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Default user roles and privileges

Default user roles and privileges

Mar 21, 2024



This page applies to any customers who have gone "Live" with Blueprint OMS from November 2021 and moving forward.

There are 4 default roles available in Blueprint OMS. This page lists the default roles and the privileges/reports associated with each role.

Each role automatically inherits "privileges," which control what functionality the user has access to within the software. Each role also automatically inherits "reports," which vary in content from performance metrics to financials.

Customize

You can customize the privileges/reports a role has access to by following the step-by-step instructions: here.

  • Privilege descriptions: here.

  • Report descriptions: here.

Default Roles

Level of Access

Summary

Default Roles

Level of Access

Summary

  1. Office Staff

Limited

No access to COGS privileges.

  2. Audiologist/Specialist/Dispenser

Moderate

No access to COGS privileges.

Contains all privileges/reports of the Office Staff role, in addition to the following privileges:

  • Edit model of active or added devices

  • Edit other users' journal entries

  • Maintain text snippets

  • Delete client audiology status (audiogram)

  • Override availability booking (create an event outside of availability)

And the following reports:

  • Sales Opportunity Pipeline

  • HA Aging

  • Product Mix Analysis

  • Referral Source - Appointments

  3. Administration

Full Access



  4. Owner

Full Access

Includes the ability to request a full database backup.

1. Basic privileges:

Privilege name

Privileges assigned to role

Privilege name

Privileges assigned to role



Office Staff

Audiologist/Specialist/Dispenser

Administration

Owner

Create client

X

X

X

X

Deactivate client

X

X

X

X

Delete added aids









Delete appointments

X

X

X

X

Delete client photo

X

X

X

X

Delete user photo or signature





X

X

Edit model of active 



X

X

X

Edit model of added devices









Edit patient referral source

X

X

X

X

Enter 3p payment

X

X

X

X

Manage Recalls

X

X

X

X

Marketing

X

X

X

X

Merge Client

X

X

X

X

Order new aid

X

X

X

X

Receive payment

X

X

X

X

Return items to manufacturer

X

X

X

X

Return items to stock

X

X

X

X

Scheduling

X

X

X

X

Sell items

X

X

X

X

Send email

X

X

X

X

Send faxes

X

X

X

X

View chat

X

X

X

X

View client

X

X

X

X



2. Administration Privileges:

Privilege Name

Privileges assigned to role

Privilege Name

Privileges assigned to role



Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

Delete journal entries





X

X

Edit other users' journal entries



X

X

X

Maintain aids and options





X

X

Maintain audiometers

X

X

X

X

Maintain discount reasons

X

X

X

X

Maintain document properties

X

X

X

X

Maintain electronic billing settings







X

Maintain event types

X

X

X

X

Maintain general scheduling settings







X

Maintain healthcare provider types

X

X

X

X

Maintain healthcare providers

X

X

X

X

Maintain insurers

X

X

X

X

Maintain journal entry types

X

X

X

X

Maintain list of users linked to Noah







X

Maintain locations





X

X

Maintain manufacturers





X

X

Maintain marketing automation settings





X

X

Maintain marketing groups





X

X

Maintain miscellaneous email addresses

X

X

X

X

Maintain Noah import settings





X

X

Maintain online booking config





X

X

Maintain online form settings





X

X

Maintain orderable items





X

X

Maintain patient types

X

X

X

X

Maintain payment methods and services





X

X

Maintain private text snippets



X

X

X

Maintain public text snippets



X

X

X

Maintain pure tone average frequencies





X

X

Maintain recall types and statuses

X

X

X

X

Maintain referrer types





X

X

Maintain repair pricing





X

X

Maintain repair types





X

X

Maintain resource types

X

X

X

X

Maintain resources

X

X

X

X

Maintain revenue groups





X

X

Maintain service plan items





X

X

Maintain users and roles





X

X

Manage templates

X

X

X

X

Pricing update (Canada only)





X

X

Reopen monthly inventory reconciliation







X

Un-designate events as sales opportunities

X

X

X

X

Undo hearing aid status

X

X

X

X

Update prices





X

X

View dashboards





X

X

View wholesale costs





X

X



3. Accounting Privileges:

Privilege Name

Privileges assigned to role

Privilege Name

Privileges assigned to role



Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

Accounting synchronization







X

Accounts payable





X

X

Backdate accounting





X

X

Clear bank deposit