This is a listing of the user privileges and their descriptions. User privileges can be restricted/granted to individual Blueprint users. Click on Setup > User Administration > Users > Highlight a name > R-click > Edit Privileges.
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The User Privileges report displays all users' privileges, broken down by privilege categoryUsers must have the 'Maintain users and roles' privilege in order to modify another user's privileges. |
Basic:
Privilege Name | Description |
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Create client | Create a new patient |
Deactivate client | Mark patients inactive/deceased |
Delete appointments | Permanently delete appointments (and availabilities) |
Delete client photo | Delete a photo for a patient |
Delete user photo | Delete a photo for a user |
Edit model of active or added devices | Change the model of existing devices in a client file |
Edit patient referral source | Edit referral source history on patients, appointments, and sales |
Enter 3p payment | Enter insurance payments |
Manage Recalls | Create/edit patient recalls |
Marketing | View marketing campaigns |
Merge Client | Merge duplicate patients |
Order new aid | Create a patient-specific hearing aid order |
Receive payment | Receive patient payments/deposits |
Return items to manufacturer | Return accessories/batteries/hearing aids/services to manufacturer |
Return items to stock | Return hearing aids and orderable items to stock |
Scheduling | Create/view appointments |
Sell items | Sell non-hearing aid items |
Send email | Email documents directly from Blueprint OMS |
Send faxes | Fax documents directly from Blueprint OMS |
View chat | View chat features |
View client | Open a patient file |
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Privilege Name | Description |
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Accounting synchronization | Synchronize patients, transactions, etc. from Blueprint OMS to the accounting system |
Accounts payable | Enter vendor bills |
Backdate accounting | Backdate accounting transactions |
Clear bank deposit | Clear deposit for permanent removal |
Delete bank deposit | Delete bank deposit. This will put the payments in the deposit back on the Enter deposit screen |
Delete invoice | Delete an invoice from the patient's sales history screen |
Delete misc client credit | Delete misc client credit |
Delete refund | Delete a refund |
Delete write-off | Delete a write-off from the "Sales History" |
Edit client payment | Edit/delete a patient payment |
Edit misc client credit | Edit misc client credit |
Edit return | Edit a credit return memo |
Enter bank deposits | Deposit payments |
Enter manufacturer bill | Enter manufacturer bill |
Issue client refund | Create a patient refund |
Issue misc client credit | Issue a misc client credit |
Maintain 3rd party ledger | Grants access to the 3rd party ledger |
Regenerate invoices | Enables "Edit Invoice" button |
Set opening Balance | Set patient/insurer opening balance |
Write off invoice | Write off a patient or insurer |
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Privilege Name | Description |
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Add stock | Add existing stock to inventory without posting to the accounting system (Inventory → Add stock) |
Delete inventory | Delete items from inventory |
Manage inventory | View/manage hearing aid inventory |
Order/receive stock | Create and/or receive inventory stock orders |
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The User Privileges report displays all users' privileges, broken down by privilege category. |