System

There are several additional functions on this toolbar for a syncing computer. The details about these are noted below in the Syncing Computer Functions section.
System
1

Options

1. Options
Click to open Bp Allied Options.
2

Skin

2. Skin
Select the "Skin" you would like to use with Bp Allied.  This will change the colours and animations within the program depending on the skin selected.
  • If you on a Terminal Services client then No skin is the best option as Bp Allied performs better. However, on some older versions of Bp Allied the Options tabs display sideways if the No Skin option is selected.
3

Data Maintenance

3. Data Maintenance
Click to open Data Maintenance.  Data Maintenance allows you to add values to drop down fields and edit other areas of the program.
4

Merge Client Records

4. Merge Client Records
Click to Merge 2 duplicate client records into the one record.   You can choose which one to retain and which one to delete.  Click here for more information on Merging Client Records.
5

Manage Permissions

5. Manage Permissions
Click here to open up the Permissions managment section to review the available roles and their allowed functions.
6

Audit Log

6. Audit Log
This function has moved from the Client Details. The Audit Log can be used to look at specific changes in that have occured against a client record or an invoice and who has made these changes.
7

Syncing Computer Functions

There are several additional functions on this toolbar for a syncing computer. The details about these are noted below:
 

Sync Network Docs

Found in the System tab, Sync Network Docs is used to transfer documents saved against a Client record on your computer to the server.  There is a setting in System > Options > Documents used to set this to run daily, by default at about 2pm. 
 
There are two parts to a document when it's added to or created in mypractice:
 
  •  There is the line in the database that you can see in Client Details > Documents/Phone Calls tab. This is stored in the database and is transferred via the Sync All function, and
  •  There is the actual document e.g the PDF or Letter Editor Document etc. This is transferred via the Sync Network Docs function to the server.
 
Each day at the time specified any files that you save in Bp Allied are set to be transferred to your server (or computer acting as your server) so they are available for everyone. It will not however, synchronise Invoice or Letter Templates
 
When a document is added to Bp Allied, something called a CRC value is created. Cyclic redundancy check (CRC) is a way of checking that all the data in a file is transferred from one place to another. Using a specific algorithm, a value is created based on things like the file's size and contents before and after the transfer. These values should match. If they don’t then, there has been a problem in the save process. This information is written to the Document Log that is saved in the same location as the File Sync Log. Double-clicking on the Last Sync Time on the status bar will open this location so that the log file can be viewed.
 
If the CRC Check fails, the user receives a popup message titled "File copy failed" which includes the text "Copy of file to local storage failed.  CRC File Integrity Check Failed. Copied File is corrupt - please remove the file and try again."
 
Why do problems arise?
 
  • If you are not connected at 2pm then syncing will not occur.
  • If you want a document that was added yesterday after 2pm on a different computer then it will not be available until after 2 pm today unless there is manual intervention. To do this, press Sync Network Docs on the computer where the documens were created / added. Once the documents are on the server they are available for downloading by all computers.
 
Document Synchronisation enhancement
In version 4 there is a process that watches the Local Documents folder for new and changed documents.  When a new or changed document is detected, it automatically copies it to the Network Document folder (only if both computers are online of course).  This new process only applies to systems that sync.  Direct connection installations should have both the Local and Network document folder set to the same (Network) location - therefore this process isn't required. The copy process runs in the background and does not impact the user interface.
 
 
If either computer has been offline for a period of time then the Sync Network Docs manual option should still be used to ensure that both computers are up to date.
 

Recreate Appointment List

Click to Recreate your appointment list if you are having problems viewing appointments created on another computer.  Ensure that you perform a full Synchronise before recreating the appointment list. 
Recreating the Appointment List will delete all appointments stored locally on your computer and then download a fresh copy of appointments from the server.  If you have created appointments that have not been saved to the server these will be deleted during this action.
 

Sync All

Clicking this button will synchronise the entire Bp Allied database including Appointments, Client Notes, Invoices, Reminders and the Maintenance Area of Bp Allied.  Please note that synchronising will not synchronise your Letter Templates or your Attached Client Documents.  See Sync Network Docs.
8

Exit

8. Exit
Click this button to exit the Bp Allied program.