Tech Tips

Tech Tip: Search Documents

September 6, 2022
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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...

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Tech Tip: Patient Task Management in Blueprint OMS

December 21, 2021
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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...

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Tech Tip: Signatures

December 3, 2021
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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...

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