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Overview
Viewing the list of bundles
- Click the Setup button on the main toolbar.
- Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.
- Click Bundles.
- Click a Bundle name to view items included
Tip |
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A list of bundles appears in the Bundles panel and includes information such as name, & price. Use the Quick Find field to type the first few letters of the bundle name to quickly locate the desired bundle. |
Creating new bundles
- Click the Setup button on the main toolbar.
- Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.
Click Bundles.
- Click CREATE NEW.
In the Create bundle dialog box, enter the details of the new bundle:
- Bundle name: The name must be unique - multiple bundles with the same name are not allowed in Blueprint OMS.
- Active: Indicates whether the item can be actively sold to a patient. This check box is usually selected, but the box can be un-checked if a clinic decides to no longer sell the item.
- Services, Batteries, & Accessories: Double-click on each item to add them to the bundle. The price listed under Setup for each item will calculate the total of the bundle.
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Note |
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You are not able to set custom pricing for bundles. Please see add discounts for more information. |
Editing bundles
- Click the Setup button on the main toolbar.
- Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.
Click Bundles.
- In the Bundles panel, double-click on the desired bundle, or select the bundle and click EDIT DETAILS.
- In the Edit bundle dialog box, edit the details as needed.
- Click UPDATE.
Deleting bundles
- Click the Setup button on the main toolbar.
- Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.
Click Bundles.
- In the Bundles panel, double-click on the desired bundle, or select the bundle and click EDIT DETAILS.
- In the Edit bundle dialog box, un-check the Active check box.
Click UPDATE.
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