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
 
 
 
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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 - Create a Meeting

With the Appointment Book open
Right click and select New Appointment  OR double click on the calendar, in the relevant spot
 
The Edit Appointment form will display. For full details on all of the fields in the Edit Appointment screen click here.
 
By default a Client Appointment will be created
 
Select Meeting as the Appointment type
The Edit Appointment screen will change to show as below. The Consultation Type and Referral fields are disabled.
 
Choose a Meeting Type from the list
 
Date and time: This will default in if the Appointment date has already been selected in the calendar.
Choose the Start Time by clicking on the up and down arrows OR type the time into the field
Follow the same steps above to update the End Time if required
 
Reminder: Tick the Reminder box to get a popup reminder prior to the appointment
 
 
This enables the Reminder time drop down box
 
Select the time prior to the appointment for the reminder to display
A reminder similar to that below will display at the selected time.
 
Practitioner: The Practitioner will default in from the calendar selected
 
Location: This will default in from the Practitioners calendar.
 
Notes: Add any notes relating to the appointment in here.
 
Check All Day if the appointment is scheduled for the whole day.
Click here to change how an All Day appointment is displayed.
 
To find out how to make a meeting recurring click here
 
Click OK to save and close