You are accessing documentation for Bp Allied version 5. This is not the latest version of Bp Allied.
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Version 5
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Setting up Email and SMS Scheduler Settings


This tab in the scheduler is used record the settings required to enable both email and SMS messages to be sent and received by Bp Allied and the Bp Allied Scheduler. The information is the same as that recorded within the Bp Allied Options > Reminders settings.
These settings need to be set up in conjunction with the settings saved in the Schedule tab.
Setting up Email and SMS Scheduler Settings
1

Copy settings from Bp Allied button

1. Copy settings from Bp Allied button
If Email and SMS reminder information is already set-up in Bp Allied then click this button to copy the settings over. Only the blank fields need to be filled unless a setting is incorrect in which case it should be corrected.
2

Bp Allied Database Settings

2. Bp Allied Database Settings
This information should be copied across regardless of any settings already setup as this information is required for Bp Allied to save information into the database. Please call Bp Allied if you need help with this as it is information that we can easily help with.
SQL Server - the name of the SQL Server instance (not of the server that SQL is installed on)
Database Name - the name of the Database within the SQL Server instance. It is usually Bp Allied or a version of your practice name if your database is hosted.
3

Email Reminder settings

3. Email Reminder settings
SMTP Server - This is the server used to send your email. It is usually prefixed by "mail" or "smtp". This information will be available on your email hosts website. Search for details on the "Outgoing" or SMTP mail server.
For example the gmail server is smtp.gmail.com (as shown above) or hotmail is smtp.live.com
SMTP Username and Password - This is the username and password used to access your email.
Use SSL - This will be dictated by your email host.
Email Throttling - As some ISP's throttle the number of email that can be sent per minute (or other period of time e.g. per 10 minutes) this allows emails to be delayed between sending to work around these restrictions. Note, this also may need to be used if Reply to Email is the SMS reply method as the SMS's actually get sent as an email behind the scenes.
SMTP Port - The SMTP Port is the channel that the mail is transferred using and will be dictated by your email host. For example gmail is 465 and hotmail is 25.
SMTP Timeout - The timeout indicates the time allocated to trying to send a message before it stops trying, if, for some reason the message cannot be sent. Most email hosts also have recommendations on this timeframe. Google suggests between 1 and 5 minutes.
4

Email Reminder From Address

4. Email Reminder From Address
This is the address that the reminder email is addressed from. It does not have to be the reply to email address. It would be usual for this to be a central email address, for example, admin@yourmaildomain.com.au or reception@yourmaildomain.co.nz.
5

SMS Reminder From Details

5. SMS Reminder From Details
This is the phone number or name that the SMS Reminder is addressed from.
Maximum characters = 13 with no spaces e.g. 0440123561258 or FromHapHealth
6

Choose Provider

6. Choose Provider
Select the Provider that you are using
7

SMS Reply Options

7. SMS Reply Options
These options only apply to SMS Global. All reply options for SMS Central are set in their web interface.
 
Choose the applicable reply option
1: To be able to send replies to a registered email address then the Email Reminder settings above need to be filled out
2: To be able to receive SMS replys then the Sender ID/Reply Number field above must be filled out with a valid mobile number e.g. 0480256789
  • There appears to be some phones / networks that do not receive the reply number correctly so not all clients maybe able to use this option and hence the reply number should be included in the reminder message.
3: Send replies to Bp Allied. These will appear in the Incoming Messages screen.
8

SMS Provider Credentials

8. SMS Provider Credentials
SMS Global or SMS Central account details
9

Notification Email Address

9. Notification Email Address
This is the address that the reply email is to be sent to. It would be usual for this to be a central email address, for example, admin@yourmaildomain.com.au or reception@yourmaildomain.co.nz.
10

Update Schedules

10. Update Schedules
Click to update any changes made to the schedule tasks above. This enters them into the Windows Task Scheduler for you.
 
Both the Settings and Schedule tabs need to be filled in before clicking this to update the Task Scheduler.
11

Save & Close

11. Save & Close
Click to Save the settings and Close the scheduler
12

Send Reminders Now

12. Send Reminders Now
Click to send any scheduled Reminders now
13

Cancel

13. Cancel
Click Cancel to Close and not save an Settings
14

Schedule tab

14. Schedule tab
Click the Schedule tab to setup when the reminders are going to be sent.