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
Clients toolbar
These are actions that can be carried out on a open Client record.
Client Selector
Select the Client Record you wish to view using the drop down arrow
Or
Highlight and delete the name in the field (if there is one)
Start typing in the name of the client
The drop down list will display with the matching client names
If enabled, click Delete to Delete a Client Record from the database. Please note that this action marks the client as deleted in the database but does not actually remove them. This is to enable the Audit Log to stay intact and have a full record of all actions as they relate to a client.
However, if a Client has any of the following items, they will be permanently deleted and they cannot be reversed:
Appointments – past and future
Consultation information
Client History
Reminders
Referrals
Tasks
Waiting List entries
Documents and contacts
If a client has any Invoices, the client can’t be deleted. This includes invoices that may have been deleted or voided.
If you do not wish to view a client, you can choose to mark them "Inactive" from the main screen of the Client Details area, which will hide them from the Client Lists and Client Search unless the Include inactive Clients in Client List checkbox is turned on in Options > Client Details.
If the Delete button is grey, the logged in user does not have permission to delete the client record.
Select the Client Record you wish to view using the drop down arrow
