Home
Reports
Bluechip provides a variety of reports, including financial reports, appointment lists, recall summaries, among many others.
General Financial Reports
Allocations Reports
Allocation reports provide a summary, detail, or detail item listing of receipts or credits allocated to invoices, reversed, or adjusted within a specified date range.
Allocations Summary Report
The Allocations Summary report provides a summary of receipts generated and credit allocations to invoices:

Reports
Bluechip provides a variety of reports, including financial reports, appointment lists, recall summaries, among many others.
- Available Reports
- Bulk Bill Assignment Advice DB4 Report
- Medclaims Batch Summary Report
  The Batch Summary report details all invoices included in a batch for Medclaims submission. Fee and GST components are included separately.
- Previous Reports
- Reports Comparison
- Reports Permissions Matrix
- Audit Trail Reports
- Banking Reports
  Use banking reports to assist with banking.
- Bluechip Reporter
  Bluechip Reporter (BC Reporter) is a reporting module that complements and extends the reporting capability provided by Bluechip.
- General Financial Reports
  - Available General Financial Reports
  - Allocations Reports
    Allocation reports provide a summary, detail, or detail item listing of receipts or credits allocated to invoices, reversed, or adjusted within a specified date range.
    - Allocations Detail Report
      This is a receipt-wise detailed listing of receipt allocations that were issued over a given period, grouped by Practitioner and Account Classification.
    - Allocations Detail Items Report
      A detailed item-wise listing of receipt allocations that were issued over a given period, grouped by Practitioner and Account Classification.
    - Allocations Summary Report
      The Allocations Summary report provides a summary of receipts generated and credit allocations to invoices:
  - Assistants Report
    The Assistants Report lists all invoice items and its payments, discounts, write-offs and remaining balances, along with all receipted invoices related to Assistants. This report is intended to help Practice managers determine payments for Assistants.
  - Credit Detail Report
    The Credit Detail report provides available receipt overpayments and prepayments for patients as of a specified date. The credit transactions are grouped by class.
  - Credit Summary Report
    The Credit Summary Report provides a class-based summary of available receipt overpayments and prepayments as at a specified date.
  - Day Sheet Report
    The Day Sheet report displays an 'end-of-day' snapshot, enabling you to review and reconcile all transactions on a daily basis.
  - Debt Collection Report
    The Debt Collection Report lists all patient accounts that have been referred for debt collection in the period specified.
  - Debtors Detail Report
    This report provides a detailed breakdown of patient account balances by duration of time outstanding, such as 30, 60, more than 90 days.
  - Debtors Reconciliation Report
    This report provides a summary reconciliation on the movement of debtor balances over a given period which is affected by Invoices, receipts, credit allocations and write-offs.
  - Debtors Summary Report
    This report provides a summary breakdown of patient account balances by duration of time outstanding, such as 30, 60, more than 90 days.
  - Deferred Invoices Report
    The Deferred Invoices Report provides you with a list of all, currently deferred, invoices that have been entered into Bluechip and deferred, within a given date range. It also includes any already deferred invoices that have been modified and then deferred again, within the specified date range.
  - GST Report
    The GST report assists with GST reporting requirements such as the ATO Business Activity Statement (BAS) that is used to periodically report to the ATO on GST collected and paid, and provides a summary of GST collected and earned on an accrued basis and cash basis for a specified period (practice-wide or practitioner-wide).
  - Income Reports
    Income reports provide a summary, detail, or detail item listing of net earnings, accrued-based and cash-based (invoice created, receipts/ credits allocated, refunds created, write-offs created) within a specified date range.
  - Invoice Reports
    Invoice reports provide a summary, detail, or detail item listing of invoices issued, reversed, or adjusted within a specified date range.
  - Locums Report
    The Locums Report lists all invoiced items with their payments, discounts, write-offs and remaining balances, which have been provided by locums on behalf of practitioners within the specified period.
  - Service Items Summary Report
    The Service Items Summary report provides a class-based summary of the number of times each service item was performed, the total invoiced, total payments, write-off, and discounts given during a specified date range.
  - Service Items Detail Report
    The Service Items Detail report provides a class-based detail of services performed, patient name, invoice number, transaction type, service date, issue date, invoiced amount, paid amount, write-offs and discounts for each service item for a specified date range.
  - Statement Reports
    The Statement Report can be used to print a statement of account for an individual debtor, or to print a statement run, usually at month-end.
  - Transaction Listing Reports
    The Account Statement and Audit Trail reports list all transactions that occurred within a chosen date range.
- General Non-Financial Reports
- Medicare Payment and Processing Reports
- IMC Claim Payment Report
  The IMC Claim Payment report is similar to the Medicare Claim Payment Report, and allows users to view details of IMC payment reports and lists the claims covered for each 'payment run'.
- Printing a Complete File List

Allocations Summary Report

The Allocations Summary report provides a summary of receipts generated and credit allocations to invoices:

Before you begin

Issued
Reversed
Adjusted over a specified date range, and grouped by practitioner/practice, account classification:
- Report based on the 'practice wide' option display class-wide report totals and practice- wide report totals for all practitioners (including deactivated).
- Reports based on the 'practitioner wide' option provide class- wide receipt and credit allocation totals for each practitioner, final totals of all classes for each practitioner, and a class- wide practice summary of the selected practitioners.

Ancillary Information - totals on this report tally with the receipt allocation and credit allocation totals on the following reports for same date range:

Allocation Detail
Allocation Detail Items
Income Summary
GST
- Debtors Reconciliation ('receipts' and 'credit allocation' sections)

If all the receipts/credits generated within the period are allocated to invoices within the same period, and also banked with in the same period, totals in this report should tally with Banking History report (summary/detail).

Procedure

Either:
- Click
- Press Ctrl + P
- Select Reports > Print
The Print Report window appears.
Select the Allocations Summary Report from the list of reports and click Next. The Print > Allocations Summary Report window appears.
Select a date range using the calendar tools provided. The default is today's date.
Select other options as desired.
Indicate which practitioners you want to print data for.
Click Next when you are ready to proceed.

Results