Editing existing users

This page covers editing existing users in Blueprint OMS.

Edit employee usernames and details

1. At Setup > User administration > Users, double-click on the user you wish to edit.
2. The Edit user dialog box will appear. In it, adjust the details of the user as needed.
3. Click UPDATE.

This is a user example without a calendar on the schedule tab:

This is a user example with a calendar on the schedule tab:

Uploading a user signature

1. Have staff members sign a white piece of paper using a dark, thick pen or marker. Then, take a scan of the signatures.

   Dimensions

   For best results, use this guide which is set up with the dimensions Blueprint OMS uses.

   PDFEdit file

2. At Setup > User administration > Users, right-click the user whose signature you want to set, and select Edit details.
3. The Edit user dialog will appear; in it, click on the signature placeholder.
   
4. A new dialog will appear, prompting you to select a file from your library. Choose the scan.
5. The Edit signature dialog will appear. In it, you can resize and rotate the page, and drag the bounding box over the appropriate signature.
   
6. When everything looks good, click Save.

Change user passwords

1. At Setup > User administration > Users, right-click on the user whose password you wish to change, and select Change password.

2. The Change password dialog box will appear. In it, enter a New password, enter the same password in the Verify new password field, and click Ok. 

   Passwords can also be changed by the individual users by clicking the File drop-down menu and selecting Change password.

   

Editing user privileges

1. At Setup > User administration > Users, right-click on the user whose privileges you wish to edit, and select Edit privileges.

2. The Edit user privileges dialog box will appear. In it, click on the privileges you wish to grant to or restrict from the user.

   A blue check mark will indicate the privilege is assigned to the user. The name of a role will appear next to a privilege associated with the user's assigned role(s). Hovering the mouse over the name of the privilege provides additional information for the privilege's function.

   

   If the privilege is assigned to a role, remove the privilege from the role in order to remove it from the user's individual privileges.
3. Click UPDATE.

Editing user reports

1. At Setup > User administration > Users, right-click on the user whose reporting access you wish to edit, and select Edit reports

2. The Edit user reports dialog box will appear. In it, click on the reports you wish to grant to or restrict from the user.

   A blue check mark will indicate the report is assigned to the user. The name of a role will appear next to a report associated with the user's assigned role(s). Report descriptions can be found at this link.

   

3. Click UPDATE.

Editing user scheduling and location access

1. At Setup > User administration > Users, right-click on the user whose scheduling or location access you wish to edit, and select Edit scheduling/location.

2. The Edit user locations dialog box will appear. In it, select the locations you wish the user to have access to as well as the locations the user can be scheduled at.
   
3. Click UPDATE.

Edit provider tax numbers

1. At Setup > User administration > Users, right-click on the user whose provider tax number you wish to edit, and select Edit provider tax numbers.

2. The Edit provider tax number dialog box will appear. In it, click into the Federal tax number field across from the desired location to enter the correct number. Optionally, click into the ID type field to select EIN or SSN.

   The <Unassigned> location should contain the Federal tax number for the main location. This data is simply stored for database purposes.

3. Click UPDATE.

   The Federal tax number and ID type will generate in box 25 on the HCFA 1500 claim form.

Editing provider license numbers

1. At Setup > User administration > Users, right-click on the user whose provider tax number you wish to edit, and select Edit provider license number.

2. The Edit provider license numbers dialog box will appear. In it, click into the License number field beside the desired location to enter the correct number.

3. Click UPDATE.

Deactivating users

At Setup > User administration > Users, right-click on the user whose provider tax number you wish to deactivate, and select Deactivate.