User guide

Blue Chip Training Guide Page 189 of 193
© 2011 Health Communication Network Limited.
Level 4, 201 Pacific Highway, St Leonards, NSW, 2065.
Customer Support: 1300 300 161 – Option 2
Blue Chip Training Guide
Day Sheet
This is a transactional report that can be printed for (a) specific practitioner(s) and displays all
transactions processed on the day. The report can display transactions based upon either entry
date or issue date.
Surgical type invoices with an issue date in the past will appear on a Day Sheet report
generated, based on the Issue date or the Entry date the invoice was keyed in.
The Day Sheet will reflect the following;
 Invoices created and issued or deferred or adjusted.
 Monies received for banking.
 Patient transactions, adjustments, deletions (section 2)
 Appointments made & cancelled (Section 3)
 Bank Deposit Slip: (See banking in this document)
What to do/Understand the Day Sheet
Invoices created – Section 1.
Cross check that all patients who appear on the appointment list or tally sheet have had an
invoice created. The invoices are itemised and differentiated by their invoice number. The
service date is included on the report enabling easy identification of ‘catch up’ invoices.
Deferred Invoices created or updated – Section 2.
This section of the Day sheet lists the invoices that have been deferred or updated and
deferred again.
Receipts and Credit Allocations – Section 3
Patients are listed alphabetically and the invoices and allocations are listed on the same line.
The receipted amount is listed first, then invoices total.