Blueprint OMS offers clinics the option to use their own templates for forms, correspondence, and invoices. In addition to storing templates and producing instances of them, Blueprint OMS supports checkboxes, radio buttons, drop-down menus, merge fields, editable text fields (with or without text snippet capability), default user signatures, and electronic signature fields, so that users can complete the tasks that forms and correspondence present, without leaving the application.
A merge field is a placeholder that can be put on a form template to make the form generate, in particular instances, the appropriate patient-related or order-related information when the patient or order has been specified by the user in Blueprint OMS.
Users with the Manage templates user privilege can set up Microsoft Word documents to function in Blueprint OMS as templates of certain categories. This section of the user guide explains how to configure such templates in order to get the most use out of our available form features.
Templates of different types differ in (i) the ways they can be accessed within Blueprint OMS, (ii) the kind of information they can auto-populate, and (iii) the ways they can be acted upon in Blueprint OMS.
Documents as templates
At Setup > Templates, you will be able to upload documents that will function in Blueprint OMS as templates.
* Manufacturer forms are managed by the Blueprint Solutions support team. If you know of a manufacturer form that is not already available in Blueprint OMS, please send it to firstname.lastname@example.org so that the support team can set up its form features and push it out to all clinics in the appropriate country.
Patient correspondence and marketing
Word documents uploaded as Patient correspondence templates can be flagged as being For marketing campaigns. Those this flag are shown under Setup > Templates > Marketing > Print campaigns.
Under Setup > Templates > Marketing > Email campaigns, you can manage your clinic's email marketing templates and set your clinic's sending email address for manual email marketing campaigns.
At Setup > Online forms > Ida Institute tools, users with the Maintain online form settingsuser privilege can view and manage the four Ida Institute patient telecare surveys, which behave like other online forms in that they can be associated with event types and sent as parts of online forms requests.
These interactive and colorful HTML surveys allow you to engage patients before their appointments by getting them to think about the ways in which their hearing problems affect their lives.
The User Signature merge field will prompt the user to select a signer if there is NOT a provider set on the order/invoice.
Open a patient profile > Audiology > ensure that there is at least one audiological assessment on file > in the History panel, choose the assessment for which you want to run the report (likely the most recent one, which is chosen by default) > click REPORTS at the lower-right
Marketing > Manual campaigns > choose a manual campaign and ensure that it has been executed > In the Selected patients tab, hit PRINT
Marketing > Automated campaigns (print) > choose a campaign by highlighting it in the list > PRINTto print the default template for that automated print campaign, or EDIT CAMPAIGN TEMPLATE to assign a new default template, thenPRINT.