You are accessing documentation for Bp Allied version 6. This is not the latest version of Bp Allied.

Support for this product will cease on 1 February 2021

Version 6 Published 18 May 2020 Bp Allied Support is available Monday to Friday, 9am to 5pm AEST

Email: alliedsupport@bpsoftware.net Click Remote Support from within Bp Allied for assistance

Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training

QG - Add a New Client without a Referral

In the Appointment Book or in the Edit Appointment form click on New Client

The New Client form will display

Name: Enter a First Name and Last Name for a client.

This is the ONLY information required to be entered into this screen.

Duplicate Names: Once you begin typing a Last name into this form you may be displayed a list of possible matches, review this list to ensure you do not add the same client into the database twice. You can double click the client displayed in this Possible Matches area to go to their record and cancel entering a new client.

Demographic Information: Add additional demographic information as required, e.g. Date of Birth, preferred name, gender

Address information: enter if required.

If an address is entered then the Suburb MUST be entered. The selection of a Suburb adds a Postcode onto the address.
Additional addresses can be added in the Client Details

Practitioner: Select the Practitioner who will see the client.

Multiple practitioners can be selected to access a client's record after the initial Client's information has been saved.

Referral: To add a Referral to the Clients details click here

Phone Numbers: Select the Phone Type

Enter the phone number for the client.

Only one phone number can be entered here. Additional numbers can be entered via the Client Details screen here.

A Mobile Number is required to be entered if SMS Reminder is selected.

Email Address: Enter an Email Address for the client.

An Email Address is required to be entered if Email Reminder is selected. Additional numbers can be entered via the Client Details screen here.

Reminders: Select any appointment reminders the client wishes to receive.

Click OK to save and add the Client to the database.