User privileges
- Jessica Colaw
- Jennifer Molitor
- Lauren Ipsum (Unlicensed)
Owned by Jessica Colaw
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.
Users must have the 'Maintain users and roles' privilege in order to modify another user's privileges.
Basic:
Privilege Name | Description |
|---|---|
Create client | Create a new patient |
Deactivate client | Mark patients inactive/deceased |
| Delete added aids | Delete patient hearing aids with status 'device added' |
| Delete appointments | Permanently delete appointments (and availabilities) |
| Delete client photo | Delete a photo for a patient |
| Delete user photo or signature | Delete a photo for a user or signature |
| Edit model of active devices | Change the model of hearing aids with status 'active' |
| Edit model of added devices | Change the model of hearing aids with status 'device added' |
| Edit patient referral source | Edit referral source history on patients, appointments, and sales |
| Enter 3p payment | Enter insurance payments |
| Manage Recalls | Create/edit patient recalls |
| Marketing | View marketing campaigns |
| Merge Client | Merge duplicate patients |
| Order new aid | Create a patient-specific hearing aid order |
| Receive payment | Receive patient payments/deposits |
| Return items to manufacturer | Return accessories/batteries/hearing aids/services to manufacturer |
| Return loaned items to stock (Coming soon!) | Return loaned hearing aids and orderable items to stock, including DEMO items |
| Return ordered items to stock | Return ordered hearing aids and orderable items to stock |
| Scheduling | Create/view appointments |
| Sell items | Sell non-hearing aid items |
| Send email | Email documents directly from Blueprint OMS |
| Send faxes | Fax documents directly from Blueprint OMS |
| View chat | View chat features |
| View client | Open a patient file |
Administration:
Privilege Name | Description |
|---|---|
| Delete journal entries | Delete journal entries (does not apply to appointments in the journal list) |
| Edit other users' journal entries | Edit journal entries created by other users |
| Maintain aids and options | Create/edit hearing aids and options |
| Maintain audiometers | Create/edit audiometers |
| Maintain bundles | Create/edit bundles |
| Maintain discount reasons | Create/edit discount reasons |
| Maintain document properties | Maintain document statuses and categories |
| Maintain electronic billing settings (US-only) | Maintain clearinghouse integration details, default HCFA values, ICD codes, and modifiers |
| Maintain event types | Create/edit scheduling event types |
| Maintain general scheduling settings | Maintain hours on schedule |
| Maintain healthcare providers | Create/edit healthcare providers |
| Maintain healthcare provider types | Create/edit healthcare provider types |
| Maintain insurers | Create/edit insurance companies |
| Maintain journal entry types | Create/edit journal entry types |
| Maintain list of users lined to Noah | Add, remove, or edit which Blueprint OMS users are linked with Noah users |
| Maintain locations | Edit locations |
| Maintain manufacturers | Edit manufacturers and create/edit account numbers |
| Maintain marketing automation settings | Grants access to the marketing automation panel in setup |
| Maintain marketing groups | Create/edit marketing groups |
| Maintain miscellaneous email addresses | Create/edit miscellaneous email addresses |
| Maintain Noah import settings | Edit Noah import settings |
| Maintain online booking config | Grants access to the Online booking panel in Setup |
| Maintain online form settings | Edit online form settings |
| Maintain orderable items | Create/edit orderable items |
| Maintain patient types | Create/edit patient types |
| Maintain payment methods and services | Create/edit payment methods |
| Maintain private text snippets | Create/edit private text snippets |
| Maintain public text snippets | Create/edit public text snippets |
| Maintain pure tone average frequencies | Edit pure tone average frequencies |
| Maintain recall types and statuses | Create/edit recall types and statuses |
| Maintain referrer types | Create/edit referrer types and referral sources |
| Maintain repair pricing | Create/edit manufacturer repair pricing |
| Maintain repair types | Create/edit repair types |
| Maintain resources | Maintain available resources |
| Maintain resource types | Maintain available resource types |
| Maintain revenue groups | Maintain revenue groups |
| Maintain service plan items | Create/edit service plans |
| Maintain users and roles | Create/edit users and roles |
| Manage templates | Manage templates for patient/physician correspondence, and patient forms |
| Pricing update (Canada-only) | Accept Canadian-released hearing aid catalog updates |
| Reopen monthly inventory reconciliation (Canada-only) | Reopen monthly inventory report |
| Track claims (US-only) Coming soon! | View orders that require billing, submit claims electronically, and balance bill invoices including receiving payments and issuing write-offs |
| Un-designate events as sales opportunities | Remove the sales opportunity designation when creating or editing an event |
| Undo hearing aid status | Allow un-receiving and un-delivering hearing aids and orderable items |
| Update prices | Update hearing aid prices and edit non-hearing aid items |
| View dashboards | View management dashboards |
| View wholesale costs | View cost of goods |
Accounting:
Privilege Name | Description |
|---|---|
| Accounting synchronization | Synchronize patients, transactions, etc. from Blueprint OMS to the accounting system |
| Accounts payable | Enter vendor bills |
| Backdate accounting | Backdate accounting transactions |
| Clear bank deposit | Clear deposit for permanent removal |
| Clear undeposited payments | Enables 'clear' button in 'Enter bank deposits' |
| Delete bank deposit | Delete bank deposit. This will put the payments in the deposit back on the Enter deposit screen |
| Delete misc. client credit | Delete misc. client credit |
| Delete refund | Delete a refund |
| Delete write-off | Delete a write-off from the "Sales History" |
| Edit client payment | Edit/delete a patient payment |
| Edit misc. client credit | Edit misc. client credit |
| Edit return | Edit a credit return memo |
| Enter bank deposits | Deposit payments |
| Enter manufacturer bill | Enter manufacturer bill |
| Issue client refund | Create a patient refund |
| Issue misc. client credit | Issue a misc. client credit |
| Maintain 3rd party ledger | Grants access to the 3rd party ledger |
| Regenerate invoices | Enables "Edit Invoice" button |
| Set opening Balance | Set patient/insurer opening balance |
| Void hearing aid/orderable item invoice (Coming soon!) | Void hearing aid/orderable item invoice from sales history |
| Void invoice | Void a non-hearing aid/non-orderable item invoice from the sales history |
| Write off invoice | Write 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 order | Cancel a patient-specific hearing aid order |
| Clear any claims (Canada only) | Clear Canadian-specific electronic claims |
| Create marketing campaigns | Create/edit marketing campaigns |
| Delete client audiology status | Delete patient audiogram |
| Edit prescriber/fitter details | Edit the prescriber/fitter on hearing aid sale |
| Electronic billing (Canada only) | Electronic billing for Canadian clinics |
| Export marketing campaigns and patient groups | Enable export of marketing campaigns and patient groups |
| Maintain CareCredit config | Grants access to the CareCredit panel in setup |
| Mark NSF checks | Grants the ability to mark/unmark NSF checks |
| Override availability booking | Allows overriding availability booking |
| Transfer events (Coming soon!) | Grants access to the transfer events wizard in the 'Tools' drop-down menu |
| View all location | Option for <All> in location drop-down |
| View faxes | View outbound faxes |
Document management:
Privilege Name | Description |
|---|---|
| Delete documents | Delete stored patient documents |
| Edit documents | Edit stored patient documents |
| Store documents | Save documents to the patient's documents tab |
| View documents | View stored patient documents |
Inventory:
Privilege Name | Description |
|---|---|
| Add stock | Add existing stock to inventory without posting to the accounting system (Inventory → Add stock) |
| Delete inventory | Delete items from inventory |
| Manage inventory | View/manage hearing aid inventory |
| Order/receive stock | Create and/or receive inventory stock orders |
The User Privileges report displays all users' privileges, broken down by privilege category.