Bp Allied Knowledgebase

 
 

Version 7, 2019

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What's New in Version 7

Major Enhancements

Online Bookings
TO COME
 
Waiting List Enhancements
  • Additional Fields have been added to the waiting list, including:
  • Date From, Date To and Consultation Type
  • New Client flag gets set if a client has no appointments
  • Priority field is available for selection between 1 and 5
  • Current client Practitioner defaults in if there is one assigned to the Client
  • Button available to view the list of client appointments
  • Values from the waiting list default into a New Appointment, if created from the Wait List
  • For, existing customers, if these fields are not seen, they can be added using the Column Chooser.
 
Emailing Letters and Invoices Enhancements
  • A Referrer or a Third Party with email addresses can be selected for sending additional copies of invoices or letters to
  • Email templates can be created and selected to improve the ease of creating invoice and letter emails
  • Invoices emailed to a Third Party are now visible against that Third Parties information in Data Maintenance
 
Referral Management
  • Ability to specify a referral as indefinite
  • Expiry pop-up for duration referrals, as well as visibility of the expiry date and first appointment date
 
SMS Global
  • SMS Global functionality has been removed.
 

Other Changes

Item Sales Report Enhancement
  • Appointment information can be viewed against the invoiced items displayed in the Item Sales report, if the item is appointment related. Add these fields to your report by using the Column Chooser.
 
Minor Changes
  • Task Templates – now viewed in Alphabetical Order
  • Red Flag pop-up when creating an appointment – option can be set in Options > User Administration.
 

More information on upgrading to version 7

For more details of the changes and considerations that need to be taken into account when upgrading:
  • from myPractice version 4 can be downloaded from here
  • from Bp Allied version 5 can be downloaded from here
 
 

Bugs

The bugs fixed in the initial release of version 7 can be downloaded from here, or viewed in the Release Notes page.