Setting up orderable items

Viewing the list of orderable items

1. Click the Setup button on the main toolbar.
2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.

3. Click Orderable items.

   A list of orderable items appears in the Orderable items panel and includes information such as manufacturer, model, CPT/HCPCS code, style and price. Use the Quick Find field to type the first few letters of the item description to quickly locate the desired item. Use the Manufacturer drop-down menus to narrow down the list of items.

Creating new orderable items

1. Click the Setup button on the main toolbar.
2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.
3. Click Orderable items.
4. Click CREATE NEW.
5. the Create orderable item dialog box, enter the details of the new orderable item:
   • Name: The model name of the item. The name must be unique - multiple items with the same name are not allowed in Blueprint OMS.
   • Active: Indicates whether the item can be actively sold to a patient. This check box is usually selected, but the box can be un-checked if a clinic decides to no longer sell the item.
   • Manufacturer: The drop-down menu contains a list of hearing aid manufacturers.
   • CPT/HCPCS code: The HCFA-specific code for the item, e.g. V5264.
   • Is HA: Indicates the item is a hearing aid. This check box should not be checked. Any hearing aid items should be added to the Hearing aids catalog.
   • Technology: The drop-down menu contains a list of technology options.
   • Style: The drop-down menu contains a list of styles.
   • Has side: Indicates that this item can be set to a side using the set right, set left, or set other options.

   • Expense account: Indicates the expense account that will record the sale of this item in QuickBooks. The expense account is used for financial reporting purposes within Blueprint OMS.

   • Income account: Indicates the income account that will record the sale of this item in QuickBooks. The income account is used for financial reporting purposes within Blueprint OMS.

   • Tax on purchases: Indicates whether tax was paid when this item was purchased from a vendor. The drop-down list corresponds to tax codes in the Tax Code List in QuickBooks.

   • Tax on sales: Indicates whether a tax is applied when this item is sold to a patient. The drop-down list corresponds to tax codes in the Tax Code List in QuickBooks.

   • Purchase cost: Indicates the purchasing cost of the item from the vendor.

   • Selling price: Indicates the price of this item when sold to a patient.

     Required fields are marked with an asterisk (*).
6. Click CREATE.

Changing orderable item prices

1. Click the Setup button on the main toolbar.
2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.

3. Click Orderable items.

4. In the Orderable items panel, select the desired item and do one or more of the following:

   • Double-click the Mfr. Price field to enter the manufacturer price.

   • Double-click the Patient price field to enter the pricing for patients.
     

5. To save the changes, click out of the cell, or click Enter on the keyboard.

Editing orderable items

1. Click the Setup button on the main toolbar.
2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.
3. Click Orderable items.
4. In the Orderable items panel, double-click on the orderable item, or select the item and click EDIT DETAILS.
5. In the Edit orderable item details dialog box, edit the details as needed.
6. Click UPDATE.

Deleting orderable items

1. Click the Setup button on the main toolbar.
2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.

3. Click Orderable items.

4. In the Orderable items panel, double-click on the desired item, or click on the item and select EDIT DETAILS.
5. In the Edit model details dialog box, un-check the Active check box. 

6. Click UPDATE.

   To reactivate an orderable item, un-check the Show active items only check box at the top of the Orderable items panel. Double-click on the deactivated item (indicated with a red X), or select the item and click EDIT DETAILS. Check the Active check box and click UPDATE.