Blueprint OMS V2.2.7

Blueprint OMS v2.2.7 is now available, and full details are below.

Feature spotlight

Support for editable PDFs

PDF documents with editable fields can be edited directly on-screen in Blueprint OMS.

Editable PDF documents are indicated with a green PDF icon on the patient Documents screen, and can be opened for editing by double-clicking.

When saving changes to an editable PDF, users have the option of allowing future editing, or locking the document.

Locked documents are indicated with the standard red PDF icon.

CMS-1500 (HCFA) forms are editable PDFs

CMS-1500 (HCFA) forms are now created and archived as editable PDF documents in Blueprint OMS. All of the fields on the form can now be edited directly on screen in Blueprint — the Show form data button is no longer required.

When archiving a HCFA form, the category is automatically set to Insurance claim, and the description is automatically filled with the invoice number.

Document management

Fax transmission status tracking

The status of each fax is now indicated with an icon, on the Fax Outbox screen.

The fax machine icon indicates a pending transmission, and the icon disappears once the transmission is completed. Failed transmissions are indicated with an exclamation mark, and these can be retransmitted by right-clicking.

This replaces the confirmation emails which were previously sent.

Create journal entries when documents are faxed/emailed

Journal entries are now created when a patient document is faxed or emailed from Blueprint.

The entry text shows the document title, modification date, and the recipient details.

Alternate scanning mechanism

Several users have experienced intermittent problems when scanning a high volume of documents into the system, using the Epson GT-S50 scanner. In some cases a scan might take several minutes to complete, and in other cases a scan might not complete at all, with an error message displayed from the Epson scanning software.

The problem can be eliminated by initiating scans using the scanner hardware button, or the Epson software, rather than from within Blueprint OMS.

Blueprint can be configured to automatically detect new files scanned this way, and follow the usual process thereafter.

If you have experienced the problems described above, and would like to try the new alternative mechanism, please let our technical support team know by clicking here.

Forms, templates and reports

Patient AR statements

Patient AR statements are now available directly from Blueprint, from the Tools –> Reports (new) menu.

When accessed from the Reports (new) menu, a statement will be generated for each patient with a non-zero balance.

A statement for an individual patient can be generated by selecting the patient in the Patient browser (or opening the patient file), and selecting Patient –> Forms –> Patient AR Statement.

Audiology report templates can be created with Word

Customized audiology reports (such as the Physician Hearing Loss Assessment) can now be created using Microsoft Word, and uploaded to Blueprint.

Details of the new merge fields for audiology reports will be available shortly on our Marketing Resources page.

New envelope template including return address

A new envelope template which includes the clinic name and return address is now available.

New merge fields for patient forms

  • nextAppointmentLocation
  • lastAppointmentLocation
  • patientPhysicianSalutation

New merge fields for order-related forms

  • providerName
  • providerLicenseNumber
  • warrantyLength

All patient merge fields available on order/audiology forms

All of the merge fields available for patient forms can now be used on order-related and audiology forms as well.


Enhancements to “Patient groups” screen

A Clinic column has been added to this screen, as well as a Print button which allows easy printing for the group using any of the available correspondence templates.

Name of referred patient available for letters

The new Patient referral primary filter includes the name of the referred patient in the aux1 and aux2 merge fields.

This makes it easy to include text such as “Thank you for referring Linda Smith” in thank you letters.

Dashboard enhancements

Month-to-date (MTD) timeframe option

Dashboard widgets can now be configured to show data for the current month to date.

This is In addition to the timeframe options which were previously available:

  • Year-to-date (YTD)
  • Fiscal year-to-date (FYTD)
  • Last X days

New ASP and “returned for credit” gauge widgets

Transaction filtering

Widgets which report on sales (both units and revenue) can optionally filter transactions to include:

  • Only private-pay transactions
  • Only transactions covered by a 3rd party

A reference guide to all of the available dashboard widgets and configuration options can be found here.

General improvements

Select Title and Gender for Physicians

When entering physicians into the system, a salutation and gender can now be specified.

Bug fixes

  • Cannot update appointment details from “Journal” screen
  • Payment receipt shows wrong address when alternate contact is marked as “bill-to” contact
  • Drop-down manufacturer list goes beyond screen boundaries
  • Drop-down physician list goes beyond screen boundaries

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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