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Version 7, 2019
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Bp Allied User Guide
Clients
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SUPPORT
E
mail: alliedsupport@bpsoftware.net
Phone: Australia: 1300 401 111, select option 3 then, option 1
Phone: New Zealand: 0800 401 111, select option 3 then, option 1
Remote Support: Click Remote Support from within Bp Allied
WEBSITE
Forum: http://bpsoftware.net/forum/
Training: http://www.bpsoftware.net/learning/
Version 7 Published 11 August 2020
CONNECT
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Clients
Keep track of all client contact details, history and associated consultations, documents, phone calls and emails.
In this section:
About the Client Record
Add a New Client
Minimising Client Duplication - Good searching practices
Find a Client
View Appointments when searching for a Client
Enter Preferences and Statistics
Add Consultation Notes
Add History Notes
Opening a Document, Email or Phone Call on a client record
Add an Email
Add a Phone Call/Other Message
Upload or scan a Document to a Client Record
Add Multiple Documents to Client Record
Why can't I see my newly added document or referrer?
Create a new Snippet
Use Snippets in Consultation Notes and Letters
Insert a Timestamp in a Consultation Note
Use the Body Chart
Displaying DASS Charts
Make a Client Inactive
Delete a Client
Managing, customising & printing
Create a Chart
Customise a chart
Map a Client's Geneology
Creating a relationship between two people in a Genogram
Add additional family members to a Genogram
Physitrack Integration
