Default user roles and privileges

Owned by Jessica Colaw
Last updated: Mar 21, 2024
3 min read

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

  1. Office Staff
LimitedNo 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. AdministrationFull Access
  4. OwnerFull AccessIncludes the ability to request a full database backup.

1. Basic privileges:

Privilege name

Privileges assigned to role


Office Staff

Audiologist/Specialist/Dispenser

Administration

Owner

Create client

X

XXX

Deactivate client

X

XXX
Delete added aids



Delete appointmentsXXXX
Delete client photoXXXX
Delete user photo or signature

XX
Edit model of active 
XXX
Edit model of added devices



Edit patient referral sourceXXXX
Enter 3p paymentXXXX
Manage RecallsXXXX
MarketingXXXX
Merge ClientXXXX
Order new aidXXXX
Receive paymentXXXX
Return items to manufacturerXXXX
Return items to stockXXXX
SchedulingXXXX
Sell itemsXXXX
Send emailXXXX
Send faxesXXXX
View chatXXXX
View clientXXXX


2. Administration Privileges:

Privilege Name

Privileges assigned to role


Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

Delete journal entries

XX
Edit other users' journal entries
XXX
Maintain aids and options

XX
Maintain audiometersXXXX
Maintain discount reasonsXXXX
Maintain document propertiesXXXX
Maintain electronic billing settings


X
Maintain event typesXXXX
Maintain general scheduling settings


X
Maintain healthcare provider types
XXXX
Maintain healthcare providers
XXXX
Maintain insurersXXXX
Maintain journal entry typesXXXX
Maintain list of users linked to Noah


X
Maintain locations

XX
Maintain manufacturers

XX
Maintain marketing automation settings

XX
Maintain marketing groups

XX
Maintain miscellaneous email addressesXXXX
Maintain Noah import settings

XX
Maintain online booking config

XX
Maintain online form settings

XX
Maintain orderable items

XX
Maintain patient typesXXXX
Maintain payment methods and services

XX
Maintain private text snippets
XXX
Maintain public text snippets
XXX
Maintain pure tone average frequencies

XX
Maintain recall types and statusesXXXX
Maintain referrer types

XX
Maintain repair pricing

XX
Maintain repair types

XX
Maintain resource typesXXXX
Maintain resourcesXXXX
Maintain revenue groups

XX
Maintain service plan items

XX
Maintain users and roles

XX
Manage templatesXXXX
Pricing update (Canada only)

XX
Reopen monthly inventory reconciliation


X
Un-designate events as sales opportunitiesXXXX
Undo hearing aid statusXXXX
Update prices

XX
View dashboards

XX
View wholesale costs

XX


3. Accounting Privileges:

Privilege Name

Privileges assigned to role


Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

Accounting synchronization


X
Accounts payable

XX
Backdate accounting

XX
Clear bank deposit

XX
Clear undeposited payments

XX
Delete bank deposit

XX
Delete invoice

XX
Delete misc client credit

XX
Delete refund

XX
Delete write-off

XX
Edit client paymentXXXX
Edit misc client creditXXXX
Edit returnXXXX
Enter bank depositsXXXX
Enter manufacturer bill

XX
Issue client refundXXXX
Issue misc client creditXXXX
Maintain 3rd party ledgerXXXX
Regenerate invoicesXXXX
Set opening BalanceXXXX
Write off invoiceXXXX

4. Advanced Privileges:

Privilege Name

Privileges assigned to role


Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

All location as defaultXXXX
Cancel aid orderXXXX
Clear any claims (Canada only)

XX
Create marketing campaignsXXXX
Delete client audiology status
XXX
Edit prescriber/fitter detailsXXXX
Electronic billing (Canada only)

XX
Export marketing campaigns and patient groups

XX
Maintain CareCredit config

XX
Mark NSF checks


X
Override availability booking
XXX
View all locationXXXX
View faxesXXXX

5. Document Management Privileges:

Privilege Name

Privileges assigned to role


Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

Delete documents

XX
Edit documentsXXXX
Store documentsXXXX
Unlock editable formsXXXX
View documentsXXXX

6. Inventory Privileges:

Privilege Name

Privileges assigned to role


Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

Add stockXXXX
Delete inventory

XX
Manage inventoryXXXX
Order/receive stockXXXX

Reports Access

Report category

Report title

Reports assigned to role



Office Staff

Audiologist/Dispenser/Specialist

Administration

Owner

FinancialAll invoices and Returns (Excel only)

XX
AR Aging Detail (Insurer)XXXX
AR Aging Detail (Patient)XXXX
AR Aging SummaryXXXX
Cash Flow SummaryXXXX
Closing Rate by Opportunity 

XX
Discount Summary by ProviderXXXX
HA Sale and Return Detail

XX
Insurer TransactionsXXXX
Inventory

XX
Open Transactions (Insurer)XXXX
Open Transactions (Patient)XXXX
Patient AR StatementXXXX
Patient AR Statement (with 3rd party details)XXXX
Price List

XX
Referral Source - New Patients

XX
Referral Source - Sales

XX
Referral Source Analysis

XX
Revenue Group Report

XX
Sales by Income Account

XX
Sales Opportunity Pipeline
XXX
Sales ReportXXXX
Sales Tax Summary

XX
Unapplied Credits/PaymentsXXXX
ManagementAppointment AnalysisXXXX
Cancelled and No Show AppointmentsXXXX
Daily ScheduleXXXX
HA Aging
XXX
Healthcare Provider ListXXXX
Journal EntriesXXXX
KPI Analysis

XX
Product Mix Analysis
XXX
Referral Source - Appointments
XXX
User Privileges

XX
User Report Access

XX
Mailing labelsHealthcare Provider Mailing Labels (5160)XXXX
Healthcare Provider Mailing Labels (8160)XXXX
Patient follow-upClient Information SheetXXXX
Marketing Automation Follow-up ReportXXXX
Marketing CampaignsXXXX
Patient RecallsXXXX