Blog

Tech Tips: Fax and Email out of Blueprint OMS!

May 3, 2018
|

To ensure reliable email delivery for documents sent from your Blueprint OMS system, please follow the instructions here. 

Emailing Documents

On the Patient browser tab, open the patient’s file.


Click the Documents tab

Right-click on the desired document and select one of the following:

  • Email patient
  • Email alternate contact
  • Email physician 
  • Email other

select email recipient dialog box

If selecting Email other, in the Select email recipient dialog box, click on another Blueprint OMS user or physician listed. Optionally, click MANUAL ENTRY to enter an outside email address.

Click NEXT.


Optionally, add a personalized message and click SEND.


email message sent box

Click OK on the Message sent confirmation box.
The sender will be cc’d on the email and receive a copy in their personal inbox.


Faxing Documents

On the Patient browser tab, open the patient’s file.


Click the Documents tab.

Right-click on the desired document and select one of the following:

  • Fax physician.
  • Fax insurer(s).
  • Fax other.

If selecting Fax other, in the Select fax recipient dialog box, click on another physician or insurer listed. Optionally, click MANUAL ENTRY to enter an outside fax number. 

Click NEXT.

Optionally, add a personalized message and click SEND.


correspondence details dialog box

In the Select correspondence details dialog box, select a Printing template and optionally select a Signed by name. 


preview fax document

Click PREVIEW FAX.

A preview of the fax appears for review. Click SEND FAX.


fax transmission confirmation box

Click OK on the Fax transmission confirmation box. 

 

To learn more about these current features, schedule a demo with our Training Team today! 

 

Posted in: Blog, Tech Tips
Related Articles

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

3 Reasons to Refer Patients to ClearCaptions

January 22, 2024 | Leah Wosje

Hearing care professionals have a new opportunity to revolutionize their patients’ communication experiences. ClearCaptions, a leader in captioned...

Read More
No comments
Leave Comment

account_box