General improvements and bug fixes

In this article:

General improvements

• Document storage and fax usage details available in Blueprint OMS
• File extension set correctly when downloading documents
• Recipient fax number can be edited when retrying fax transmission
• Status can be updated for multiple documents simultaneously
• Integrated payment processing for insurer payments

Bug fixes

• Transactions not linked to QuickBooks can be edited
• Corrected alignment when printing HCFA 1500 without background
• “My recalls” screen shows patient phone numbers for all recalls
• Referral source retained when converting QuickAdd to full patient
• Date transfers correctly into Blueprint for back-dated audiograms in Noah

General improvements

Document storage and fax usage details available in Blueprint OMS

This information is now available from Help → CloudDocs/Fax Usage.

Document storage and fax usage details

File extension set correctly when downloading documents

When downloading a document from Blueprint OMS, the correct file extension (e.g. “.pdf”, “.doc”) will be added automatically.

This applies when downloading a generated form, as well as when using the Download copy option from the right-click menu on the patient Documents screen.

Download button on the bottom of a generated form

Recipient fax number can be edited when retrying fax transmission

When retrying a failed fax transmission, the recipient’s fax number can be edited.

Transmitted faxes can be accessed via Communications → Fax outbox.

Retrying fax transmission from the “Fax outbox”

Editing recipient fax number

Integrated payment processing for insurer payments

Note: This information is only applicable for clinics using the Integrated payment processing feature in Blueprint OMS.

Previously, entering a credit card payment from an insurer did not trigger integrated payment processing — the payment was simply saved. This has now been fixed, and the user will be prompted to swipe the card or enter the card details manually.

“Receive payment” dialog with a credit card selected as the payment method

Manual entry of credit card information

Status can be updated for multiple documents simultaneously

This function is available on the Search documents screen, accessed via Tools → Search documents.

Multiple documents can be selected by holding the Ctrl key while clicking on the desired documents, or by right-clicking and choosing Select all.

Changing the status of multiple documents simultaneously

Transactions not linked to Quickbooks can be edited

Transactions imported from other software, or created in Blueprint OMS before integration with QuickBooks can now be edited using the Edit invoice(s) button on the patient Sales history screen.

Patient sales history

Corrected alignment when printing HCFA 1500 without background

Alignment problems with boxes 24 A-J have now been fixed.

HCFA 1500 boxes 24 A-J

“My recalls” screen shows patient phone numbers for all recalls

Previously, when a recall was added from the Patient menu the patient phone number was not shown on the My recalls screen. This has been fixed.

Adding a recall from the “Patient” menu

Referral source retained when converting QuickAdd to full patient

Previously, when converting a QuickAdd into a full patient file the referral source was not saved. This has now been fixed.

QuickAdd details

Date transfers correctly into Blueprint for back-dated audiograms in Noah

Previously, the audiogram date transferred to Blueprint would be off by 1 day. This has now been corrected.

Patient audiological history

More information about Noah integration can be found here.