Upload or Scan a Document to a Client Record

You can add a document to a client record via file upload or scanning and access the document from various locations through Bp Allied.

On this page:

Before you start scanning

IMPORTANT  The scanner must have a TWAIN driver installed to be able to scan directly into BpAllied. WIA drivers are not compatible.

Scanning directly into Bp Allied hosted subscription is available with an add-on called TSScan. Please contact alliedsupport@bpsoftware.net to get this installed.

  1. Open the Document/Phone calls tab. In Find Client dialogue window, click Add Document.
  2. OR

    In the Appointments or Clients toolbar click Attach Document.

    OR

    Drag and Drop multiple documents onto the Documents section in Client Details.

    The Document - [Client Name] window will display.

  3. Select the client to add the document to, if not already selected.
  4. Click the file selector to browse for a document located on your computer, USB stick or external hard drive
  5. OR

    Directly scan and save a document into Bp Allied.

    Bp Allied will use your existing scanning software to scan the document into Bp Allied.  If you do not have any scanning software installed, Bp Allied will be unable to scan the document. 

    Once you have scanned the document, the file path to the document will be displayed within "File to be Saved".

    The scanner must have a TWAIN driver installed to be able to scan directly into BpAllied.

    Scanning directly into a hosted subscription Bp Allied is available with an add-on called TSScan. Please contact alliedsupport@bpsoftware.net to get this installed.

  6. Give the file a description to help you identify the file more easily, e.g. GP Referral July 2012.
  7. Define who created the document.
  8. Used when a Practitioner leaves the practice and is required to take their records with them.

  9. Click Save and Close to save the document to the client record. 
  10. Once saved all documents can be viewed within Client Details > Documents/Phone Calls tab as above.

    Click to open the document.

    Click to view information about the document.

    Click to delete the document.

    Click to print the document.

    OR

    Click Cancel to quit adding a document to the client record.

Adding documents over hosted or RDP

2. File Selector

Click the File selector to browse for a document located on your computer, USB stick or external hard drive.

TIP  When connecting to BpAllied via a hosted subscription or Remote Desktop Connection, a document (or scan) can be added to the client record directly from your computer by navigating to any of the drives from "your" computer that have been connected. Connection to local computer drives needs to be set in the RDP connection set up.

In the example below navigating to the C, D, Y or Z on TESTPAULA drives will allow navigation to documents stored on the computer that the remote connection is connecting from. In this instance, the Local Disk (C:) drive refers to the drive of the server computer that is being connected to. None of "your" saved documents can be located on here and access will most likely be denied.

Add Multiple Documents

You can add more than one document to a client record using drag and drop.

  1. In the Document/Phone calls tab, drag and drop multiple documents onto the Documents section in Client Details.
  2. The Add files to Client dialogue box will display.

  3. Click Ok to attach the documents.

By default, the logged in user is added as the Document Owner.

This can be amended by using the drop down in the grid to change the owner.