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Version 7, 2019
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SUPPORT
Email: 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
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Training: http://www.bpsoftware.net/learning/
 
Version 7 Published 11 August 2020
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User Administration Options

The User Administration is where Users (Practitioners) are created for use in Bp Allied. Creating a User creates both a login name and related password as well as a Calendar for use in the appointment book. The information below covers the entry of information into the User Details tab. Click on the links to fill in information in the Permissions or Banking tabs.
 
User Administration Options
1

Selected User

1. Selected User
Use the search or navigation buttons to find the required user.
By default, this screen will always open on the user that is currently logged in. The selected user is identified by their bolded User name at the top of the screen. Their UserID is the number in brackets followed by their Role Permissions.
2

Other Options

2. Other Options
Permissions - This is only available to Bp Allied Administrators. This tab will not be displayed for a general user.
Banking - The details included in this tab can be merged into Invoice Templates
Google calendar - Click here to add or update Google Calendar settings for a User.
Provider ID's - these are now managed individually based on the user because of the introductions of Medicare Online Claiming
Medicare - this section is no longer used.
3

Navigation buttons

3. Navigation buttons
Click the + to Add a new user
This is only displayed for a Bp Allied Administrator. A general user will only be able to see their own User Information details.
 
Use the arrow keys to move forwards and backwards between users.
The double arrows move to either the first or the last record.
4

User ID

4. User ID
This unique ID is automatically assigned when a new User is created. This is used to manage any customised Client Details forms.
5

Title

5. Title
Practitioners title. Titles can be added to the in the Titles table in Data Maintenance.
6

User Name

6. User Name
The First and Last Names are the only required fields apart from setting the password. These make up the user name for the user.
7

Date of Birth

7. Date of Birth
Date of Birth for a user can be entered here.
8

Email address

8. Email address
The email address for the user. This can be used as a merge field on an Invoice or Letter template.
9

Setting a password

9. Setting a password
Set the password for the user and indicate whether they must change their password at the next login.
This can also be used by a general User to change their own password details.
10

Practitioner Qualifications

10. Practitioner Qualifications
If a User is a Practitioner then their qualifications can be entered in here. This can be used as a merge field on an Invoice or Letter template.
11

Reminder Template Settings

11. Reminder Template Settings
Email and SMS Reminder and Confirmation templates can be customised for a specific Practitioner. The relevant template can be specified here.
Reminder templates are edited from within Data Maintenance > Reminder Templates.
12

HPI-I

12. HPI-I
This functionality is not currently available.
The specific identifier for the practitioner in the Health Identifier database. This is used by My Health Record to enable the sharing and viewing of health summaries.
13

Receive notification emails

13. Receive notification emails
When an appointment gets added or changed for a Client the assigned Practitioner can receive an email notifying of the addition or change.
 
They can also receive a daily tasks list of due or overdue tasks. This option is only available if a practice has the Bp Allied Scheduler installed or is using our hosting service.
14

Red Flag Notes popup

14. Red Flag Notes popup
When adding an appointment for a client, a pop-up showing any notes entered in to the Red Flag text box in Client Details will display if this option is selected. This option is user and computer specific.
15

Online Booking Integration

15. Online Booking Integration
Used to indicate whether a practitioner's availability should be included in the Online Booking integration. Read more...
16

Physitrack Integration

16. Physitrack Integration
Used to indicate whether a practitioner is integrated with Physitrack. Read more...