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Blue Chip Training Guide Page 118 of 193
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Blue Chip Training Guide
6. Enter receipt details as normal. In the Allocations portion of the screen, locate
discounts.
7. In discounts, enter in the cash amount to discount or a percentage with the percentage
symbol and press [tab] or [enter]. The discount will be deducted as shown.
8. Process the receipt as per normal.
- Table of Contents 2
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- Patient Records 5
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- Creating a New Patient File 8
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- The Patient Detail’s Screen 10
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- File Numbers 13
- Patient Notes 14
- Referrals 15
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- Enter a New Referral 17
- consults from 18
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- Making an Appointment 21
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- Double Book a Patient 30
- Appointment Comments 31
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- Recurring Appointments 33
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- Modifying an Appointment 41
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- Using Find Slot Button 43
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- Moving an Appointment 47
- Finding an Appointment 48
- Cancelling an Appointment 49
- Page 50 of 193 50
- Deleting an Appointment 51
- Page 52 of 193 52
- Setting up Automated SMS 53
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- Creating Accounts 61
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- Entering a New Health Fund 73
- Parents Database 74
- Page 75 of 193 75
- Page 76 of 193 76
- Entering Account Contacts 77
- Page 78 of 193 78
- Printing Labels 79
- Page 80 of 193 80
- Deleting Accounts 81
- Estimates 82
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- Invoicing 87
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- Standalone Invoice 92
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- Receipts 99
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- Receipting Multiple Patients 103
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- Part Payments 107
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- Overpayments 110
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- Page 112 of 193 112
- Prepayments 113
- Using a Prepayment 114
- Page 115 of 193 115
- Discounts 116
- Page 117 of 193 117
- Page 118 of 193 118
- Adjustments 119
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- Refunds & Write Offs 131
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- Page 136 of 193 136
- Credit Payment Refund 137
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- Write Offs 140
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- Page 143 of 193 143
- Sending the Claim 144
- Page 145 of 193 145
- Claim Status 146
- Receipting Claim Payments 147
- Page 148 of 193 148
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- Page 150 of 193 150
- Electronic Patient Claiming 151
- Page 152 of 193 152
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- Page 154 of 193 154
- Creating the Claim 155
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- Page 158 of 193 158
- Receipting the Claim 159
- Page 160 of 193 160
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- Page 163 of 193 163
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- Page 166 of 193 166
- Recalls 167
- Creating Recall types: 168
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- Correspondence 178
- Saving Letters 179
- Printing Correspondence 179
- Page 180 of 193 180
- WP Review 181
- Page 182 of 193 182
- Banking 183
- Page 184 of 193 184
- Page 185 of 193 185
- Account History 186
- Refunds 187
- End of Day/Session Process 188
- Page 189 of 193 189
- Page 190 of 193 190
- Appointments 191
- Printing an Appointment List 191
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