User guide

Blue Chip Training Guide Page 7 of 193
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Blue Chip Training Guide
Other methods for searching for Existing Patients
File Numbers
You can search for a patient by File No. Click on the “By” and select the drop-down arrow
and select File No, click back in the search field and type the File number of the patient you
wish to search for.
Medicare Number
Click on the drop-down arrow and select Medicare No, click back in the search field and type
the Medicare card number of the patient you wish to search for. You need to include spaces
to match the Medicare Number formatting.
This feature is particularly useful when you receive a Medicare cheque from someone who
has torn off the detailed information at the top.
Date of Birth
You can search for a patient by their date of birth, select the drop down arrow and select Date
of Birth, click in the Search to enter the day/month/year. As an example, 3/3/1971 will
display all patients born on this date.
Invoice/Receipt
Hold [Ctrl] + [L] to bring up the following search dialog box. This can be useful when
insurance companies for example send cheques that quote the invoice but not the patient’s
name.
 Click the required option
 Type the reference number
 Click Find