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. 

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.

3. Click Users.

4. Click

   Status
   title Create 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
   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.

Has Calendar checkbox

Setting up a user calendar

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

       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.

• 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 Modified

• 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. • Click on the desired locations to grant access to or restrict access from the user under the User can access the following locations section

   • If the user is included on the scheduling tab (Has calendar box checked), click on the desired locations in which the user's name should 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.

        

Upload User Photo

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 EDIT, and then click Edit details.
   • Right-click on the desired user and select Edit details.
Within the Edit user dialog box

Uploading a user 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.
   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

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.

• Crop and edit the photo as necessary.
• Click Save.
• More information: Patient photos.