User guide

Blue Chip Training Guide Page 119 of 193

Level 4, 201 Pacific Highway, St Leonards, NSW, 2065.

Customer Support: 1300 300 161 – Option 2

Blue Chip Training Guide

Adjustments

There are many situations where an adjustment is required for either an invoice or receipt

being issued from within Blue Chip.

Not all users may be authorised to reverse transactions or to do refunds. Please check with

the Practice Manager.

The most important question to ask when adjusting/reversing a receipt is

“Has the banking being settled?”

If the adjusted receipt occurs on the same day as the original transaction, before banking has

been settled, then the receipt can be reversed. This way the banking reflects the correct

monies taken.

If the banking has been previously settled then adjustments become complicated as only

those will sufficient permissions are able perform these due to monthly close off

functionality, backdating and refunds. These actions will typically involve the Practitioner or

Practice Manager to affect them as they will affect reporting accuracy.

Adjusting a Receipt

For Practices that don’t use Integrate EFPTPOS, a situation may arise when they generate a

receipt from within Blue Chip prior to the EFTPOS transaction being approved. In this

scenario the patient may have gone to pay by EFTPOS and had the card declined and has

now to pay by cash.

This is for the Adjustment of Blue Chip only: It does not provide instruction for reversing an

EFTPOS transaction on an EFTPOS machine (including Tyro).

The following scenario deals with adjusting a receipt, in particular the Payment Type. The

procedure is being documented, not instructing how to adjust particular payment types.

1. Open the existing account