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