To properly display this page you need a browser with JavaScript support.
Knowledge
Base
Home
Version 7, 2019
×
Menu
Search
Search
Search
Bp Allied User Guide
Clients
Previous page
Next page
Print version
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 Service Pack 1 Published 22 December 2020
CONNECT
To properly display this page you need a browser with JavaScript support.
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
