Guides and ResourcesHow-tos

Getting Started with QuickBooks  

Blueprint can integrate with the Desktop version of QuickBooks 2012 or newer. We do not integrate with QuickBooks Online.

Please contact the Blueprint Solutions Support Team to schedule an integration time:

(877) 686-8410
support@blueprintsolutions.us

One of our technicians will need access to the QuickBooks computer for about 1 hour to setup the Blueprint OMS/QuickBooks integration.

Please review the following material to ensure the best Blueprint OMS/QuickBooks integration outcome:

Please contact us with any questions.

A QuickBooks Accounting tab will be visible when logged into Blueprint on the computer with QuickBooks.

We suggest leaving the QuickBooks Accounting Link in Ready status during all business hours.

Getting Started with Credit Card Processing (Merchant Preferred)  

Contact Merchant Preferred to get started.

Ken Handy
845-406-9665 (Office)
845-406-9659 (Fax)

khandy@merchantpreferred.com

Merchant Preferred will contact Blueprint Solutions with a requested “activation date” for your clinic.

Plug the USB card swiper (provided free-of-charge by Merchant Preferred) into your computer and start swiping, or key entering, credit cards directly in your Blueprint OMS.

Start saving money on your current processing rates. Click here to see additional benefits.

Getting Started with Office Ally  

Contact Stephanie Maciel, your representative at Office Ally, to start the registration process:

stephanie.maciel@officeally.com
360-975-7000 ext. 3

Enroll with your payers through Office Ally. Enrollment forms are available on the Office Ally website.
Please note: payer enrollment can take several weeks.

Pricing: Office Ally does not charge for claims processing, unless 50% or more of your submitted claims in any given month are government claims, in which case a $19.95 monthly fee is assessed.

There is a one time Blueprint Solutions setup fee of $199.00 to configure your Office Ally integration.

Once your Office Ally account is active, send your Office Ally username and password to support@blueprintsolutions.us.

Our team will request a SFTP setup with Office Ally.

You will receive 2 emails from Office Ally with SFTP in the subject line. Please forward both emails to: support@blueprintsolutions.us.

Start submitting claims from Blueprint OMS. Claims are submitted with one click from the Blueprint OMS HCFA 1500 screen.

Schedule a FREE training session with Office Ally to learn how to manage claims, check claim status, and fix denied claims in your Office Ally account.

Setup Calendar iCal Feed on Android  

To locate the iCal URL: Click Setup on the main toolbar in Blueprint OMS, double-click User administration, and select Users. Right-click a desired name in the Users list and select Edit details. Click the iCal URL and press Ctrl + C on the keyboard to copy the address.

To shorten the iCal URL: Navigate to https://bitly.com. Press Ctrl + V on the keyboard to paste it into ‘Paste a link to shorten it’ on the Bitly website.

In your Google Calendar, click the drop-down menu next to Other Calendars, and click Add by URL. Enter the converted URL from step 1 above.

Click Add Calendar. Google will begin to synchronize the calendar, and it will appear on the screen.

Optionally, click the drop-down menu next to the calendar listed under Other Calendars, and click Calendar Settings. Change the Calendar Name, and click Save.

Go to https://calendar.google.com/calendar/syncselect, check the box next to the new Blueprint calendar and click Save.

The ICSSync software (available for purchase in the Android Play Store) synchronizes at predictable and configurable intervals to ensure that the schedule on your Android phone is always up-to-date.

Install and open ICSSync and click Add feed. Enter your iCal URL.

Leave the Username and Password fields empty. Enter a name for the calendar, and enable the Read only check box. Click Ok to save the subscription. Click Sync all to trigger the initial synchronization.

Setup Calendar iCal Feed on iPhone/iPad  

Click Setup on the main toolbar in Blueprint OMS, double-click User administration, and select Users. Right-click a desired name in the Users list and select Edit details. Click the iCal URL and press Ctrl + C on the keyboard to copy the address.

Press Ctrl + V on the keyboard paste the link in an email to send to yourself or another staff member.

On your iphone or ipad, go to Settings > Calendar > Accounts > Add Account > Other > Add Subscribed Calendar.

Enter the iCal link retrieved from step 1 above and select Next. Edit the Description to change the calendar name and select Save.

Navigate to the Calendar on your phone to select your Blueprint schedule for viewing.

You can now take your schedule with you wherever you go!

Setup Calendar iCal Feed on Outlook  

Click Setup on the main toolbar in Blueprint OMS, double-click User administration, and select Users. Right-click a desired name in the Users list and select Edit details. Click the iCal URL and press Ctrl + C on the keyboard to copy the address.

Press Ctrl + V on the keyboard paste the link in an email to send to yourself or another staff member.

From the Tools menu in Outlook, select Account Settings. Click on the Internet Calendars tab. Click the New button.

Enter the iCal link retrieved from step 1 above and then click Add.

In the Subscription Options dialog box, you can optionally rename the calendar. Make sure the box is checked in the Update Limit section.

Getting Started with AHAA Wake Up Call, Elite Business Intelligence, or Audigy Pulse  

Contact your AHAA, Elite, or Audigy representative to obtain a data release form. Sign the release form and send back to your group representative to process through Blueprint Solutions.

When scheduling an event in Blueprint OMS, be sure to verify if the appointment presents an opportunity for a sale, and mark it as-so on your Schedule.

Tip: Use the Blueprint OM Setup menu to default selected Event types as Sales opportunities.

Ensure you place new aid Orders on file for patients. Receive hearing aids in Blueprint OMS once they are sent to your office from the manufacturer, and Deliver hearing aids at the time of the patient fitting to process an invoice.

Data will start flowing to your performance dashboard. Work with your group representative to analyze your business metrics, and contact us if you have any questions on leveraging resell opportunities and maximizing patient retention with your Blueprint OMS database.

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