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

Caption Call

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Loaner Agreement

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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

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COSI

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Purchase Agreement Sample 3

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HIPAA-Notice of Privacy Practices

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Purchase Agreement Sample 2

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Medical History

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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

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Physician report single page – Style 1

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Patient report with audiogram

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Basic Report – Tympanometry graph – Style 2

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Basic Report – Tympanometry graph – Style 1

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Basic Report – Tympanometry and acoustic reflex

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Patient Intake Form – style 2

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Referral letter – Thank you

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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

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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

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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

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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