This article explains how to get the most out of the search bar. Bp Omni offers a comprehensive search experience to find patients or clients by name, date of birth, mobile phone number or demographic details.
How to create a new user, including how to set a provider up to take appointments.
How to assign and manage user licenses in Bp Omni.
Configure Business Roles and Security Permissions
This article serves as a guide for the predefined security roles and the access privileges each security role grants users.
A number of account security features are available to keep your account safe. These features include Inactivity timeouts, multi-factor authentication, and passwords.
Add or Edit a New Patient or Client
You can add a new patient or client via the Plus icon in the menu bar, via the address book, or when creating a new appointment in the Appointment book.
This article explains how to create and edit an organisation.
The Address book provides lists of all patients or clients, individuals and organisations.
How to merge duplicate patient records.
Book, Edit or Cancel an Appointment
How to book, edit, or cancel an appointment.
Add a Patient to The Waiting List
The waiting list holds patients who would like to be seen for an earlier appointment if a cancellation occurs. Patients can also be added directly to the waiting list without an existing appointment.
Add description variable here How to use the Demographic Information form and the ACC 45 form.
Create an Invoice from an Appointment
This article explains how to create and pay a private invoice once a provider has added services to an appointment, and how to create invoices and payments outside of the appointment workflow.
Create an Invoice from outside an Appointment
This Article explains how to create invoices and payments outside of the appointment work-flow, and the Receipting process that follows once an Invoice has been paid.
the options available in the payments screen for larger or more complex payments.
How to upload documents and assign them to a provider and location.
Payments, Write offs and Invoice adjustments
How to cancel a payment, and how to adjust or cancel an invoice.
Using the General Accounts Screen
How to use the general accounts screen to view and pay accounts.
How to create and manage account statements.
How to create refunds in Bp Omni. Refunds can be created for paid invoices, partial or full payments, and credit notes.
How to create and use credit in Bp Omni.
How to create and use credit in Bp Omni.
There are five types of reports available for use: summary reports, preset reports, public reports, my reports and dashboards.
Use the Aged Debtors base report to create reports that show outstanding services as at a specific aging date.
How to export Bp Omni report results into .csv format to be imported into Xero accounting software.
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