Custom Forms and Letters

Marketing Letters  

Marketing to your existing database can be quick, easy, and extremely effective! It’s true. 

The Blueprint OMS Marketing module allows you to target the right patients, with the right message, at the right time.

Easily generate a specific list of patients directly in Blueprint OMS and automatically generate custom letters, labels, envelopes, etc. Generate letters for common mailings such as:

  • Annual recalls
  • Warranty expiration notifications
  • Technology upgrade options
  • Patient event invitations
  • Newsletters
  • Birthday cards
  • Clean and check reminders

Start driving incremental revenue to your practice through highly targeted marketing to existing customers today.

Purchase Agreement  

You are one step closer to paper free! Auto-population of your clinic-specific purchase agreement is possible.

Displaying your logo, state’s legal disclaimers, hearing aid data, and warranty conditions in a typed format will aid the professional look of your practice — No more filling out forms by hand!

What’s more — No printing necessary. Have the patient electronically sign forms. You can email the patient a copy directly out of Blueprint OMS for a true paperless solution.

Loaner and Trial Agreements  

Auto-populated loaner and trial agreements are available for electronic signing by the patient.

Loosing a demo, loaner, or trial hearing aid is no longer an option. Recalls automatically generate for patients with hearings aids on loan, and signed agreements help you establish a more stable loaner/trial program.

Don’t spend any more time manually tracking your stock devices — Let Blueprint OMS do it for you!

Custom Forms and Letters  

Take your practice to the next level — Make your practice-specific forms part of your Blueprint OMS!

Create forms using Microsoft Word or create as on-screen editable PDFs. Customize with your logo and personal touch. You can even enable your forms for electronic patient signatures.

Blueprint OMS will fill out the form for you, saving you time and providing a consistent, professional look across your clinic documentation and correspondence. Forms can be edited on-screen, signed, and archived in the patient file for a true paperless solution.

Our experienced support team is ready to assist you with creating your practice-specific forms.

Other Forms  

Blueprint Solutions provides customized templates for commonly used clinic forms such as:

  • Patient Intake/Verification
  • HIPAA Waivers
  • Medical History
  • Superbills
  • Purchase agreements
  • Manufacturer Order Forms
  • Patient AR Statements
  • Physician Correspondence
  • Patient Loyalty/Battery Club/Promotional Notifications
  • CaptionCall Certification
  • Dymo next appointment labels


Optionally, use Microsoft Word to create your own custom forms and insert a wide array of data fields to have your Blueprint OMS fill in the form for you.

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