New Features and Enhancements in v4.7.0

In this article:

New Features and Enhancements:

1. Claims Tracking (US only)

2. Send emails from a shared clinic email address

3. Voiding Option For Hearing Aid Invoices

4. Transfer Appointments in Bulk to Another Provider

5. Enhanced User Email Address Validation

6. Enhanced Item Selection Panel for Streamlined Ordering

7. Updated reference to “3rd Party Payer” (US only)

8. New permission for “Return Loaned Items To Stock”

9. User Names Are No Longer Case Sensitive

10. New Canadian 3rd Party Funded Aids Search

11. New Calculated Age Display for Patient Under 6 Years Old

12. Patient Sales Invoice Template Selection Moved to Sales History Tab

Report Enhancements:

• The ALL INVOICES AND RETURNS report has been enhanced to display miscellaneous credits and write-offs applied to invoices.

Other Quality Improvements and Minor Fixes:

• Adjusted ADP form to correctly assign ITC and IIC “hearing type” values (Ontario only)

• PAYMENTS AND REFUNDS (CASH FLOW) report has had duplicates 3rd party payments removed when they only have a refund application

• Bundle creation prevents including inactive products

Features and Enhancements:

1. Claims Tracking (US Only)

We’re thrilled to introduce our latest enhancement: the Claims Tracking feature! Tailored specifically for clinics in the US, this powerful function simplifies the process of tracking patient orders and invoices to insurance companies for reimbursement. Now, you can efficiently manage and monitor your insurance claims and patient receivables—all from a single, user-friendly screen.

Key Features:

• Streamlined Tracking: Effortlessly track invoices pending insurance submission and easily track submitted claims. 
• Flexible Receivables Management: Keep insurance and patient receivables organized and accessible.
• Comprehensive Reporting: Utilize the new Claims Tracking Report to gain insights into claim activity and status.

Stay tuned for information on upcoming webinars where we’ll dive deeper into how Claims Tracking can benefit your clinic. Keep an eye out for details to ensure you make the most of this new feature!

2. Send emails from a shared clinic email address (E.g. info@myhearingclinic.com, contact@myhearingclinic.com)

Clinics can now configure multiple shared email addresses for sending different types of emails. We’ve introduced a new maintenance screen within the SET UP menu to streamline the management of clinic email addresses. When sending emails, you’ll now be prompted to select the desired sending address from the configured options (e.g. info@ or appointments@), providing greater flexibility and organization. Furthermore, clinics can configure that each location defaults to a specific email address.

Furthermore, clinics can configure that each location defaults to a specific email address.

3. New Voiding Option For Hearing Aid Invoices

Invoice management just got much easier! The new option to completely void a hearing aid invoice provides greater flexibility and control over your A/R.  A new permission, “Void Hearing Aid/ Orderable Item Invoice,” has been introduced allowing users with the appropriate permissions to void hearing aid invoices. The voiding process will completely remove the invoice, unapply any associated payments, and delete any write-offs and apply the appropriate journal entries to QuickBooks.

4. Transfer Appointments in Bulk to Another Provider

We’re excited to introduce a new feature that empowers clinics to manage appointment scheduling more efficiently. With this update, users can transfer a date range of appointments to another provider within the same clinic location directly from the system. Clinics no longer need to contact Blueprint OMS Support for bulk appointment transfers. This feature is designed to improve flexibility and efficiency, ensuring your clinic can adapt quickly to changes and keep operations running smoothly.

5. Enhanced User Email Address Validation

We will be introducing a new feature to improve security and user management in an upcoming release. To prepare for this improved security, upon logging in, users may see a warning if their email setup is missing or duplicated among other user profiles. This change is part of our commitment to enhance system security by ensuring each user has a unique email address.

Key Points:

• Email Validation Warning: Users will receive a notification if their email is either missing or shared with other users.
• Future Requirement: To bolster our security measures, having a unique email address will soon be mandatory for all users.
• Need Assistance?: If you encounter any issues or need help updating your email address, please contact the Blueprint OMS Administrator at your clinic.

Thank you for your cooperation as we work to enhance the security and functionality of your Blueprint OMS.

6. Enhanced Item Selection Panel for Streamlined Ordering

We’ve improved the process of ordering ancillary items by updating the Item Selection Panel within the CREATE NEW ORDER dialogue. Now, after you choose your hearing aids, the SELECT OTHER MANUFACTURER ITEMS panel will automatically default to the manufacturer of previously selected hearing aids. This enhancement reduces the number of clicks required to complete your order and ensures that you’re selecting ancillary products from the correct manufacturer, making your workflow more efficient and accurate.

7. Updated reference to “3rd Party Payer” (US only)

References to “3P Payer” throughout Blueprint OMS have been updated to “3rd Party Payer” which more accurately defines the 3rd Parties who pay any portion of a patient’s balances.

8. New Privilege Available for Returning Loaned Items to Stock

We are excited to announce an important update to our user role configuration. A new permission, “Return Loaned Items To Stock,” has been introduced which now will allow clinics to separate permissions for returning items into “loaned” items and “ordered” items. Without the necessary permission, users will be restricted from performing this action, enhancing inventory control and security. Additionally, to provide greater clarity, the existing permission “Return Items to Stock” has been renamed to “Return Ordered Items to Stock,” clearly specifying its application to items ordered through the system. These changes aim to improve the precision and security of inventory management.

9. User Names Are No Longer Case Sensitive

We’re excited to announce that in this release, usernames are no longer case-sensitive. This enhancement means that whether you enter your username in uppercase, lowercase, or a combination of both, our system will recognize and authenticate it consistently.

10. New Canadian 3rd Party Funded Aids Search

Canadian clinics will now have a clearer hearing aid selection process when choosing devices and orderable items that are covered by an Insurer. Now when reviewing the list of devices from a manufacturer, a green check mark will appear beside the ones currently covered by the patient’s Insurer.

11. New Calculated Age Display for Patients Under 6 Years Old 

We’re excited to announce an enhancement to the “Details” tab of patient records that improves the way we calculate and display the ages of pediatric patients.

Age Representation:

• 0 to 4 Months: Age is now displayed in weeks, providing a more precise understanding during these critical early months.
• 4 Months to 1 Year: Age is shown in a combination of months and weeks, allowing for a clearer view as children transition from infancy to toddlerhood.
• 1 to 6 Years: Age is presented in years and months, offering a straightforward way to track development milestones during early childhood.

This new calculation method streamlines the process for users, enabling quick and easy comprehension of patient ages without the need for manual conversions. Marketing campaign configuration of “Patient Attributes” now also includes various age criteria options of “weeks”, “months” and “years”.

12. Patient Sales Invoice Template Selection Moved to Sales History Tab

We’ve relocated the patient’s “Sales Invoice Template” previous configuration from the “Alternate Contact” section of the Details tab to the “Sales History” tab. This change improves visibility and accessibility, making it easier to edit the template within the context of related sales activities.

13. All Invoices and Returns Report Enhancements

We are excited to announce an enhancement to the All Invoices and Returns Report. This update now includes detailed information on all write-offs and miscellaneous credits applied to each invoice. With this enhancement, users can gain deeper insights into the true net revenue from sales by easily identifying and accounting for credit adjustments. This added visibility ensures more accurate financial reporting and helps in better understanding the overall revenue impact.

Have questions about these features? Our support team is always ready to assist! Get started by visiting our Help Center.