You are accessing documentation for myPractice version 4.
Support for this version of myPractice has ended. This documentation is available for reference only.
 
Please contact our support team on 1300 401 111 about upgrading to the latest version of BpAllied.
View the latest (V7) documentation here.
Version 4
×
Menu

Client Details


Changing the settings within MPSettings.exe could seriously affect how myPractice functions. Please DO NOT change any settings without the guidance of the myPractice Support team. Please call, email or log onto remote support if you are experiencing technical difficulties with myPractice.
 
Client Details
 
 

Setting

Is editable in Options*
 

Definition

Client Name in Lastname, Firstname Order
Defines how the Client's name is displayed in the Clients drop down list, the Bill to drop down list and the Recently Viewed List.
Client Notes DateTime insertion Template
Defines how a timestamp is displayed when inserted into a Consultation Text box from the right click menu.
Client Search Method
No
This is the default column to search on in the Find Client search.
All
Name
Phone
Client ID
Referral Number
This can be set by the user in the Search form.
Client Search Results in 2 rows
No
This saves the setting "Wrap results across 2 lines" in the Find Client Search.
Include Inactive Clients in Client List
This determines whether clients that have been set to inactive are included in the Clients drop down list.
Show Client Details on Start Up
Determins if the Client Details form should be automatically opened on starting myPractice. This will increase the time it takes to open myPractice. By default this is unticked.
Show Client Images in Appointment Book
If ticked, and where there is a picture available the Clients photo will be displayed in Client Details and when the appointment is hovered over.
* Some settings that are stored in MPSettings are editable from System > Options in the myPractice User Interface.