User guide

Blue Chip Training Guide Page 3 of 193
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Blue Chip Training Guide
Deleting an Appointment ..................................................................................................... 51
SETTING UP AUTOMATED SMS ..................................................................................... 53
CONFIGURING AUTOMATED SMS REMINDERS ...................................................... 57
CREATING ACCOUNTS..................................................................................................... 61
Creating a Private Patient Account ...................................................................................... 61
Entering Private Heath Fund Membership details ........................................................... 62
Creating Multiple Accounts for Single Patient ................................................................ 65
Creating a Third Party Account ....................................................................................... 69
Creating a new Medicare Australia Bulk Bill/DVA Account ......................................... 71
Entering a New Health Fund................................................................................................ 73
Parents Database .............................................................................................................. 74
Changing the Addressee for the Account ........................................................................ 76
Entering Account Contacts .............................................................................................. 77
Printing Labels ..................................................................................................................... 79
Deleting Accounts ................................................................................................................ 81
ESTIMATES .......................................................................................................................... 82
Create an Estimate for a Private Patient .............................................................................. 83
Create an Estimate for a Private Patient (known gap) ......................................................... 84
Create an Estimate for a Private Patient (standard gap) ...................................................... 85
INVOICING ........................................................................................................................... 87
Combined Invoice/Receipt................................................................................................... 87
Standalone Invoice ............................................................................................................... 92
Multiple Procedures – In rooms (outpatient) ....................................................................... 96
Hospital Services - Inpatient ................................................................................................ 97
RECEIPTS.............................................................................................................................. 99
Receipting a Pre-Existing Invoice ....................................................................................... 99
Receipting Multiple Patients .............................................................................................. 103
Part Payments..................................................................................................................... 107
Overpayments .................................................................................................................... 110
Alternatively .............................................................................................................. 112
Prepayments ....................................................................................................................... 113
Using a Prepayment ........................................................................................................... 114
Discounts............................................................................................................................ 116
ADJUSTMENTS .................................................................................................................. 119
Adjusting a Receipt ............................................................................................................ 119
Adjusting a Paid Invoice / Receipt..................................................................................... 122
Adjusting a standalone Invoice .......................................................................................... 128
REFUNDS & WRITE OFFS .............................................................................................. 131
Allocation Refund .............................................................................................................. 131
Credit Payment Refund ...................................................................................................... 137
Write Offs .......................................................................................................................... 140
MEDICARE AUSTRALIA / DVA ONLINE .................................................................... 142
Sending the Claim .............................................................................................................. 144