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Blue Chip Training Guide Page 82 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
Estimates
Providing patients with a quote or estimate cost can be accessed from the left margin menu within the
Patient Details screen. Tip: Setup the account class for the invoice before setting up the estimate.
1. Click Estimates
2. Click NEW
- 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
- Page 16 of 193 16
- Enter a New Referral 17
- consults from 18
- Page 19 of 193 19
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- Making an Appointment 21
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- Double Book a Patient 30
- Appointment Comments 31
- Page 32 of 193 32
- Recurring Appointments 33
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- Modifying an Appointment 41
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- Using Find Slot Button 43
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- Page 46 of 193 46
- 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
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- 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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- 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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- Credit Payment Refund 137
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- Write Offs 140
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- Sending the Claim 144
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- Claim Status 146
- Receipting Claim Payments 147
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- Page 150 of 193 150
- Electronic Patient Claiming 151
- Page 152 of 193 152
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- Creating the Claim 155
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- Receipting the Claim 159
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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
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- Appointments 191
- Printing an Appointment List 191
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