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 CREATE 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.
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 box under Healthcare providers.
Click the Add button to select a provider for the patient file.
In the Select healthcare provider menu use the quick find field to search for the provider name
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.
6. Additionally, click the Add button again to add another healthcare provider.
7. 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
Saving new patient information
Once information entered in the mandatory fields is complete, the Create patient button is activated.
Then in the Patient referral source dialog box, set the patient's referral source.