3. Associate a Fee List to each Health Fund

Before you begin

Please skip this step if already performed during your Bluechip 2.6 upgrade.

Procedure

  1. Within Bluechip, retrieve your Health Fund companies by selecting File > Open and from the List drop-down choose 'Health Funds'.
  2. Then select a Health Fund and click on Open. The Company > Details screen appears.

  3. Next to Fee List, select the Fee List that is associated with the Health Fund.
  4. Click the Save icon

    at the top left of the Bluechip window to save the company details.

Results