Assistant Record Setup

Before you begin

Procedure

  1. From the Bluechip main window, select Setup > Lists > Assistants . The Setup Assistants window appears.

  2. Perform any of the following actions:
    • Create a new assistant by clicking New A blank record is created in which you can enter the assistant's Name and Provider Number.
    • Delete an existing assistant by selecting them from the list and clicking Delete You cannot delete an Assistant with historical financial records.
    • Deactivate an assistant by selecting them from the list, and clicking

      Deactivated records appear in italics, as shown in the example below. Note also that you can reactivate a deactivated record, by selecting it and clicking



  3. Click OK. to save your the changes and close this window.

Results