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.
| Info |
|---|
| Users must have the 'Maintain users and roles' privilege in order to modify another user's privileges. |
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Privilege Name | Description |
|---|---|
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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