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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.

Users must have the 'Maintain users and roles' privilege in order to modify another user's privileges.


Privilege Name


Create client

Create a new patient

Deactivate client

Mark patients inactive/deceased
Delete appointmentsPermanently delete appointments (and availabilities)
Delete client photoDelete a photo for a patient
Delete user photoDelete a photo for a user
Edit model of active or added devicesChange the model of existing devices in a client file
Edit patient referral sourceEdit referral source history on patients, appointments, and sales
Enter 3p paymentEnter insurance payments
Manage RecallsCreate/edit patient recalls
MarketingView marketing campaigns
Merge ClientMerge duplicate patients
Order new aidCreate a patient-specific hearing aid order
Receive paymentReceive patient payments/deposits
Return items to manufacturer

Return accessories/batteries/hearing aids/services to manufacturer

Return items to stockReturn hearing aids and orderable items to stock
SchedulingCreate/view appointments
Sell itemsSell non-hearing aid items
Send emailEmail documents directly from Blueprint OMS
Send faxesFax documents directly from Blueprint OMS
View chatView chat features
View clientOpen a patient file