Set Up Your Practice

This article explains how to set up your practice when you first log into Bp Omni.

This process should be completed by the practice owner.

Sign up to Bp Omni

  1. Navigate to the URL supplied to you by Best Practice Software to access the Bp Omni Tenant sign up screen and enter the following details:
    • First name
    • Last name
    • Business name
    • Phone number
    • Email address

    2. Once you have entered an email address, the Send code button will be enabled.

    The tenant sign up screen

  2. Click Send code.
  3. Select your country and timezone.
  4. Enter your password and confirm the password
  5. Tick I accept Best Practice's terms and privacy policy, and click Create

Your Bp Omni tenant has now been created, and you will be logged in.

Enter your practice details

  1. Click your profile icon in the top-right corner and select Settings.

    2. Click your profile icon, then select Settings.

    The Users List will appear.

  2. From the menu on the left of the screen, click Practice & locations. The Practice & locations screen will appear.
  3. Enter your Practice details as per the fields on screen.

    4. Enter your practice details.

  4. Indicate whether visitors should be referred to as Patients or clients, and when patients or clients should appear in the waiting room.
  5. Click Save.

    6. Enter location details

  6. Scroll down the page and enter your Location details as per the fields on screen.

    7. Enter your location details.

  7. Click Save.

    8. Enter ACC details

  8. Indicate whether the practice has an allied health contract or specified treatment contract, or both, and enter the ID.

    9. Enter your practice's ACC contract details and upload a certificate.

  9. From the Health secure certificate section, click Browse files and browse to your health secure digital certificate, or drag and drop the certificate onto the screen.

    10. Upload a health secure certificate.

  10. Click Save.

    11. Enter your Financial information

  11. Scroll down to Financial information.

    12. Enter your invoice information, bank details, and GST settings.

  12. Enter your Bank details.
  13. Indicate if All fees are GST inclusive, and if so, what the GST value is.
  14. Click Save.

Next steps

Now that your practice details have been entered, you can complete further set up tasks in Bp Omni.

Last updated 4 September 2023