Setting up batteries

Viewing the list of batteries

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 Batteries.

   A list of batteries appears in the Batteries panel and includes information such as description, CPT/HCPCS code, size, quantity per pack, and price. Use the Quick Find field to type the first few letters of the item description to quickly locate the desired batteries.

Creating new batteries

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 Batteries.

4. Click CREATE NEW.
5. In the Create battery pack dialog box, enter the details of the new battery:
   • Name: The name of the battery 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.
   • CPT/HCPCS code: The HCFA-specific code for the item, e.g. V5266 for batteries.
   • 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.
   • Cell Size: Contains a drop-down menu with default battery sizes for hearing aids.
   • Cell Quantity: Indicates how many batteries exist in the pack.
   • 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.

     Required fields are marked with an asterisk (*).
6. Click CREATE.

Editing batteries

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 Batteries.

4. In the Batteries panel, double-click on the desired battery pack, or select the battery pack and click EDIT DETAILS.
5. In the Edit battery pack details dialog box, edit the details as needed.
6. Click UPDATE.

Deleting batteries

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 Batteries.

4. In the Batteries panel, double-click on the desired battery pack, or select the battery pack and click EDIT DETAILS.
5. In the Edit battery pack details dialog box, un-check the Active check box. 

6. Click UPDATE.

   To reactivate a battery pack, un-check the Show active items only check box at the top of the Batteries panel. Double-click on the deactivated battery pack (indicated with a red X), or select the battery pack and click EDIT DETAILS. Check the Active check box and click UPDATE.