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

Minimising Client Duplication

There are a couple of ways to help minimise the duplication of client details however it is mostly down to the people entering in the client information to be diligent about the information they are entering. If the following process is used when adding a new client then duplications will be kept to a minimum. This is the type of process used by hospitals and labs who must ensure that they know exactly who their patient/client is.

Always search for the client before Creating a New Client

Always search for the client in the "Select a Client" drop down when creating a New Appointment before Clicking New Client

Use the Find Client Search

Ask if the client has been before. Remember that Clients can be made Inactive and be set-up to not show in the Client Search. Also, check that the Client has not changed with name since they were here last, e.g. married, divorced.

Double check the spelling of the clients name

In the New Client dialog box next to where a client's name is entered there is another box called Possible Matches. It is triggered when the Client's Last Name is entered. Check that there is no one with similar spelling in this box.

Another useful tip is to have a standard way of entering names that are not typical e.g. Joe Bloggs. Examples of these non-typical names might be:

a double barrel surname name e.g. van Beek or van der Putten
more than one first name
or, if as in some Asian cultures, the family name maybe written or spoken before the given name.