Transferring Documents and Letters to Clinical


The following information and instructions pertain only to;

o       Sites that have been using both Bluechip and Clinical, synchronised via Clinical's Link File Processor, or

o       Sites that have an established MedicalDirectorBluechip patient database, and have now installed Clinical, but have not yet synchronised the two applications.


For sites with separate or otherwise different patient databases, please contact MedicalDirector Customer Care for assistance.


1.      Within Bluechip select Setup > Practice > Links > Medical Director. The Medical Director Setup window appears.


2.      Ensure the Link Bluechip to Medical Director check box is ticked.

3.      Click  You will be prompted to confirm this action. Please read the prompt carefully.


4.      If you wish to continue, click

5.      The Transfer All... window appears. It will appear empty.


6.      Click  The transfer of documents and letters from Bluechip to Clinical commences, progress of which is indicated in the following window.


7.      You will be notified when the transfer is complete. Note also that at this time, scanning and importing via Bluechip's ImageLite will be disabled. Although you will still be able to view documents within Bluechip, you cannot edit them or create new ones. However, Medical Director's scanning/importing facilities are now available to you.


8.      Click to close the notification. You will be returned to the Transfer All... window.

9.      Click to exit. You will be returned to the Medical Director Setup window