Setting up templates

Templates overview

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. 

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.

Template types

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.

Template category	Type	.doc	.pdf
Forms	Patient form
	Order-related form
	Audiological form
	Online form
	Loaner agreement form
	Manufacturer repair form*
	Manufacturer return form*
	Manufacturer order form*
Correspondence	Healthcare provider correspondence
	Patient correspondence (not for marketing)
	Patient correspondence (for marketing)
	Fax cover page
Accounting	Invoice
	Quote
	Credit memo

* 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 support@blueprintsolutions.us 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.

To learn more about maintaining email templates, see Graphic-based Email Marketing Templates.

Ida Institute tools

At Setup > Online forms > Ida Institute tools, users with the Maintain online form settings user 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.

• Living Well
• The People I Talk To
• Tinnitus Thermometer
• Why Improve My Hearing

Generating forms, correspondence, and invoices, by category

Patient form

• Patient > form

Order-related form

• Orders > right-click on a device from the order
• Open a patient profile > Hearing aids > right-click on an aid from the order
• Open a patient profile > Sales history > right-click on the order's entry

Order form can be configured to populate information for aids that were part of the same order, as recorded in Blueprint OMS.

Audiological form

• 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

Online form

• In the online forms module, click on the eye icon beside any of the listed forms in order to view that form.

Loaner agreement form

• Inventory > Manage inventory > right-click on an aid in the Loaned status
• Open a patient profile > Hearing aids > right-click an aid in the On loan status

Manufacturer repair form

• Orders > right-click on a repair order
• Open a patient file > Hearing aids > right-click on an aid that is either Sent for repair, Received after being sent for repair, or Checked after being sent for repair and received.

Manufacturer return form

• Process a return. Choose a vendor credit template from the pop-up on the credit memo.
• Sales history > right-click on a return > Print > select a manufacturer return form from the menu that pops up
• 3rd party ledger > right-click on a return > Print > select a manufacturer return form from the menu that pops up
• Open the Hearing aids tab of a patient who has returned an aid to a manufacturer > Show inactive aids > right-click an aid in the Returned to manufacturer status

Manufacturer order form

• Create an order. In the dialog box asking if you want to generate a manufacturer order form, click YES.
• Orders > right-click on a new order
• Open a patient profile > Hearing aids > right-click on an aid from the order
• Open a patient profile > Sales history > right-click on the order's entry

Patient correspondence

• Patient > Correspondence > Patient Correspondence
• 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 > PRINT to print the default template for that automated print campaign, or EDIT CAMPAIGN TEMPLATE to assign a new default template, then PRINT.

Healthcare provider correspondence

• Patient > Correspondence > Healthcare provider correspondence

Fax cover page

• Send a fax > The menu for fax cover pages comes up after fax details have been entered.

Invoices

• Creating or adjusting an invoice opens an invoice automatically.
• Sales history > right-click on a sale > Print
• 3rd party ledger > right-click on a sale > Print

Quotes

• Create a new sale > get to the Allocate costs screen > click Create quotes
• Create a new order > get to the Allocate costs screen > click Create quotes
• View the details of an existing order > get to the Allocate costs screen > click Create quotes

Credit memos

• Creating a return opens a credit memo automatically
• Right-click on a patient return > Print
• Creating a patient write-off opens a credit memo automatically
• Right-click on a patient write-off > Print
• Issuing a patient miscellaneous credit opens a credit memo automatically
• Right-click on a patient miscellaneous credit > Print