User guide

Blue Chip Training Guide Page 83 of 193
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Blue Chip Training Guide
Create an Estimate for a Private Patient
(The Estimates screen is similar to completing an Invoice for a Patient.)
1. Nominate the Hospital where the operation will take place.
2. Type the hospital name and press [Tab] or Click the 3 dot button and select the
hospital from a list
3. Check the Practitioner and Account class details are correct.
In this example, the amount payable (Gap) by the patient is the Doctor’s fee less
Medicare rebate.
4. Type in the service item number and press the [TAB] key. The details will
automatically feed into the corresponding columns. As with invoices, the fee can be
manually overridden, but the rebate and gap amounts cannot.
5. To enter another item number in the estimate, press [TAB] again
The estimate can be given a name and expiry date