How-to

Tech Tip: Search Documents

September 6, 2022
|

Easily search your system for documents based on their status! Saved documents can be assigned preset statuses (example: To be faxed).  Under Tools in the drop-down menu, select Search documents. Select an available status from the menu.  Finally, any of the documents tagged with this status will appear below. You can right-click on a...

Read More

5 things you’ll love about our new QuickBooks integration!

March 1, 2022
|

Synchronize with QuickBooks whenever you like with just one click! You can synchronize transactions to QuickBooks daily, weekly, or hourly — whatever frequency is most convenient for you. Just click Start! We recommend synchronizing before working in your QuickBooks company file, to ensure that transactions and reports are up to date. With version 4.0,...

Read More

Tech Tip: Patient Task Management in Blueprint OMS

December 21, 2021
|

How do I create and track my clinic tasks? You have the ability to create staff assigned Patient Recalls aka Patient Tasks in your Blueprint OMS. There are two types of recalls in Blueprint OMS. System generated Recalls such as ‘Patient not seen in a year’ or ‘Loaned aid due’. These Recalls appear automatically...

Read More

Tech Tip: Signatures

December 3, 2021
|

Automatic Signatures on Documents, Forms, & Reports Blueprint OMS can automatically put user signatures on documents, forms, and reports. Most Blueprint OMS provided forms have the merge field that pulls in the user’s signature. User signature fields are available for both Word and PDF generated documents. Q: How do I get my signature into...

Read More

Online Forms + Webinar

November 15, 2021
|

Meet them before you greet them! With online forms in Blueprint OMS, you’ll be able to: Let patients complete intake paperwork from the comfort of home Create electronic medical records without any paper or data entry Establish a professional image with patients even before meeting them in person Watch our webinar to learn how...

Read More

Marketing Automation Webinar

November 2, 2021
|

Stay connected to your patients! Marketing automation is one of the most effective ways to consistently stay connected with your patients and deliver relevant messaging and recalls.We have added a wealth of marketing automations that will allow your clinic to deliver sequenced (drip) marketing messages.Watch our webinar to learn how to activate and use...

Read More

4 (FREE) Blueprint OMS Features to Activate Now!

August 26, 2021
|

Take advantage of these 4 FREE features included in your Blueprint OMS subscription to grow your business.   1. Online Forms Say goodbye to paper! Let patients fill out and sign digital clinic forms such as intake paperwork, medical history, surveys, and questionnaires from the comfort of their home or on a tablet in...

Read More

ADP eSubmission Update

July 30, 2021
|

XML export for ADP claims submission available starting Monday, August 2, 2021! Attention: Ontario Customers The ADP claim form will soon be available as an XML export for uploading into the ADP portal for electronic submission. You can expect the new export option to arrive in your Blueprint OMS between Monday, August 2 –...

Read More