Blueprint OMS offers clinics the option to use their own templates for forms, correspondence, and invoices. In addition to storing templates and producing instances of them, Blueprint OMS supports checkboxes, radio buttons, drop-down menus, merge fields, editable text fields (with or without text snippet capability), default user signatures, and electronic signature fields, so that users can complete the tasks that forms and correspondence present, without leaving the application.
A merge field is a placeholder that can be put on a form template to make the form generate, in particular instances, the appropriate patient-related or order-related information when the patient or order has been specified by the user in Blueprint OMS. |
Users with the Manage templates user privilege can set up Microsoft Word documents to function in Blueprint OMS as templates of certain categories. This section of the user guide explains how to configure such templates in order to get the most use out of our available form features.
Templates of different types differ in (i) the ways they can be accessed within Blueprint OMS, (ii) the kind of information they can auto-populate, and (iii) the ways they can be acted upon in Blueprint OMS.
At Setup > Templates, you will be able to upload documents that will function in Blueprint OMS as templates.
Template category | Type | .doc | |
---|---|---|---|
Forms | Patient form | ||
Order-related form | |||
Audiological form | |||
Online form | |||
Loaner agreement form | |||
Manufacturer repair form* | |||
Manufacturer return form* | |||
Manufacturer order form* | |||
Correspondence | Healthcare provider correspondence | ||
Patient correspondence (not for marketing) | |||
Patient correspondence (for marketing) | |||
Fax cover page | |||
Accounting | Invoice | ||
Quote | |||
Credit memo |
* Manufacturer forms are managed by the Blueprint Solutions support team. If you know of a manufacturer form that is not already available in Blueprint OMS, please send it to support@blueprintsolutions.us so that the support team can set up its form features and push it out to all clinics in the appropriate country. |
Word documents uploaded as Patient correspondence templates can be flagged as being For marketing campaigns. Those this flag are shown under Setup > Templates > Marketing > Print campaigns.
Under Setup > Templates > Marketing > Email campaigns, you can manage your clinic's email marketing templates and set your clinic's sending email address for manual email marketing campaigns.
To learn more about maintaining email templates, see Graphic-based Email Marketing Templates.
See also: Ensuring reliable marketing email delivery from Blueprint OMS. |
At Setup > Online forms > Ida Institute tools, users with the Maintain online form settings user privilege can view and manage the four Ida Institute patient telecare surveys, which behave like other online forms in that they can be associated with event types and sent as parts of online forms requests.
These interactive and colorful HTML surveys allow you to engage patients before their appointments by getting them to think about the ways in which their hearing problems affect their lives.
See also: Ensuring reliable marketing email delivery from Blueprint OMS. |
Order form can be configured to populate information for aids that were part of the same order, as recorded in Blueprint OMS.
See also: Sales and orders. |
The User Signature merge field will prompt the user to select a signer if there is NOT a provider set on the order/invoice. |
See also: Entering patient hearing assessments. |
See also: Loaning aids. |
See also: Repairs and returns. |
See also: Repairs and returns. |
See also: Sales and orders. |
See also: Marketing. |
Ensure that the patient is linked to a healthcare provider. See: Entering new patients. |
See also: Faxing documents. |
See also: Sales and orders. |
See also: Generating quotes. |