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Administration
Set up and manageBluechip.
Routine Tasks in Bluechip
Routine tasks ensure your business's financial data is accurate.
End-of-Month Reports
Overview of reports for end-of-month processing.

Administration
Set up and manageBluechip.
- Bluechip System Requirements
  This information applies to Bluechip 4.2.
- Bluechip Installation
  About installing Bluechip.
- Performing a Silent Installation of Bluechip
  A silent installation involves installing Bluechip onto multiple workstations simultaneously, and is typically initiated after-hours, unattended.
- Automatic Updates
  MedicalDirector periodically releases updates to content.
- Upgrading Bluechip
  Preparing to update your Bluechip installation.
- Backup and Restore
- Routine Tasks in Bluechip
  Routine tasks ensure your business's financial data is accurate.
  - Daily/Weekly Tasks
    Ensure all practice transactions from the current day are correctly processed.
  - End-of-Month Tasks
    Ensure financial data for the month is correct.
  - End-of-Month Reports
    Overview of reports for end-of-month processing.
    - Financial Reports Guide for Bluechip
      Financial reports available in Bluechip.
  - Reports List Comparison
    Reports that can be used to compare and validate financial totals or transactions.
  - Monthly Close-off
    Monthly close-off locks a month when it is finalised financially.
- 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
- Managing User and Tenant Records
- Managing Other Records
- Searches
- Enabling and Reconnecting your EFTPOS Device for Bluechip
  Configure EFTPOS devices for use with Bluechip.
- Moving Your Bluechip Data to a New Server
- HCN SQL Repair Scripts Using SQL Server Management Studio
  Run these scripts if recommended by MedicalDirector Customer Care.
- Utilities
- File Formats for Import and Export
  File formats for importing and exporting data.

End-of-Month Reports

Overview of reports for end-of-month processing.

Bluechip includes a range of financial reports that provide transaction history, revenue, GST, and other financial data that. All reports retrieve data for specified date ranges. The following reports are an example of what is available for end-of-month to assist you with finalising your system.

Debtors Reconciliation Report

This report provides a summary reconciliation on the movement of debtor balances over a given period which is affected by invoices, receipts, credit allocations and write-offs. This can assist with outstanding accounts. A Debtors Detailed Report is also available.

Income Summary Report

This report provides a summary of revenue (net earnings) from both accrual and cash. The report also takes into account write-offs, discounts, and refunds of allocated payments. An Income Analysis Report is also available.

Bluechip Account statements are intended for distribution to account holders that have outstanding amounts, and require payments. Statements are A4-formatted, and each outstanding account holder receives at least a one-page statement. Printing can take some time, depending on the number of statements and the speed of your system. Individual account statements can be printed via Patient's record > Accounts > Account Transaction Listing. Two options are available:

Account > Statement
Audit > Trail