User guide

Blue Chip Training Guide Page 70 of 193
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Blue Chip Training Guide
2. Click Create New Account
3. Select the Practitioner
4. Select the Class of account (Third Party) and to whom the account will be normally
issued to. In this case, it is the solicitor
5. Click OK
To enter the Account Contacts, Click the 3 dot button and select an Insurer from the drop
down list. If the Insurer does not appear in the list, (see adding New Contacts)
Type in other relevant information in the Other details section. These fields will vary between
account classes. In this case, enter the Claim number and Injury dates.
6. Click OK (the screen exits to the Accounts page)