Home » Key Features » CloudDocs


EpsonScannerGo paperless with CloudDocs. Drag or scan documents to a patient file. Store insurance cards, correspondence, medical reports, manufacturer invoices, pictures and much more. Add document description and details for quick retrieval. Documents will be stored in the cloud and can be retrieved from anywhere. Now, a true paperless solution for hearing clinics is available. Completely controlled from within Blueprint OMS.

Document management

Saving and editing generated forms/reports

Forms and reports generated in Blueprint OMS often need to be edited later, in order to correct errors or add missing information.

Editable forms are identified with a unique icon which distinguishes them from other documents, and double-clicking on an editable form will open it for editing.

Editable forms can also be easily duplicated, and also locked to prevent further editing.


The following forms/reports are editable

  • Hearing loss assessment
  • Physician hearing loss assessment report
  • HCFA 1500

Document workflow tracking

To help track workflow related to documents, each document may be assigned an optional Status.

The following statuses have been configured in Blueprint OMS, and additional ones can be easily added if necessary:

  • Draft
  • Approved
  • Submitted
  • Sent
  • Faxed
  • Rejected
  • Paid
  • Cancelled

Automatic archiving of electronically submitted HCFA forms

For clinics that submit claims electronically via Office Ally, claims will be automatically archived with a status of Submitted upon successful transmission.

Rejected claims can then be easily edited for resubmission if required.


Blueprint has been a major help in running my practice. It is so much easier to track patients and hearing aids – great for marketing! The technical support is fantastic.

Kathy Rocuant, AuD
Hearing Physicians Centers

Going Social: Like Us on Facebook, Follow Us on Twitter, Watch Us on YouTube!