Managing Templates

Creating templates

  1. Open, or create, a clinic-specific form or letter in Microsoft Word. Type or add any desired text or graphics.
    IconVisit Blueprint Marketing Resources to utilize a sample template.
  2. Copy the desired field(s) from the appropriate merge field document, and paste the field(s) into the form or letter where the patient or physician information should populate.
    IconSpaces, punctuation, and formatting (bold or italic) can be applied to the fields, similar to regular text.
  3. When finished, do one of the following:
    • On the File menu, click Save As.
    • In Word 2007, click the Microsoft Office button, and then click Save As.
  4. Name the file, utilize the Save as type drop-down menu to select the (*.doc) file, and click Save.
    IconThe document must be saved as a *.doc file to function properly. If using Microsoft Word 2010, save the file as Microsoft Word 97-2003.

Uploading templates

IconUsers with the privilege titled Mange Templates will have access to the Template option in the Setup menu.
  1. In Blueprint OMS, click the Setup menu on the main toolbar.
  2. Click Templates.
  3. Drag-and-drop the saved file to the Templates section.
    Drag_and_drop_template
  4. In the Add document dialog box, give the template a Title, select a Category, and optionally add a Description.
    IconThe Category selected places the template in either the Correspondence or Forms grouping, when populating the template from the Patient drop-down menu.
  5. Click Save.

Printing patient correspondence

  1. To populate and print a patient letter, do one of the following:
    • On the Patient browser tab, open the patient’s file.
    • On the Patient browser tab, click on the desired patient.
  2. Click the Patient drop-down menu, select Correspondence, and then click Patient correspondence.
  3.  From the Select correspondence details dialog box, select the desired Printing template. Optionally, select a Signed by name, and click Print.
  4. Optionally, do one of the following:
  • Click the printer icon in the top, left-hand corner to print the document.
  • Click ARCHIVE to save the document in the patient’s Document tab.
  • Click DOWNLOAD to save the document to the local computer.
    IconCertain fields such as hearing aid model name, warranty expiration date, last assessment date, etc. will only populate on the template when printing from the Marketing module on the main toolbar.

Printing physician correspondence

IconTemplates saved with the Category called Physician correspondence can be generated with physician information.
  1. To populate and print a letter to a physician, do one of the following:
    • On the Patient browser tab, open the patient’s file.
    • On the Patient browser tab, click on the desired patient.
  2. Click the Patient drop-down menu, select Correspondence, and then click Physician correspondence.
    IconThe Family physician field, within the patient’s Details tab, must contain a physician name to generate correspondence.
  3. From the Select correspondence details dialog box, select the desired Printing template. Optionally, select a Signed by name, and click Print.
  4. Optionally, do one of the following:
  • Click the printer icon in the top, left-hand corner to print the document.
  • Click ARCHIVE to save the document in the patient’s Document tab.
  • Click DOWNLOAD to save the document to the local computer.

Printing patient forms

IconAfter uploading a patient form, close and reopen Blueprint to save the changes.
  1. To populate and print a patient form, do one of the following:
    • On the Patient browser tab, open the patient’s file.
    • On the Patient browser tab, click on the desired patient.
  2. Click the Patient drop-down menu, select Forms, and then click the desired form.
  3. Optionally, do one of the following:
  • Click the printer icon in the top, left-hand corner to print the document.
  • Click ARCHIVE to save the document in the patient’s Document tab.
  • Click DOWNLOAD to save the document to the local computer.
    IconCertain fields such as hearing aid model name, warranty expiration date, last assessment date, etc. will only populate on a template saved with the Category called Patient Correspondence. Certain fields only populate when printed from the Marketing module on the main toolbar.

Printing order-related forms

  1. On the Patient browser tab, open the patient’s file.
  2. Click the Hearing aids tab.
  3. Click on a hearing aid, right-click, and select the desired form.
  4. Optionally, do one of the following:
  • Click the printer icon in the top, left-hand corner to print the document.
  • Click ARCHIVE to save the document in the patient’s Document tab.
  • Click DOWNLOAD to save the document to the local computer.

Creating fax cover pages

For faxes, an optional cover sheet may be added. A generic template is available.

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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