Release Notes for older versions

These release notes are for versions of Bp Allied older than Version 7 SP3 Revision 1.

Known issues are also available.

Version 7 Service Pack 3 (v.7.3.45051.0

Full Release Notes

Release Date: 1 June 2023

Enhancements

Function

Release Notes

Key

Bp Allied Installer

The Bp Allied installer has been updated to remove the automatic sign up to Educate newsletters.

40394

Client Details

A Green Flag has been introduced to the Client Details to indicate a patient's COVID vaccination status. The Green Flag will appear on appointments in the Appointment Book.

66639

Third Party Billers

The ability to make a Third Party Biller inactive has been added to Bp Allied.

67106

Syncing

Microsoft have ended support for the .Net syncing framework previously used in Bp Allied’s synchronisation function. The ability to sync within Bp Allied has been removed.

69431

Add Client Access Records

When using Add Client Access Records, only Active Users will be included in the list.

71032

Bug fixes

Function

Release Notes

Key

Automated Email

When an automated email is sent the sender has been updated from 'MP Auto Reminder' to Bp Allied.

19666

Bp Allied Scheduler

Previously when using a standalone server for Bp Allied, the Bp Allied Scheduler application would not run. This issue has been resolved.

19688

Client Details

An issue has been resolved for practices using Practice Type 11 (Oral Surgeon) where an error would occur in Bp Allied when accessing Client Details.

41418

Permissions

Previously Permission 4010 would not apply restrictions correctly based on the permission assigned to the user. Updates have been made to resolve this issue.

62276

User Roles

Changes have been made to resolve an issue for users with a System Administrator role that were unable to view all Client Details in previous versions of Bp Allied.

68712

Medicare Claim Report

When selecting Reset to Default in the Medicare Claim report no changes were made to the report. This functionality has been restored.

69351

Bp Allied Installer

An issue has been resolved with the Bp Allied Installer, where the application would fail when checking for the Database Version.

70255

Body Chart

When switching between clients with an open Body Chart record, Bp Allied would show the same Body Chart results for different patients. This issue has been resolved.

70659

Google Calendar

Changes have been made to resolve an issue with Google Calendar sync continuing to display an update window that obstructed the screen for the user once completed.

70764

Zoom

An issue has been resolved for users testing Zoom Credentials receiving an Invalid Credentials error with valid credentials.

70819

Permissions

When resetting permissions for users with the prior role of Practitioner All Clients, the user was added to the Not Permitted list and was unable to access any client records. This issue has been resolved.

70907

Client Record

Changes have been made to resolve a delay when switching from tabs other than the Body Chart record between clients from the Client Record.

71667

Client Record

Updates have been made to the Body Chart tab to highlight the date of the image in focus and to arrange the image list from most recent to oldest.

72114

Client Record Merge

Previously when merging duplicate client records that both contained information in the Client History, only the data recorded in the client record to be kept was retained. This issue has been resolved.

72539

Bp Allied Installer

Changes have been made to the Bp Allied Installer to check that the Assigned Practitioner field was correctly added to the database in the previous Bp Allied update and to allow the use of either .NET Version 4.7 or 4.8 framework.

72687

Version 7 Service Pack 2 Revision 2 (v7.2.44830.0

Full Release Notes

Release Date: 27 September 2022

Enhancements

Function

Release Notes

Key

Practitioner Availability

The list of practitioners in the Practitioner Availability screen from Appointments has been alphabetised for easier navigation.

67167

Audit Log

When two users access the same Client Record and save changes, Bp Allied will show a warning to the second user that the Client Record has been locked by the first user. The second user will be prompted to transfer the Client Record lock to their login and the first user may not be able to save subsequent changes. Both options to cancel or proceed from this warning are now recorded in the Audit Log.

21991

Bug fixes

Function

Release Notes

Key

Referral Report

When running the Referral Report and searching by Referral Date, referrals with Expiry Dates would not display the Expiry or First Appointment Date details. The Referral Indefinite column was also displaying incorrectly. These issues have been resolved.

24519

Referral Report

When running the Referral report and searching by First Appointment Date, the Referral Indefinite column and the Referral Expiry Date would not display correctly, This issue has been resolved.

24519

Referral Report

When running the Referral report and searching by Referral Expiry Date, the Details/Notes field did not correctly display details. This issue has been resolved.

24519

MBS (Scheduled Fees)

When using Update Products and Services from the MBS (Scheduled Fees) screen, Bp Allied would produce the error Bp Allied has encountered an error and must shutdown if the schedule included an MBS item code with no set benefit amount. This error has been resolved and users can update MBS items without issue.

28220

Audit Log

Changes to the Practice Name or Bank Details by a user were not recorded in the Audit Log. This has been resolved and all changes are recorded in the log.

64634

Appointment Book

When selecting Print Preview from the Appointment Book on the Work Week View, Bp Allied would return with the error Bp Allied has encountered an error and must shutdown. This error has been resolved and the Print Preview button will not cause Bp Allied to shut down.

68353

Client Details

Switching between Clients after a change had been saved to the Client Details caused a significant delay in response time. To counteract this delay, the Show Previous Consult field is unchecked by default. This can be turned on from Options > Client Details > Show Previous Consult.

60464

User Permissions

Users with the System Administrator role did not have access to view all Client information. This issue has been resolved and System Administrator users now have full access to all required records.

68712

Outlook Calender Export

When running the Outlook Calender Export, Bp Allied would not export all appointments in the selected period. This error has been resolved.

64740

Statements

The Statement template in Bp Allied was not correctly populating all required information including debit details. This issue has been resolved.

59758

Version 7 Service Pack 2 Revision 1 (7.2.44634.0)

Full Release Notes

Release Date: 15 March 2022

Defects fixed

Function

Release Notes

Key

Medicare Claim History

The Medicare Claim History report has been updated to display the payment run information that was omitted in V7 SP2. Users will need to click Check status to have the values appear in the appropriate claims.

68306

Medicare Claiming

The Medicare Pendable claims process has been updated. Assessment Notes returning in multiple locations are now displayed to the user without error.

68169

Version 7 Service Pack 2 (7.2.44620.1)

Full Release Notes

Release Date: 08 March 2022

Defects fixed

Function

Release Notes

Key

Medicare Claiming

Medicare Online Error Message fixes. Some messages were not being displayed correctly.

--

Medicare Claiming

If a Medicare Online provider number has been created in Options > User Administration > Provider Numbers, this row can no longer be amended after the user has clicked Apply or OK.

Options > User Administration > Provider Numbers has a new filter Show Inactive Medicare Provider Numbers, off by default. Ticking this filter will include provider numbers that have been deactivated in the list.

28105

Medicare claiming

Some users have reported an error 'Provider Number is not linked with the current auth_group' when submitting Bulk Bill claims. The claim is considered Complete in Bp Allied and cannot be submitted.

Now, if no claim number can be created, an appropriate alert is displayed for the user that the claim has failed.

23794

Reports

Some users experienced errors when exporting reports to Microsoft Excel. This has been fixed.

Users are no longer prompted to select Invoices, Payments, or both when exporting the Transaction report. The data exported is based on the selected radio button .

29840

User Administration

You can now add a provider ID to multiple locations in User Administration > Provider IDs. This will allow practitioner to make Zoom appointments, considered a different 'location'.

Bp Allied checks first that the Provider ID and Location pairing does not already exist, and that the provider record for the Provider ID is enabled.

43934

Referrals

The Referrals details screen has been reformatted so that users can view the entire card at lower monitor resolutions.

Users may also use the Hand icon in the toolbar immediately above to manually pan and view the entire screen.

50230

User Administration

Changes to document permissions made in Permissions Management are now preserved after being saved, as if changes were made through Client Details Access.

56414

Email

For some hosted users, email was not being sent from Bp Allied, regardless of the third-party email client (such as Gmail or Microsoft Outlook). This has been fixed.

Best Practice Software advise our clients that if sending emails from port 587, you do not need to select the option to use SSL. Port 587 automatically uses TLS.

56887

User suggestions

The suggestions link has been removed from the header menu of Bp Allied.

64669

Google calendar authentication

Some users had reported a 'Couldn't sign you in' error message when attempting to connect to Google Calendar using the embedded Bp Allied browser.

Bp Allied now opens the system default browser so users can continue and authorise the Bp Allied Google Calendar Link.

54889

Most Recently Used lists

Most Recently Used lists have been moved to the Windows user registry to avoid user configuration file corruption.

27094

Appointments Print Preview

When viewing the Print Preview function from the Appointments tab, the default style and custom collection of practitioners now save as expected and will be preserved when the Print Preview is opened again.

27309

Calendar

When offline, some users reported a slow response when saving appointment changes in the calendar.

When the Server is offline, the Incoming Messages folder no longer refreshes, removing this delay.

28407

Add invoice item

When displaying names by 'Lastname, Firstname' in the Add Invoice Item screen, the Client name selection list is now ordered by Lastname alphabetically.

43902

Tasks

Task notes were not saving when entered in the Task tab from Client Details screen. This has been fixed.

53383

Refunds

When processing a refund, the Refund Location was defaulting to the first Location record in the database, not the current location. This caused reconciliation problems for multi-location practices. The issue has been fixed.

58728

Zoom interface

A practice was unable to use the Zoom interface due to an authentication error. This has been fixed.

60606

Claim History Report

Clicking on Check status all in the Medicare claim history report now correctly updates all claim statuses.

61910

Provider Numbers

A clinic reported that adding a new provider number to an existing user caused a fatal error. This has been fixed.

65209

Version 7 Service Pack 1 Revision 1 (v7.1.44186.0)

Release Date: 22 December 2020

Defects fixed

Module

Item Fixed

Issue #

Appointment Book

Right clicking on a task with multiple users selected causes a crash

50772

Client Details

Opening a task in Client Details with multiple users selected causes a crash

50772

Version 7, Service Pack 1, Revision 1 (v7.1.44182.0)

Release Date: 18 December 2020

Defects fixed

Module

Item Fixed

Issue #

Appointment Book

Unable to print a week of past appointments via Print set-up from Day View.

21509

Appointment Book

Daily appointment list report displaying duplicate meetings.

19817

Appointment Book

Deleting an Appointment Book view name in data maintenance deletes all associated practitioners without a warning.

19160

Appointment Book

Ability to set appointment end time before the start time when dragging and dropping an appointment.

28999

Appointment Book

Update recurring meeting to ensure that notes display on all recurrences.

25825

Appointment Book

Times for appointments and meetings not displaying if the time does not line up with the calendar time line.

22016

Appointment Book

Icons not displaying on appointments when in Full Week view.

22326

Audit Log

Deleting a third party caused an error when trying to save. Unable to delete from Audit Log.

27023

Audit Log

Updated Audit Log for syncing computers to look at server computer for all information. Updated notifications for the user when in online and offline mode.

18150

Audit Log

Unable to delete records in Data Maintenance with no linked records due to link in Audit Log.

18877

Clients

Cancel button on New Client screen does not close the modal.

19791

Clients

Update to Client Import template download location and template name.

38337

Invoices

Adding a new address to a third party creates a second address record. The old address will still display on an invoice.

19789

Invoices

Third party invoices displaying HealthPoint Claims fields when there is no claim applied for.

19156

Invoices

Invoice template provider information displaying incorrectly.

  • Update to ensure Provider Numbers with a location of ALL are displaying.
  • Rename to field Active to MOC Active and only enable use when the Healthfund = Medicare Online Claiming is selected.

19155

Invoices

Splitting invoices miscalculating when more than one item is added to the invoice. Enforced requirement that an invoice can only be split with one item attached.

23131

Invoices

Preferred payment option not honouring option saved against a client.

19159

Invoices

Unable to unlink a third party invoice from the client when the invoice is split with a third party.

19165

Invoices

Referral information displaying on an invoice enven when no referral is attached to the appointment.

19690

Letters

Healthfund field is missing from letter merge options.

32690

Log in

Update user drop-down list to be sorted alphabetically.

19665

Mailchimp

Update the unable to find List ID error to something more user friendly.

20327

Medicare

MBS Scheduled fees update of Products and Services value causes the error "Input spring was not in a correct format".

25746

MYOB

Removed draft invoices from displaying and being exported to MYOB.

23681

MYOB

Update the embedded browser information to enable connection to an MYOB cloud file.

49772

Options

Disabled users still displaying in the Calendars.

19796

Options

Update adding and deleting provider number messaging for Medicare Online Claiming validation.

43934

Referrals

Disable alternative options when Referral Indefinite is selected.

23094

Reminders

Some SMS template data not merging. Confirmed that all relevant data merging in relevant locations.

19162

Reports

Removed quotes from displaying in the item sales report.

19790

Reports

Update Item Sales report to include relevant appointment information.

22677

Syncing

Capture computer user information to determine if the computer is syncing or not. Respects the don't send error report setting if disabled.

48579

Tasks

My Tasks - able to edit the tasks message information directly on screen but this does not save.

19795

Tasks

User ID for disabled user displayed instead of name.

19664

Web browser

Update to the embedded web browser used by Xero, MYOB and Physitrack.

42568

Xero

Update to the OAuth library.

42568

Version 7, Service Pack 1 (v7.1.44130.0) - 27 October 2020

Enhancements

Module

Item Fixed

Issue #

Xero

Authentication updated to OAuth 2.0. Xero connections now need to be created in a new way.

Updated Payments to use new Payment method which allows multiple payments to be added to an invoice. Removed the need to use the Overpayments function when managing payments.

Current users will need to re-connect to Xero using the new method of Xero Connection before they can continue to export. Please review the details on how refunds and overpayments need to be managed.

17925

Zoom

Zoom Integration added.

20055

.Net changes

Due to the Xero and Zoom integrations there is an upgrade of .Net 4.6 to .Net 4.6.1. This or a later version is supported by all versions of Windows from Windows 7 SP1 upwards.

 

Permissions

Added permission 5013 to manage who can customise Client Details.

21601

Referrals

Update to the referral functionality to allow the calculation of the expiry date based on the referral date.

Update to the layout of the referral card to enable it to be more easily read.

Stop Qty Remaining from calculating when Duration (No of visits) is not specified. A quick reference guide is available here.

18151

 

24777

Appointment Book

Show Available has been reinstated. This is now available to be turned on in the Appointment Book options. A quick reference guide about this change is available here.

19826

Bug Fixes

Module

Item Fixed

Issue #

Appointment Book

Deleting more than ten appointments in bulk via Show all appointments can cause a crash.

18954

Appointment Book

Sending create/change meeting event emails updated so that they are not sent.

17923

Appointment Book

Correct the referral validation on copying an appointment.

19154

Appointment Book

Reschedule an appointment after SMS sent does not update the Sent tickbox.

21978

Appointment Book

Cancelled online appointment appears instead of new booking in appointment book if booked into the same slot.

19734

Appointment Book

Issue printing Daily Appointment List schedule causes program crash.

22106

Appointment Book

Amendment to Practitioner Availability to work with the reinstatement of Show Available as well as the Appointment book performance enhancements introduced in Version 7, Revision 3 (7.0.43905.0). As Practitioner Availability will now load independently of the appointment book the user will need to re-open the appointment book to see the changes made.

26253

Appointment Book

Find free time not working as expected.

22095

Audit Log

Audit log updated to include recording of client record lock and unlock.

21254

Google Sync

Error writing duplicate record to the GEvent table. Error with GoogleToken length. Schema updated.

18953

Google Sync

Speed of Google API call processing can throw an error causing changes to be processed out of order. Fixed to ensure updates are queued and then processed in the correct order.

19218

Help

Update the click to purchase link in the Help > About screen.

22743

Invoicing

If a new payment is added directly to an invoice for more that the amount of the invoice, then the credit amount is not correctly assigned to the payment. This means that the overpayment is not automatically available for allocation to another payment.

19694

Medicare

Medicare gateway time out 504 error caused Bp Allied to cause a system crash.

18159

Medicare

Update the Auth Group report for a practice with multiple Auth Groups to display the details of all Auth Groups assigned to a Practice.

25579

Options

Field widths hiding names in Options > Practice Information. Updated to display Address Line 1, 2, Suburb and Postcode. BPS was relabelled as BPS-ID.

19798

Options

Error backing up on exit when saving documents and settings option is selected has been fixed.

18158

Options

User Administration > Provider Details work flow updated so that the Auth Group names are not removed when adding a new line. Also ensure that these details display on opening the form.

21333

Options

Adding a new Provider Number in the Users > Provider Details tab was not registering with Claiming.com.au.

25579

Options

Settings stored in DB still reading from reg settings, e.g. ABN details resolved and now reading as required.

29120

Permissions

Update permission 5001 so that permissions can not be changed from the default for a user with only this permission. Details about this change can be read about here.

29073

Referrals

Missing referral on an appointment created a generic error when sending a Medicare claim. Updated to display correct error message.

18008

Reminders

SMS reminder not carrying across on copied appointments.

18874

Reminders

SMS Delivery Status not returning for Bp SMS if there are more than 100 records outstanding. Limit has been increased to 10000.

25576

Report

Display of issues for the practitioner drop-down in the transaction summary report has been resolved.

18872

Secure Messaging

When saving a letter to the client record after sending by secure messaging, it saved to the desktop. Now saving to the correct place.

19153

Xero

Updated DBOptions table to remove Country option and updated Xero API code to only use Country Code when selecting country details for applying GST rules. The details of the error displayed if the incorrect Country Code is entered is here.

17924

Xero

Client Batching causes the Xero GUID not to be written back when an error occurs part way through the batch.

18881

Xero

Client export error caused by names with special characters in the name. Export now removes the characters on export.

18880

Version 7, Revision 5 - 15 May 2020

Module

Item Fixed

Issue #

Client Details and Letters

This update includes a fix for the error affecting the built-in spell checker. This error can cause the software to crash when the spell checker is used within the letter and/or client details/notes screen. This can result in the loss of any unsaved data.

21752

Version 7 (v7.0.43921.0) - 1 April 2020

Module

Item Fixed

Issue #

Letters

Adds new option to Options > System Options tab called "Set DPI Aware".  This can be used if the computer has a high resolution screen that is causing the display of Bp Allied to be distorted.

This issue most commonly seen if letter templates are being distorted when displayed on screen.

18678

Skins

Missing from the previous update.

 

Known Issues

Module

Item Fixed

Appointment book

Multiple practitioner emails are sent when cancelling an appointment.

Appointment book

Recurring meetings cannot have a Reminder set.

Appointment book

All day appointments, set to display in the calendar header, show in each calendar within a tabbed view. This does not occur if the all day appointment is displayed in the time cells.

Medicare

Multi-item Bulk bill, DVA and Patient Claims – unable to resubmit multiple times.

Google Sync

Awaiting for verification by Google as a safe application to sync to.

Referrals

Using the Set as Current Referral option in Edit Appointment resets all current referrals to the one selected even if "Allow Mulitple Current Referrals" is selected.

Xero

New integrations are unavailable for all customers. Current customers with no new items should be able to continue to use this functionality.

Version 7, Revision 4 (v7.0.43920.0) - 31 March 2020

Module

Item Fixed

Issue #

Medicare

Enhance the notification mechanism so that multiple notifications available of MBS updates can be displayed to the user each month.

18006

Syncing

An update to correct the version details stored in the database. This will stop the database from trying to re-download all data on sync and only sync the incremental changes required.

 

Known Issues

Module

Issue

Appointment book

Multiple practitioner emails are sent when cancelling an appointment.

Appointment book

Recurring meetings cannot have a Reminder set.

Appointment book

All day appointments, set to display in the calendar header, show in each calendar within a tabbed view. This does not occur if the all day appointment is displayed in the time cells.

Medicare

Multi-item Bulk bill, DVA and Patient Claims – unable to resubmit multiple times.

Google Sync

Awaiting for verification by Google as a safe application to sync to.

Referrals

Using the Set as Current Referral option in Edit Appointment resets all current referrals to the one selected even if "Allow Mulitple Current Referrals" is selected.

Xero

New integrations are unavailable for all customers. Current customers with no new items should be able to continue to use this functionality.

Version 7, Revision 3 (v7.0.43908.0) - 18 March 2020

Module

Item Fixed

Issue #

Appointment Book

Not navigating correctly to a practitioners diary from Show All Appointments.

 

Appointment Book

Appointment Book View: Changes to FormClosing to prevent crash on some shutdowns.

 

Appointment Book

Appointment Edit Form: Check for disposed status of Appointment Reminder before setting values.

 

Appointment Book

Main Form: Trap any error on Form Closure.

 

Invoices

Add Invoice Items: Change column filter to "contains.

 

Medicare

Ability to send Medicare claims without a referral for any Bushfire identified MBS Item codes. This only related to item codes identified in the Mental Health Services for Bushfire Response factsheet.

BPA-556

Shutdown

Update Exit variable used to cleanly shut application down on an Unhandled Error.

 

Version 7, Revision 3 (7.0.43905.0) - 12 March 2020

Module

Item Fixed

Issue #

Appointment Book

Appointment book performance issues resolved. Changes include:

  • Introduction of Tab View in Day, Work Week, Full Week and Month views.
  • Change in the method of displaying a practitioner’s calendar when moving between Day View and Work Week View for a specific practitioner.
  • When opening in tabbed Work Week view the logged in users’ calendar will be displayed if they have one.
  • When loading the appointment book only the day(s) displayed are loaded. When moving forward and backward through the calendar appointment information for display on screen is refreshed as required.
  • Removal of Calendar Buttons from the bottom of the screen.
  • Removal of Show available from the Calendars tab in the right-hand menu bar.
  • Replacement of Week View with Full Week View.

Download the Quick Reference Guide for instructions on using the new functionality.

BPA-525

Appointment Book

Appointment book not redrawing after refresh/sync.

BPA-529

Appointment Book

Error deleting recurring meetings created prior to V7 upgrade that were created with no end date.

BPA-509

Audit Log

For syncing computers, this is only a one-way sync to the server to reduce sync time.

 

Google Sync

Google token length changed hence google sync could not be set up on any new calendars nor tokens refreshed for existing connections. Affect all releases prior to V7 R3.

 

Invoices

Add Invoice item filter is not finding any results when trying to filter and add an item to an invoice manually. Filter was looking for an exact match rather than using a contains search.

BPA-544

Known Issues

Module

Issue

Appointment book

Multiple practitioner emails are sent when cancelling an appointment.

Appointment book

Recurring meetings cannot have a Reminder set.

Appointment book

All day appointments, set to display in the calendar header, show in each calendar within a tabbed view. This does not occur if the all day appointment is displayed in the time cells.

Medicare

Multi-item Bulk bill, DVA and Patient Claims – unable to resubmit multiple times.

Google Sync

Awaiting for verification by Google as a safe application to sync to.

Referrals

Using the Set as Current Referral option in Edit Appointment resets all current referrals to the one selected even if "Allow Mulitple Current Referrals" is selected.

Xero

New integrations are unavailable for all customers. Current customers with no new items should be able to continue to use this functionality.

Version 7, Revision 2 - January 9, 2020

Module

Item Fixed

Issue #

Invoices

A fix to correct an issue where the application fails to prompt users to save changes when closing the Client Details screen. This can potentially cause loss of data for unsaved changes.

Until the update has been applied, please ensure that you use the Save functionality in the Client Details screen as you may not be prompted to do so prior to the update being applied.

 

Version 7, Revision 1 - December 18, 2019

Module

Item Fixed

Issue #

Invoices

A fix to update the Contact Types table that was missed in the upgrade to Version 7. This caused an error when saving an invoice.

 

Version 7 (v7.0.43810.0) - December 12, 2019

Bug Fixes

Module

Item Fixed

Issue #

Appointment Book

Calendars and Incoming Message tabs can be pinned open using the push-pin in the Appointment Book view. Was permanently set to autohide. This setting is now saving for each user.

443

Appointment Book

Drag and dropping email into the Attach email in the appointment book via a specific workflow was causing a crash.

186

Clients

Document owner saved when adding document to Client Details > Documents/Phone Calls tab. Defaults to the logged in user usless otherwise selected.

380

Clients

Clearing Medications using Ctrl+Del caused client details to be unable to save. Read more on how to remove medications. DO NOT USE Ctrl + Del to clear the field.

447

Email notification

System crashes when email password in Email Reminder settings is wrong and practitioner email notifications are turned on. Clicking Ok on the Email Notification pop-up causes and error and crash.

236

Google Calendar

Change of the information displayed in the Allow access to Google calendar screen.

461

Invoices & Letters

Email attachment crashes when banned special characters are used in subject line as this is used to create the file name. Banned special characters are removed or replaced with hyphens when creating and saving the file.

449

Medicare

Allow Medicare codes 9626, 9633, 9634 to be read as warnings and still continue to process the claim.

377

Medicare

Updated Medicare Claim History Report to display Payment Run number not Payment ID number.

492

Report

Fixed the No Future Bookings report to include Clients that have cancelled future appointments.

485

Tasks

Task templates have been alphabetised in drop-down list.

235

Tyro

In Options > Tyro Eftpos - Updated the application so that the "Tyro Enabled" checkbox must be ticked to be able to access the other fields in the options screen.

491

Xero

Correct error handling when exporting to Xero with two tracking categories already set-up. Read more.

452

Known Issues

Module

Issue

Module

Item

Medicare

Multi-item Bulk bill, DVA and Patient Claims – in-ability to resubmit multiple times.

Referrals

Using the Set as Current Referral option in Edit Appointment resets all current referrals to the one selected even if "Allow Multiple Current Referrals" is selected.

Xero

New integrations are unavailable for all customers. Current customers with no new items should be able to continue to use this functionality.

Version 6 (6.0.43615) - May 31, 2019

Incremental release to SP4

Module

Item Fixed

Issue #

Invoices

Printing Invoice fails if the user creates an Invoice from the Appointment Book, adds a Payment and clicks Print immediately.

 

Version 6 (6.0.43613) - May 30, 2019

Incremental release to SP4

     

Letters

Error in the Letter Editor where no Primary Practitioner is set for a letter being saved.

 

Options

Fixed: Practice name looking up country code in Options > Practice Information.

BPA-411

Referrals

Changing the current referral causes an error when 'Allow multiple referrals' is off.

BPA-413

Version 6, Service Pack 4 (6.0.43600.0) - May 9, 2019

Module

Item Fixed

Issue #

Appointment Book

Referral Count not correctly updating within the Appointment Book on appointment deletion.

BPA-390

Client Details

Resolved client data saving issue due to the length of limited length fields being exceeded and no error message displaying. Message is displayed to the user when the accepted length is exceeded.

BPA-354

Client Details

Preferred Name can now have a Null value in the database.

 

Mailchimp

Mailchimp API updated so that it does not try to resubscribe clients that have been “Cleaned” by Mailchimp and are considered invalid.

BPA-342

Known Issues

Module

Item Fixed

Medicare

Multi-item Bulk bill, DVA and Patient Claims – in-ability to resubmit multiple times.

Version 6, Service Pack 3 (6.0.43557.0) - April 2, 2019

Client Details: Minor Update to Client Name validation. Error saving the client record if the Preferred Name field is Null.

Version 6, Service Pack 3 (v6.0.43556.0) - April 1, 2019

  • Download full details from here.
  • Download changes to Name Validation checks here
  • Download Managing Medicare Claims and Workflows here.

Enhancements

  • Medicare/DVA: DVA and Bulk Bill vouchers can now be reprinted for these invoices via the Print button. (BPA-328)
  • Appointment Book: The Client Management Report has been designed as a printable report with details of all the appointments in a selected period of time along with related client information like current Referrals, outstanding Tasks and appointments attended in relation to the referrals and this year. It is available by right clicking on the Appointment Book header.  (BPA-272) View the video on the V7 referral updates includes allowing and managing mulitple current referrals and the Client Management Report functionality introduced in V6 SP3.
  • Appointment Book: Current Referral details can now be viewed in the Appointments Referrals drop-down and all details can be easily viewed in the expanded drop down. (BPA-272)
  • Options: A new practice-wide option called All Multiple current referrals is available to be set in Options > Client Details. This allows a practice managing multiple current referrals for a Client all to be selected. All current referrals will display in the new Client Management Report. If selected, then when adding an appointment, the one with the latest date will automatically be added. (BPA-272)
  • Options: In Options > User Administration show the users permissions role in the header and a User Search for finding users easier. (BPA-341, BPA-346)
  • Reminders: BpA SMS now has the ability to see Delivery Receipts for any SMS’s that are sent. These are available via Reminders > SMS Delivery Status. Reminders can be viewed via the Appointment Date. All SMS’s sent can be viewed by the SMS Sent Date. (BPA-321)

Bug Fixes

Appointment Book: Unable to navigate the calendar forward or back 3 months or more without a red X error. Removed the Practitioners availability and free time calculation from the calendar header which fixed the performance issue causing this error. (BPA-225)

Client Details: Printing Consultations updated to include printing today’s consultation notes. (BPA-318)

Client Details: Save Client Image – updated Cancel button to cancel screen. Updated behaviour to clear the client image after adding an image to a client and then moving to another client. This gave the impression that the image has been assigned to multiple people where in reality it was only assigned to the correct person. (BPA-355)

Client Details: Practice Layout not syncing when Options > Documents > Upload only when syncing files is checked. This file will now sync if this option is checked and Use Practice Layout is set. Please note that the Practice Layout only saves to the local documents folder and Sync Network Docs needs to run if the layout has been changed on a syncing computer for the changes to be pushed up to the Network Server. All other syncing computers will need to run a Sync Network Docs to get the new Practice Layout file. (BPA-336)

Client Details: Client Layout files for new upgrades from version 4 will now display all new fields in the layout on opening. (BPA-338)

Healthpoint: Tyro Healthpoint will not pull provider number if Health Fund is set to <All> for provider number. This is now fixed to allow multiple Health Funds to use the same Provider Number if required. (BPA-329)

Medicare: Error handling for messages coming from Medicare if there are issues with their portal. Message is now displayed to the user.

Medicare: AuthGroups Report > displaying No Medicare Certificate message for Direct Authentication clients when not relevant.                   

Medicare: Name validation checks – these have been added and extended in Clients > Details – First Name / Last Name, on lodging a Claim, and on adding a new Client of Bp Allied if you have Medicare Online Claiming enabled. (BPA-347, BPA-356, BPA-357)

Medicare: Blank claimant address line causing an error when claim sent to Medicare. Claim details updated to send Address Line 2 as null if there is an empty string and no data to send. (BPA-347, BPA-359)

Medicare: Patient Claims (Claim Type = Medicare) - Move Delayed or Lost Medicare claims to the Pending tab so that when/if a patient contacts the clinic to say that they haven’t been paid, the claim can be Manually Declined and then resubmitted. (BPA-347, BPA-358)

Options> Mailchimp: Mailchimp API has been updated so that it does not try to resubscribe unsubscribed clients. Resubscribing clients has to be via Mailchimp, either manually or getting the client to log into Mailchimp and updating their subscription details (from a previous email).

Options: The option to add an AuthGroup to anything other than the “Medicare Online” or ALL HealthFund options has been removed from Options > User Administration > Provider ID’s. This was causing errors processing HealthFund claims. (BPA-367)

Referrals: Message is displayed if deleting a referral that has been used as part of a Medicare claim and prevents the deletion of the referral (BPA-325)

Referrals: Adding a new referral was leaving the existing referral checked as well as checking the new referral. Intended behaviour implemented is to leave the new referral checked and uncheck any other referrals unless Allow Multiple Current Referrals is Checked. (BPA-272)

Referrals: Adding a new referral from an Appointment causes the application to crash (BPA-369)

Reports: No Future Bookings Report updated to exclude inactive clients if the Option “Include Inactive clients in client list” is unchecked. This is inline with all other reports in the application. (BPA-340)

Documentation Updates

Client Details: Updated Customising Client Details Layout and the use of Practice layout

Custom Reports: Updated How to add a custom report

Medicare: Medicare Claim processing workflows

Production Known Issues

Medicare: Multi-item Bulk bill, DVA and Patient Claims – in-ability to resubmit multiple times.

Version 6.0.43537.0 - March 15, 2019

Update to the Licensing Manager

Version 6, Service Pack 2 (v6.0.43451.0) - January 3, 2019

A full list of bug fixes can be downloaded from here.

Enhancements

Clients: Availability of a multi-disciplinary layout on installation

Medicare: New credential functionality for accessing the our claiming provider portal.

Bug Fixes

Appointments: Cancelling appointment throws object reference error in V6.0.43356.2 (BPA-242)

Appointments: Cancelling a meeting in a series causes a crash. (BPA-309)

Client Details: Selecting an Owner for a Document causes a crash in v6.0.43382.0 (BPA-256)

Data Maintenance: Removal of Medicare Auth Group entry screen due to changes in authentication functionality. (BPA-301)

Invoices: Update GL History record to display Refund created from a payment and vice versa. (BPA-298)

Mailchimp: Mailchimp updated to work with the new Mailchimp API and fixed issue with connection not working. (BPA-224)

Medicare: Medicare Claim History Report > Clicking “Check Status All” in Medicare claiming report when using grouping causes the report to crash (BPA-254)

Medicare: MBS Fee Schedule will only available from the date it is effective not prior to that. (BPA-258)

Medicare: Medicare Re-submissions not zeroing previous payment. Update multi-item claims to allow for multiple resubmissions. (BPA-287)

Options: Restore Client Layout from File option fixed to display open dialog. (BPA-289)

Options: Link to the System Requirements tool in System Options

Permissions Management: Large sites locking up when resetting permissions - updated permissions to enable one role at a time to be reset. (BPA-184)

Referrers: Using the Search in Referrers and then clicking Add New Referrer does not present a blank referrer form. (BPA-245)

Reminders: SMS Global - End of Life Message and removal of the Register an account with SMS Global link. (BPA-238 & BPA-276)

Reminders: Sending an adhoc SMS via Bp SMS does not work if previous SMS reply settings were set to Reply to Email. (BPA-277)

Secure Messaging: Argus email id's not working for all referrers. Check put in place to ensure that the ID saved into Bp Allied is compatible with Argus. Please refer to the point number 1 in the User Interface Details section in the documentation here for further information. (BPA-215)

Scheduler: Updated to enable any Email or SMS’s sent to update the Client Details> Documents “Added by User” field to be set to “Automated”. (BPA-233)

User Administration: Google Calendar > Update Google Calendar ID link in Options > User Administration > Google Calendar to the updated documentation link. (BPA-252)

Documentation Updates

Links to the available videos on Bp Online our online learning centre have been added to the relevant sections in the documentation.

Known Issues

Medicare: Multi-item Bulk bill, DVA and Patient Claims

Version 6 (v6.0.43358.0) - September 18, 2018

A summary of all the changes can be found here in the What's new in Version 6 page, including more details on considerations required for upgrading. The bugs fixed in the initial release of version 6 can be downloaded from here, or see the details listed below.

Major Enhancements

Tyro Healthpoint claiming is now available.

Export to Xero accounting software is now available

Bp SMS is now available as an SMS messaging service provider. Contact the Best Practice Software sales team for more information on moving to Bp SMS

Medicare / DVA Claiming

Medicare Online claiming now checks the patient's age and asks for a claimant if the patient is under 15 years old. Claimants can be added directly from the client record

The process for resubmitting a Medicare or DVA claim has been improved including the ability to Manually Decline a claim that is in a “stuck” state.

Bp Allied will perform certain checks if a patient is a DVA white card holder. DVA disability is now recorded in a client's contact details

Travel claiming for DVA claiming has been improved

Multiple items can now be claimed within a DVA claim

Other Enhancements

MYOB: Details of all the special circumstances when transferring Invoices, Payments and Refunds to MYOB are documented here and includes updates to honour some MYOB Settings.

Clients : When deleting a client record, some attached items are now permanently deleted

Reports: The NDIS report has been updated to include more information to comply with July 2018 changes.

Options > Certificates: Added 'View Certificate' to Certificates page

BpAllied Scheduler: Updated BpAllied Scheduler to allow sending and receiving replies via Bp SMS

Secure Messaging > Medical Objects: Delivery Report has been added

Bugs

Appointment Book: Disable Cancelled check box when creating a new appointment.

Appointment Book: Cancel save process if the client against an appointment if it has been previously saved is changed.

Appointment Book: New Appointment button from toolbar throws an error if Apt Book is closed

Appointment Book: Changing the Appointment Type selection type for an All Day Appointment affects start and end times

Appointment Book: After deleting client if you perform any operation on toolbar throws an error and crash BPA

Client Details: Show more detail in Print Consultations

Client Details: Add "Added by User" field to Phone/SMS/Email Contact Tab

Client Details: Client name on tab displays as blank when client details already open and a new client created.

Google Calendar: Creating a confirmation letter from the appointment book caused an error going saving appointment to Google Calendar.

Google Calendar: Change an appointment from one practitioner to another created a google calendar error removing the appointment from the first practitioners calendar.

Google Calendar: Casual Appointments not syncing. .

Invoices: Up/down keyboard keypress in Invoice grid does not update other records.

Invoices: Using keyboard to deleting invoice item after payment disabled.

Invoices: Error creating statement when the client has no invoices.

Invoices: Ability to accept negative payment removed.

Invoices: $0 invoices going to paid with no items on invoice

Letters: PDF Viewer > Open Button opens a document over an already open one but does not update document name.

MP Settings: Updated to include new Medical Objects settings.

Medicare: Update the Resubmit button to N/A so that it is obvious that resubmission is no longer available for this claim and that it has been paid via some other method.

Medicare: Medicare Auth Group Report - Message box when Claiming API version incorrectly set

MYOB: Managing Payments that had not been fully allocated but were exported to MYOB has been fixed to create a new Payment when fully allocated.

MYOB: Update report so that values are not editable in the grid

MYOB: If a Products GST Code column is empty, MYOB Export > Products and Services grid will highlight those records and makes sure they corrected before exporting.

MYOB: Exporting payment to MYOB throws error if you have Auto-filter out some records

Permissions: Large sites locking up when resetting permissions – updated permissions to enable one role at a time to be reset.

Reminders: Update sending of SMS’s where phone numbers were entered with preceding country code, has spaces or hyphens in the format.

Reminders: Send Confirmation SMS from Right Click menu from Appointment Book throws an error

Reminders: Deprecated Port 465 for SSL in line with industry standard. Users should now use Port 587.

Scheduler: Deprecated Port 465 for SSL in line with industry standard. Users should now use Port 587.

Secure Messaging - Medical Objects: Updated Certificate Thumbprint.

Secure Messaging - Argus: Updating email to Argus ID throws an error

Known Issues

Mailchimp Integration: Due to changes in the Mailchimp API this integration is currently unavailable.