Blueprint OMS tracks all undeposited patient and third party payments, and deposits them into the QuickBooks bank account(s) selected by the Blueprint user. This feature is optional. |
Click on a payment to deposit.
To select multiple payments, press and hold the Control key (Ctrl) on the keyboard while clicking the desired payments. |
Click .
A warning icon beside an undeposited payment amount indicates the payment has not reached QuickBooks. If this is the case, verify the QuickBooks accounting link is running and then contact Blueprint OMS to resubmit the payment. |
In the Enter deposit details dialog box, optionally do the following:
Use the save or print icons in the top, left-hand corner to save or print the Bank deposit details slip. The deposit slip can be printed at a later time. |
Click on a desired deposit in the Deposits panel to see the deposited payments in the Deposited payments panel.
Click on a desired deposit in the Deposits panel and click .
Clearing a bank deposit will completely remove the deposit record from Blueprint OMS. Clearing a deposit in Blueprint will NOT remove the deposit from QuickBooks. |
Click on a desired deposit in the Deposits panel and click .
Deleting a bank deposit will move all the deposited payments back to the Enter deposits screen in Blueprint OMS. Deleting a deposit in Blueprint will NOT delete the deposit from QuickBooks. Delete the deposit manually in QuickBooks before redepositing in Blueprint OMS. |
Click on a desired deposit in the Deposits panel and click .