AHAA Wake Up Call Setup

Once the system is set up properly, please reference the next 3 steps. The data will be sent from Blueprint to AHAA nightly for any appointments created and/or completed that day, as well as a buffer for two weeks prior. The system will automatically send this information, so anything created or completed that day, will then transfer in that night’s sync.

 

Step 1) Setup

Setup > Event Types > Create New > (or double click existing event type) Fill out the Required Fields (*)

To save steps, you can denote defaults by checking the appropriate boxes for the Sales Opportunity.  Be sure to check this box for appointment types that are typically considered sales opportunities (ie:  Hearing Aid Evaluations).

**You will need to manually specify if the 3rd Party is Present in the actual appointment for the patient.

 

Step 2) Create Event

In the Scheduling Tab, create an appointment as normal. You will now be able to select the appropriate Event Type for that patient.

You will now see new fields, such as;

  • Mark Busy
  • 3p Present
  • Sales Opportunity
  • Un-aidable

To ensure the information is accurately reported for the AHAA Wake Up call, you’ll want to make sure the Sales Opportunity box is checked for appointments that are true sales opportunities (which can be defaulted as checked under Setup – step 1).  You will also need to check the “3p present” box if a third party was present for the appointment.

If the loss is Un-aidable, please be sure to check this box on the appointment. If this box is checked, the appointment will appear as non-aidable in the Wake Up Call and not affect closure rates.

**Please Note **It is extremely important that the appointment is marked Completed, otherwise the data will not transfer properly as the system will not recognize the appointment was conducted.

Note below;

**Please Note ** For the data to be sent properly on the appointments that are sales opportunities, the appointments must be “Linked” to the patient in the patient browser. To be set up properly and ensure data is transferring correctly, the “Patient Details” must be visible.

Note below;

 

3) Order New Aids

The final reporting measure for the Wake Up call option are New Aid Orders. This information will automatically transfer when a New Aid is Ordered through Blueprint. This is only on New Aid Orders, and the process remains the same.

Order New Aid > Receive > Deliver

 

Please feel free to contact Blueprint OMS direct if you have further questions, or would like to get additional training set up and we can gladly assist. 877.686.8410 ext 9.

Blueprint OMS has been a wonderful and much needed addition to our practice! The entire system itself is very easy to learn and use on a daily basis as Blueprint OMS truly guides us through the process.

The marketing feature has really ensured that we stay up to date and on top of our marketing, which is extremely important in our area as there is a lot of competition.

My favorite feature so far is the ability to efficiently and accurately drop necessary information into QuickBooks for us! This saves a lot of time in not having to double enter information and constantly recheck that both are consistent.

The customer service definitely makes me feel the investment has been truly worth it. It’s nice to know that we can contact Blueprint Solutions so easily and have answers to our questions when they arise, as our days are very busy and don’t leave much time to wait for an answer.

To sum up our experience in 2 words: wonderful and easy!

Audra Branham, Doctor of Audiology
Hearing Innovations, Ohio
Audra Branham, Doctor of Audiology, Hearing Innovations, Ohio

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