To sell items to a patient, do one of the following:
Click the button on the main toolbar.
The New sale screen opens. On the Order items tab, in the Products & services panel, click the Services, Batteries, or Accessories tab.
To quickly locate the desired item, type the first few letters of the item description in the Quick Find field. Optionally, type in the CPT code into the Quick Find field. (If you would like this CPT code feature enabled please notify Blueprint Solutions) |
Select one or multiple products or services by double-clicking the items to add them to the sale. The items appear on the Order items tab within the Other products & services panel.
Batteries which match the patient’s hearing aids are highlighted with L and/or R icons, signifying the left and/or right aid respectively. |
If the sale has been completed, click the patient's Sales history tab, click on the desired sale, and click . |
Select the X next to the item.
Items can also be removed from the Cost allocation tab, using the X button next to the item. |
If the sale will be paid for by an insurer for which special pricing applies, select the insurer within the Products & services panel. Correct pricing is displayed and used for the sale. If the patient is covered by an insurer, whom normally pays the full amount of all purchases, the insurer will be selected by default. |
On the Order items tab, within the Products & services panel, click the Insurer drop-down menu to select the insurer.
Items with a benefit code and/or special pricing defined for the selected insurer are highlighted with a check mark. Insurer-specific services are highlighted with a star and are only visible when the insurer is selected. See: Setting up insurer coverage for more information. |
If the insurer does not appear in the drop-down menu, enter the policy information in the patient's Insurers tab before continuing with the sale. |
On the Order items tab, within the Other products & services panel, click in the Quantity cell beside the selected item.
Click the up and down arrows to adjust the quantity.
To save the change, click out of the cell, or click Enter on the keyboard.
The amount in the Total column is updated to match the Quantity x Unit price values. |
Item quantities can also be adjusted on the Cost allocation tab. |
The Order date defaults to the current date. Changing the date of an invoice is associated with the user privilege titled 'Backdate accounting.' See: Setting up roles and users for more information. |
The location of the sale defaults to the corresponding location listed in the patient's Details tab. |
A provider is required to generate a HCFA 1500 form. |
The provider of the sale defaults to corresponding provider listed in the patient's Details tab. |
The list of providers includes all users who have the role Audiologist, Specialist, or Dispenser. See: Setting up roles and users for more information. |
3. Highlight the desired referral source and click .
Optionally, click on the button to include your patient list in the referral source search. |
The invoice template can default to a specific template, or the template specified for the patient, if a specified template is selected in the patient's Details tab, within the Alternate contact section. To configure default templates for each insurer, see: Setting up insurers. |
Default item prices can be adjusted in the Setup menu. |
On the Cost allocation tab, double-click in the Discount cell beside the selected item.
In the Discount field, enter the discount (per unit) in dollar amount or percentage.
If entering an amount less than one dollar, enter it with a preceding zero, e.g. 0.80. |
Click . The discount appears in the Discount cell, and the subtotals and totals are recalculated automatically.
The amount and reason for each discount is tracked for reporting purposes. |
On the Cost allocation tab, click in the Price cell beside the selected item.
Enter the desired price.
To save the change, click out of the cell, or click Enter on the keyboard. The new price appears in the Price cell, and the subtotals and totals are recalculated automatically.
The Automatically allocate costs check box is selected by default if one of the patient’s insurers normally pays the full amount of all purchases. See: Setting up insurers for more information. The entire patient payable amount will be automatically allocated to that insurer. Un-check the Automatically allocate costs check box to adjust the allocation. |
On the Cost allocation tab, click in the Covered amount cell beside the desired insurer.
Enter an amount to be covered by an insurer.
To save the change, click out of the cell, or click Enter on the keyboard. The amount shown on the Patient payable line is adjusted automatically.
An amount must be allocated to the insurer prior to an authorization number being saved. |
To save the change, click out of the cell, or click Enter on the keyboard. The authorization number appears in the body of the insurer invoice.
The claim authorization number will also show in the description filed of the insurer invoice in QuickBooks. |
This authorization number will appear in box 23 of the HCFA 1500 form. |
On the Cost allocation tab, click . If multiple quote templates are active in the system, a dialog will prompt you to choose your desired template. A quote is then displayed for the patient and any insurers.
On the Cost allocation tab, click . An Invoice is display for the patient and any insurers, the transaction appears in the patient’s Sales history tab, and a new journal entry is created to record the sale for the patient.
Corresponding invoices for the patient and any insurers involved are created in QuickBooks. |
Click .
The payment is recorded in QuickBooks and in Blueprint OMS, and the invoice is updated to reflect the amount paid. |