User privileges

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

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 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

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

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

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