Step 1 - Setup Account Contacts

Before you begin

To determine the fields available for selection within a patient account, you must setup account contacts in a Class. The following example shows the CC details that the example Practice requires on a letter.

Procedure

  1. Within Bluechip, select Setup > Practice > Classes. The Class Setup window appears.
  2. From the Account Class section, select Private.
  3. The Account Contacts section will display existing, pre-determined contacts. Click within the next available field to enter the required Account Contact. E.g. the example Practice requires the Account Contact 2 field as 'Usual GPs', and Account Contact 3 field as 'Specialist'.
  4. Select the Account Groups from the drop down list for the Account Contact, and then click the OK.

Results