Blog

Patient and scheduling enhancements

December 10, 2017
|

In this article:

Patient Enhancements

  • Advanced search by email
  • Home phone number no longer mandatory
  • Store title, gender, and birth date when creating QuickAdd

Scheduling Enhancements

  • Appointment button always active on left toolbar
  • Appointment reminders optional for each appointment type
  • Option to disable electronic appointment cancellations

Patient Enhancements

Advanced search by email

Find patients with bounced-back emails quickly and easily. Email Address is now an advanced search option within the Patient browser.

                                                  Search by Email Address.

Home phone number no longer mandatory

Telephone (home) is no longer a required field in the patient’s Details tab.

                   Telephone (home) no longer required.

Store title, gender, and birth date when creating a QuickAdd

Title, gender, and birth date are new optional fields when creating a QuickAdd file. Information stored in these fields will transfer to Noah if the QuickAdd file is exported to Noah upon creation.

                                                    Optionally, store TitleGender, and DOB.

Scheduling Enhancements

Appointment button always active on left toolbar

Back by popular demand —The Appointment button on the left toolbar will now always remain active, so that an appointment can be created directly from the Scheduling tab without first selecting a time slot.

Click the Appointment button on left toolbar.

Appointment reminders optional for each appointment type

Automated email and text message appointment reminders can be selectively enabled for specific appointment types.

                   Automated appointment reminder

Example: If you schedule back-to-back, patient-linked appointments, such as a counseling appointment immediately following a fitting, appointment reminders can be disabled for fittings to ensure the patient only receives a single reminder (for the counseling appointment).

                                               Disabling reminders for a specific appointment type

Option to disable electronic appointment cancellations

Currently, if a patient cancels their appointment via an automated reminder, the appointment is marked cancelled in Blueprint and added to the Action required panel indicating that follow-up with the patient is required.

     Click the red notification badge to expand the Action required panel.

Now, the option for a patient to cancel their appointment can be removed completely from the automated reminders.

Please contact our technical support team if you would like to disable electronic cancellations via appointment reminders.

                             Template for automated reminder without electronic cancellation option
Posted in: Blog Tags: 2.8, Blueprint OMS, Updates
Related Articles

ESCO Continuation of Care Form

March 13, 2024 | Leah Wosje

Blueprint Solutions / ESCO integration Bringing loyal patients back to the office is a critical part of any...

Read More

New Features and Enhancements in v4.6

February 16, 2024 | Tashia Mackenzie

In this article: Integration with QuickBooks Online Apply a Return Charge as a Percentage of the Line Item...

Read More

Save time and energy with our MedPB integration!

February 16, 2024 | Bridget Fritzke

Save both time and energy with the integration options available through Blueprint OMS and MedPB. Any leads that...

Read More
No comments
Leave Comment

account_box