Incoming secure messages sent using a secure messaging service can be directed to Incoming Messages folder set in Options > Secure Messaging. Messages directed to be saved in this folder by the messaging service will be available within Bp Allied. There is no requirement for a practice to use the incoming messages folder, except if using the Bp Allied hosted subscription service.
On this page
Manage incoming secure messages
If a user has a secure messaging service set to Active in Options > Secure Messaging, the Incoming Messages form, available from the right-hand menu in the Appointment Book, will split into two. The bottom half of the form will display any messages received.
All messages are named in “Lastname, Firstname DOB” format and received as an .rtf (rich text) file.
If there are multiple documents for a client, the filename will increment with the number of the document that is received:
Save a received message
This is the only save option available to Bp Allied hosted subscription customers.
- Use the Open button highlighted in RED to open the document in the Letter editor.
- Select the Client from the Client drop-down.
- Select Save to Client Record.
- Update the File Name if required.
- Click OK.
Remove a received message
Click on the X highlighted in GREEN o display the Archive File message below:
Click OK to move the file into the Archive folder in the Incoming Messages file location.
Save a received message into client Documents
Messages received into an incoming messages folder can be dragged and dropped directly into the Documents location in the Client Record.
NOTE This option is NOT available to Bp Allied hosted subscription customers.
The Add files to Client message box will appear.
Click OK to add the document with the logged in User as the Owner. Click on the drop down to change.
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