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Add a New Client



Use the New Client form to add a new client into your myPractice database.
 
Add a New Client
1

Name

1. Name
Enter a First Name and Last Name for a client.
This is the ONLY information required to be entered into this screen. The OK button could be pressed and an appointment for the client made.
2

Possible Matches

2. Possible Matches
Once you begin typing a name into this form you may be displayed a list of possible matches, review this list to ensure you do not add the same client into the database twice.  You can double click the client displayed in this Possible Matches area to go to their record and cancel entering a new client.
3

Additional Demographic Fields

3. Additional Demographic Fields
Enter additional demographic fields as required
4

Address Fields

4. Address Fields
Enter Address information
If an address is entered then the Suburb MUST be entered. The selection of a Suburb adds a Postcode onto the address.
 
Additional addresses can be added in the Client Details
5

Practitioner Selector

5. Practitioner Selector
Select the Practitioner who will see the client.
Multiple practitioners can be selected to access a client's record after the initial Client's information has been saved.
6

Add a Referral

6. Add a Referral
Add a Referral to the Clients details.
  • This allows the additional of a referral using the most basic information. The referral may need to have additional information added to it via the Client Details at a later stage.
7

Phone Type & Number

7. Phone Type & Number
Select the Phone Type
Enter the phone number for the client. 
  • Only one phone number can be entered here. Additional numbers can be entered via the Client Details screen.
  • A Mobile Number is required to be entered if SMS Reminder is selected.
 
Additional phone numbers can be added in the Client Details
8

Email Address

8. Email Address
Enter an Email Address for the client. 
  • An Email Address is required to be entered if Email Reminder is selected.
 
Additional email addresses can be added in the Client Details
9

Appointment Reminders

9. Appointment Reminders
Select any appointment reminders the client wishes to receive.
10

Add Notes

10. Add Notes
Add any notes as required
These are displayed in the Client Details record
11

Customise Layout

11. Customise Layout
The customisation of the Add a New Client is discussed specifically by following this link and the layout and the inclusion or exclusion of fields is discussed in form detail here.
12

OK button

12. OK button
Click OK to add the New Client to the database.
13

Cancel button

13. Cancel button
Click Cancel to abort entering a New Client and close the form.