Marketing Resource Templates Archives

Managing Templates

Managing templates contains step-by-step instructions for creating and managing clinic-specific templates for utilization in Blueprint. These instructions lead the user through adding merge fields to generate patient and physician data onto clinic-specific letters and forms.

Advanced Options

Advanced options contains step-by-step instructions for creating prompts, to be filled in by a user when populating patient or physician correspondence, as a way of entering variable information onto a template such as letter date, recommended hearing aid(s), or suggested next appointment time. Advanced options also demonstrates how to enable a template for an electronic signature.

Merge Field Documents

These forms contain a listing of optional MergeFields to add to your Template. Select a form based on the type of template you would like to customize. Copy the desired fields and paste into your clinic-specific Word Document. Optionally, type the merge field name inside double-curly brackets in your template.

Patient Correspondence

Patient Correspondence letters can be saved under Templates in the 'Patient correspondence' category. Generate the letter by going to Patient > Correspondence > Patient correspondence.

Physician Correspondence

Physician Correspondence letters can be saved under Templates in the 'Physician correspondence' category. Generate the letter by going to Patient > Correspondence > Physician correspondence.

Marketing Campaign Letter

Marketing Campaign letters can be saved under Templates in the 'Patient correspondence' category. Generate the letter by creating a marketing campaign.

Order-Related Form

Order-Related Forms can be saved under Templates in the 'Order-related form' category. Generate the form by right-clicking on a hearing aid in the patient's Hearing aids screen, or right-clicking on a hearing aid sale in the patient's Sales history screen.

Patient Form

Patient Forms can be saved under Templates in the 'Patient form' category. Generate the form by going to Patient > Forms.

Audiological Form

Audiological Forms can be saved under Templates in the 'Audiological form' category. Generate a custom audiologic report by right-clicking on an assessment date in the patient's Audiology screen.

Fax Cover Page

Fax Cover Pages can be saved under Templates in the 'Fax cover page' category. Generate the Fax cover page by right-clicking on a document in the patient's Documents tab > Fax.

Templates

Loaner Agreement

Download Template

Invoice Template

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Birthday Letter

Birthday Letter Download Template

Physician Report Hearing Assessment

Download Template

Patient Intake Form 2

Patient Intake Form 2 Download Template

Patient Intake Form 1

Patient Intake Form 1 Download Template

Purchase Agreement – Sample 1

Purchase agreement_Sample 1 Download Template

Warranty Expiration Letter

Warranty Expiration Download Template

Battery Club Letter

Battery Club Letter Download Template

Battery Club Expiration

Battery Club Expiration Download Template

Doctor’s Letter

Doctor's Note Download Template

Superbill

Download Template

Physician Report Hearing Assessment

Download Template

Hearing Assessment

Download Template

COSI

Download Template

Purchase Agreement Sample 3

Download Template

HIPAA-Notice of Privacy Practices

Download Template

Purchase Agreement Sample 2

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Medical History

Download Template

Purchase agreement – Sample 2

Purchase Agreement_Sample 2 Download Template

Physician report with cover letter – Style 2

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Physician report with cover letter – Style 1

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Physician report single page – Style 2

Download Template

Physician report single page – Style 1

Download Template

Patient report with audiogram

Download Template

Basic Report – Tympanometry graph – Style 2

Download Template

Basic Report – Tympanometry graph – Style 1

Download Template

Basic Report – Tympanometry and acoustic reflex

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Patient Intake Form – style 2

Download Template

Referral letter – Thank you

Download Template

Single page summary

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Cover letter

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Technology Upgrade

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Happy Birthday – Free Batteries

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Tested, Not Sold Marketing Letter

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Patient Intake Form – style 1

  Download Template

Individual Appointment Label

DSC03320Requires DYMO LabelWriter 450 printer with 1” x 2 1/8” size label (1738541). Download Template

Individual Address Label

DSC03320Requires DYMO LabelWriter 450 printer with 1” x 2 1/8” size label (1738541). Download Template

Envelope 10 with Return Address

This template contains a number 10 envelope with a return address. Download Template

Purchase Agreement Sample 1

Download Template

Fax Cover

Fax cover pages can be saved under Templates in the 'Fax cover page' category. Generate the Fax cover page by right-clicking on a document in the patient's Documents tab > Fax. Download Template

Annual Hearing Test Reminder

Download Template

Last Appointment

The Last Appointment marketing campaign letter must be saved under Templates in the ‘Patient correspondence’ category. Generate the letter by creating a marketing campaign. Download Template

Warranty Expiration

Download Template

I just want to let you know how much I love working with Blueprint and how wonderful and helpful your staff is. Thanks so much!

Melissa Wikoff, Au.D.
Peachtree Hearing

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