Marketing Resources Archives

Generate – Loaner agreement

  Click on a patient in the Patient browser and Open the patient file. Click on the patient's Hearing aids tab. Right-click on an On loan and select the desired report.   Read More

Upload – Word Invoice Template Upload

IconUsers with the privilege titled Mange Templates will have access to the Template option in the Setup menu. In Blueprint OMS, click the Setup menu on the main toolbar. Double click on the Templates menu item and select Invoice templates. Click Create new. Locate the file and click Open. In the Create invoice template dialog box, give the template a Name Read More

Generate – Invoice template

Upon completing a sale in Blueprint, the Invoice template selected will default based on the type of invoice being created. Optionally, click into the Invoice template drop-down menu, on the Allocate costs screen, to adjust the template. Optionally, click into the Notes field to add or edit the note. Click Create invoice(s)/Complete Sale. Read More

Generate – Fax cover page

  Click on a patient in the Patient browser and Open the patient file. Generate a form and click the Email/fax button at the bottom of the screen. Optionally, click on the patient's Documents tab > right-click an archived document > Fax. Enter message details, and click Next. In the Select correspondence details dialog box, click on the desired Read More

Generate – Audiological form

  Click on a patient in the Patient browser and Open the patient file. Click on the patient's Audiology tab. Click on the Reports button at the bottom of the screen, and select the desired report.   Read More

Generate – Order-related form

Click on a patient in the Patient browser and Open the patient file. Click on the patient's Hearing aids tab. Click on a hearing aid or orderable item > Right-click > Select the desired form. *The hearing aid or orderable item must be ordered, received, or invoiced through Blueprint in order to access an order-related form. Optionally, click the patien Read More

Generate – Patient form

Click on a patient in the Patient browser or Open a patient file. Click the Patient drop-down menu > Forms > Select the desired form. Read More

Generate – Physician correspondence

Click on a patient in the Patient browser or Open a patient file. Click the Patient drop-down menu > Correspondence > Patient correspondence. Click on the desired Printing template, optionally select a Signed by name, and click Continue. Read More

Generate – Patient correspondence (Marketing)

After creating a marketing campaign, click Print on the Selected patients tab of a marketing campaign. Click on the desired Printing template, optionally select a Signed by name, and click Continue. Read More

Generate – Patient correspondence (Non-marketing)

Click on a patient in the Patient browser or Open a patient file. Click the Patient drop-down menu > Correspondence > Patient correspondence. Click on the desired Printing template, optionally select a Signed by name, and click Continue. Read More

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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