Reports Permissions Matrix

Use the Staff Permissions matrix to determine the range of reports available to you from the Reports table below.

Note:

the staff types and associated report permissions shown below are the defaults supplied with Bluechip. When you add a new staff member via BC Secure, you can apply a set of default permissions to them from a set of templates supplied. Then, you can modify each member's individual permissions matrix if desired, thus creating what is known as a customised permissions matrix.


Staff Permissions
ü	ü	ü		Associate
ü	ü			Front Desk Manager
ü				Front Desk Staff
ü	ü			Locum
ü	ü	ü	ü	Practice Manager
ü	ü	ü		Practitioner
ü				Typist


Reports
New Permission Level – BC 2.7	Report	Old Permission Level – pre-BC 2.7
Low Level Reports	Appointment List (extended)	L/ M/ H/ Mgt (All levels)
	Appointment List (no comments)	L/ M/ H/ Mgt (All levels)
	Appointment List (with comments)	L/ M/ H/ Mgt (All levels)
	Consultation Slip A5	L/ M/ H/ Mgt (All levels)
	File Number	L/ M/ H/ Mgt (All levels)
	In-Hospital Claim Payment	Not provided
	Inpatient Medical Claim Payment	Not provided
	Invoice Printout	L/ M/ H/ Mgt (All levels)
	Invoices and Receipts	L/ M/ H/ Mgt
	Medicare Claim Payment	L/ M/ H/ Mgt
	Medicare Claimant Declaration (PC)	L/ M/ H/ Mgt
	Medicare Claims (Detailed)	L/ M/ H/ Mgt
	Medicare Claims (Summary)	L/ M/ H/ Mgt
	Medicare DVA Claim Form	L/ M/ H/ Mgt
	Medicare Lodgement Advice	L/ M/ H/ Mgt
	Medicare Patient Claims Outstanding	L/ M/ H/ Mgt
	Medicare Statement of Claims and Benefit	L/ M/ H/ Mgt
	Recalls Summary	Not provided
	Receipt printout	L/ M/ H/ Mgt (All levels)
Medium Level Reports	Assistants Report	M
	Credit Summary Report	M
	Credit Details Report	M
	Deferred Invoices Report	M
High Level Reports	Day Sheet	H
	Debt Collection Report	None
	Debtors Detail Report	Mgt
	Debtors Reconciliation Report	Mgt
	Debtors Summary Report	Mgt
	Locums Report	None
	Referring Doctors	Mgt
	Statements	H
	Unclaimed Invoices Report	None
Management Level Reports	Allocations Detail Items Report	Mgt (2.6- Revenue – Allocations Reports)
	Allocations Detail Report	Mgt (2.6- Revenue – Allocations Reports)
	Allocations Summary Report	Mgt (2.6- Revenue – Allocations Reports)
	Bank Account Transfer Report (Detail/ Required)	None
	Banking History Report	None
	GST Report	None
	Income Analysis details Reports	Mgt (2.6- Earnings Reports)
	Income Analysis Reports	Mgt (2.6- Earnings Reports)
	Income Summary Reports	Mgt (2.6- Earnings Reports)
	Invoices Audit Trail Report	None
	Invoices Detail item Report	Mgt (2.6- Revenue – Invoice Reports)
	Invoices Details Report	Mgt (2.6- Revenue – Invoice Reports)
	Invoices Summary Report	Mgt (2.6- Revenue – Invoice Reports)
	Practitioner Service Count Report	None
	Receipt Reversals After Banking	None
	Receipts Audit Trail Report	None
	Refunds Audit Trail Detail Report	None
	Refunds Audit Trail Summary Report	None
	Service Items Detail Report	Mgt
	Service Items Summary Report	Mgt
	Unbanked Receipts Report	None
	Write-off Audit Trail Detail Report	None
	Write-off Audit Trail Summary Report	None