Assistant Record Setup
Before you begin
Procedure
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From the Bluechip main window, select . The Setup Assistants window appears.
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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
- Click OK. to save your the changes and close this window.