Knowledge Base

 
 

Version 7, 2019

×
Menu

Bp Allied Scheduler - Set up Email and SMS Settings


This tab in the scheduler is used to record the settings required to enable both email and SMS messages to be sent and received by Bp Allied and the Bp Allied Scheduler. The information is the same as that recorded within the Bp Allied Options > Reminders settings. These settings need to be set up in conjunction with the settings saved in the Schedule tab.
 
Before you start
The Bp Allied Scheduler enable somes tasks to happen automatically. This includes:
 
The scheduler uses the built-in Windows Task Scheduler function to carry out scheduled tasks set-up in the Bp Allied scheduler application. There are some specific requirements to enable this to work:
 
  • This is not available for Bp Allied hosted subscription. Please see details on using the Automated SMS Reminder Service instead.
  • Bp Allied scheduler must be a computer acting as a nominated server. It can only b installed on ONE computer). The scheduler can not be installed on a computer that is not the server.
  • The server computer must be left turned on and connected to the network at all times. A laptop or tablet is not ideal for this.
  • The scheduler will not work on all Windows installations:
  • Windows Vista
  • Windows 7
  • Windows 8
  • Windows 2008 Server
  • Windows 2008 R2 Server
  • Windows 2012 Server
 
Other versions of Windows, e.g. Windows XP and Windows 2003 Server DO NOT work with the scheduler.
 
Technically, the Bp Allied Scheduler could work on a MAC network running Parallels for Windows or Windows Virtual Machine on the nominated server machine with one of the compliant versions of Windows installed. Parallels or Virtual Machine would need to be turned on and awake all of the time as would the MAC. This scenario has not been tested and is potentially fraught with issues.
 
Please contact the Bp Allied support team to get a copy of the Scheduler to install.
 
Bp Allied Scheduler - Set up Email and SMS Settings
1

Copy settings from Bp Allied

1. Copy settings from Bp Allied
If Email and SMS reminder information is already set up in Bp Allied, click this button to copy the settings over. Only the blank fields need to be filled, unless a setting is incorrect in which case it should be corrected.
2

Bp Allied Database Settings

2. Bp Allied Database Settings
This information should be copied across regardless of any settings already setup as this information is required for Bp Allied to save information into the database. Please call Bp Allied if you need help with this as it is information that we can easily help with.
SQL Server - the name of the SQL Server instance (not of the server that SQL is installed on)
Database Name - the name of the Database within the SQL Server instance. It is usually Bp Allied or a version of your practice name if your database is hosted.
3

Email Reminder settings

3. Email Reminder settings
SMTP Server - This is the server used to send your email. It is usually prefixed by "mail" or "smtp". This information will be available on your email hosts website. Search for details on the "Outgoing" or SMTP mail server.
For example the gmail server is smtp.gmail.com (as shown above) or hotmail is smtp.live.com
SMTP Username and Password - This is the username and password used to access your email.
Use SSL - This will be dictated by your email host.
Email Throttling - As some ISP's throttle the number of email that can be sent per minute (or other period of time e.g. per 10 minutes) this allows emails to be delayed between sending to work around these restrictions. Note, this also may need to be used if Reply to Email is the SMS reply method as the SMS's actually get sent as an email behind the scenes.
SMTP Port - The SMTP Port is the channel that the mail is transferred using and will be dictated by your email host. For example gmail is 465 and hotmail is 25.
SMTP Timeout - The timeout indicates the time allocated to trying to send a message before it stops trying, if, for some reason the message cannot be sent. Most email hosts also have recommendations on this timeframe. Google suggests between 1 and 5 minutes.
4

Email Reminder From Address

4. Email Reminder From Address
This is the address that the reminder email is addressed from. It does not have to be the reply to email address. It would be usual for this to be a central email address, for example, admin@yourmaildomain.com.au or reception@yourmaildomain.co.nz.
5

SMS Reminder From Details

5. SMS Reminder From Details
This is the phone number or name that the SMS Reminder is addressed from. For Bp SMS, this is the location of the dedicated number, if being used. A dedicated number is only available for Australian customers.
 
Maximum characters = 13 with no spaces e.g. 0440123561258 or FromHapHealth
6

Choose Provider

6. Choose Provider
SMS Central – available in versions 5 and 6
Bp SMS – available in version 6 only
SMS Global - only available upto version 6
These options will be only made available once the database values have been saved and will be disabled for other database versions.
7

SMS Reply Options

7. SMS Reply Options
These options only apply to SMS Global.
All reply options for SMS Central are set in their web interface.
Bp SMS only accepts replies into BpAllied, or no replies. Email and mobile replies are not available.
 
Choose the applicable reply option
1: To be able to send replies to a registered email address then the Email Reminder settings above need to be filled out
2: To be able to receive SMS replys then the Sender ID/Reply Number field above must be filled out with a valid mobile number e.g. 0480256789
  • There appears to be some phones / networks that do not receive the reply number correctly so not all clients maybe able to use this option and hence the reply number should be included in the reminder message.
3: Send replies to Bp Allied. These will appear in the Incoming Messages screen.
 
The options available for Bp SMS are either No replies accepted or Replies to Bp Allied.
8

SMS Provider Credentials

8. SMS Provider Credentials
Enter in your account details
No password is required for Bp SMS, however, the Site ID and Activation code must be entered via Options > Reminders > BP SMS in the Bp Allied application.
9

Notification Email Address

9. Notification Email Address
This is the address that the reply email is to be sent to. It would be usual for this to be a central email address, for example, admin@yourmaildomain.com.au or reception@yourmaildomain.co.nz.
10

Save Settings

10. Save Settings
Click to Save the settings
11

Send Reminders Now

11. Send Reminders Now
Click to send any scheduled Reminders now
The log of all items sent can be found saved in the following location:
C:\Windows\SysWOW64\config\systemprofile\AppData\Roaming\Best Practice Software Ltd\Bp Allied Scheduler
Or, for a Windows 32-bit machine:
C:\Windows\System32\config\systemprofile\AppData\Roaming\Best Practice Software Ltd\Bp Allied Scheduler
12

Schedule tab

12. Schedule tab
Click the Schedule tab to setup when the reminders are going to be sent.
13

Close

13. Close
Click to Close and not save any Settings