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Full release notes for Bp Premier Saffron Service Pack 2 (SP2) including new features and enhancements, install instructions, bug fixes, and known issues in this release.

Saffron SP2 Features and Enhancements Masterclass FAQ

This article presents the questions asked by Bp Premier users during the Bp Premier Saffron SP2 Features and Enhancements Masterclass webinars delivered by Best Practice Software on 25, 26, 27, and 28 October 2021.

What's New in Data Updates

Describes the contents of the current and previous monthly Bp Premier Data Update packages.

What's new in Bp Premier

A summary of changes from Bp Premier Saffron.

Medicare Web Services and PRODA

Services Australia is upgrading the technology used by Practice management software such as Bp Premier that connect to Services Australia for some digital health services.

System Requirements

Windows operating system and hardware requirements for Bp Premier server and workstations.

Bp Premier Lastest News

The Latest News section provides an easy method for accessing recent information about Bp Premier, such as recent updates and known issues, recent newsletter articles, and tips and tricks.

How Active Ingredient Prescribing Works in Bp Premier

This article explains the changes that have been made to the prescribing workflow due to the introduction of Active Ingredient Prescribing.

Bp eOrdering Partners

The Bp Partner Network includes our eOrdering parters from version Saffron Service Pack 1 (SP1) and later. You can configure eOrder labs and send electonic requests directly to the lab.

Changes in vaccination reporting FAQ

FAQs from Bp Premier users during the recent COVID-19 Vaccinations and Bp Premier Webinars run during the week beginning March 22 2021.

Known issues

All Known issues for supported versions of Bp Premier, including workarounds and fix version where available.

Known issues for older versions

Known issues for 'sunset' versions of Bp Premier.

Changes in vaccination reporting FAQ

FAQs from Bp Premier users during the recent COVID-19 Vaccinations and Bp Premier Webinars run during the week beginning March 22 2021.

Updates for managing COVID-19

Provides links to MBS and RACGP resources on COVID-19 or Coronavirus, some guidance on integrated and non-integrated telehealth and telephone consults, and advice on managing groups of COVID-19 patients.

COVID-19 Vaccinations with an AIR Provider Number

GP Respiratory Clinics and selected Indigenous Medical Centres (National Aboriginal Community Controlled Health Organisation clinics) have been provided with a specific AIR provider number for the entire practice for Covid-19 Vaccinations.

COVID-19 vaccinations and Bp Premier

This article provides information and resources for clinics administering COVID-19 vaccinations.

Booking COVID-19 Vaccinations

Guidance and suggestions on workflows for booking COVID-19 vaccination patients.

Group patients in the appointment book by user

If your practice is required to manage a significant number of patients related to COVID-19, you may wish to differentiate these patients in the appointment book as a group so they can be managed separately to your regular patients.

Group patients in the appointment book by location

Explains the method of grouping bulk appointments in the appointment book under a virtual location, which could be used to group COVID-19 or any vaccinations to keep the appointment book organised.

COVID-19 Database Queries

You can use the COVID-19 At risk patients query to search for patients who are eligible for or have had one or both doses, as well as manage bookings.

COVID-19 clinical reminders

If you have performed consults with patients requiring COVID-19 tests, you can send them reminders to ensure they have organised to be tested.

Create an AutoFill clinical screening assessment

Save time during consults by creating an AutoFill clinical screening assessment in the patient record, for patients presenting with COVID-19 symptoms.

COVID-19 letter and Bp Comms templates

The COVID-19 non-medical clearance template can be used when patients request a letter clearing them of COVID-19. You can also modify exiting templates or create new ones to assist with treating COVID-19.

COVID-19 Reasons for Visit and Diagnoses

In response to the COVID-19 pandemic, new diagnoses and reasons for visit have been made availabel in Bp Premier.

Telehealth and telephone appointments

Use telehealth appointments to perform consultations remotely. Using telehealth consults minimises the possibility of at-risk patient contracting COVID-19, and ensures patients who suspect they may have contracted COVID-19 can continue to self-isolate while receiving medical advice.

Add COVID-19 pathology to Favourites

Set up COVID-19 tests as favourites in the pathology request screen to quickly access them when requesting pathology.

COVID-19 patient education materials

Provide your patients with correct, up-to-date educational materials related to COVID-19. You can also import materials from resources like RACGP or Best Practice Software to distribute to patients, related to telehealth, for example.

COVID-19 bulk billing incentives for at risk patients

As of 20 April 2020, two new bulk billing incentive items have been added for COVID-19 at-risk patients. This article explains when and how to apply them.

System Requirements

Windows operating system and hardware requirements for Bp Premier server and workstations.

Download a program update from the Best Practice Resources page

Download the latest program update from the Best Practice Software website Resources page, and mount and run the ISO file.

Run the data update automatically

As of Saffron SP2, you have the option to set up Data Updates to download and apply automatically when they are released.

Update the drug database

How to download and install the latest drug and data update from the Best Practice Software website.

Update or check your Bp Premier licence

Enter a new or updated licence key, and how Bp Premier checks your licence conditions against providers, including Allied Health and part-time providers.

End of support (sunset) for older versions

End of support or sunset schedule for older versions of Bp Premier.

Upgrade SQL Server for Bp Premier

Upgrade the edition or version of SQL Server on your Bp Premier server. Upgrade from an Express Edition to a full edition.

Updating JAVA on Bp Premier server and workstations

How to update the Java version on a Bp Premier server or workstation without affecting the Medicare Module installed.

Moving Bp Premier to a new server

Provides instructions on moving a Bp Premier database from one server machine to another.

System Requirements

Windows operating system and hardware requirements for Bp Premier server and workstations.

Best Practice Software End User License Agreement

The Best Practice Software End User License Agreement is accepted when you install Bp Premier for the first time or run a Program Upgrade. Click to view the agreement text.

New practice checklist

A checklist of tasks and resources to assist practices new to Bp Premier get ready for their Go Live date.

Select the database to install

How to select and install the database during Bp Premier installation, and how to upgrade to a newer version of SQL Server or to a full edition from the Express edition.

Install Bp Premier Server

How to install a new Bp Premier server and SQL Server database.

Install a Bp Premier client

How to install a Bp Premier client after you have installed the server and database.

Install third-party software

How to install MediSecure, HealthLink, or HealthShare fact sheets after installing the Bp Premier server. Contact details for HealthLink are supplied if you need to install the HealthLink client.

Connect a workstation

How to connect a client to a Bp Premier server.

Optimise SQL Server Memory

Optimise the amount of memory (RAM) allocated to SQL Server database, based on the amount available on your server.

Troubleshoot installation

Troubleshoot common problems encountered when connecting to the server after installing Bp Premier for the first time, or to check that the SQL Server database has installed.

Troubleshoot general client connections

If you experience problems connecting a workstation to the server, this article can provide troubleshooting resolutions. It also describes how to update the registry entries for Bp Premier after moving a server, and troubleshoot terminal server connections.

Update or check your Bp Premier licence

Enter a new or updated licence key, and how Bp Premier checks your licence conditions against providers, including Allied Health and part-time providers.

Install Bp Premier silently

Install and upgrade Bp Premier in unattended mode. Your IT service provider can use the silent install option to roll out program and data updates to your practice network.

Uninstall Bp Premier and MSSQL

Completely uninstall Bp Premier and MS SQL from the server and workstations.

Resolving Slowness Issues

Troubleshoot slowness or response issues on your Bp Premier server or workstation.

New practice checklist

A checklist of tasks and resources to assist practices new to Bp Premier get ready for their Go Live date.

Management Setup Checklist

Lists the management functions you need to set up in Bp Premier with links for setup instructions.

Update or check your Bp Premier licence

Enter a new or updated licence key, and how Bp Premier checks your licence conditions against providers, including Allied Health and part-time providers.

Access the samples database

The Bp Premier 'samples' database is installed with Bp Premier and contains a sample dataset for training or familiarity purposes. Changes to the samples database do not affect the live database.

Setting up a single-location practice

How to check Windows date and time settings are set up for scheduling, and entering Practice and Location details after conversion or installation, such as ABNs and LSP numbers.

Provide site information to support

Describes how to provide Bp Premier Support with information about your site, including Site ID, SQL database version, and operating system. Also how to take a screen capture to provide to Support.

Setting up a multiple-location practice

Set up practices for multiple locations, including location names, ABNs, and LSP numbers, location letterheads, how to include location-specific template fields, appointment book layouts for a single location, and the importance of logging in to the correct location.

Use multiple HPI-O numbers and NASH certificates

Practices are now able to add location-specific HPI-O numbers and NASH certificates in Bp Premier.

Setting Up Billing

Set up the billing workflow for your practice, including workflow defaults, statement and invoice text including prefilled service details, bank accounts and WorkCover.

Set up custom fees and schedules

Set up a private practice schedule, add custom items, and set up a discount schedule.

Set up appointment book sessions and holidays

An appointment book session is a period during which a provider is able to take appointments and provide consultations, including 'on the day' or reserved appointment blocks. Sessions can be used as part of a rolling roster. Bp Premier provides a standard set of appointment types, but practices can also create their own types.

Set the default appointment length

Explains how to manage appointment lengths in Bp Premier, including the effects of changing the default slot length on the appointment type and session definition lengths.

Add appointment types and cancel reasons

Appointment book types tell the user what should be booked in that slot, as well as set the default appointment length and icon.

Set up Online Claiming for single Minor ID

How to set up Medicare and DVA online claiming (MAOL) if your practice only has a single Minor ID registered with Medicare, and how to install the Medicare Module if it was not installed during Bp Premier installation.

Set up Bp Service

Bp Service is a background Windows service for Bp Premier that manages results import, secure communication, and scheduled reminders and backups.

Get started with Bp Comms

Walks users through the end to end process of setting up Bp Comms, including patient consent, enrolling patients for SMS and App, message templates, and sending mail merge and single messages to patients from everywhere in Bp Premier.

Get started with Best Health App

The Best Health App is a direct connection between your practice, and its patients. When your patients install the application on their mobile device, you can send various communications to them from within Bp Premier.

New practice checklist

A checklist of tasks and resources to assist practices new to Bp Premier get ready for their Go Live date.

Set up the Clinical module

Describes the configuration activities required after installing Bp Premier for the first time that allow usage of clinical components like updating the drug database, setting up reminders, secure messaging, contacts, and templates.

Configure Bp Premier for My Health Record

How to set up all necessary components for Bp Premier to use My Health Record online, including: recording HPI numbers, importing security certificates, and setting up user permissions and preferences.

Set up eRx Script Exchange

Describes the system requirements before you can install eRx on the Bp Premier Server, and how to set up eRx in Bp Premier to take advantage of electronic prescriptions.

Set up electronic prescribing

To begin using electronic prescribing (or eScripts) at your practice, you will first need to ensure you have correctly configured Bp Premier.

Set up a messaging provider

How to set up a messaging provider service for secure communication of clinical data and documents between Bp Premier and third parties.

Set up Pathology and Imaging Results Import

How to set up automatic pathology or imaging results import from a laboratory into Bp Premier. This article also describes how results are imported and redirected to the provider Inbox, and how to set up results acknowledgements.

Troubleshoot importing results

Troubleshoot importing results automatically from a pathology or imaging lab.

Bp eOrdering Partners

The Bp Partner Network includes our eOrdering parters from version Saffron Service Pack 1 (SP1) and later. You can configure eOrder labs and send electonic requests directly to the lab.

Set up Imaging eOrdering in Saffron SP1 or later

The new eOrdering form introduced in Saffron SP1 includes all functionality required to set up and configure imaging eOrdering providers in one place.

Set up Pathology eOrdering in Saffron SP1 or later

The new eOrdering form introduced in Saffron SP1 includes all functionality required to set up and configure pathology eOrdering providers in one place.

Set up Bp Service

Bp Service is a background Windows service for Bp Premier that manages results import, secure communication, and scheduled reminders and backups.

Import bulk clinical documents

The Bulk Document Import utility (BDI) imports multiple document files in all popular formats (images, PDF, .doc and .docx, RTF, TXT, and HTML), and imports scanned documents directly from a network scanner or digital camera. Once scanned or imported, you can allocate documents to a provider Inbox, or into the Correspondence in, Correspondence Out, or Clinical images sections of a patient record.

Create a word processor template

A Bp Premier template is like any other word processor template: a 'starter' document that includes formatting, tables, images, a header and body, and the inclusion of data extracted from the system or patient record.

Autofills for Today's Notes and the Word Processor

Use Autofill shortcuts in Today's Notes and word processor documents to shortcut text entry. You can create your own Autofill shortcuts.

Converting a practice management database to Bp Premier

Information for practices and staff wishing to migrate a database from other practice management software, or merge Bp Premier databases. Includes solutions for 7-day clinics.

Cleaning up uncoded and free text data

Some screens allow 'free text' entry, which is usually not searchable and may be clinically ambiguous. Bp Premier offers a free text cleanup tool for Contact and document types, reminders, and free text diagnoses.

Link to a billing package

How to set up a link between Bp Premier and another software package, where the third-party software handles management functionality such as the appointment book and billing. Changes to demographic information are synchronised with Bp Premier.

Convert to Bp Premier from other billing software

If your practice uses third-party software to handle management functionality such as the appointment book and billing, this article describes how to shut down the previous billing software and migrate data and functionality to Bp Premier Management.

Link to Pracsoft

Set up a link between Bp Premier and PracSoft, where PracSoft handles management functionality such as the appointment book and billing. Changes to demographic information are synchronised with Bp Premier.

Link to E-Claims

How to set up a link between Bp Premier and E-claims, where the E-claims handles management functionality such as the appointment book and billing. Changes to demographic information are synchronised with Bp Premier.

Troubleshoot billing linking

Provides some solutions to problems that can be encountered when setting up linking to a third-party billing package.

Transfer patient demographics to PracSoft

How to bulk import patiet demographic data from Bp Premier into PracSoft, if your practice uses PracSoft for management functions such as billing and appointment book.

Export immunisation records to billing software

Describes how to export patient immunisation records from Bp Premier to a third-party software package, and set up a permanent link if immunisation records are regularly exported.

Setting Up Billing

Set up the billing workflow for your practice, including workflow defaults, statement and invoice text including prefilled service details, bank accounts and WorkCover.

Set up custom fees and schedules

Set up a private practice schedule, add custom items, and set up a discount schedule.

Set up bank and drawer names

How to define bank and drawer names to make cheque payments easier.

Add bank accounts

The Bank accounts tab configures bank accounts for your practice and providers.

Set up appointment book sessions and holidays

Configure Appointment Book

How to configure your appointment book in Bp Premier.

Set the default appointment length

Explains how to manage appointment lengths in Bp Premier, including the effects of changing the default slot length on the appointment type and session definition lengths.

Add a new patient

How to create a new patient record from the appointment book or patient search, including confidentiality, online Medicare and HI verification, family grouping, and marking a patient inactive or deceased.

Configure Visit Types

This article explains how to configure visit types for your practice. The visit type refers to the location that the visit occurred at, or if the visit was not in person, the method it was delivered through, for example, Hospital or Telehealth.

Add appointment types and cancel reasons

Appointment book types tell the user what should be booked in that slot, as well as set the default appointment length and icon.

Create an Appointment Book layout

A layout is a user or user group. When you apply a layout to the appointment book, only bookings for the selected users will be shown or can be made. For example, you might have a layout that includes all providers, or a layout for each provider.

Set up an appointment reminder schedule

Set up a Bp Comms appointment reminder schedule to send out appointment reminders without manual intervention, like an overnight SMS reminder for the next day's appointments.

Add, update, or deactivate a user

Add a new user to Bp Premier, including user permissions, user preferences, password changes, and deactivation, if staff leave a practice.

Manage password and access security

Configure password complexity and workstation access security.

User Permissions

A reference for the key user permissions and which practice roles normally require which permissions.

Setting user preferences

Describes all of the preferences that users can set to personalise their Bp Premier experience.

Set up users to run reports

Permission to run reports can be granted down to the level of individual reports. You can also restrict the data pool for reporting by provider and location.

How to set up a fingerprint scanner to log in a Bp Premier user.

Medicare and DVA incentives

Describes the criteria under which Medicare and DVA incentives are automatically applied to patients in Bp Premier. You cannot add incentive items manually.

What can you claim with Tyro?

Key MBS and DVA items that cannot be processed through Medicare Easyclaim.

Set up Online Claiming for single Minor ID

Set up Online Claiming for multiple Minor IDs

How to set up Medicare and DVA online claiming (MAOL) if your practice or organisation has more than one Minor ID registered with Medicare, and how to install the Medicare Module if it was not installed during Bp Premier installation.

Connect to Medicare Web Services

This article explains the steps involved in connecting to Medicare Web Services at your practice.

Configure Bp Premier for PRODA

Troubleshoot online claiming

Troubleshoot setting up Medicare online claiming, including problems with site and PKI certificates, Java, or the Bp Medicare Module.

Configuring Medicare Certificates

Set up new or renew Medicare site and PKI certificates.

Renew your NASH certificate

Update your NASH certificate when it expires.

Configure Tyro

How to install the Tyro Terminal Adapter and sofware, and set up Tyro details and Merchant IDs in Bp Premier. The article also describes the payment and claim options available through Tyro, including Integrated Medicare Easyclaim.

Configure Tyro for Direct Billing

Set up Tyro to process Direct Bill accounts.

Bp Premier Supported Claiming Channels

DVA and Medicare claiming channels and functions supported by Bp Premier.

Online claiming with proxy server

How to set up Bp Premier to process online claims if your practice uses a proxy server between the Bp Premier server and the internet.

Check Medicare certificates for expiry

Check expiry dates for Medicare site certificates and NASH certificates.

Export Medicare site certificates

How to install and use Medicare's PKI Certificate Manager to update your Medicare Site Certificates.

Medicare Web Services and PRODA

Services Australia is upgrading the technology used by Practice management software such as Bp Premier that connect to Services Australia for some digital health services.

Connect to Medicare Web Services

This article explains the steps involved in connecting to Medicare Web Services at your practice.

Prepare your practice for eHealth

How to prepare your practice for My Health Record, including registering with the HI service, obtaining HPI-O and HPI-I numbers, and the PKI certificate types you need to install.

Configure Bp Premier for My Health Record

Use multiple HPI-O numbers and NASH certificates

Practices are now able to add location-specific HPI-O numbers and NASH certificates in Bp Premier.

Patient Health Identifier validation

In Saffron SP1, if a patient record contains an IHI, and either the patient's IHI, Medicare number or DVA number are changed, then the IHI number must be revalidated.

Troubleshoot My Health Record

Troubleshoot common problems encountered while setting up and accessing My Health Record, including certfiicate import, HI lookup, and problems uploading or viewing MHR documents.

Troubleshoot site and NASH certificate issues

Troubleshoot issues connecting to the Health Identifier (HI) service to use My Health Record.

Assist a patient with My Health Record registration

How to assist a patient with registering for My Health Record, if a patient is unable to register themselves.

Set up electronic prescribing

To begin using electronic prescribing (or eScripts) at your practice, you will first need to ensure you have correctly configured Bp Premier.

Practices with multiple Prescription Exchange Services

Describes the support for electronic prescribing and Real Time Prescription Monitoring in Bp Premier for practices with providers who use both eRx and MediSecure Prescription Exchange Services.

Set up eRx Script Exchange

Describes the system requirements before you can install eRx on the Bp Premier Server, and how to set up eRx in Bp Premier to take advantage of electronic prescriptions.

Change a patient's eRx consent

Change a patient's consent to send scripts by eRx.

Enable MediSecure

How to obtain an activation key for MediSecure and enable Medisecure for a Bp Premier provider.

Set up drug sheet layouts

How to define a layout for patient drug sheets (also called medication schedules or medication summaries). Several templates are available for use or customization. Drug sheets layouts are defined for the whole practice, not specific users.

Create a drug combination

How to create a custom combination of drugs with doses, so that the combination can be prescribed as a group.

Create a custom preparation

How to define and prescribe a custom preparation for compounding.

Set up a FHIR online directory

Set up FHIR online directories as they become available. You may need to be able to look up your practice from the online directory.

Set up a messaging provider

How to set up a messaging provider service for secure communication of clinical data and documents between Bp Premier and third parties.

Install Argus

How to install Argus during or after a Bp Premier installation. You will be prompted to set up Argus the first time an administrator logs into Bp Premier.

HealthLink Online forms

How to set up access to HealthLink SmartForms for the first time or after an upgrade, and how to open and submit Smartforms in the word processor.

Set up pathology and imaging

All the steps required to set up Bp Premier to use a secure messaging provider for sending pathology and imaging requests, including provider preferences and supported formats (PIT, HL7).

Set up pathology and imaging eOrdering in Saffron

If you have not yet upgraded to Saffron SP1, use this method to set up eOrdering.

Set up a messaging provider

How to set up a messaging provider service for secure communication of clinical data and documents between Bp Premier and third parties.

Set up Pathology and Imaging Results Import

Set up results acknowledgement and notifications

How to set up acknowledgement of submitted pathology requests, if supported by the secure messaging service used.

Add a pathology or imaging lab

Create a Bp Premier Contact with a category of 'Pathology Provider' to represent a pathology lab.

Set up Pathology eOrdering in Saffron SP1 or later

The new eOrdering form introduced in Saffron SP1 includes all functionality required to set up and configure pathology eOrdering providers in one place.

Set up Imaging eOrdering in Saffron SP1 or later

The new eOrdering form introduced in Saffron SP1 includes all functionality required to set up and configure imaging eOrdering providers in one place.

Set up pathology request forms

Bp Premier supplies a default pathology request form, but you can create your own pathology form layout if a laboratory uses preprinted stationery for their request forms.

Set up imaging forms

Bp Premier does not supply a default imaging request form. You must create a custom imaging form layout for each laboratory with unique stationery.

Get started with Bp Comms

Frequently asked questions about Bp Comms

FAQs from our users about Bp Comms in general, including patient consent and consent forms, searching for patients who have and have not consent, best practices for message templates, and how to manage 'health awareness' communications and patient opt-out.

Top up Bp Comms Credit

A Bp Comms credit code contains a dollar amount that can be used for sending both Best Health App and SMS messages. Learn how to enter credit and understand how much credit you have remaining.

Get started with Best Health App

Enrol patients for the Best Health App

Find out how to enrol your patients to use the Best Health App.

Set up Bp Comms

Set up Bp Comms for clinical and appointment reminders, mail merges, contact notes, and all other patient-practice communications. Also how to top up your Bp Comms credit.

Set Comms Consent for patients

Indicate patient consent for electronic communications methods from Bp Premier, including the types of communications that a patient would like to receive. You can attach signed consent to a patient demographics.

Understanding Bp Comms Consent

This article explains the different consent types used in Bp Premier, and provides infomation to help you to better understand consent and Bp Comms, including consent for younger patients, upgrading and consent, and searching for consented patients with the database search tool.

Bp Comms templates

Set up message templates for all SMS message types sent from your practice, such as clinical and appointment reminders, results receipt, patient education, and mail merges from a database search.

Add contact reasons

Add contact reasons to indicate why the practice contacted a patient.

Set up an appointment reminder schedule

Set up a Bp Comms appointment reminder schedule to send out appointment reminders without manual intervention, like an overnight SMS reminder for the next day's appointments.

Set up Bp Messaging Service

The Best Practice Messaging Service is used to manage Bp Comms communications between Bp Premier and external gateways.

Frequently asked questions about the patient demographic

FAQs from users about the patient demographic screen, including confidentiality, usual doctor, birth sex and gender identity, and how to audit changes to the patient's demographic record.

Add a new patient

Mark patients as inactive or deceased

Mark patients as deceased or inactivate, if a patient has not attended your practice in some time. Run a database search for duplicate or inactive patients and mark the patients in bulk as inactive.

Add, update, or deactivate a user

Add a new user to Bp Premier, including user permissions, user preferences, password changes, and deactivation, if staff leave a practice.

Set up a Provider

How to set up a new provider in Bp Premier, including permissions, preferences and Appointment Book sessions.

Add AHPRA to invoice templates

From 01 September 2021, the State Insurance Regulatory Authority (SIRA) requires that health practitioners who deliver services to an injured worker include their AHPRA registration number on all invoices. This article shows how.

Add a new contact

Add an organisation, provider, or any individual to the Bp Premier contacts list.

Add a pathology or imaging lab

Create a Bp Premier Contact with a category of 'Pathology Provider' to represent a pathology lab.

Using Online Directories

Search HealthLink's online directory from the word processor for referrals or health providers. Synchronise directory providers details with your local address book contacts.

HealthShare Referrals Directory

Search HealthShare's online directory for referrals or health providers from the word processor.

Setting up printers and user printing preferences

How to set up page and print parameters for the word processor, including margins, page orientation, default fonts, and how to print on terminal servers.

Create a word processor template

Create an advanced template

An advanced word processor template allows you to include custom fields. A custom field prompts the document author for information when the template is used to create a new document. This information is often real-time information that cannot be extracted from a patient record.

Add AHPRA to invoice templates

Setting up a multiple-location practice

Available HealthLink Forms

Lists the forms available through Bp Premier's integration with HealthLink smart forms, by state.

Importing a document template

How to import a document template into Bp Premier. Only some document types can be imported.

Troubleshooting templates

Troubleshoot common problems encountered working with template fields.

Working with letterheads

How to apply the practice letterhead to general templates, and create a custom letterhead that can be used by specific providers.

Set up printed label layouts

Labels can be printed from many functions, like a mail merge. You first need to define a label layout. You can also print to a label printer from Bp Premier.

Bp Comms templates

Set up message templates for all SMS message types sent from your practice, such as clinical and appointment reminders, results receipt, patient education, and mail merges from a database search.

Set up reminder reasons and defaults

How to set defaults for the Bp Premier Reminders workflow, including defining Reminder Reasons, cleaning up free text entries, and how reminders are sent out by default.

Create a reminder letter template

How to create a template for Reminder letters. You can create a generic template used for all reminders, or create specific templates that are different for each reminder type. Your staff should know when to use which reminder template.

Create and manage actions

Bp Premier Actions capture an activity that needs to be carried out by practice staff, such as a future vaccination, checking results, or a health assessment. You can view outstanding actions for a single patient or the entire practice.

Using the To Do List

The To Do list is a tool for practice staff to set reminders for themselves. To Do items can be linked to patients. A user's To Do list is displayed whenever he or she logs in to Bp Premier.

Set a daily message

The daily message is a practice-wide communication displayed on the Appointment Book on all workstations, for all users.

Send internal messages

Bp Premier offers an internal messaging service for practice communication between users and user groups. When a user logs in, new messages are listed in a popup.

Connect a medical device

How to integrate a medical device, such as a blood pressure reader or spirometry machine, with Bp Premier so that the device can be accessed from the patient record. The article also describes how to configure Windows to open ECG files in a native viewer.

HealthLink Online forms

How to set up access to HealthLink SmartForms for the first time or after an upgrade, and how to open and submit Smartforms in the word processor.

Bp Premier Reporting Tool

The Bp Premier nKPI Reporting Utility records and submits national Key Performance Indicator data collected on Aboriginal and Torres Straight Islander patients to the Australian Institute of Health and Welfare. Data from participating practices forms part of the annual report on Aboriginal and Torres Straight Islander primary health care.

PEN CAT

PEN CS Clinical Audit Tool (CAT) is a tool for extracting general practice clinical and billing data. You can install and configure the CAT to analyse Bp Premier data.

MEDrefer

How to activate MedRefer for Bp Premier and send and track referrals through the MedRefer service. You can also change the polling frequency.

Set up a FHIR connection

Set up the FHIR API to connect Bp Premier to third party software.

Set up NCSR Integration

The National Cancer Screening Register enables a single electronic record for each person in Australia participating in cervical and bowel screening.

PIP QI Reporting

The Bp Premier Reporting tool extracts data for use in the Practice Incentives Program - Quality Improvement (PIP QI).

MedReleaf 6 Monthly TGA Reporting

The 6 Monthly TGA Report supports MedReleaf prescribing clinic doctors who are authorised prescribers for unregistered medical cannabis products.

Accessing Healthshare fact sheets

How to search, suggest, and email Healthshare Fact Sheets from the patient record.

medEbridge

How to set up, request, and process UHG insurance reports through medEbridge, including changing the polling frequency and troubleshooting using the Windows Event Viewer.

MediTracker

How to install Precedence Health Care's MediTracker connector to share Bp Premier patient data with the MediTracker app. The article also includes FAQs on what is shared between Bp Premier and MediTracker.

NPS Radar

How to enable NPS Radar alerts when prescribing, and view NPS RADAR documents and patient information leaflets from the patient record.

BPAC Clinical Solutions

Open the BPAC decision support tool using the SeNT service from the patient record.

Telehealth appointments

Book telehealth appointments offered by a third-party provider.

Strata Health single signon

Bp Premier has integrated with Strata Health Solutions' PRISM system for managing and matching clinical resources to patient needs. GPs can access PRISM from a browser within the Bp Premier software using their Bp Premier credentials, without the need to log in again. Some initial configuration is required.

Cubiko

Cubiko is a busines intelligence tool that can integrate with Bp Premier.

Pryzm Data Extraction Tool

The Pryzm Data Extraction functionality in the Bp Premier Reporting Tool extracts information on possible inherited and rare diseases from clinical data and correspondence for practices working with Pryzm Health.

Configure WhiteCoat

How to configure Bp Premier to work with Whitecoat functionality.

Changes in vaccination reporting FAQ

FAQs from Bp Premier users during the recent COVID-19 Vaccinations and Bp Premier Webinars run during the week beginning March 22 2021.

Updates for managing COVID-19

COVID-19 Vaccinations with an AIR Provider Number

COVID-19 vaccinations and Bp Premier

This article provides information and resources for clinics administering COVID-19 vaccinations.

Booking COVID-19 Vaccinations

Guidance and suggestions on workflows for booking COVID-19 vaccination patients.

Group patients in the appointment book by user

Group patients in the appointment book by location

Explains the method of grouping bulk appointments in the appointment book under a virtual location, which could be used to group COVID-19 or any vaccinations to keep the appointment book organised.

COVID-19 Database Queries

You can use the COVID-19 At risk patients query to search for patients who are eligible for or have had one or both doses, as well as manage bookings.

COVID-19 clinical reminders

If you have performed consults with patients requiring COVID-19 tests, you can send them reminders to ensure they have organised to be tested.

Create an AutoFill clinical screening assessment

Save time during consults by creating an AutoFill clinical screening assessment in the patient record, for patients presenting with COVID-19 symptoms.

COVID-19 letter and Bp Comms templates

COVID-19 Reasons for Visit and Diagnoses

In response to the COVID-19 pandemic, new diagnoses and reasons for visit have been made availabel in Bp Premier.

Telehealth and telephone appointments

Add COVID-19 pathology to Favourites

Set up COVID-19 tests as favourites in the pathology request screen to quickly access them when requesting pathology.

COVID-19 patient education materials

COVID-19 bulk billing incentives for at risk patients

As of 20 April 2020, two new bulk billing incentive items have been added for COVID-19 at-risk patients. This article explains when and how to apply them.

Add or cease Rx

How to add a prescription to a patient's record, cease current prescriptions, look up a script, get approval for authority prescriptions, and how the p.r.n. or PRN setting applies to medication lists.

Understanding Active Ingredient Prescribing

The introduction of Active Ingredient Prescribing means that prescriptions written for PBS and RPBS medication will have the medication's active ingredients listed on them by default, rather than a brand name.

How Active Ingredient Prescribing Works in Bp Premier

This article explains the changes that have been made to the prescribing workflow due to the introduction of Active Ingredient Prescribing.

Frequently asked questions about Active Ingredient Prescribing

Frequently asked questions about what Active Ingredient Prescribing is, and how it will impact you, your practice and your patients.

Saffron Series User FAQ

Frequently Asked Questions from the recent Saffron Series User FAQ sessions run in mid January.

Electronic prescribing

How to send an electronic prescription from the patient record using Bp Premier.

Frequently Asked Questions from our Electronic Prescribing Masterclasses

This article presents the questions asked by Bp Premier users from all Australian states and territories during the Electronic Prescribing Masterclass webinars delivered by Best Practice Software starting 26 May 2020.

Allergies and reactions

How to record a patient's allergies and adverse drug reactions. Bp Premier will check allergies and reactions when medications are prescribed.

Past Rx and Ceased Rx

How to view a patient's past and ceased prescriptions from the patient record, and how to represcribe, reprint, and open the visit for a past prescription.

Print stored Rx

Prescriptions can be stored instead of printed immediately. This article describes how to search for and print stored prescriptions for a patient or the whole practice.

Prescribe on behalf of

A user can issue prescriptions on behalf of a provider who has a prescriber number.

Real Time Prescription Monitoring

Real Time Prescription Monitoring is a clinical tool available to practices that can inform prescribers of high-risk medicines and help prevent patient misuse.

Print Drug Sheets

Print a patient's drug sheets to layouts including generic, Compact Business Systems, PSH, or NIMC (GP e-version).

Print a National In-patient Medication Chart

You can print medication charts from Bp Premier in the NIMC (or GP e-version) format.

Updates for managing COVID-19

Recording Today's Notes

How to record and manage consultation notes for a patient, including keyboard and autocomplete shortcuts for common terms, and how to record past history items.

Frequently asked questions about the patient record

FAQs about recording notes in the patient record, including confidentiality, and editing and backdating past visits.

Preview notes, start, and finalise a visit

Describes the Appointment Book components that are normally used by providers, after the patient has been arrived by reception. This generally involves starting and finalising the consultation from the patient record.

Social and family history

From the patient record, you can record a patient's family, social, occupational, alcohol, and tobacco or smoking history.

Understanding confidentiality and patient notes

How to set confidential access to a patient's record, and how to set the emergency access password for a practice.

Search past visits

How to search for and view notes from past visits in the patient record.

Delete or amend past visit notes

Delete past visits if notes were recorded for the wrong patient. Amend patient notes on the same day, or append notes after 24 hours.

Print graphs from observations

Bp Premier can create graphs from observation values or atomised values from investigation reports.

Obstetric and antenatal visits

How to record a pregnancy and prior obstetric details for a patient and monitor the antenatal cycle. You can also view all current pregnant patients from the main menu.

Import, scan, or move documents into a patient record

How to scan documents in to a patient record, and move documents between sections in the patient record.

Bp Comms in the patient record

Send SMS messages from the patient record, or review and create contact notes for Correspondence, Investigations, Images, and Primary Care.

Request pathology

Submit a pathology request from the patient record, including setting up favourite test lists and custom test reasons.

Request imaging

Walks users through the different options when requesting imaging tests, including free text tests and body regions.

Submit a pathology or imaging eOrder

Bp Premier supports eOrdering for pathology and imaging investigations from laboratories that accept eOrders.

Troubleshoot eOrdering

Troubleshoot eorder submission failure, including checking the Bp Messaging Service for machine name validity.

Cervical Smears

Cervical screen or pap smear investigations are requested like any pathology request, but added to the Cervical Smears page of the patient record. Practice staff can also view and add cervical screening history outside of the patient record.

Redirect incoming reports to another provider

Incoming reports can be redirected from one provider to another if required. An example of when this functionality could be useful would be if a provider were to go on leave, and someone else was responsible for their incoming reports in their absence.

Managing Pathology and Imaging Results

The pathology and imaging results management process, from auto-allocation, actioning results in the Provider Inbox, and following up results from the Follow Up Inbox, and how to audit the patient contact trail.

Clear outstanding requests

As part of managing incoming results, you can manually mark requests as 'received' for a single patient or the entire practice. This clears a request from any outstanding lists.

Troubleshoot importing results

Troubleshoot importing results automatically from a pathology or imaging lab.

View immunisations in My Health Record

This article explains how immunisation information can be accessed via the Immunisation Consolidated View in My Health Record.

Validate Health Identifiers

How to look up the Health Identifier service and validate HI numbers for a single patient or multiple patients.

Create a Shared Health Summary

How to create a Shared Health Summary from a patient record and upload to My Health Record. A Health Summary includes current medications, adverse drug reactions, past medical history, and immunisations.

Create an Event Summary

How to create an Event Summary from a patient record and upload to My Health Record, including how to modify and delete an uploaded document.

Manage My Health Record documents

Manage documents shared between My Health Record and the patient record in Bp Premier from the My Health Record home screen. Save uploaded documents to the patient record.

Prescription and Dispense View

How to use My Health Record's Prescription and Dispense View to manage a patient's current and past Rx, and prescribe and represcribe medication. The Prescription and Dispense View relies on the National Prescribing and Dispense Repository (NPDR).

Pathology and imaging report views

Use My Health Record's Pathology and Imaging Report Views to view pathology investigation results and diagnostic images uploaded to a patient's My Health Record by laboratories and other providers.

Patient Health Identifier validation

In Saffron SP1, if a patient record contains an IHI, and either the patient's IHI, Medicare number or DVA number are changed, then the IHI number must be revalidated.

Health Identifier lookup history

View the lookup history, audit trail, and transaction error history for a patient's Health Identifier.

Add a Clinical Reminder to a patient

Add a clinical reminder to a patient, or edit the appointment associated with a clinical reminder.

Send clinical reminders

Send Bp Comms clinical reminders.

Print a reminders list

You can print a clinical reminders list, or reprint a reminder run. You can also set the columns shown on the printed reminders list.

Follow up sent reminders

Follow up clinically significant reminders sent through Bp Comms messaging.

Send and follow up eReferrals

How to create and send CDA and RTF electronic referrals, or eReferrals, in Bp Premier, and how to check the status of eReferrals once sent.

Import bulk clinical documents

Available HealthLink Forms

Lists the forms available through Bp Premier's integration with HealthLink smart forms, by state.

Using the NCSR Hub

You can interact directly with the National Cancer Screening Register from Bp Premier using the NCSR Hub.

NCSR forms

Use National Cancer Screening Register (NCSR) forms to submit information to the NCSR.

Enabling preventative health notifications

Bp Premier will display preventative health reminders in a patient's record based on demographic and clinical history. You can turn specific notifications on and off for a patient.

Available clinical functions

Clinical tools available include: BMI calculator, Blood pressure, cardiovascular, and diabetes risk assessments, INR manager, K10, travel medication schedule, Mini Mental State and geriatric depression assessments, Edinburgh PND, and AUDIT-C alcohol risk assessment.

Run TARB-Ex screening tool

How to run and export patients from the TARB-Ex screening tool for Familial Hypercholesterolaemia (FH).

Diabetes register

The Bp Premier Diabetes register shows information on all patients with a diagnosis of Diabetes recorded.

Diabetes risk assessment tool

Bp Premier includes the AUSDRISK assessment tool for Type 2 Diabetes.

Patient Education material

The Patient Education Materials viewer allows you to print take-home information for patients, from multiple research sources including MIMS, NPS, Beyond Blue, Dementia Australia, and John Murtagh.

Enhanced Primary Care BeInTheKnow FAQs

This article provides a list of questions asked by Bp Premier users during the recent enhanced primary care BeInTheKnow information class, with answers.

Create an asthma action plan for a patient

Bp Premier includes action plans for the management of chronic asthma.

Diabetes Cycle of Care

The Diabetes Cycle of Care tool provides a scheduled plan for providers and patients to manage diabetes.

Create care plans

Care plans allow GPs to record related information and set goals and tasks in consultation with the patient to manage chronic diseases. All elements of a care plan, including goals, tasks, contacts, and layout can be customised.

Create an EPC Care Plan template

A Care Plan Template is a care plan preloaded with problems, goals, tasks, and provider contacts that you can assign to a patient and modify. Templates can be imported and exported.

Dementia assessment tool

Bp Premier offers a dementia assessment tool available for patients over 70 years of age. The tool was developed with the Dementia Collaborative Research Centre of UNSW.

Health assessment tool

Bp Premier's health assessment tool is a broad health data collection and analysis tool for evaluating patient health. The tool is available to patients based on demographic data including age and ethnicity.

Conduct a medication review

The medication review tool identifies potential problems with a patient's medications and set actions to manage dosages, administration, and ongoing health. The tool is available based on a patient's current and recent Rx.

Asthma management templates

Best Practice Software has partnered with Asthma Australia to provide two asthma templates in Bp Premier.

Record immunisation batch numbers

Bp Premier can record registered batch numbers for vaccination programs for selection when administering a vaccine. You can set a default batch number for the influenza vaccination used by your practice.

Record immunisations

Immunisations and vaccinations for patients are recorded from the patient record, such as HPV, Influenza, Hep B, and the Australian childhood vaccination schedule.

Send immunisation records to AIR

All immunisation data records for whole of life must be submitted electronically or in paper format to the Australian Immunisation Register (AIR). This article describes how to do both, and review submitted records.

Diabetes register

The Bp Premier Diabetes register shows information on all patients with a diagnosis of Diabetes recorded.

Diabetes risk assessment tool

Bp Premier includes the AUSDRISK assessment tool for Type 2 Diabetes.

Diabetes Cycle of Care

The Diabetes Cycle of Care tool provides a scheduled plan for providers and patients to manage diabetes.

Get started with Best Health App

Enrol patients for the Best Health App

Find out how to enrol your patients to use the Best Health App.

Send health information to a patient's app

Send a health summary, MIMS consumer information, or patient education leaflets to a patient's Best Health App.

Send Bp Comms appointment reminders

Send Bp Comms appointment reminders by SMS or Best Health App.

Send clinical comunications

Send communications on clinical issues that aren't a regular checkup, such as following up pathology and imaging results.

Send clinical reminders

Send Bp Comms clinical reminders.

Send health awareness communications

Send communications to patients regarding health awareness.

Best Health App Masterclass FAQ

Questions and answers from the Masterclasses Navigating Best Health: An Introduction to Bp's New Patient App Masterclass and Patient Communications and using Bp Comms.

Understanding Bp Comms Consent

Set Comms Consent for patients

Enrol a phone number for BP Comms FAQ

FAQs on enrolling a phone number for Bp Comms, including third-party software access to a patient's phone number, and sharing a phone number.

Understanding contact notes

Contact notes record instances where a practice has contacted or attempted to contact a patient. For example, contact notes can record an audit trail of attempts to contact a patient after investigation results have been reviewed from the Followup Inbox.

Add contact reasons

Add contact reasons to indicate why the practice contacted a patient.

Add and review contact notes

Add a contact note, review notes and sent messages, check for messages that weren't successful, and resend failed messages.

Check for patient replies to contact notes

Check for replies to appointment reminder contact notes.

Get started with Bp Comms

Send Bp Comms appointment reminders

Send Bp Comms appointment reminders by SMS or Best Health App.

Check appointment reminder replies

Check for replies to Bp Comms SMS appointment reminders.

Send clinical reminders

Send Bp Comms clinical reminders.

Send clinical comunications

Send communications on clinical issues that aren't a regular checkup, such as following up pathology and imaging results.

Send health awareness communications

Send communications to patients regarding health awareness.

Keyboard shortcuts

Lists the keyboard shortcuts available from the main screen, appointment book, waiting room, and patient record.

Autofills for Today's Notes and the Word Processor

Use Autofill shortcuts in Today's Notes and word processor documents to shortcut text entry. You can create your own Autofill shortcuts.

Creating a document from a template

How to create a document from a template. You can also create a list of Favorite templates, and create an Action to complete a draft document.

System word processor templates

Customise the system word processor templates to suit your practice.

Diabetes Information Prescription templates

Best Practice Software has partnered with Diabetes Australia to supply Information Prescription templates for patients at risk of or who have diabetes.

Custom Materials Development

Best Practice Software Development Services team can create custom reports, database queries, and word processor templates for you at a structured fee cost.

Using Online Directories

Search HealthLink's online directory from the word processor for referrals or health providers. Synchronise directory providers details with your local address book contacts.

HealthShare Referrals Directory

Search HealthShare's online directory for referrals or health providers from the word processor.

Resolve Tx Control errors

Resolve Tx or Tx Control errors, particularly after an upgrade.

Using the Document Viewer

The Document Viewer is used for viewing PDF, Microsoft Word, Images and other files within Bp Premier.

Run a mail merge

You can run a mail merge from several functions within Bp Premier, including a database search, reminders, diabetes register, and the inbox followup. Copies of the mail merge letter can be automatically added to a patient record.

Setting up Bp Premier to use email

How to send and receive emails from Bp Premier. You can use a single email address for the practice, email addresses for single users, or both.

Send emails from Bp Premier

How to send an email from the word processor, user address, or practice email address.

Encrypt e-mail messages from Bp Premier

If your practice sends emails from Bp Premier, you can set up PKI certificates for users and contacts for secure emailing.

COVID-19 vaccinations and Bp Premier

This article provides information and resources for clinics administering COVID-19 vaccinations.

Booking COVID-19 Vaccinations

Guidance and suggestions on workflows for booking COVID-19 vaccination patients.

Group patients in the appointment book by user

COVID-19 letter and Bp Comms templates

COVID-19 Reasons for Visit and Diagnoses

In response to the COVID-19 pandemic, new diagnoses and reasons for visit have been made availabel in Bp Premier.

COVID-19 Database Queries

You can use the COVID-19 At risk patients query to search for patients who are eligible for or have had one or both doses, as well as manage bookings.

Telehealth and telephone appointments

Create an AutoFill clinical screening assessment

Save time during consults by creating an AutoFill clinical screening assessment in the patient record, for patients presenting with COVID-19 symptoms.

Add COVID-19 pathology to Favourites

Set up COVID-19 tests as favourites in the pathology request screen to quickly access them when requesting pathology.

COVID-19 patient education materials

COVID-19 clinical reminders

If you have performed consults with patients requiring COVID-19 tests, you can send them reminders to ensure they have organised to be tested.

COVID-19 bulk billing incentives for at risk patients

As of 20 April 2020, two new bulk billing incentive items have been added for COVID-19 at-risk patients. This article explains when and how to apply them.

Switching to new reports FAQ

Frequently asked questions from Bp Premier users regarding the switch to new management reports from older pre-Lava financial and disbursement reports, including a link to the webinar.

Switching from old to new reports

Bp Premier management functionality changed significantly for the Lava release. This article describes the new management reports available, and which pre-Lava reports they most closely match.

Set up users to run reports

Permission to run reports can be granted down to the level of individual reports. You can also restrict the data pool for reporting by provider and location.

Get started with reporting

Understand which reports to run, what the report parameters mean, and how to use reports to pay providers.

Management Report Reference

Provides a description of key reports used by a practice, such as Services and Payment reports used for provider sdisbursement.

Custom Materials Development

Best Practice Software Development Services team can create custom reports, database queries, and word processor templates for you at a structured fee cost.

Online Claiming

Reports on online claiming batches submitted.

Services

Service reports can be used for provider disbursement if you pay your providers based on services performed.

Payments

Reports for payments made to a practice, broken down by account type, payment method, and service date. All reports include service details.

Transactions

Transactions reports list both service and payment information. They can be used for provider disbursement if you pay your providers both by services performed and payments received.

Banking

Reports for banking batches created, daily takings, held accounts, and reversed payments and bounced cheques.

Debtor

Reports on debtors at an aging date. Reports can be exported to MS Excel.

Deposits and Payment Reversal reports

Reports showing deposits used to pay off invoices, and reversed payments, within the date range.

Audit reports

Reports for cancelled and written off services, and reversed payments and bounced cheques.

Clinician

Reports on uploads to My Health Record, incoming referrals, and vaccines given.

Patients

New Patient Added report.

Appointments

Reports for viewing appointments in a date range.

Administrative

Administrative reports for vewing custom practice fees, appointment reminder status, and provider days away from practice.

Updates for managing COVID-19

What do the appointment statuses mean?

Appointment book statues, especially With Doctor, At Billing, Paid, and Invoiced, help your staff tell where in the appointment book workflow an appointment is up to, and which appointments need payment and closing off.

Book or update an appointment

Book an appointment for a new or existing patient, edit a current appointment, or view a patient's appointment history.

Book a recurring appointment

Book and edit recurring appointments.

Recall appointments

Recall appointments can be made for patients who have received clinically significant results or otherwise need to be recalled to the practice outside of a reminder cycle. Recalls can only be cancelled by certain user types.

After hours telehealth consults

Sometimes telehealth or other consults are recorded after the day. This article shows you how to invoice and pay backdated consults.

Find, move, or cancel an appointment

Search for past or future appointments, move or cancel an appointment, and view an audit trail of users who have updated an appointment.

Rebook a patient from the cancellation list

The Cancellation List contains patients with or without an existing appointment who would either like their appointment moved forward, or who wish to have an appointment created for them in the event of a cancellation.

Update a doctor's availability

Update the appointment book for a user or users to block out one or more slots as unavailable.

Arrive a patient

Check a patient's Medicare details when they arrive and indicate in the appointment book that the patient is ready to see the provider.

Resolve uncompleted appointments

Look up and resolve unfinished appointments so they are not lost in the appointment book history.

Print or export an appointment list

Print an appointment list or day sheet, or export an appointment list to file.

Paying accounts across multiple locations

Practice staff who take payments must ensure they select the correct location from the Login screen when they log in to start their Bp Premier session.

Create an account from an appointment

Create an account for a patient if the patient has seen the doctor and is paying their account after the consultation.

Pay a patient account

Pay a patient's account after the patient has seen the doctor.

Pay and claim with Whitecoat

Pay an account using Whitecoat functionality.

Find an invoice or cheque

How to search for invoices by invoice or voucher number, and search for cheques by cheque number. You can also record a cheque as bounced.

View debtors

The Debtor list shows all outstanding accounts for patients and third parties. It does not include accounts billed to Medicare or DVA. You can print outstanding statements per payee or per provider.

Create a simple account

A simple account covers one or more services provided on the same day. You can apply restriction codes or Medicare override codes to account items.

Create a complex account

A complex account covers one or more services provided over different dates. Complex accounts may need to be created to 'bundle' services into one account, for example, to be paid by an organisation such as an employer, insurer, or head of family. You can apply restriction codes or Medicare override codes to account items.

Invoice referrals

If the Provider and the MBS item you are using requires a referral, the Referral details field will appear in the account details screen.

Restriction codes

Adding a restriction code in the Account Item window provides additional information that will prevent a claim containing multiple similar items from being rejected by Medicare

Process a payment

How to process payments for regular accounts and bulk payments for complex invoices. Bulk payments are useful for processing non-standard invoices such as those from hospitals for insurance companies.

Process a bulk payment

Process payments for account holders with many invoices that need settling, like an insurer or hospital. The Bulk Payment screen is easier to make adjustments to services from.

Pay with or refund a deposit

Deposits allow your practice to take money in advance as payment for future services, or as holding fee for equipment hire, for example. You can record and adjust a deposit (until the deposit is banked), and allocate a deposit to pay or part-pay and invoice.

Using the Patient Billing History

Describes the functionality available from the Patient Billing History, which is the main screen used to create new acounts, and review and correct paid accounts.

Held Accounts

A held account is a record that a patient needs to be billed, but you are not yet sure what services should be included on the invoice. For example, a patient has a biopsy performed on their arm which is sent away to pathology. Use a held account to keep a bookmark of the account and add the services when the pathology results are received.

Correct an account or payment

You can adjust or cancel an unpaid account. If an account has been paid or banked, you can only make simple adjustments, or you must reverse the payment and adjust the original account.

Correct an account in error

How to correct a number of common account creation errors, including an incorrect account owner, wrong payment type, and adding an account to the wrong banking batch.

Correct a payment or paid account

Reverse or adjust a payment before the payment is banked.

Correct a banked payment

How to correct errors on paid accounts after payments have been reconciled and banked, including payments to the wrong invoice, payments to the wrong patient, and incorrect payment amounts.

Understanding adjustments

An overview of the Adjustments and Deposits feature of Bp Premier.

View the Tyro transaction history

How to view the transaction history for a Tyro terminal from Bp Premier.

Adjust a service direct billed through Tyro

Adjust a service that has been direct billed and processed through a Tyro terminal.

Cancel and refund Tyro payments

How to cancel a rebate and refund a payment made through Tyro.

Medicare card reader shortcuts

How to use your practice's Medicare card reader device as a shortcut to load patient details in the patient record, appointment book, and waiting room.

Troubleshoot Medicare return codes

Troubleshoot error or return codes you may receive back from Medicare after submitting Medicare claims. A list of the most common error codes and their resolutions is provided.

Online Claiming: Direct Bill

End to end walkthrough for direct bill batches, including batching, check for payments, service correction and claim resubmission, and troubleshooting.

Online Claiming: Patient Claims

End to end walkthrough for online patient claiming, including billing, service correction and claim resubmission, and troubleshooting.

Online Claiming: EasyClaim and Tyro

End to end walkthrough for Tyro EasyClaims, including billing, check for payments, service correction and claim resubmission, and troubleshooting.

Processing Gap Payments

Gap payments can be used in situations where there is a gap in cost between an item's practice fee and the Medicare rebate.

Refund a Medicare payment

Refund a batched paid service in entirety to Medicare, or create a partial refund.

Medicare Refunds Frequently Asked Questions

Some questions and answers on Bp Premier's Medicare Refunds function in Saffron, including how the refund is handled in billing history, banking, and disbursement reports.

Correct Medicare Online claim

How to correct and resubmit rejected Medicare claims for Medicare Online claims.

Correct a Manual Direct Bill claim

Adjust and resubmit a manual direct bill (bulk bill) claim.

Create a Banking Batch

How to create a banking batch for reconciliation, including creating a Banking Details report that can be used when making bank deposits for the practice.

Banking

Reports for banking batches created, daily takings, held accounts, and reversed payments and bounced cheques.

Create an account for worker's compensation

How to create an account for single-organisation compensation (such as WorkCover) or schemes that involve multiple organisations including employers and insurers.

WorkCover QLD electronic invoicing

WorkCover Queensland (WorkCover) provides insurance cover to support workers who have been injured at work. Registered health providers submit invoices for payment by WorkCover for products and services provided to the injured workers.

Troubleshoot general client connections

Resolving Slowness Issues

Troubleshoot slowness or response issues on your Bp Premier server or workstation.

Find a missing patient record

Options you may wish to try if you are unable to find a patient record in Bp Premier.

Resolve Tx Control errors

Resolve Tx or Tx Control errors, particularly after an upgrade.

Troubleshoot Webview2

This article explains how to resolve WebView 2 issues in Bp Premier

Managing general errors and exits to desktop

If you have experienced a serious error using Bp Premier and need to call Support to assist resolution, this article describes how you can reduce resolution time by preparing some information beforehand.

Bp Premier memory management

How to reduce the chance of memory utilisation issues when opening documents in Bp Premier.

Back up and restore Bp Premier

How to run a manual backup and restore of the Bp Premier database, and schedule regular backups.

Back up and restore the drug database

Back up the drug database automatically after a monthly drug update, or manually back up and restore the drug database for remote workstations.

Troubleshoot backups

How to troubleshoot some common issues encountered when backing up Bp Premier, including the location of the backup log files and if you should use compressed or uncompressed backups.

Change Document Database Rollover Size

Saffron SP1 allows sites to configure the size of their document database to roll over at 1.8GB (the value all previous databases have rolled over at) or 9.5GB (in keeping with SQL Server Express’ current database size limit of 10GB).

Download the Bp Premier database for remote use

How to download and synchronise a subset of patient records for use in a workstation disconnected from the Bp Premier server, for example, a consultation in a remote location, home visit or working from home.

Troubleshoot remote databases

How to troubleshoot common issues encountered when downloading and synchronising a remote database.

Searching the database

Bp Premier offers a tool for searching the database for patient records based on demographic and clinical filters you define. Searches can be used to run a mail merge, for example, or export a list of patients.

Custom Materials Development

Best Practice Software Development Services team can create custom reports, database queries, and word processor templates for you at a structured fee cost.

Export query results to file

Export query results to a spreadsheet application to extract patient phone number and email lists.

Access the database through the viewer account

The BPS 'viewer' account allows read-only access to the Bp Premier database. Administrators and third-party applications can use this account to view and access a subset of database data. You can also export table data to XML or text file.

Search for immunisations

This example shows how to search for patients who received a vaccination during a set time period, or have not received a vaccination by a specific age or for a length of time.

Search for patients with diabetes

This example shows how to search for patients with 'diabetes' in their current or past history, and how to search for patients by past medication.

Search by patient ID

Search the database for a specific Patient ID number.

Partner Network

The Bp Partner Network is a program that formalises the relationship with practices and technology vendors that develop integrated solutions with Bp's suite of software products.

Bp eOrdering Partners

The Bp Partner Network includes our eOrdering parters from version Saffron Service Pack 1 (SP1) and later. You can configure eOrder labs and send electonic requests directly to the lab.

Clinical integrations

Third-party software that integrates with Bp Premier. For example, telehealth apppointments, secure messaging, referral lookups, clinical audit tools, smart forms.

Connecting to the database by ODBC from Microsoft Excel

How to query the Bp Premier database using an ODBC connection. For Bp Premier integrators and administrators.

Approving third-party integration

When upgrading Bp Premier, or any time from Configuration > Database, you must approve all third-party integrations before an integration will be peritted to read from or write to the database.

Merge patient records

How to merge duplicate patient records. Merging is not easily reversed and should be carried out only by administrators or with the guidance of Bp Premier Support. Merging is affected by linking to a billing package.

Merge user records

The Merge User tool can merge Bp Premier user records. For example, you may have created multiple provider records to represent providers at different practice locations. You can only reverse a user merge by restoring the database.

Frequently asked questions on importing and exporting records

Frequently asked questions on importing and exporting patient records, and the Subpoena Tool, including exporting confidential information and which data can be imported.

Import bulk clinical documents

Subpoena Tool

The Subpoena tool allows your practice to export a patient record, or sections of a patient record, to print or file for legal purposes. Access to the tool is protected by user permission and the emergency access password.

Import patient records

Import single or bulk patient records that have been exported as XML files from a previous Bp Premier server. Make sure the patient does not already exist in the new database.

Export patient records

How to export patient demographic and clinical data for one or more patient records, or the entire database.

Import and export contacts

You can import and export contact records between Bp Premier servers. Contacts imported from an older version will contain blank entries in any new fields.

Export management data

How to export management data from Bp Premier to CSV file, including Services, Invoices, Payments, Paid Services, and Appointments.

Change Document Database Rollover Size

Record Locking

Understand how Bp Premier locks database records to ensure database integrity. Record locking occurs on visits, appointments, invoices and payments.

Mark patients as inactive or deceased

Mark patients as deceased or inactivate, if a patient has not attended your practice in some time. Run a database search for duplicate or inactive patients and mark the patients in bulk as inactive.

Optimise SQL Server Memory

Optimise the amount of memory (RAM) allocated to SQL Server database, based on the amount available on your server.

Upgrade SQL Server for Bp Premier

Upgrade the edition or version of SQL Server on your Bp Premier server. Upgrade from an Express Edition to a full edition.

What utilities are available in Bp Premier?

Describes all of the utilities available from Bp Premier. Some utilities should only be run with the guidance of Best Practice Software Support.

Cleaning up uncoded and free text data

View deleted clinical data

Deleted clinical data is always retained. Administrators can view deleted data for a type of clinical data, or for a specific patient, which can be accessed from the main screen or from within the patient record. You can also export and recover deleted data from this utility.

Delete and recover records

In Bp Premier, you can delete and restore patient and user records. Patient records are deleted through the Patient list screen, and user records are deleted through the Users screen. Both patients and users can be restored through Bp Utilities.

Audit record changes and user activity

You can monitor all password changes and login activity in Bp Premier through the View security audit utility.

Frequently asked questions about the patient demographic

How do I nominate a patient's usual doctor?

Select a provider from the Usual doctor dropdown in patient demographics.

How do I make a patient record confidential?

Select a Usual doctor and tick Deny access to other users in patient demographics. No other Bp Premier users will be able to view the patient's record.

In an emergency, confidential patient records can be accessed using the Emergency Patient Access tool available from the Database tab of the Configuration screen. See Understanding confidentiality and patient notes for more information.

A patient wants to opt out of any de-identified data extraction

Your practice may regularly collate de-identified demographic data for business analysis and reporting, for example. A patient can opt out of being included in reporting like this.

Tick Opt Out De-Identified Data Extraction checkbox. Third-party data extraction tools such as MediTracker and PEN Clinical Audit Tool will note this option and will not include the patient in their data extraction routines.

Can I view historical demographic data?

No. Unlike the patient’s clinical record, historical data is not preserved when the patient demographics is updated. All updates overwrite the previous record.

The only method of viewing historical demographic data is to restore a backup made prior to the update to a temporary trial Bp Premier server.

Can I distinguish between a patient's birth sex and gender identify?

Clinical functions use the Birth Sex field to determine what actions are available in the patient record. For example, with the Birth Sex field set as Female, the Obstetric history and Cervical screening tabs are available. Selecting a value in the Birth Sex field on a new patient defaults the Gender Identity and Pronoun fields to match the chosen sex. When some Titles are selected, they pre-populate the Birth sex, Gender Identity and Pronouns. Eg. Title of Mr; Birth sex is male; Gender Identity is male; Pronouns are He/Him/His.

The Gender Identity field has no clinical bearing and is primarily an identification field. Choosing Different identity enables a textbox where you can type in custom text.

The Pronouns field holds information on how the patient is to be addressed in conversation and correspondence. In future versions, template fields will be added to the Word Processor to make Pronoun available.

Search for patients using the Gender Identity field in Database search (Utilities > Search). The Gender Identity criteria is under the Demographics search options.

Can I set a default account type for a patient?

Select an account type from the Usual account dropdown on the right hand side. When a visit from the patient is finalised, the Account Type field will default to the type selected here.

I've accidentally deleted a patient record - can I retrieve it?

Yes. See Delete and recover records for more information.

Can I check who last modified a record?

At the bottom of the patient demographics, read-only fields indicate the creation and last updated dates for the patient record. This allows staff to see how long a patient has been attending the practice, and when and by whom the record was last updated. For example, your practice might have a policy of confirming contact details every twelve months.

NOTE A Created by value of 'Practice' indicates that the record was imported or updated externally to Bp Premier.

Last updated 23 July 2020

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Frequently asked questions about the patient demographic

How do I nominate a patient's usual doctor?

How do I make a patient record confidential?

A patient wants to opt out of any de-identified data extraction

Can I view historical demographic data?

Can I distinguish between a patient's birth sex and gender identify?

Can I set a default account type for a patient?

I've accidentally deleted a patient record - can I retrieve it?

Can I check who last modified a record?

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