Versions Compared

Old Version 1

changes.mady.by.user Lauren Ipsum (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Jessica Colaw

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  • What sorts of items can go in bundles?
    • batteries, services, accessories
    • not HAs or orderable items
    • note on the distinction between orderable items and accessories
    • link to ug page on setting up catalogs
  • What do bundles look like in the UI?
    • screenshot with pricing blurred out
  • How does insurer coverage work with bundles?
    • items are priced according to the insurer chosen in the drop-down menu
    • link to ug page on setting up insurer coverage
  • How do bundles look on invoices and estimates?
    • screenshot
    • link to ug page on creating invoices
  • How to set up bundles?
    • ticket
    • what information to include in the ticket?
    • How to edit bundles?ticket

    With our new configurable bundles, clinics can easily create predefined packages of products and services right from the Setup menu. When it’s time to invoice, simply select the bundle that fits, and voila! You’ll save valuable time by instantly adding multiple items to your invoice with just a few clicks.

    Viewing the list of bundles

    1. Click the Setup button on the main toolbar.
    2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.
    3. Click Bundles.
    4. Click a Bundle name to view items included


    Tip

    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.

    Image Added


    Creating new bundles

    1. Click the Setup button on the main toolbar.
    2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.

    3. Click Bundles.

    4. 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. 

    Image Added

    Note

    You are not able to set custom pricing for bundles. Please see add discounts for more information. 


    Editing bundles

    1. Click the Setup button on the main toolbar.
    2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.

    3. Click Bundles.

    4. In the Bundles panel, double-click on the desired bundle, or select the bundle and click EDIT DETAILS.
    5. In the Edit bundle dialog box, edit the details as needed.
    6. Click UPDATE.



    Deleting bundles

    1. Click the Setup button on the main toolbar.
    2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.

    3. Click Bundles.

    4. In the Bundles panel, double-click on the desired bundle, or select the bundle and click EDIT DETAILS.
    5. In the Edit bundle dialog box, un-check the Active check box. 

    6. Click UPDATE.






    Panel
    titleColorwhite
    titleBGColor#3F66A0
    titleOn this page

    Table of Contents
    maxLevel2


    paneltitleColorwhitetitleBGColor#3F66A0Video tutorials
    Panel
    titleColorwhite
    titleBGColor#3F66A0
    titleRelated pages

    Filter by label (Content by label)

    showLabels

    false

    showSpace

    false

    		title

    cqllabel = "insurer_and_item_setup"