You are accessing documentation for Bp Allied version 5. This is not the latest version of Bp Allied.
Support for this product will cease on 1 November 2020
 
 
Due to changes in security requirements for the Medicare implementation using Medicare Online Claiming in Version 5 is longer available. Please contact our support team about upgrading to the latest version of BpAllied to enable this implementation.
Version 5
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Templates toolbar


Templates toolbar
1

Template Selector

1. Template Selector
Choose your available templates from the drop down list.
 
For this drop down list to work a Blank.doc (or .docx) must exist and MUST be blank.
2

Client Selector

2. Client Selector
Select the client you wish to merge with the Template (if not already selected).
3

Appointment Selector

3. Appointment Selector
Select the appointment date that the letter will relate to.
4

Merge button

4. Merge button
Click Merge to merge the Template with the Clients Details and Appointment data.
5

Reload Template button

5. Reload Template button
Click Reload Template to open up the template again and clear any changes/merges you have made.
6

Refresh Client List button

6. Refresh Client List button
Clicking the Refresh Client List button if you have a recently added in a new client and they are not showing in this list of clients.