Advanced options

Enabling templates for electronic signatures  

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The Word document must be saved as a *.doc file first in order to be enabled for an electronic signature. If using Microsoft Word 2010, save the file as Microsoft Word 97-2003.
  1. Place the cursor on the document where the patient signature should be inserted.
  2. On the Insert tab, in the Illustrations group, click Picture. Select any saved image file, and click Insert. Size and position the image as desired.
  3. Right-click the inserted image, and select Format Picture.
    format_picture_eSignature
  4. In the Format Picture dialog box, click the Alt Text tab.
  5. In the Alternative text section, type the word eSignature (preceding words can be added such as Patient eSignature, Physician eSignature, etc).
    Format_picture
  6. Click Ok.
  7. When finished, do one of the following:
    • On the File menu, click Save As.
    • In Word 2007, click the Microsoft Office button, and then click Save As.
  8. Name the file, utilize the Save as type drop-down menu to select the (*.doc) file, and click Save.
  9. Once the template has been uploaded or updated in Blueprint, the patient and/or physician can utilize the signature pad to sign the document electronically.
    Patient_eSignature

Enabling templates for default staff member signatures

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The Word document must be saved as *.doc file first in order to be enabled for an electronic signature. If using Microsoft Word 2010, save the file as Microsoft Word 97-2003.
  1. Place the cursor on the document where the default signature should be inserted.
    IconImages of staff member signatures can be sent to support@blueprintsolutions.us to have stored in the database.
  2. On the Insert tab, in the Illustrations group, click Picture. Select any saved image file, and click Insert. Size and position the image as desired.
  3. Right-click the inserted image, and select Format Picture.
    Format_picture2
  4. In the Format Picture dialog box, click the Alt Text tab.
  5. In the Alternative text section, type the word user signature.
    format_picture_user_signature
  6. Click Ok.
  7. When finished, do one of the following:
    • On the File menu, click Save As.
    • In Word 2007, click the Microsoft Office button, and then click Save As.
  8. Name the file, utilize the Save as type drop-down menu to select the (*.doc) file, and click Save.
  9. Once the template has been uploaded or updated in Blueprint, the user can selected a Signed by name when printing a marketing campaign.
    Signed_by
  10.  The default signature will automatically populate on the letter.
    default_signature

Inserting fill-in fields for templates

IconFill-in fields prompt the user to enter text. The response is printed in place of the field.
  1. Place the cursor on the document where the fill-in field should be inserted.
  2. On the Insert tab, in the Text group, click Quick Parts, and then click Field.
  3. In the Field dialog box, click Fill-in from within the list of Field names. In the Field properties section, type the question to be answered by the user in the Prompt. Click Ok.
  4. In the prompt box that appears, enter a sample answer, and click Ok.
    Prompt
  5. When finished, do one of the following:
    • On the File menu, click Save As.
    • In Word 2007, click the Microsoft Office button, and then click Save As.
  6. Name the file, utilize the Save as type drop-down menu to select the (*.doc) file, and click Save.

IconSee: Uploading templates for more information on uploading the specific template into Blueprint OMS.

Enabling templates for check boxes

  1. Place the cursor on the document where the check box should be inserted.
  2. On the Insert tab, in the Text group, click Quick Parts, and then click Field.
  3. In the Field dialog box, click Fill-in from within the list of Field names. In the Field properties section, type CHECKBOX in the Prompt (followed by any question and yes/no indicator). Click Ok.
  4. In the prompt box that appears, click Ok.
  5. Repeat steps 1-4 for any check boxes desired on the form.
  6. When finished, do one of the following:
    • On the File menu, click Save As.
    • In Word 2007, click the Microsoft Office button, and then click Save As.
  7. Name the file, utilize the Save as type drop-down menu to select the (*.doc) file, and click Save.

Inserting today’s date

  1. Place the cursor on the document where today’s date should automatically be inserted.
  2. On the Insert tab, in the Text group, click Quick Parts, and then click Field.
  3. In the Field dialog box, click Date from within the list of Field names. In the Field properties section, select the desired date format. Click Ok.
  4. When finished, do one of the following:
    • On the File menu, click Save As.
    • In Word 2007, click the Microsoft Office button, and then click Save As.
  5. Name the file, utilize the Save as type drop-down menu to select the (*.doc) file, and click Save.
IconIf adding today’s date to the document at a later time, simply save and update the template in Blueprint OMS.

Updating templates 

  1. Once the template has been enabled for electronic signatures or has had fill-in fields inserted, save the changes in Microsoft Word.
  2. In Blueprint OMS, click the Setup menu on the main toolbar.
  3. Click Templates.
  4. Right-click on the desired template and select Update template.
    Update_template
  5. In the Open dialog box, locate the document and click Open.
  6. In the Document successfully updated confirmation box, click Ok.
  7. To apply changes, close the Setup tab.

I had to send you a huge THANK YOU email for the text snippets in OMSv2.5. You have forever improved Blueprint OMS and made a clinicians daily life SO MUCH easier. Thank you for the awesome upgrade features! This update was packed full of very practical updates and one of the best yet!!!!!! A feature like this improves work/life balance by helping us do “paperwork” more efficiently. The ability to personalize the snippets is awesome. THANK YOU SO MUCH!!!!

Dr. Erin Rellinger
Eye Consultants of Atlanta

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