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Version 7 Service Pack 1 Published 22 December 2020
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Add a Referral within Client Details
The information captured in Bp Allied about a referral is entirely upto the business entering in the information. However, if the referral information is to be included in an Invoice then it would seem prudent to capture the Referrer, Referral Date and the Referrers Provider Number.
V7 SP1 release supplement changes are explained in this video here.
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Add, Save & Delete
Click + to add a new Referral
Click the tick to save the Referral
Click the - to delete the selected referral e.g. If the notation says "Record 1 of 6" then "Record 1" will be deleted.
There is now an option for whether ONE or multiple referrals can be selected as current for a client. Because of the increase in multi-disciplinary practices it has become necessary in some cases for a client to have more than one referral.
This section displays the relevant expiry details for this referral. All information in the section is calculated.
Qty Remaining - will display for all referral types. If Duration (No of Visits) is not entered then this will display as 0.
Qty Used - will calculate the number of appointments using this referral. It will only trigger a notification if Duration (No of Visits) is entered.
Referral first appointment date - will display for all referral types
Referral expiry date - will only display for referrals with Duration (Months) entered and will calculate based on if Calculate Expiry on Referral Date is ticked or not.