Documents

Go paperless with Blueprint OMS

Blueprint functionality gives users the ability to scan documents directly into a patient file. Users can also drag-and-drop documents into a patient file from elsewhere on the computer. Within the patient file, store insurance cards, correspondence, medical reports, manufacturer invoices and much more. Document descriptions, details, and statuses can be added for quick reference. Documents are stored in the cloud and retrievable anywhere. Now, a true paperless solution for hearing clinics is available.

Checking Document Storage

Full details of storage used for documents and faxes is available from the Help drop-down menu in Blueprint OMS.

Email and fax documents directly from Blueprint OMS

Documents stored in the patient's Documents tab can be emailed or faxed directly to a patient, the patient's alternate contact, a physician, or an insurer. Personalized messages can be added to the fax or email, and a signature with the sender's name, qualifications, and job title is automatically added.

For faxes, an optional cover sheet may be added. A generic template is available. Customized templates can be created if desired, see: Creating templates using Microsoft Word for more information. Previously sent faxes can be viewed in the Fax outbox screen.