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Note

Users must have the Maintain users and roles privilege in order to manage users.

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. 

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Tip
A list of users appears in the Users panel. Use the Quick Find field to type the first few letters of the user's last name to quickly locate the desired user or click on the column headers to sort the information in ascending or descending order.


Creating a new

users

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.

  3. Click Users.

  4. Click

    5. Status
    titleCreate new
     button at the bottom of the screen.

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

    Status
    titleCreate
    .

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

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Note

The user will automatically inherit all privileges and reports associated with the assigned Role(s).


Tip
Some fields on the Create user screen are mandatory, indicated by an asterisk (*). Fields which are missing mandatory information, or which contain information in an incorrect format (i.e. Email Address), are highlighted in bluepurple.

Adding User Calendar Settings

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Optionally


Note

Usernames and email addresses must be unique.


Setting up a user calendar

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

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       2. Select a Calendar Color

and enter a Calendar Display Name as desired.Check

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.
 
Note
If double-booking is not allowed, a Conflicting event(s) found message will prevent a double-booking situation of the provider on the Schedule. 
      3. Check
  • 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

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      4. Check


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

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

Setting user location access

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

    Once you click

    Status
    title

    Edit, and then click Edit scheduling/location.
  • Right-click on the desired user and select Edit scheduling/location.
    • In

    Create
     after adding new employee information into Blueprint OMS, the Edit user locations dialog

    box, do one or more of the following

    will appear:

    Image Modified

      In the User can access the following locations panel, click
      • 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

      3. schedule

      • scheduling tab (Has calendar box checked),

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

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

      5. appear on the Schedule.

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

        Tip
        A blue checkmark will indicate the user has access to or can be scheduled at the location.
    Editing user privileges
      2. Click the

      •  

      3. Setup button on the main toolbar.Double-click

      •  

      4. User administration, or click the icon to the left to expand the menu.
    4. Click Users.
    5. In the Users panel, do one of the following:
      • Click on the desired user, select EDIT, and then click Edit privileges.
      • Right-click on the desired user and select Edit privileges.

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

    Tip

    A blue check mark will indicate the privilege is assigned to the user. The name of a role will appear next to a privilege associated with the user's assigned role(s). Hovering the mouse over the name of the privilege provides additional information for the privilege's function.

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    Note

    If the privilege is assigned to a role, remove the privilege from the role in order to remove it from the user's individual privileges.

            6. Click UPDATE.

    Tip

    Use the Role(s) drop-down menu to adjust the user's assigned role(s). Use the Copy privileges from drop-down menu to assign the user privileges already associated with another role or user.

    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 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.

    Note

    A blue checkmark 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.

    Image Removed

          6. Click UPDATE.

    Note

    Use the Role(s) drop-down menu to adjust the user's assigned role(s). Use the Copy privileges from drop-down menu to assign the user reports already associated with another role or user.

    Uploading User Photos

    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. Double-click the user for whom you are adding the photo. Alternatively, highlight their name and choose Edit > Edit details at the bottom of the Users list.
      5. Within the Edit user dialog box

    Uploading a user signature

    Tip

    Upload user default user signatures to populate on suitably configured forms and correspondence templates. This saves time and paper at the clinic.

    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
      titleDimensions

      For best results, use this guide which is set up with the dimensions Blueprint OMS uses.

      View file
      nameUser signatures for Blueprint OMS.pdf
      height150


    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.
      Image Added
    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.
      Image Added
    6. When everything looks good, click Save.

    Uploading a user photo

    Tip

    Optionally, upload user photos for providers. This photo will be displayed at the online appointment bookingportal, beside the provider's name.

    Image Added


    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.
       Image Removed
    1. Image Added

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


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