Knowledge Base

 
 

Version 7, 2019

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Set up Client Details Options


Change the options relating to how the Client Details are displayed.
Set up Client Details Options
1

Show Client Details form on Startup

1. Show Client Details form on Startup
When checked, loads the client details area when Bp Allied is started.
  • This may slow Bp Allied load time
2

Show Client List in "Last Name, First Name" order

2. Show Client List in "Last Name, First Name" order
When selected, changes the order in which you view your client list within Client Details.  By default the client list is displayed as "First Name, Last Name".
3

Include Inactive Clients in Client list

3. Include Inactive Clients in Client list
Tick this box if you wish to include those clients flagged as Inactive within your client list.  If you wish to hide these inactive clients leave this unticked.
4

Show Client Picture (where available)

4. Show Client Picture (where available)
Selecting this option provides an place within the Client Details are for you to display an image of your client.
5

Body Chart

5. Body Chart
Ticking the Default Body Chart Image enables the Body chart tab in Client Details. Any Body Image can be used if the image supplied is not suitable. This image needs to be located in the Bp Allied\UserID numbere folder.
6

Allow Mulitple Current Referrals

6. Allow Mulitple Current Referrals
If selected, then more than one referral can be selected as current. This allows a practice managing multiple current referrals for a Client to have them all selected. All current referrals will display in the new Client Management Report. If selected, then when adding an appointment, the one with the latest date will automatically be added.
 
This is a Practice-wide setting.
7

Date/Time Insertion Template

7. Date/Time Insertion Template   
Each text box in Client History and Consultations has a right-click "Insert Timestamp" option.  This allows you to date a specific field that is not tied to the consultation date.  The text ************* {0} ************* is what is inserted into the text box when the time stamp is created where {0} = Date. The ***** can be changed to a symbol or text of your choice.
8

Client Details Layout

8. Client Details Layout
Choose between using the default layout, stored locally on your computer or select Use Practice Layout to view the customised layout for your Practice. See information on Implementing a Practice layout here.
 

Save Practice Layout

If you have customised your myPratice layout and wish to share this with other users within your practice click this button to upload your customised layout to the local documents location.  Please ensure those wishing to view this layout choose "Use Practice Layout".  Sync Network Docs will need to be used to upload the layout to the network document location for disemination to all users in a Syncing environment.
 
When you Save the layout to the database you will overwrite any existing layouts which have been uploaded.  However, if you make changes to a Practice Layout and DO NOT save it in that same session your changes will get overwritten by the Practice layout when you open Bp Allied next.
 
9

Client Details Layout - Reset

9. Client Details Layout - Reset
Click this button if you wish to restore your Client Layout back to the layout that was originally installed with Bp Allied.
10

Restore from saved file

10. Restore from saved file
Click this if you wish to restore your Client Layout to a layout you have previously saved.
11

Client ID Formatting

This was added due to our need to generate a unique id in a certain manner when exporting data to the Better Outcomes in Mental Health Care (ATAPS) website.
11. Client ID Formatting
The Client ID field on the Client Details tab can be formatted to suit your own specific format. This only applies to new clients created after the format has been set.
  •  The total length of the generated ID field must be no longer than 20 characters
 
 
Format - this is the layout of the format where {0} inserts the next number in the sequence
# of Digits - this is the number of digits to include in the number sequence
Last number - is the last number used when creating a new Client
 

Allocate Client ID's

This is created for those who want to use the Mailchimp email service or MYOB or Xero exports as all clients exported to these programs need a unique ID.
Click to allocate a Client ID to all clients who do not have one. The ID is in the format set up above.
The Client ID Allocation preview is displayed showing the Clients that the ID's are to be allocated to.
 
Click Approve to allocate the ID's.
This does not overwrite ID's already on a client record, in any format.
12

SLK Creation

No longer available in Version 7
12. SLK Creation
Used to create SLK key's for ATAPS Clients.
A first name, last name, gender and date of birth must be assigned to the client before the key can be correctly generated.
13

OK, Apply & Cancel

13. OK, Apply & Cancel
Click OK to save changes and to close the options window.
Click Apply to save the changes and keep the options window open.
Click Cancel to disregard changes and close the options window.