups | Maintain revenue groups |
Maintain service plan items | Create/edit service plans |
Maintain text snippets | Create/edit text snippets |
Maintain users and roles | Create/edit users and roles |
Manage templates | Manage templates for patient/physician correspondence, and patient forms |
Pricing update (Canada only) | Accept Canadian-released hearing aid catalog updates |
Un-designate events as sales opportunities | Remove the sales opportunity designation when creating or editing an event |
Undo hearing aid status | Allow un-receiving and un-delivering hearing aids and orderable items |
Update prices | Update hearing aid prices and edit non-hearing aid items |
View dashboards | View management dashboards |
View wholesale costs | View cost of goods |
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