This page covers editing existing users in Blueprint OMS.
Users must have the Maintain users and roles user privilege in order to edit existing users. |
This is a user example without a calendar on the schedule tab:
This is a user example with a calendar on the schedule tab:
Upload user default user signatures to populate on suitably configured forms and correspondence templates. This saves time and paper at the clinic.
Have staff members sign a white piece of paper using a dark, thick pen or marker. Then, take a scan of the signatures.
Dimensions
For best results, use this guide which is set up with the dimensions Blueprint OMS uses.
PDFEdit file
The Change password dialog box will appear. In it, enter a New password, enter the same password in the Verify new password field, and click Ok.
Passwords can also be changed by the individual users by clicking the File drop-down menu and selecting Change password. |
The Edit user privileges dialog box will appear. In it, click on the privileges you wish to grant to or restrict from the user.
A blue check mark will indicate the privilege is assigned to the user. The name of a role will appear next to a privilege associated with the user's assigned role(s). Hovering the mouse over the name of the privilege provides additional information for the privilege's function. |
If the privilege is assigned to a role, remove the privilege from the role in order to remove it from the user's individual privileges. |
Use the Role(s) drop-down menu to adjust the user's assigned role(s). Use the Copy privileges from drop-down menu to assign the user privileges already associated with another role or user. |
The Edit user reports dialog box will appear. In it, click on the reports you wish to grant to or restrict from the user.
A blue check mark will indicate the report is assigned to the user. The name of a role will appear next to a report associated with the user's assigned role(s). Report descriptions can be found at this link. |
Click .
Use the Role(s) drop-down menu to adjust the user's assigned role(s). Use the Copy privileges from drop-down menu to assign the user reports already associated with another role or user. |
At Setup > User administration > Users, right-click on the user whose scheduling or location access you wish to edit, and select Edit scheduling/location.
At Setup > User administration > Users, right-click on the user whose provider tax number you wish to edit, and select Edit provider tax numbers.
The Edit provider tax number dialog box will appear. In it, click into the Federal tax number field across from the desired location to enter the correct number. Optionally, click into the ID type field to select EIN or SSN.
The <Unassigned> location should contain the Federal tax number for the main location. This data is simply stored for database purposes. |
Click .
The Federal tax number and ID type will generate in box 25 on the HCFA 1500 claim form. |
At Setup > User administration > Users, right-click on the user whose provider tax number you wish to edit, and select Edit provider license number.
The Edit provider license numbers dialog box will appear. In it, click into the License number field beside the desired location to enter the correct number.
Click .
Once deactivated, the user can no longer log into Blueprint with their username and password. |
At Setup > User administration > Users, right-click on the user whose provider tax number you wish to deactivate, and select Deactivate.
To reactivate a user, un-check the Show active items only check box at the top of the Users panel. Click on a deactivated user (indicated with a red X), and click . |