Explanation of Permissions

Enable login Enables the staff member to login to the system. If this permission is not checked, the user is informed that their login has been disabled.
General View patients Allows the user to view patient records.
Edit patient details/referrals Enables patient details data to be edited.
View patient notes The patient notes menu option doesn't appear in the patient explorer.
Edit patient notes Enables the user to type in the notes field.
Print to screen/file Provides an option in the printing engine to direct the output to the screen or to be saved to disc as a file.
Accounting View accounts Enables the Accounts menu item to appear in the left margin menu of the Patient Explorer. With the ability to view accounts, and new accounts can be created.
Create invoices/receipts When disabled, a user can still access account details and print labels.

MedicalDirector recommends enabling Low Level Financial Reports in the Reports section, otherwise the invoice and/or receipt cannot be printed.
Adjust invoices/unbanked receipts Only allows adjustment of unbanked receipts. The option to reverse is disabled.
Reverse invoices/unbanked receipts Only allows a reversal of an invoice (the 'adjust' and 'reverse' permissions are independent of each other). Similar panels appear when reversing an unbanked receipt.
Reverse banked receipts This only pertains to banked receipts. 'Unbanked receipts' are covered by the previous permission.
Amend invoice referral Allows amendments to an invoice to be made without adjusting it. Typically, referrals can be amended (amend invoice) and the service item description (amend invoice item) can be amended, but not the service date.

The amend button is controlled by activating the permission here and in the code of a system file, with both needing to be activated for the feature to appear in Bluechip.
Manage Split Receipts A 'split receipt' is where a single payment is made for separate services made by separate practitioners; separate invoices may have been issued, but the patient pays for service using one payment (using the add items button during receipting).

This permission also controls Bank Transfers, which occur when payments are transferred between practitioners with separate bank accounts, without changing patient accounts. For example, a patient prepays for planning and management of a pregnancy, and another practitioner within the practice (part of the Bluechip system) assists with elements of the treatment, or takes over treatment for a period of time. A Bank Transfer allows for payment of those elements or period of time to be resolved between the practitioners, without adjusting and reissuing invoices and receipts.
Receipt debt collection items Removes the Debt Collection option from the payment method types when creating a new receipt.
Write-offs/credit refunds Allocating a Credit or Refund allows funds to be either refunded to the patient or allocated against another outstanding invoice.
Allocated payment refunds Allows a payment that has been allocated to an invoice to be refunded. Being a refund, it is presumed that banking has been finalised. Changes here are reflected in the Refunds History tab and the Refunds section of the Banking. The invoice reverts outstanding.

The refunded amount is presumed to be returned to the patient, as it is not recorded as a credit (pre) payment.
Receipt batches Batches can be created and sent without this permission. However a user cannot open the batch in order to receipt the batch. This permission does not affect viewing, reprinting the summary, or changing the batch number.
Adjust/finalise deactivated practs When a practitioner is deactivated, no new business can be conducted on their behalf. This permission only allows adjustments of previously-issued invoices and receipts, new receipts for existing invoices, and the finalisation of banking for these practitioners.
Banking View/edit banking Controls access to the Banking screen via the Practice Explorer. If this permission is not granted, then the Banking menu item is unavailable.
View banking history Access past bank deposit slips and EFTPOS settlements in the Banking window. This permission cannot be used without the above permission granted.
Appointments Cancel appointments Allows the user to cancel appointments in the appointment book.
Reports

*Selecting a higher-level report permission does not automatically grant users access to lower-level reports.

 Low level financial reports In addition to the reports that can be printed for this level, the user can print Invoices, Receipts, and Bookings. See Reports Permissions Matrix.
Medium level financial reports See Reports Permissions Matrix.
High level financial reports User can print bank deposit slips, EFTPOS statements and past bank account settlements in addition to those items listed in the Reports Permissions Matrix.
Management level financial reports See See Reports Permissions Matrix
Bluechip Reporter Users have to login to this area of Bluechip to run non-standard reports. Granting this permission will allow users to log in.
Setup BC Secure Allows users to access the BC Secure area and modify all of the settings represented in this table.
Change practice setup With the exception of the Practitioner Details section under the Setup menu within Bluechip, all other items are locked.
Change billing setup (fee lists) Allows users to access the Service Item List to upgrade Health Fund fees, edit the miscellaneous items list, and change the practitioner's fees in the Practitioner Details option, under the setup menu in Bluechip.
Change WP setup Allows users to access the WP and Recall templates screen from the setup menu. Within this screen you can change default titles, create or edit templates, export letters from Bluechip, import RTF files into MedicalDirector Bluechip, copy and delete templates.
Change appointments setup Allows the user to change the appearance of the Appointment Book. See the Appointments Setup section for more detail.
Change general setup Allows users to access User Preferences under the setup menu. User Preferences affects settings only for that particular user.
Change SMS setup Restricts access to this area. In this area the practice can register for SMS reminders via MessageNet. This area also provides the means to change the wording of the Standard Message, when the SMS will be sent prior to the appointment, and also proxy server configurations if required.
Backdate Setup Manage month close-off Allows the user to close off months to restrict backdating of transactions. This is useful for maintaining accuracy in financial/tax reporting. Month Close-off is found under the Setup menu > Practice. The year can be selected from the drop down list, and individual months can be clicked (ticked) to close-off the month, or clicked (unticked) to reopen the month. The Close All button (see over) will close off all the months. The years 2008 and before are locked by default.
Backdate invoices/receipts The backdating functionality does not affect service dates, only issue dates. An invoice can record service dates in the past, but can only be issued on the current date (to which the computer is set). Granting the Backdate permission allows backdating of the Issue Date. As receipting doesn't require service dates, a receipt can only be issued on the current date when this permission in rescinded.
Forward-date invoices Prevents users from creating and issuing invoices to a future date.