Blog

Marketing and Reporting Enhancements

December 5, 2017
|

In this article:

Marketing Enhancements

  • Merge fields now available for Canadian insurer ID and policy numbers
  • Marketing filter for patients without a service plan

Reporting Enhancements

  • Excel friendly Sales Report
  • Excel friendly Cash Flow Summary Report
  • New format for Insurer Transactions Report
  • Total available for Inventory Report

Marketing

Merge fields now available for Canadian insurer ID and policy numbers

Canadian Insurer ID and policy numbers can now be displayed on custom forms and letters.

Full details of the merge fields available for your forms can be found on our Template resources page.

Marketing filter for patients without a service plan

A new Hearing aids without service plans marketing filter will allow you to easily target patients with a hearing aid in warranty without a service plan.

More information for adding a service plan to a hearing aid can be found: Here.

Reporting

Excel friendly Sales Report

This report shows all sales, returns, payments, and refunds within the specified date range.

                             XLS friendly version.

Excel friendly Cash Flow Summary Report

This report shows all payments and refunds within the specified date range.

                           XLS friendly version.

New format for Insurer Transactions Report

The cleaner format now visible in the Insurer Transactions report will make viewing and analyzing 3rd party transactions more efficient.

This report shows all A/R transactions for the selected insurers within the specified date range.

Total available for Inventory Report

The Inventory report now includes total columns displaying the value of all In stock and On loan items, as well as a grand total of all items.

This report shows the current inventory of hearing aids and orderable items.
Posted in: Blog Tags: 2.8, Blueprint OMS, Updates
Related Articles

Tech Tips: Fax and Email out of Blueprint OMS!

May 3, 2018 | Madison Youngquist

Did you know that you are able to email or fax documents right out of your Blueprint OMS...

Read More

Introducing Online Appointment Booking

April 16, 2018 | Mitchell Guimont
Online Patient Booking Blueprint OMS

We are working on a new feature that will seamlessly integrate your website and your Blueprint OMS patient...

Read More

Blueprint OMS and the General Data Protection Regulation (GDPR)

March 29, 2018 | Henrik Nielsen
Blueprint OMS GDRP Compliant

We are now getting close to the date when the European Commission's General Data Protection Regulation (GDPR) will...

Read More
No comments
Leave Comment

account_box