Get started with Bp Allied

Initial Setup during Installation
When Bp Allied is initially installed there is some information that is collected and options choosen. These are:
  • Your name and password. This is stored in Options > User Administration and can be changed.
  • Practice type - this affects the default client details layout installed. The Practice Type is selected at installation. The Client Details Layout can be customised further to suit your needs. Please contact the support team if this needs to be changed.
  • Practice Information - this includes Practice Name and address. This information can be changed in Options > Practice Information.
  • Error Reporting - this allows us to help you with any issues you may have. This information can be changed in Options > Error Reporting/Updates.
 
There is enough default information in Bp Allied at this point to allow you to "play" with it and carry out the following basic tasks. However, to be able to move on and carry out tasks such as invoicing some additional setup is required. The Initial Setup section covers how to get started with customising Bp Allied to you own requirements, for example adding products and services to enable the creation of an invoice. Most of the information included in the drop down lists can be customised to your needs.
 
Getting the 'feel' of Bp Allied
Tasks that can be carried out after the initial setup tasks have been carried out
 
Setting up Bp Allied - The Next Step
This first section covers those things that must be initally setup within Bp Allied. The section below covers other options that can be setup at a later date.
 
Additonal Tasks
After the Initial setup tasks have been carried out there are some additional tasks that can be
 
Setting up Advanced Features
Once, you have purchased Bp Allied there are some other setup tasks that you may wish to carry out. Many of these use Options to customise Bp Allied.
 
Setting Up Advanced Payment options:
 
Using Options to customise Bp Allied
Creating Reminder Templates