Setting up locations

Viewing the list of locations

1. Click the Setup button on the main toolbar.

2. Click Locations. 

Open

Edit a location's settings 

1. In the Locations panel, click on the desired location, and do one of the following:

   • Double-click.

   • Click EDIT DETAILS.

2. In the Edit location dialog box, you can make the following adjustments:
   
   

   Open

   

• You can adjust the location's address, telephone number, and fax number, website URL, and email address. Merge fields used in forms and correspondence will populate this information based on the patient's assigned location.

• Check the "Online booking enabled" checkbox to enable online appointment booking for the location, or uncheck the box to disable online booking for the location.

• Check the "Availability enabled" checkbox to enable availability scheduling for the location, or uncheck this box to disable availability scheduling for the location. For more information, see: Scheduling availability. If you are using block scheduling, you will not want availability enabled.

• Under Online booking:

  • Set the way the online booking portal will display the location's name.

  • Optionally, set a location-specific sending email address for confirmation emails for online bookings.

  • Optionally, if you have the location's online booking iFrame embedded at a certain cite, enter the URL so that merge fields can populate that URL in marketing emails that you send using Blueprint OMS.

• Optionally, set a location-specific sending email address for online forms request and receipt emails.

• Optionally, set a location-specific sending email address for marketing emails.

• Optionally, set a location-specific sending email address for telehealth appointment invitation emails.

• Click UPDATE.

Online Appointment Booking URL by location

For clinics with multiple locations, unique online booking links can be created for each location, allowing patients to bypass the “select location” step.

Unique online booking URL’s can be accessed from the locations section of the setup menu.

1. Click the Setup button on the main toolbar

2. Click Locations.

3. In the Locations panel, click on the desired location, and do one of the following:

   • Double-click.

   • Click EDIT DETAILS.

4. Click Copy URL or Copy iFrame HTML.

   1. Use Copy URL if you want to direct patients from your website to the online booking web portal.

   2. Use Copy iFrame HTML if you want to embed the online booking interface inyour own website

Managing logos

Create logo

For clinics with multiple locations, unique logos can be added for each location.

1. Click the Setup button on the main toolbar

2. Click Locations and Logos

3. Select Create new

4. Click on the image icon and select the desired file

5. Give the logo a name and select which locations the logo should be assigned to

   1. Check the Select all checkbox to apply the new logo to all locations

6. Click Create

Edit logo

1. Click the Setup button on the main toolbar

2. Click Locations and Logos

3. In the Logos panel, click on the desired location, and do one of the following:

   • Double-click.

   • Click EDIT DETAILS

4. Make the desired changes and select Update