User privileges

This is a listing of the user privileges and their descriptions. User privileges can be restricted/granted to individual Blueprint users. Click on Setup > User Administration > Users > Highlight a name > R-click > Edit Privileges.

The User Privileges report displays all users' privileges, broken down by privilege category.

Basic:

Privilege Name

Description

Create client

Create a new patient

Deactivate client

Mark patients inactive/deceased
Delete appointmentsPermanently delete appointments (and availabilities)
Delete client photoDelete a photo for a patient
Delete user photoDelete a photo for a user
Edit model of active or added devicesChange the model of existing devices in a client file
Edit patient referral sourceEdit referral source history on patients, appointments, and sales
Enter 3p paymentEnter insurance payments
Manage RecallsCreate/edit patient recalls
MarketingView marketing campaigns
Merge ClientMerge duplicate patients
Order new aidCreate a patient-specific hearing aid order
Receive paymentReceive patient payments/deposits
Return itemsReturn accessories/batteries/hearing aids/services
SchedulingCreate/view appointments
Sell itemsSell non-hearing aid items
Send emailEmail documents directly from Blueprint OMS
Send faxesFax documents directly from Blueprint OMS
View chatView chat features
View clientOpen a patient file


Administration:

Privilege Name

Description

Delete journal entriesDelete journal entries (does not apply to appointments in the journal list)
Edit other users' journal entriesEdit journal entries created by other users
Maintain aids and optionsCreate/edit hearing aids and options
Maintain audiometersCreate/edit audiometers
Maintain discount reasonsCreate/edit discount reasons
Maintain document propertiesMaintain document statuses and categories
Maintain event typesCreate/edit scheduling event types
Maintain healthcare providersCreate/edit healthcare providers
Maintain healthcare provider typesCreate/edit healthcare provider types
Maintain insurersCreate/edit insurance companies
Maintain journal entry typesCreate/edit journal entry types
Maintain locationsEdit locations
Maintain manufacturersEdit manufacturers and create/edit account numbers
Maintain marketing automation settingsGrants access to the marketing automation panel in setup
Maintain marketing groupsCreate/edit marketing groups
Maintain miscellaneous email addressesCreate/edit miscellaneous email addresses
Maintain Noah import settingsEdit Noah import settings
Maintain online booking configGrants access to the Online booking panel in Setup
Maintain online form settingsEdit online form settings
Maintain orderable itemsCreate/edit orderable items
Maintain patient typesCreate/edit patient types
Maintain payment methodsCreate/edit payment methods
Maintain pure tone average frequenciesEdit pure tone average frequencies
Maintain recall types and statusesCreate/edit recall types and statuses
Maintain referrer typesCreate/edit referrer types and referral sources
Maintain repair pricingCreate/edit manufacturer repair pricing
Maintain repair typesCreate/edit repair types
Maintain resourcesMaintain available resources
Maintain resource typesMaintain available resource types
Maintain revenue groupsMaintain revenue groups
Maintain service plan itemsCreate/edit service plans
Maintain text snippetsCreate/edit text snippets
Maintain users and rolesCreate/edit users and roles
Manage templatesManage templates for patient/physician correspondence, and patient forms
Pricing update (Canada only)Accept Canadian-released hearing aid catalog updates
Un-designate events as sales opportunitiesRemove the sales opportunity designation when creating or editing an event
Undo hearing aid statusAllow un-receiving and un-delivering hearing aids and orderable items
Update pricesUpdate hearing aid prices and edit non-hearing aid items
View dashboardsView management dashboards
View wholesale costsView cost of goods


Accounting:

Privilege Name

Description

Accounts payableEnter vendor bills
Backdate accountingBackdate accounting transactions
Clear bank depositClear deposit for permanent removal
Delete bank depositDelete bank deposit. This will put the payments in the deposit back on the Enter deposit screen
Delete invoiceDelete an invoice from the patient's sales history screen 
Delete misc client creditDelete misc client credit
Delete refundDelete a refund
Delete write-offDelete a write-off from the "Sales History"
Edit client paymentEdit/delete a patient payment
Edit misc client creditEdit misc client credit
Edit returnEdit a credit return memo
Enter bank depositsDeposit payments
Enter manufacturer billEnter manufacturer bill
Issue client refundCreate a patient refund
Issue misc client creditIssue a misc client credit
Maintain 3rd party ledgerGrants access to the 3rd party ledger
Regenerate invoicesEnables "Edit Invoice" button
Set opening BalanceSet patient/insurer opening balance
Write off invoiceWrite off a patient or insurer

Advanced:

Privilege Name

Description

All location as default<All> location is the default location when first logging in
Cancel aid orderCancel a patient-specific hearing aid order
Clear any claims (Canada only)Clear Canadian-specific electronic claims
Create marketing campaignsCreate/edit marketing campaigns
Delete client audiology statusDelete patient audiogram
Edit prescriber/fitter detailsEdit the prescriber/fitter on hearing aid sale
Electronic billing (Canada only)Electronic billing for Canadian clinics
Export marketing campaigns and patient groupsEnable export of marketing campaigns and patient groups
Maintain CareCredit configGrants access to the CareCredit panel in setup
Override availability bookingAllows overriding availability booking
View all locationOption for <All> in location drop-down
View faxesView outbound faxes

Document management:

Privilege Name

Description

Delete documentsDelete stored patient documents
Edit documentsEdit stored patient documents
Store documentsSave documents to the patient's documents tab
Unlock editable formsControl form unlocking
View documentsView stored patient documents

Inventory:

Privilege Name

Description

Add stockAdd existing stock to inventory without posting to the accounting system (Inventory → Add stock)
Delete inventoryDelete items from inventory
Manage inventoryView/manage hearing aid inventory
Order/receive stockCreate and/or receive inventory stock orders