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
- Within Bluechip, select window appears.
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From the Account Class section, select Private.
- 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'.
- Select the Account Groups from the drop down list for the Account Contact, and then click the OK.