Setting up accessories

Viewing the list of accessories

1. Click the Setup button on the main toolbar.

2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.

3. Click Accessories.

    

Creating new accessories

1. Click the Setup button on the main toolbar.

2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.

3. Click Accessories.

4. Click Create new.

5. In the Create accessory dialog box, enter the details of the new accessory:

   • Name: The name of the accessory item. The name must be unique - multiple items with the same name are not allowed in Blueprint OMS.

   • Active: Indicates whether the item can be actively sold to a patient. This check box is usually selected, but the box can be un-checked if a clinic decides to no longer sell the item.

   • Track inventory: If this check box is selected, the item is created in QuickBooks as an inventory item, so inventory quantities can be adjusted in QuickBooks. Otherwise, the item is created in QuickBooks as a non-inventory item. QuickBooks does not allow the switching of item type from inventory to non-inventory.

   • Manufacturer: The drop-down menu contains a list of accessory manufacturers.

   • Category: The drop-down menu contains options for categorizing the accessory. This field is used strictly for clinic-reference and filtering purposes.

   • CPT/HCPCS code: The HCFA-specific code for the item, e.g. V5267.

   • Returnable: If this check box is selected, the item is able to be returned within Blueprint OMS. If the check box is un-checked for an item, and a patient wishes to return an order containing this item, it does not appear in the cost allocation screen for the return.

   • Has serial #: If this check box is selected, upon selling the item, additional information can be collected about the accessory including serial number, warranty expiration, purchase date, and notes. This data is stored in the patient's Hearing aids tab, within the ALDs/Accessories tab.

      

   • Expense account: Indicates the expense account that will record the sale of this item in QuickBooks. The expense account is used for financial reporting purposes within Blueprint OMS.

   • Income account: Indicates the income account that will record the sale of this item in QuickBooks. The income account is used for financial reporting purposes within Blueprint OMS.

   • Tax on purchases: Indicates whether tax was paid when this item was purchased from a vendor. The drop-down list corresponds to tax codes in the Tax Code List in QuickBooks.

   • Tax on sales: Indicates whether a tax is applied when this item is sold to a patient. The drop-down list corresponds to tax codes in the Tax Code List in QuickBooks.

   • Purchase cost: Indicates the purchasing cost of the item from the vendor.

   • Selling price: Indicates the price of this item when sold to a patient.

      

6. Click Create.

Editing accessories

1. Click the Setup button on the main toolbar.

2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.

3. Click Accessories.

4. In the Accessories panel, double-click on the desired item, or select the accessory and click EDIT DETAILS.

5. In the Edit accessory details dialog box, edit the details as needed.

6. Click UPDATE.

Deleting accessories

1. Click the Setup button on the main toolbar.

2. Double-click Pricing & Insurer coverage, or click the icon to the left to expand the menu.

3. Click Accessories.

4. In the Accessories panel, double-click on the desired item, or select the accessory and click EDIT DETAILS.

5. In the Edit accessory details dialog box, un-check the Active check box. 

6. Click UPDATE.

    

Why you should add an item as an accessory vs an orderable item