Bp Allied V7 SP3 Release Notes

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These release notes describe the changes made to Bp Allied since version 7 Service Pack 2 Revision 2 (v7.2.44830.0).

Release Date 

1 June 2023

Release version

Bp Allied version 7 Service Pack 3 (v.7.3.45051.0)

Notes last updated

27 September 2023

What is in this release?

This release of Bp Allied includes enhancements, and bug fixes and patch fixes.

Upgrade to Bp Allied V7 SP3

Best Practice Software recommends running program updates outside of business hours. Upgrade instructions are available in the Upgrade Guide.

  • Review the Bp Allied system requirements to see the minimum recommendations for hardware, peripherals, and connectivity for the most recent versions of Bp Allied.
  • Review the section Changes in V7 SP3 for more information on changes after upgrading. Bug fixes, enhancements and work-flow changes are described below.

Changes in V7 SP3

The V7 SP3 release (v.7.3.45051.0) includes the following updates:

Zoom migration to server-to-server OAuth

Due to the deprecation of previous connection methods used by Zoom, updates have been made to Bp Allied. The Bp Allied Zoom integration now uses a server-to-server OAuth connection method. Clinics using Zoom integration for Telehealth appointments will need to update their Zoom connection method.

NOTE  The Zoom account used to set up the Zoom integration must have Owner or Admin privileges.

  1. Go to https://marketplace.zoom.us/
  2. Click Sign In and login using your Zoom account email and password.
  3. Click on Develop > Build App.
  4.  

  5. On the Choose your app type page select Server-to-server OAuth > Create.
  6.  Server-to-server OAuth

  7. In App Name enter 'Bp Allied'.
  8. Click Create.
  9. From the App Credentials tab, Copy the credentials for Account ID, Client ID, Client Secret into Bp Allied.
  10. App Credentials

  11. In Bp Allied go to Options > User Administration.
  12. Search for the required practitioner.
  13. Select the Zoom tab.
  14. Zoom

  15. Check Zoom Enabled.
  16. Enter the Sign-In Email.
  17. Enter the Account ID and Client ID, and Client Secret copied from the Zoom App Credentials screen.
  18. From the Zoom website, click Continue in the App Credentials tab.
  19. Complete all fields in the Information tab.
  20. Click Continue.
  21. Select Continue in the Feature tab.
  22. From the Scopes tab select the Add Scopes button.
  23. Add Scopes

  24. Select the scope type Meeting and tick View and manage all user meetings.
  25. Meeting Scope Type

  26. From the User scope type select View all user information.
  27. User scope

  28. Select Done.
  29. From the Add Scopes screen select Continue.
  30. From the Activation screen select Activate your app.
  31. Activate your app

  32. The confirmation screen will appear.
  33. App Activated'

  34. In Bp Allied go to Options > User Administration.
  35. Search for the required practitioner.
  36. Select the Zoom tab.
  37. Click Check Connection.
  38. Click Ok to save and close.

Enhancements

Function

Release Notes

Key

Bp Allied Installer

The Bp Allied installer has been updated to remove the automatic sign up to Educate newsletters.

40394

Client Details

A Green Flag has been introduced to the Client Details to indicate a patient's COVID vaccination status. The Green Flag will appear on appointments in the Appointment Book.

66639

Third Party Billers

The ability to make a Third Party Biller inactive has been added to Bp Allied.

67106

Syncing

Microsoft have ended support for the .Net syncing framework previously used in Bp Allied’s synchronisation function. The ability to sync within Bp Allied has been removed.

69431

Add Client Access Records

When using Add Client Access Records, only Active Users will be included in the list.

71032

Bug fixes

Function

Release Notes

Key

Automated Email

When an automated email is sent the sender has been updated from 'MP Auto Reminder' to Bp Allied.

19666

Bp Allied Scheduler

Previously when using a standalone server for Bp Allied, the Bp Allied Scheduler application would not run. This issue has been resolved.

19688

Client Details

An issue has been resolved for practices using Practice Type 11 (Oral Surgeon) where an error would occur in Bp Allied when accessing Client Details.

41418

Permissions

Previously Permission 4010 would not apply restrictions correctly based on the permission assigned to the user. Updates have been made to resolve this issue.

62276

User Roles

Changes have been made to resolve an issue for users with a System Administrator role that were unable to view all Client Details in previous versions of Bp Allied.

68712

Medicare Claim Report

When selecting Reset to Default in the Medicare Claim report no changes were made to the report. This functionality has been restored.

69351

Bp Allied Installer

An issue has been resolved with the Bp Allied Installer, where the application would fail when checking for the Database Version.

70255

Body Chart

When switching between clients with an open Body Chart record, Bp Allied would show the same Body Chart results for different patients. This issue has been resolved.

70659

Google Calendar

Changes have been made to resolve an issue with Google Calendar sync continuing to display an update window that obstructed the screen for the user once completed.

70764

Zoom

An issue has been resolved for users testing Zoom Credentials receiving an Invalid Credentials error with valid credentials.

70819

Permissions

When resetting permissions for users with the prior role of Practitioner All Clients, the user was added to the Not Permitted list and was unable to access any client records. This issue has been resolved.

70907

Client Record

Changes have been made to resolve a delay when switching from tabs other than the Body Chart record between clients from the Client Record.

71667

Client Record

Updates have been made to the Body Chart tab to highlight the date of the image in focus and to arrange the image list from most recent to oldest.

72114

Client Record Merge

Previously when merging duplicate client records that both contained information in the Client History, only the data recorded in the client record to be kept was retained. This issue has been resolved.

72539

Bp Allied Installer

Changes have been made to the Bp Allied Installer to check that the Assigned Practitioner field was correctly added to the database in the previous Bp Allied update and to allow the use of either .NET Version 4.7 or 4.8 framework.

72687

Patch fixes

The following bug fixes have been updated in Bp Allied post-release.

Function

Release Notes

Key

Version

Appointment Book

An error has been resolved in Bp Allied where the program would produce an error and shut down when a user selected Print Preview or Page Setup from the Appointment Book.

72633

7.3.45188.0

MBS (Schedule Fees)

When selecting Update Products & Services from MBS (Schedule Fees) Bp Allied would produce an error or shut down. This issue has been resolved.

73075

7.3.45188.0

Zoom App

Zoom meetings would previously cause Bp Allied to shut down as Zoom passwords were not created. This error has been resolved.

73697

7.3.45188.0

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