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
If the Client has a Red Flag note or an Outstanding Balance then these items are flagged by the appropriate icon when their name is added to the appointment, as above. Hovering over the icon will display the actual Red Flag note or the actual Outstanding amount.
Click this button to add a New Client into the database.
This adds some inital information, for example Name, Contact Number, Email Address and any reminders that are required into the database. Additional information can be added via the Client Details record once it is created.
If a Client has a referral nominated in the CurrentReferral then that referral will be attached to each new appointment created AFTER the referral has been created.
The referral details are displayed in the Referral field followed by the Referrers Provider Number, number of Appointments this Year (18) and Appointments Remaining (1) on that referral also being displayed. If there is no referral selected for the appointment the Remaining field is set to N/A.
Otherwise, Select the appropriate Referral from the dropdown list.
To add a new referral
Click the + at the right of the Referral field and follow these instructions to Add a New Referral.
Set a referral as Current
A referral can be set as the current referral by selecting it in the Referral dropdown and then right clicking on the selection and clicking Set as Current Referral.
The following message will display after the referral has been updated:
Tick the type of Reminder the client wishes to receive.
Reminders are used to send out a message to the client to remind them of their appointment.
If the client has this information set in their Client Details then it will automatically display in the appointment when the client's name is selected from the drop down menu.
Once the reminder is sent a tick will be shown in the Sent box.
Cancelling an appointment cancels any pending reminders for the appointment.
The appointment will display in the Appointment Book in red (by default)
A cancelled appointment can be Invoiced as long as this is done prior to cancellation. When cancelling after Invoicing click No to the dialog box asking to delete the appointment.
If the Client has a Red Flag note or an Outstanding Balance then these items are flagged by the appropriate icon when their name is added to the appointment, as above. Hovering over the icon will display the actual Red Flag note or the actual Outstanding amount.
