Setting up bundles

Owned by Lauren Ipsum (Unlicensed)
Last updated: Jul 09, 2024 by Jessica Colaw
2 min read

With our new configurable bundles, clinics can easily create predefined packages of products and services right from the Setup menu. When it’s time to invoice, simply select the bundle that fits, and voila! You’ll save valuable time by instantly adding multiple items to your invoice with just a few clicks.

Viewing the list of bundles

  1. Click the Setup button on the main toolbar.

  2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.

  3. Click Bundles.

  4. Click a Bundle name to view items included



A list of bundles appears in the Bundles panel and includes information such as name, & price. Use the Quick Find field to type the first few letters of the bundle name to quickly locate the desired bundle.



Creating new bundles

  1. Click the Setup button on the main toolbar.

  2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.

  3. Click Bundles.

  4. Click CREATE NEW.



In the Create bundle dialog box, enter the details of the new bundle:

  • Bundle name: The name must be unique - multiple bundles with the same name are not allowed in Blueprint OMS.

  • Active: Indicates whether the item can be actively sold to a patient. This check box is usually selected, but the box can be un-checked if a clinic decides to no longer sell the item.

  • Services, Batteries, & Accessories: Double-click on each item to add them to the bundle. The price listed under Setup for each item will calculate the total of the bundle. 

You are not able to set custom pricing for bundles. Please see add discounts for more information. 



Editing bundles

  1. Click the Setup button on the main toolbar.

  2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.

  3. Click Bundles.

  4. In the Bundles panel, double-click on the desired bundle, or select the bundle and click EDIT DETAILS.

  5. In the Edit bundle dialog box, edit the details as needed.

  6. Click UPDATE.





Deleting bundles

  1. Click the Setup button on the main toolbar.

  2. Double-click Pricing & Insurer coverage or click the icon to the left to expand the menu.

  3. Click Bundles.

  4. In the Bundles panel, double-click on the desired bundle, or select the bundle and click EDIT DETAILS.

  5. In the Edit bundle dialog box, un-check the Active check box. 

  6. Click UPDATE.











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