Knowledge Base


Version 7, 2019

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Recent documentation updates

Cessation of support schedule

Best practice has determined an end of life schedule for all versions of Bp Allied prior to version 7. Along with this support for a number of related Windows products have also been determined. Read more...

Recent release notes

Previous knowledge bases

Performance enhancements and the introduction of tabbed views. Download the Quick Reference Guide on the usability changes.
Prompt to save update on closure of Client Details
Version 6 knowledge base (Support ceases for this version on 1 February 2021)
Version 5 knowlegde base (Support ceases for this version on 1 November 2020)

What's New in Version 7

Major Enhancements

Online appointment bookings
  • Online bookings are available using selected vendors. This enables a practice to have clients book their appointments using the vendors website (or integration into the practice website). Both bookings and cancellations are received into a staging area within Bp Allied to be processed by the practice.
  • Read more... or view the video
Physitrack integration
  • The Physitrack web interface has been integrated into the Client Details. For an authorised Practitioner, they can now view the Physitrack details for a client from their client record.
  • Read more... or view the video
Appointment book views
  • Calendars can be grouped into custom views to enable easier management of large numbers of calendars.
  • Read more... or view the video
Waiting list enhancements
  • Additional Fields have been added to the waiting list, including:
  • Date From, Date To and Consultation Type
  • New Client flag gets set if a client has no appointments
  • Priority field is available for selection between 1 and 5
  • Current client Practitioner defaults in if there is one assigned to the Client
  • Button available to view the list of client appointments
  • Values from the waiting list default into a New Appointment, if created from the Wait List
  • For, existing customers, if these fields are not seen, then they can be added using the Column Chooser.
  • Save and cancel buttons added to manage changes
Read more... or view the video
Letter and invoice email enhancements
  • A Referrer or a Third Party with email addresses can be selected for sending invoices or letters to
  • Email templates can be created and selected to improve the ease of creating invoice and letter emails
  • Invoices emailed to a Third Party are now visible against that Third Parties information in Data Maintenance
View the video
Referral management
SMS Global
SMS Global functionality has been removed. As communicated earlier this year the SMS Global integration within Bp Allied has been removed in Version 7. BP SMS was introduced as the SMS Global replacement within Version 6 of Bp Allied and has proven to be a solid and reliable service.  Please contact the Bp Allied Sales team to get started with Bp SMS.

Other changes

Item sales report enhancement
  • Appointment information can be viewed against the invoiced items displayed in the Item Sales report, if the item is appointment related. Add these fields to your report by using the Column Chooser.
Management of printed invoices
  • Saving printed Invoice options - printed invoices can be saved to the Client file using a Print & Save option, or a practice-wide setting that saves all printed invoices can be switched on. This enables easier recreation of invoices for ATO purposes. Read more...
Minor changes
  • Task Templates – now viewed in Alphabetical Order
  • Red Flag pop-up when creating an appointment – option can be set in Options > User Administration for any user that wants red flags to pop up when making an appointment.

Bugs & known issues

The bugs fixed in the initial release of version 7 can be viewed in the Release Notes page along with the current known issues.