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Administration
Set up and manageBluechip.
Routine Tasks in Bluechip
Routine tasks ensure your business's financial data is accurate.
Monthly Close-off
Monthly close-off locks a month when it is finalised financially.

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.
    - Close Off a Month
      How to close off a month.
- 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.

Monthly Close-off

Monthly close-off locks a month when it is finalised financially.

Monthly close-off allows a month to be locked down when management is satisfied that the month is finalised financially. The month is closed off in Bluechip, which prevents:

Prevents future transactions from being recorded inadvertently in a period that has been reported.
Prevents backdating transactions and altering reports. Where adjustments are required, a new transaction is issued, reflecting the true month.
Ensures that the integrity of financial management and tax reporting on closed months is not compromised or violated.

Note:

Closing-off a month is not a strict end-of-month process. The month is closed-off when everything is finalised. It is highly recommended to complete monthly close-off two to three months in arrears. This provides leniency and flexibility you might require for any delay in claiming, adjustments, payments, and so on.