Add a New Client
Use the New Client form to add a new client into your Bp Allied database.

![]() Enter Address information
![]() Additional addresses can be added in the Client Details
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![]() Select the Practitioner who will see the client.
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![]() Add a Referral to the Clients details.
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![]() Select the Phone Type
Enter the phone number for the client.
Enter an Email Address for the client.
Additional email addresses can be added in the Client Details
Additional phone numbers can be added in the Client Details
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![]() Preferred Payment type can be set so that when a payment is taken this option is automatically selected
Bill to sets the Third Party to be selected when Invoicing
Add DVA and medicare information if required
Please note that if Medicare Online Claiming is to be used for either Medicare or DVA billing then these values will need to be verified within the Client Details form.
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![]() The customisation of the Add a New Client is discussed specifically by following this link. Included in this is a list of fields available for inclusion.
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