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

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.

Close Off a Month

How to close off a month.

Procedure

Click Setup > Practice > Monthly Close-off .
Select the month you want to close off.
Click OK.

Results

The selected month is closed off. Transactions cannot be backdated to this month.