New marketing and template features

In 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 additional details, please refer to the Template resources page on our website.

Patient status and “Do not mail” settings now visible

When using a marketing Primary filter which includes all patients (even those marked inactive/deceased/Do not mail), the patient status and “Do not mail” setting are now shown in the Selected patients list.

Selected patients list shows patient status and “Do not mail” setting

Note: Inactive/Deceased patients and those marked “Do not mail” will not be included in printed output.

Patient types are now user-configurable

Patient types can now be configured via the Setup function in Blueprint OMS.

Patient type configuration on the “Setup” screen
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