Reports are no longer available under Tools, moving these reports to the 'Reports' new section provides the following benefits: you do not have to log into a separate web browser, easy visibility as to which reports contain Excel-friendly versions, allowing for sorting and filtering as desired, more consistent formatting across all reports.
Read MoreIn 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...
Read MorePreviously, when issuing a refund on a credit card payment processed through Blueprint OMS, the refund method always defaulted to the original credit card. Issue refund. If the original credit card is no longer valid, an alternate refund...
Read MoreIn this article: Marketing Enhancements Merge fields now available for Canadian insurer ID and policy numbers Marketing filter for patients without a service plan Reporting Enhancements Excel friendly Sales Report Excel friendly Cash Flow Summary Report New format for Insurer Transactions Report Total available for Inventory Report Marketing Merge fields now available for Canadian insurer...
Read MoreIn this article: New merge fields Patient status and “Do not mail” settings now visible Patient types are now user-configurable New merge fields The following new merge fields are now available on both patient forms and order-related forms: patientGenderAbbreviation currentAidServicePlanLeft currentAidServicePlanRight currentAidServicePlanExpirationDateLeft currentAidServicePlanExpirationDateRight The following new merge fields are now available for order-related forms only: servicePlanLeft servicePlanRight servicePlanExpiryDateLeft servicePlanExpiryDateRight For...
Read MoreIn this article: New icons show available formats for each report Appointments by referral source report now available in Excel-friendly format Reporting on CPT codes associated with write-offs New icons show available formats for each report Icons beside each report now indicate available formats, making it easy to see which are available in an Excel-friendly format....
Read MoreIn this article: “Create new event” button removed Select/Deselect all providers option on schedule Sorting recalls by patient name “Create new event” button removed The Create new event button has been removed from the top of the scheduler. Old “create new event” button Using the create new event button required the...
Read MoreWhen scheduling an appointment for a new patient, it’s now possible to link the appointment to a new QuickAdd record which captures basic patient information. As shown above, the only information required to create a QuickAdd file is: Patient name Telephone # Location Referrer The QuickAdd can easily be converted to a full patient...
Read MoreNew in version 2.8, Windows users have access to a Windows-native application, instead of the Java Web Start application. Advantages of the native application include: Improved performance No requirement to install Java Automatically updates when new versions of Blueprint OMS are released Blueprint OMS desktop icon does not disappear due to Java updates The...
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