Page Comparison

Viewing the list of users

1. Click the Setup button on the main toolbar.
2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Users. Image Removed

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Creating a new

user

1. Click the Setup button on the main toolbar.

2. Double-click At Setup > User administration > Users, or click the icon to the left to expand the menu.Click Users.

   Click

   Status
   title Create new

    button at the bottom of the screen.

3. In the The Create user dialog boxwill appear; in it, enter all required information, and click

   Status
   title Create

   .
   1. Optionally, add the user's Job Title and Qualifications for correspondence, and add an NPI Number for insurance claims.
   2. Check the has calendar checkbox if you want this user to have a calendar on the Scheduling tab.

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Setting up a user calendar

1. In the Create user dialog, check the Has Calendar check box calendar checkbox to place the user on the Schedule screen.

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       2. Select a Calendar Color

from the drop-down menu

       3. Enter a Calendar display name

       4. Users listed on the calendar may click Copy iCal URL to integrate their mobile device with their Blueprint OMS schedule.

• Optionally, check the Double booking allowed checkbox to permit appointments to be scheduled at the same time under the provider's name.

Editing user location access

• Optionally, check the Double booking availability allowed checkbox to permit more than one instance of availability for a provider in the availability view of the calendar.

Note
If this box is not selected and users attempt to create more than one availability block for a provider, they will receive the following error message Image Added

• Optionally, check the Online booking enabled checkbox if patients may choose this provider when booking appointments online. When this setting is enabled, 

Setting user location access

Once you click

1. In the Edit user locations dialog box, do one or more of the following:
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1. • Click on the desired locations to grant access to or restrict access from the user
.
2. • under the User can access the following locations section

   • If the user is included on the

schedule

3. • scheduling tab (Has calendar box checked),

in the User can be scheduled at the following locations panel, click

4. •  click on the desired locations in which the user's name should

appear on the Schedule.

5. • appear in the User can be scheduled at the following locations panel

     Tip
     A blue

check mark

6. • checkmark will indicate the user has access to

,

7. • or can be scheduled at

,

8. • the location.

        

Uploading a user

In the Edit user privileges dialog box, click on the desired privileges to grant to or restrict from the user.

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Editing user reports

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.
3. Click Users.
4. In the Users panel, do one of the following:
   • Click on the desired user, select 

     Status
     title Edit

     , and then click Edit reports.
   • Right-click on the desired user and select Edit reports.

5. In the Edit user reports dialog box, click on the desired reports to grant to or restrict from the user.

   Tip
   A blue check mark will indicate the report is assigned to the user. The name of a role will appear next to a report associated with the user's assigned role(s). Report descriptions can be found at this link.

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6. Click

   Status
   title Update

   .

Uploading User Photos

signature

1. Have staff members sign a white piece of paper using a dark, thick pen or marker. Then, take a scan of the signatures.

   Tip
   title Dimensions
   For best results, use this guide which is set up with the dimensions Blueprint OMS uses. View file name User signatures for Blueprint OMS.pdf height 150

   
   

2. At Setup > User administration > Users, right-click the user whose signature you want to set, and select Edit details.
3. The Edit user dialog will appear; in it, click on the signature placeholder.
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4. A new dialog will appear, prompting you to select a file from your library. Choose the scan.
5. The Edit signature dialog will appear. In it, you can resize and rotate the page, and drag the bounding box over the appropriate signature.
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6. When everything looks good, click Save.

Uploading a user photo

1. At Setup > User administration > Users, right-click the user whose photo you want to set, and select Edit details.

2. The Edit user dialog will appear; in it, click the photo frame icon on the right.
   

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     6. Choose the photo source (File, Mobile device, Webcam) and capture or upload the user's photo.

• Crop and edit the photo as necessary.
• Click Save.
• More information: /wiki/spaces/DRS/pages/478347271

Editing user names and details

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Users.

4. In the Users panel, do one of the following:

   • Double-click on the desired user.
   • Click on the desired user, select 

     Status
     title Edit

     , and then click Edit details.
   • Right-click on the desired user and select Edit details.
5. In the Edit user dialog box, adjust the details of the user as needed. Click

   Status
   title Update

   .

Changing user passwords

1. Click the Setup button on the main toolbar.

2. Double-click User administration, or click the icon to the left to expand the menu.

3. Click Users.

4. In the Users panel, do one of the following:

   • Click on the desired user, select 

     Status
     title Edit

     , and then click Change password.
   • Right-click on the desired user and select Change password.

5. In the Change password dialog box, enter a New password, enter the same password in the Verify new password field, and click Ok. 

   Tip
   Passwords can also be changed by the individual users by clicking the File drop-down menu and selecting Change password.

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Editing provider tax numbers

In the Edit provider tax number dialog box, click into the Federal tax number field across from the desired location to enter the correct number. Optionally, click into the ID type field to select EIN or SSN.

Click

Deleting users

• Click on the desired user and select

  Status
  title Deactivate

  .
• Double-click on the desired user, un-check the Active check box, and click

  Status
  title Update

  .
• Click on the desired user, select 

  Status
  title Edit

  , and then click Edit details. In the Edit user dialog box, un-check the Active check box, and click

  Status
  title Update

  .
• Right-click on the desired user and select Deactivate.

• Patient photos.