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Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
Account Management
In Bluechip, the term Account refers to a record of accounting transactions.
Debt Collection
To Apply a Bad Debt Status to a Patient's Account

Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
- Account Management
  In Bluechip, the term Account refers to a record of accounting transactions.
  - Account Details Window Overview
  - Account File Numbers
  - Account Health Fund Memberships
  - Account History
  - Account Transactions
    From the Account Transactions window you can view all transactions for a selected account.
  - Closing Accounts
  - Creating Accounts
  - Debt Collection
    - Bad Debt Status
    - To Apply a Bad Debt Status to a Patient's Account
    - Receipting Debt Collection Items
    - Debt Collectors (Adding and Editing)
      When a patient has a bad debt, you can either flag them as a 'bad payer', or you can indicate that you have referred them to a debt collector.
  - Deleting Accounts
  - Health Fund Membership
  - Printing Account Labels
  - Write-offs
    A write-off is used when an invoice has been issued with the expectation that the debt will be paid in full, but where circumstances have led the practice to the conclusion that the debt will never be paid. For example if the patient has passed away.
- Fee and Service Item Management
- Billing and Online Claiming
- Receipts
- Banking and EFTPOS
- Refunds
- VMoney
  Manage VMoney payments from NSW Health.

To Apply a Bad Debt Status to a Patient's Account

Before you begin

Procedure

Open the patient's record.
Select Accounts from the margin menu.
Select an account and click

The list of invoices for that account are displayed.
Select an invoice and then click

The Account Details window appears.
Click

within the Status field at the top-right of the window. The Account Status window appears.
Select the Referred to Debt Collector option. Upon selecting this option the associated

button becomes available.
Click

to select a Debt Collector, after which you will be returned to the Account Status window.
Enter the date on which the referral was made into the remaining text box.
Click OK. when finished.
This action has the following effects:
- When searching for patients, you will notice that this patient has a pink Bad Debt warning on the search window.
- If an attempt is made to make an appointment for this patient, a warning appears reminding the user of the patient's status.
- If an attempt is made to create an invoice or receipt for this patient, a warning appears reminding the user of the patient's status.
- On the patient's Accounts window, the status column will display 'BAD DEBT'.

Results