Set Up Your Practice

This article explains how to set up your practice when you first log into Bp Omni and configure practice details from the Practice & locations settings.

NOTE   This process should be completed by the practice owner.

  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 time zone.
  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.

  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.
  1. Scroll down the page and enter your Location details as per the fields on screen
  2. Select a colour to help identify the location and tick the checkbox for Default location if this will be your default location

  3. The Location nickname will be displayed in the appointment picker for locations with longer names
  4. Click Save
  5. To add additional locations, select Add another

    6. Locations can be deactivated from the Location list if the location does not have appointments, this will also delete any current working hours for said location.

  1. Set the Inactivity timeout switch to Enabled to prompt the user to enter their six-character PIN after the inactivity timeout threshold.
  2. Select a time option for the Inactivity timeout threshold.

    3. Inactivity timeout settings from the Security card in Practices and locations.

  3. Click Save.
  1. Indicate whether the practice has an allied health contract or specified treatment contract, or both, and enter the ID.

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

    NOTE   The default HPI CPN for ACC queries can be set per user in the user settings of the selected provider.

  2. 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.

    3. Upload a health secure certificate.

  3. Click Save.

Practice letterhead

  • Select the pencil edit icon to edit the default Practice letterhead in the Document writer screen.
  • Use the checkbox provided to automatically add the practice letterhead to all documents from blank or custom templates.

Template dialogue

Select up to three template categories to use as Available tabs.

Financials

  • Enter free text to be used in the Invoice or Statement footer.
  • Use the checkbox provided to include the practice bank account in the statement footer, recorded in the Financial information card.
  • If you have a company logo set for the practice, use the checkbox provided to Include your company logo in the header of all financial documents.

  1. Scroll down to Financial information.

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

  2. Enter your Bank details.
  3. Indicate if All fees are GST inclusive, and if so, what the GST value is.
  4. Click Save.

Last updated: 15 April 2025.

Next steps

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