You are accessing documentation for myPractice version 4. This is not the latest version of Bp Allied.
Support for this product will be discontinued on 01 February 2020.
 
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Version 4
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Add a Document to Client Record


This form allows you to add a document to a client record and can be accessed from various locations through myPractice.
 
In the Document / Phone calls tab
OR
In Find Client dialog window
Click Add Document
 
OR
In the Appointments or Clients toolbar
Click Attach Document
 
The Document - [Client Name] window will display
Add a Document to Client Record
1

Client Name

1. Client Name
Select the client to add the document to, if not already selected
2

File Selector

2. File Selector
Click the File selector to browse for a document located on your computer, USB stick or external harddrive.
3

Scan a Document

3. Scan a Document
To directly Scan and save a document into myPractice
Click on the Scan Button.
  • myPractice will use your existing scanning software to scan the document into myPractice.  If you do not have any scanning software installed myPractice will be unable to scan the document. 
  • Once the document has been scanned the file path to the document will be displayed within "File to be Saved".
  • Scanning directly into a Fully Hosted myPractice setup is not currently available. Documents need to be scanned and saved on the local computer and added as a Document in the usual way.
 
Scanning into myPractice requires that your scanner driver be a TWAIN compatible driver. WIA drivers are not compatible.
4

File to be saved

4. File to be saved
This displays the file path for the document that will be attached to the client record.
5

File Description

5. File Description
Give the file a description to help you identify the file more easily e.g. GP Referral July 2012
6

Save & Close button

6. Save & Close button
Click Save and Close to save the document to the client record. 
 
Once saved all documents can be viewed within Client Details > Documents/Phone Calls tab as above
 
Click to open the document
Click to view information about the document
Click to delete the document
Click to print the document
7

Cancel button

7. Cancel button
Click Cancel to quit adding a document to the client record.