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Administration
Set up Bluechip and manage practitioner and other records.
Practitioner Records
Adding a New Practitioner to Bluechip
Stage 2b: Template Configuration
Letterhead templates govern the letterhead that appears on invoices, receipts, estimates, statements and transaction listings (financial documents).

Administration
Set up Bluechip and manage practitioner and other records.
- Settings
  Configure practice, fee, list, template, printer, security and user settings.
- BC Secure
  Use BC Secure to set advanced permissions for each user and practitioner.
- Practitioner Records
  - Adding a New Practitioner to Bluechip
    - Stage 1a: Adding a New Practitioner to BC Secure
    - Stage 1b: Recording a Location for a New Practitioner
    - Stage 1c: Setting a New Practitioner's Permissions
    - Stage 2a: Configuring the New Practitioner in Bluechip
      Practitioner Details configuration covers a number of steps, defining how the system determines classes, fee lists, appointment book, and further banking and earning permissions to suit the practice and practitioner requirements.
    - Stage 2b: Template Configuration
      Letterhead templates govern the letterhead that appears on invoices, receipts, estimates, statements and transaction listings (financial documents).
  - Bank Accounts
  - Deactivating/Reactivating Practitioner Records
    Deactivating a practitioner's record means that they will no longer be available to the various sections of Bluechip.
  - Practitioner Details
  - Room/Location Management
- Managing User and Tenant Records
- Managing Other Records
- Searches
- Backup / Restore
- Bluechip System Requirements
  This information applies to Bluechip 4.2.

Stage 2b: Template Configuration

Letterhead templates govern the letterhead that appears on invoices, receipts, estimates, statements and transaction listings (financial documents).

Before you begin

Bluechip billing is based on a per-practitioner Location or Room; there must be a separate letterhead template for each location for the practitioner. Create new letterhead templates for new practitioners for each location for billing.

Procedure

In Bluechip, select Setup > Templates > Letterheads. The Letterhead > Setup window appears, displaying all your current templates.
Rather than creating a new template, it is recommended that you copy an existing letterhead template, and amend it with the new Practitioner's details. Select an existing template, and click
The Edit Letterhead Template window appears. Modify the Template > Name and Default > Title to suit the new Practitioner's details. Select the new practitioner from the Practitioner drop-down menu. ClickOK
To open the template either double-click it, or select it and click Edit
- Ensure not to edit the [LH][ELH] fields, or the body of the document. You may, however, make other changes to the letterhead for the practitioner.
Click

and then Exit the template. Repeat this process for each different location.

Results