Step 2 – Import the Health Fund Fee List into Bluechip
Import the downloaded Health Fund Fee lists into Bluechip.
Procedure
- In Bluechip select Setup > Lists > Service Items.
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In the Service Items Lists window, locate and select the
Service Items list you want to import fees to.
- If the Health Fund does not exist in the Service Item List, click New to create a list for it. Enter the Name and Abbreviation of the Health Fund, and click OK.
- To attach an existing fee list to the Health Fund you are creating, select it from Preload Items from another list. For example, attach the Teachers Health Fund to the AHSA fee list.
- Add the month and year as a notification of the last fee update to the Health Fund Name, for example, BUPA May 25.
- Click User Defined Fee Update.
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In the Fee Import window, click
to open the Select Fee File window.
- Browse to the Health Fund Fee List location where you stored the downloaded files. Either select the file corresponding to the fee list and click Open or double-click it.
- The Fee Import window will re-appear with the file to import attached.
- Click Process. The import process commences, and you will be notified when it has completed. Click Close.
- Repeat all steps for each fee list you want to update.