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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 Tasks
Ensure financial data for the month is correct.

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.
  - 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 Tasks

Ensure financial data for the month is correct.

About this task

End-of-month processes are crucial to the practice. If the daily tasks are actioned and up-to-date, then end-of-month tasks are few. If not, it is important to complete your daily tasks first. Completing monthly tasks ensures data is correct, finalises processes and financials, and when processes are complete, locks down the month with a monthly close-off. These tasks consist of:

Tasks
Reports
Comparison reports
Monthly close-off

Procedure

Ensure that all the daily tasks are completed.
Process invoices and receipts that can't be issued as a daily task:
- Issue invoices, ensuring billing is processed for VMO (Visiting Medical Officer), leasing/rent of rooms, and retail products if required.
- Issue receipts, ensuring payments that were missed in the daily tasks are processed now. This can include cheques and direct debits.
Make any payments that are required if traced in Bluechip, for example, payments for locums or assistants.

Results

Financials are correct and ready for monthly close-off.