myPractice has been rebranded Bp Allied, a product of Best Practice Software.
Support is available Monday to Friday, 9am to 5pm AEST Version 4.18 Published 5 December 2019
Email: alliedsupport@bpsoftware.net Click RemoteSupport from within myPractice for assistance Phone: 1300 40 1111 (in Australia) or 0800 40 1111 (in New Zealand)
Documents
Change the default options for creating, saving and syncing documents.
Local Save Location
Set the default location of where all client documents attached to the client record are saved to locally on your computer (only used for computers that sync. If it is a direct connection computer, then this should be set to the same location as the Network Location.)
Set the default location of where all client documents attached to the client record are saved to the server. Please note it is important to ensure that all client computers are set to the same location. All users need read and write access to this shared folder.
When ticked documents are Uploaded Only during a file synch. If unticked all documents on the server will download to your computer during a file synch.
This may take some time to download all documents and could use alot of data usage over your internet connection.
Set the Default document save type for saving documents created in the Letter Editior. You can choose between DOCX (Office 2007 onwards), DOC (Office pre 2007), PDF and RTF.
Set the Preferred Excel save type. Used primarily when exporting reports to excel. Choose between .XLS (office pre 2007) and .XLSX (Office 2007 onwards)
Check this box to synch all Network Documents at a specified time. You can adjust your desired synch time, by default this is set to 2pm.
Document Synchronisation enhancement - There is now a process that watches the Local Documents folder for new and changed documents. When a new or changed document is detected, it automatically copies it to the Network Document folder (only if both computers are online of course). This new process only applies to systems that sync. Direct connection network installations should have both the Local and Network document folder set to the same (Network) location - therefore this process isn't required. The copy process runs in the background and does not impact the user interface.
If either computer has been offline for a period of time then the Sync Network Docs option should still be used to ensure that both computers are up to date.
