This checklist is designed to make the transition for new practices to Bp Omni as smooth as possible. The following management functions should be set up after you have conducted the activities in the New Install Checklist and before your practice goes live with Bp Omni in a Production environment, so that booking and billing workflows are ready to start.
|
Task |
Description |
Resources |
|---|---|---|
|
Add Users |
Add the staff at your practice, so their preferences and rosters can be created. Use Permissions to restrict access to Bp Premier functions related to that user's role only. |
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|
Set up Practice and Location details |
Add Practice and location details, add practice opening hours, define cancellation reasons, add ACC contracts, and add Health secure digital certificates. |
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Set up Financial Information |
Set up financial Information includes custom text for invoices and statements, GST settings, and bank account information. |
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|
Set up the Appointment Book |
Appointment book configuration includes defining your practice and provider rosters, setting appointment book workflow preferences, enabling the appointment and visit types your practice will use, setting the default appointment length, and defining cancellation reasons. |
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Set up ACC claiming |
All management functions related to ACC Claiming including ACC set up, billing and claiming. |
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Set up Schedules and Fees |
Practices that charge private fees will need to set up their fee schedules. |
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Set up Communications |
Set up communication preferences in Bp Omni including contacts, email, and SMS Messaging. |
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Set up reporting |
Set up reporting permissions for users so that users can only run reports relevant to their role. |
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Add patients or clients |
Add your first patient in Bp Omni! |
Last updated 22 May 2023.
AU 