Advanced Bp for Practice Staff

1. Advanced Bp for Practice Staff Presenter: Scott Everist Customer Support Operator, Team Bp

2. What’s Missing • Have you been missing something in Best Practice? • User Permissions • SMS Reminders • Bulk Patient Verification and HI Lookup • The Assisted Patient Registration Tool • Database searching • Best Practice backups Bp Sunshine Summit 2014

3. User Permissions • Creating new users correctly • Set the correct user category • Having accounts • To bill or not to bill • Finalise permissions and management reports • Don’t forget their preferences Bp Sunshine Summit 2014

4. SMS Reminders • New functionality in Best Practice • Allows appointment reminders to be sent to patients • Multiple templates can be configured for various scenarios • Ability to set default appointment types • Can Turn On/Off replies from patients • Delivery Reports allow you to update numbers that fail • With replies on, it can update patient attendance status • List can be printed for both ‘Attending or Not Attending’ • Can now setup schedules to send automatically Bp Sunshine Summit 2014

5. Bulk Patient Verifications and HI Lookup’s • Individual OPV’s are great, however bulk is better. • Bulk lookups save time • Update patient details as you go • Print the list if required • Found in the Appointment Book under the ‘Utilities’ • Finding HI’s in bulk is handy as well Bp Sunshine Summit 2014

6. Assisted Patient Registration Tool • Requires some prior setup: • PCEHR must be configured and working • Users must have correct permissions • Can be accessed from 2 locations in BP: • The appointment book • The clinical record • Simple data entry • Instant access to the patient PCEHR once registration is successful Bp Sunshine Summit 2014

7. Database Searching • Built in database search facility • From the main screen go to ‘Utilities > Search’ • Custom queries using Demographics, Conditions, Visits • Load supplied queries that cover various search requests • Virtually anything can be found • Best Practice can create a custom query and email it to you • Ability to print the list or save in Excel • Use the list to bulk export patients from your database • Use the list to do a bulk ‘Mark as Inactive’ Bp Sunshine Summit 2014

8. Database Backup’s • Manual vs Scheduled • Manual • Can be done when you like • Scheduled • Once set, it runs in the background • Can be set to run afterhours, weekends, and public holidays • Uncompressed or Compressed • Uncompressed much faster • How much disk space is on the server C: drive? • Compressed needs 3 times database size free on C: drive • If short of disk space, use Uncompressed option Bp Sunshine Summit 2014

9. Disaster Recovery • Do you have a replacement server to use if the current server fails? • Are the backups safe if there is a break-in or fire ? • Where are they stored. • Alternate between storage devices. • Keep a series of backups • Backup the backups • Take the backups home or store in off-site facility. • Are the backup files validated on a regular basis. • Do test restores on your backup server. Bp Sunshine Summit 2014

10. This session’s over. (But we’re still here for you) For assistance, please visit www.bpsoftware.com.au You can contact our Customer Support Team on: (07) 4155 8800 (07) 4153 2093 support@bpsoftware.com.au Bp Sunshine Summit 2014