Customising Drop Down Lists

Some drop downs lists can be customised and have more options added to them. These are:

 

 

They can be accessed and updated via the Data Maintenance module. Updating these lists is very straightforward and is discussed next. However, deleteing an option from a list may not be. This is discussed in the next section.

 

Please note that this article has purposely not discussed some of the other more complex tables that can be added to within Bp Allied, namely, Products and Services, Referrers, Third Party Billers and Postcodes. These are discussed in length in the Bp Allied documentation and must be updated via the Data Maintenance module. Due to restrictions on data transfered to Medicare the Gender field can not be changed.

 

In the field that requires a new value, type in the required value

Press Enter on your keyboard

The message "Do you want to add the value 'new value' to the database?" will display

Click Yes to add it.

 

 

 

Open the Data Maintenance Module

Select a table (drop down list) from the list on the lefthand side.

 

 

 

In the image above the current list of Cancellation Reasons are displayed

 

To add a new reason click in the Click here to add a new row line

Type in the new reason

Press enter

The new reason will display in your list

Click Apply to save

Add any additional reasons required

Click OK to save and close

 

This is not quite as easy as you might think. If the row has just been created then you can click on the line and press delete on your keyboard. But if you try that with any of the other lines you'll probably get this message:

 

 

This means that the line you want to delete has been used somewhere in Bp Allied. If we go back to the Cancellation Reason example, and I wanted to delete the row Postponed. So when I go to delete it I get the message above. That means that there is at least one cancelled Appointment somewhere in Bp Allied with the Cancellation Reason of Postponed selected.

 

 

Either click Yes to the message above

OR

Click on the row e.g. Postponed

Click Linked Records

A list of the records using this value will be displayed.

 

 

 

Well, if you really really want to delete the row then you'll need to "unattach" it from all of the records it is linked. For our example this would mean opening all the Appointments that have been cancelled and have a Cancellation Reason on Postponed selected and choosing another reason and then saving them. This is okay for a short list. Not so good for a long list.

 

 

Rename it "Do not use" - although this would be better just added to the current name so that information is not lost. e.g. Postponed - Do not use.