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What's new in Version 7 Service Pack 2 Revision 2 (September 2022) 

Release notes are available here.

• Google Calendar Syncing has been updated due to changes with Google OAuth 2.0 authentication.
• End of support for Syncing in Bp Allied.
• Xero integration updates.
• Gmail two-step authentication updates.
• Medicare DVA Claiming has been updated to include the option of applying GST.

What's new in Version 7 Service Pack 2 (February 2022)

Release notes are available here.

• Support for Medicare Web Services.
• Documents tab added to Third-Party Billers.
• New permission to allows multiple current referrals.

What's new in Version 7 Service Pack 1 Revision 1

Defects and known issues

This revision includes resolutions for 35 defects including 5 known issues. The details of all of the defects included in this update can be viewed here.

Key points:

• Splitting invoices between a client and a third party can only be done on invoices with one item.
• In User Administration > Provider Numbers the Active field as been renamed MOC Active to more accurately reflect it's use in managing Medicare Online Claiming Provider numbers only.
• The messaging for adding and deleting Medicare Online Claiming Providers which are invalid or entered incorrectly has been enhanced.
• Client computers that sync will now be able to view the Audit Log on their server as long as they are online. To be able to see all data, requires that all other syncing computers have updated the server computer by running a Sync All.
• There is an upgrade to the embedded browser for Xero, MYOB and Physitrack to enable us to be independent of the browser changes in Windows.

What's new in Version 7 Service Pack 1

Xero

• Xero connections now need to be created in a new way due to a change in the way Xero authenticates the API connection.
• Updated Payments to allow multiple payments to be added to an invoice. This removed the need to use the overpayments function.
• The updated functions are explained in the following videos: Create a Xero connection, Export clients to Xero, Set up bank account and export items as well as a couple of troubleshooting videos that can be found here.
• Current users will need to re-connect to Xero using the new method of Xero Connection before they can continue to export.

Please review the changed on how refunds and overpayments need to be managed.

Zoom

Zoom integration has been added allowing you to create and manage meetings from within an appointment.

See our short video series on Setting up a Zoom connection, Create a telehealth appointment and send an SMS, Manage telehealth appointments and Start a Zoom appointment.

Referrals

• Update to the referral functionality to allow the calculation of the expiry date based on the referral date.
• Update to the layout of the referral card to enable it to be more easily read.
• Changes are explained in this video here or read the quick reference guide.

Permissions change

• Update to permission 5001 - Permitted to change client practitioner. This permission now only allows a user to change a Practitioner from the Not Permitted to Permitted list and assign them as Primary Practitioner. It no longer enables the ability to change a user's permissions to anything other than their default role permissions as all of the grid has been disabled except for the primary practitioner column. Please read the Quick Reference Guide on this change here.
• Added permission 5013 to manage who can access the Customise button on the Client Details toolbar. All users are set to be able to do this by default and System Administrators will need to change the Role permissions to restrict current users if this is required.

Show available

• Show available has been reinstated. This is now available to be turned on in the Appointment Book options.
• A quick reference guide of the changes is available here.

Practitioner Availability

There has been an update to Practitioner Availability to ensure that it displays the availability for all Practitioners that each user has access to view. This means that the Appointment Book will need to be closed and re-opened to enable the display of any changes made to Practitioner Availability.

Behind the scenes

Due to the Xero and Zoom integrations there is an upgrade of .Net 4.6 to .Net 4.6.1 components. This or a later version of the .Net framework is supported by all versions of Windows from Windows 7 SP1 upwards.

Bugs and known issues

Details of all the bugs fixed in this release are detailed in the Release Notes, including resolutions to several known issues:

• Copying an appointment may not copy across reminder indicators into the copied appointment.
• Provider auth group information dropping from the grid when changing or adding information to a User.
• Saving a letter to the client record not working when using secure messaging. The letter was saving to the desktop instead of the client record.

What's New in Version 7

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, 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

• Ability to specify a referral as indefinite.
• Expiry pop-up for duration referrals, as well as visibility of the expiry date and first appointment date.

View the video on the referral updates including allowing and managing multiple current referrals and the Client Management Report functionality.

SMS Global

As communicated earlier this year, the SMS Global integration within Bp Allied has been removed in Version 7. 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

Printed invoices can be saved to the Client file using a Print and 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 about setting up Invoice options.

Minor changes

• Task Templates are now viewed in alphabetical order.
• Red Flag pops up when creating an appointment. This option can be set in Options > User Administration for any user that wants red flags to pop up when making an appointment.

Bugs and known issues

The bugs fixed in the initial release of version 7 can be viewed in the Previous Version Release Notes page.