Entering new patients
- Former user (Deleted)
- Jessica Colaw
- Bridget Fritzke
Overview
Before products or services can be sold to a patient or information entered into a file, the patient must be created in the system.
There are three ways to enter patients into the system.
Manually from the Patient Browser > ADD patient.
This page covers the manual method.
QuickBooks
Do not enter or update patient information directly in QuickBooks, as these changes will not be reflected in Blueprint OMS.
Manually creating a new patient file
On the Patient browser tab, click the ADD patient button.
You will then want to enter all required information.
Some fields on the Create patient screen are mandatory, indicated by an asterisk (*). Other fields must conform to a specific format (e.g. birth date, telephone numbers and postal codes). Fields that are missing mandatory information, or that contain information in an incorrect format, are highlighted in blue.
Checkboxes
Checkbox name | Checkbox function |
|---|---|
Do not mail | Master switch for mail. If set, no mail will be sent to the patient. This includes manual marketing campaigns as well as automated marketing campaigns (print). |
Do not email | Master switch for email. If set, no email will be sent to the patient. This includes appointment reminders, automated email marketing campaigns, invitations for online reviews, etc. |
Do not text | If set, Blueprint will not send SMS messages to the patient. |
Do not send commercial messages | If set, the patient will be excluded from all marketing campaigns marked as commercial. The same setting can be accessed in the patient's Marketing tab. |
Cash sales only | If set, the patient's name will appear in red, instead of black, in the Patient browser. |
Selecting the patient's Healthcare providers.
On the Create patient screen, click on the Edit box under Healthcare providers.
Click the Add button to select a provider for the patient file.
3. In the select healthcare provider menu use the quick find field to search for the provider's name.
4. Highlight the provider you wish to add and click ok
If you do not see the healthcare provider you wish to add, click the Create new button to add a new provider to the list or create a new one in Setup.
5. Additionally, click the Add button again to add another healthcare provider.
6. Click Save.
Selecting the patient's assigned location
On the Create patient screen, click the Location drop-down menu.
You can then Select a Location from the list
Setting preferred language
On the Create patient screen, click the Preferred language drop-down menu to select the desired language, and click Update.
Marking patients cash sales only
On the Patient browser tab, open the patient's file.
Click the Marketing tab.
Click the Cash sales only box.
In the Confirm operation dialog box, click Yes.
Saving new patient information
Then in the Patient referral source dialog box, set the patient's referral source.
2. Click OK.
3. You will then be prompted to export the patient to Noah, you can do one of the following:
Click Yes to export the patient to Noah.
To cancel the prompt, click No. For more information, see: Entering patient hearing assessments.
Updating patient information
On the Patient browser tab, open the patient’s file by highlighting the patient and selecting open at the bottom of the screen.
Once the patients file is open you select the patients Details tab.
From the Contact Details tab, you can adjust the patient's contact information as necessary.
4. You can Click Update to save the changes.
Marking patients inactive or deceased
On the Patient browser tab, open the patient’s file by highlighting the patient and selecting open at the bottom of the screen.
Click on the Details tab, go to the Status drop-down menu.
You can then click on Inactive or Deceased.
5. Click Update to save the changes.
To undo this action go to the Patient Browser, select .
Find your patient and open the patient’s file by highlighting the patient and selecting open at the bottom of the screen.
Once the patients file is open you select the patients Details tab.
From the Contact Details tab, go to the Status drop-down menu.
5.You can then click on Active.
6.Click Update to save the changes.