User Privilege Descriptions

This is a listing of the User Privileges and their descriptions. User privileges can be restricted/granted to individual Blueprint users.

Privilege Name Description
Create client Create a new patient
Order new aid Create a patient-specific hearing aid order
Sell items Sell non-hearing aid items
Return items Return accessories/batteries/hearing aids/services
Update prices Update hearing aid prices and edit non-hearing aid items
Marketing View marketing campaigns
Deactivate client Mark patients inactive/deceased
Maintain physicians Create/edit family physicians
Maintain insurers Create/edit insurance companies
Regenerate invoices Enables “Regenerate invoice(s)” button
Scheduling Create/view appointments
Receive payment Receive patient payments/deposits
Electronic billing Electronic billing for Canadian clinics (Canada ONLY)
Pricing update Accept Canadian-released catalog updates (Canada ONLY)
Enter bank deposits Deposit payments
Clear undeposited payments Enables “Clear” button in “Enter bank deposits”
View all location Option for <All> in location drop-down
Enter 3p payment Enter insurance payments
Edit client payment Edit/delete a patient payment
Edit return Edit a return credit memo
Clear any claims Clear Canadian-specific electronic claims
Maintain referrer types Create/edit referrer types and referral sources
All location as default <All> location is the default location when first logging in
Issue client refund Create a patient refund
Write off invoice Write off a patient or insurer invoice
Manage Recalls Create/edit patient recalls
Maintain marketing groups Create/edit marketing groups
Create marketing campaigns Create/edit marketing campaigns
Manage inventory View/manage hearing aid inventory
View client Open a patient file
View wholesale costs View cost of goods
Delete invoice Delete an invoice from the “Sales history”
Delete write-off Delete a write-off from the “Sales history”
Delete client audiology status Delete a patient audiogram
Backdate accounting Backdate accounting transactions
View documents View stored patient documents
Edit documents Edit stored patient documents
Delete documents Delete stored patient documents
Store documents Save documents to patient “Documents” tab
Adjust stock Add existing stock to inventory without posting to accounting system (Inventory –> Add stock)
Accounts payable Enter vendor bills
Cancel aid order Cancel a patient-specific hearing aid order
Edit prescriber/fitter details Edit the prescriber/fitter on hearing aid sale
Delete inventory Delete items from inventory
Maintain repair pricing Create/edit manufacturer repair pricing
Maintain repair types Create/edit repair types
Maintain event types Create/edit scheduling event types

To sign on with Blueprint, has to rank amongst the best few good business decisions I have ever made – and there have been many bad ones. Everything now works better for us – and in that the operational side is so smooth – we have much more time to offer to our clientele and to creativity. Even if we get slightly behind in up to the minute data – left click, right click catches up any admin backlog in minutes (with an invaluable link to QuickBooks).

Greg Clements
Clements Hearing

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