Management Setup Checklist

This checklist is designed to make the transition for new practices to Bp Premier 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 Premier in a Production environment, so that booking and billing workflows are ready to start.

See Set up the Clinical module for more information on setting up the clinical functions in Bp Premier.

If your practice prefers a printable guide, a comprehensive Bp Premier User Guide and Bp Premier Configuration Guide are available for purchase as PDF from here.

Task	Description	Resources
Set up location details	Record financial and healthcare provider organisation identifiers like ABN and HPI-O for all your practice locations.	Set up a single-location practice Set up a multi-location practice Record multiple NASH certificates and HPI-O
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.	Add a new user Add a new provider Configure user password security Set up user preferences
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 cancel reasons.	Set up appointment book sessions and holidays Set up appointment book preferences Set the default appointment length Add appointment types and cancel reasons
Add Appointment Book Layouts	A layout is a group of one or more healthcare providers to display appointments for. You can use layouts to prevent the appointment book from overcrowding.	Create an Appointment Book layout
Set up billing	Billing configuration has many components and includes workflow defaults for providers and reception, bank account details, custom text for invoices and statements, and worker's compensation.	Set up Billing walkthrough
Set up practice fees	Practices that charge private fees will need to set up their fee schedules.	Set up custom fees and schedules
Set up Medicare Online Claiming	Set up online claiming for Direct Bill and Patient Claiming.	Set up online claiming for a single Minor ID Set up online claiming for multiple Minor IDs Online claiming with a proxy server Troubleshoot Medicare Web Services and PRODA
Set up Tyro	You will need to configure any Tyro terminals your practice will use and set up Tyro EasyClaim.	Set up Tyro Set up Tyro for Direct Billing
Set up Bp Service	Bp Service is Bp Premier's scheduler. The service is responsible for polling scheduled functions like automated appointment reminders and backups.	Set up Bp Service
Create an appointment reminder schedule	A reminder schedule will send out automated appointment reminders to patients' SMS or Best Health App.	Set up an appointment reminder schedule
Set up My Health Record	Import certificates and validate identifiers so your providers can access patients' My Health Record online.	Set up My Health Record in Bp Premier Troubleshoot My Health Record
Set up printing	Set up printing defaults for the practice and providers, such as the default printer for document types.	Set up printing and user printing preferences
Create custom templates	Modify system templates or create new ones for the word processor with custom practice details.	Create a word processor template Create a letterhead Set up label printing
Create Bp Comms templates	Bp Comms is Bp Premier's practice-patient communication function. Bp Comms templates are used for automated appointment reminders and clinical reminder follow-up messaging.	Set up Bp Comms templates Create a reminder letter template Add reminder types and reasons
Set up reporting	Set up reporting permissions for users so that users can only run reports relevant to their role.	Set up users for reporting
Set up other clinical software integrations	Bp Premier offers inbuilt support for many government initiatives and vendors in the industry. If your practice uses a particular vendor, search the Bp Premier Knowledge Base for any instructions on setting up the vendor integration.	PEN CAT, HealthLink SmartForms, MEDrefer, NCSR, HealthShare fact sheets, MedEbridge, MediTracker, 3D Anatomica, NPS Radar, Health Care Homes, BPAC Clinical Solutions, Strata Health Solutions, Cubiko, Pryzm Health.
Add patients	Add your first patient in Bp Premier!	Add a new patient
Back up Bp Premier	Schedule Bp Premier to back up regularly.	Back Up and Restore Bp Premier

Last updated: 01 February 2023.

Management Setup Checklist

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