You are accessing documentation for Bp Allied version 5. This is not the latest version of Bp Allied.
Support for this product will cease on 1 November 2020
 
 
Due to changes in security requirements for the Medicare implementation using Medicare Online Claiming in Version 5 is longer available. Please contact our support team about upgrading to the latest version of BpAllied to enable this implementation.
Version 5
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Tasks Master Report

The Tasks Master Report can be used to manage outstanding Tasks. It is available off the Reports Menu.
Tasks Master Report
1

Date Range

1. Date Range
This is based on Due Date.
Select the required Date Range.
2

Go

2. Go
Click Go to display the Tasks for the selected date range
3

Results List

3. Results List
Resulting list of tasks. This list will include completed tasks.
4

Filter the results

4. Filter the results
Use the filter options to remove the completed or other tasks as required.
5

Group the results

5. Group the results
Group the results as required, for example, by Practitioner.
6

Add a new row

6. Add a new row
Tasks can be added from here if required. See details on creating a new Task from within the Client Details Tasks Tab.
7

Save Changes

7. Save Changes
Click to save any changes to Tasks, for example, any tasks ticked as complete or tasks added.
8

Preview

8. Preview
Preview the report prior to printing.
9

Print

9. Print
Print the report.
10

Export to Excel

10. Export to Excel
Export the report to excel.
11

Close

11. Close
Close the Tasks Master Report.
Version 5.16 Published 5 December 2019  Bp Allied Support is available Monday to Friday, 9am to 5pm AEST
Email: alliedsupport@bpsoftware.net  Click Remote Support from within myPractice for assistance  
Phone:  For support in Australia, call 1300 401 111 and select option 3 for myPractice. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand/outside of Australia, call 0800 401 111 and select option 3 for myPractice.  Next, select option 1 for Support or Option 3 for Training