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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Creating a Template from an Existing Document


It is possible to import an already existing document into Bp Allied for use within the program.
 
Click Open
 
Browse for your document and click Open
 
Once your document has opened within Bp Allied use the Database fields to the left of Bp Allied to insert fields from Bp Allied into your already existing document.
If the document was previously used in a Word processing package as a Mail merge template the fields already inserted in the template will not work. These need to be removed and replaced with Bp Allied merge fields.
 
 
Place your cursor where you would like the field to appear, select your field and double click to insert the field into the document.
 
Once you are happy with the template you have created click on Save as Template
 
 
Then give your template a name and click OK.
 
 
Your template will now appear in the list of available templates within Bp Allied for future use.