This is a listing of the user privileges and their descriptions. User privileges can be restricted/granted to individual Blueprint users. Click on Setup > User Administration > Users > Highlight a name > R-click > Edit Privileges.
Info |
---|
The User Privileges report displays all users' privileges, broken down by privilege categoryUsers must have the 'Maintain users and roles' privilege in order to modify another user's privileges. |
Basic:
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 |
...
Privilege Name | Description |
---|---|
Add stock | Add existing stock to inventory without posting to the accounting system (Inventory → Add stock) |
Delete inventory | Delete items from inventory |
Manage inventory | View/manage hearing aid inventory |
Order/receive stock | Create and/or receive inventory stock orders |
Info |
---|
The User Privileges report displays all users' privileges, broken down by privilege category. |