Templates

Blueprint OMS user guide

  • All content
  • Space settings
Results will update as you type.
  • Help
  • Patients
  • Appointment scheduling
  • Inventory
  • Sales and orders
  • Returns, repairs, and L&D replacements
  • Payments, refunds and deposits
  • Online forms
  • Marketing
  • Setup
    • •
      Setting up system & user preferences
    • •
      Setting up batteries
    • •
      Setting up accessories
    • •
      Setting up services
    • •
      Setting up hearing aids and options
    • •
      Setting up orderable items
    • •
      Setting up insurer coverage for items
    • •
      Setting up location-specific pricing
    • •
      Setting up bundles
    • •
      Setting up repairs
    • •
      Setting up service plans
    • •
      Setting up referral types and sources
    • •
      Maintaining manufacturers
    • •
      Setting up insurers/3rd party payers
    • Electronic Billing (US only)
    • •
      Setting up miscellaneous email addresses
    • Chat
    • Enabling the CareCredit Integration (US Only)
    • •
      Setting up revenue groups
    • •
      Setting up discount reasons
    • •
      Setting up payment methods
    • •
      Setting up recall statuses and types
    • •
      Setting up journal entry types
    • •
      Setting up patient types
    • Setting up locations
    • •
      Setting up audiometers
    • •
      Setting up document Categories, Statuses, & Settings
    • Setting up templates
    • Setting up online forms
    • •
      Setting up text snippets
    • Setting up scheduling preferences
    • Setting up roles and users
    • •
      Setting up system security
  • Documents
  • •
    Reports
  • Management dashboards
  • QuickBooks integration
  • Recalls
  • Gliffy Diagram
You‘re viewing this with anonymous access, so some content might be blocked.
{"serverDuration": 49, "requestCorrelationId": "32aa6e2ffb95432cbade21c6859f1a85"}