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
Preferences and Statistics
Payment & Billing
Use the drop down arrow to slect the clients perferred payment method.
This is used as the default payment method when an invoice and subsequent payment record is created.
Use the drop down list to select the relevant Third Party Biller for the client
If the Third party is not in the selection list then they need to be added into System > Data Maintenance > Third Party Billers
Bill to field has been updated to include a Refresh button (as below) that will reload the list of Third Party Billers displayed if they are updated in Data Maintenance.
A clients Preferred Consultation Type can be selected so that when appointments are created this Consultation Type default in.
Use these tick boxes to indicate whether a client would like a phone, email or SMS reminder.
Ticking these from within the client details mean that when an appointment is created the reminder option is automatically ticked and the appropriate icon is displayed in the Appointment Book.
These fields display who initially created the client and when as well as when the latest update was and by whom for auditing purposes. Additional auditing information can be found using the Audit Log.
