Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
- Account Management
  In Bluechip, the term Account refers to a record of accounting transactions.
- Fee and Service Item Management
- Billing and Online Claiming
  - Invoicing
    - Invoices Window
    - Adding a Sundry Item to an Invoice
    - Adjusting/Reversing Invoices
    - Allocating a Part-Payment
      Part payments can be made at the time of consultation (Combined Invoice/Receipt) or as payment of pre-issued invoice.
    - Amending Invoices
    - Associated Items - Billing For
      Bluechip provides a facility for you to invoice a Service Item where the fee applied is a percentage of other Service Item fees (either invoiced and/or non-invoiced) i.e. the Service Item (and its fee) is based on one or more associated Service Items.
    - Creating Invoices - General Process
      - Invoicing for Assistants
        Assistant Record Setup
        Assistant Service Items Setup
        Practitioner Record Setup
        Invoicing For Assistant Items
      - Invoicing for In Hospital Claiming
      - Invoicing for Inpatient Medical Claiming via Eclipse
      - Invoicing for Locums
      - Invoicing for Pathology Services
        Create an invoice for pathology services.
    - Discounts
    - Invoicing with GST
    - Multiple Procedure Scaling
      Multiple Procedure Scaling allows you to implement a scaling calculation for multiple procedures on a single invoice, at the time the invoice is issued.
    - Rounding in Bluechip
    - Reporting on GST
      There are a number of options for reporting on GST.
    - Service Text (Managing)
      When creating an invoice you can record service text (a brief explanation or note) against each Service Item you bill for.
  - Online Claiming
  - Receipts
  - Banking and EFTPOS
  - Refunds
  - VMoney
    Manage VMoney payments from NSW Health.

Assistant Record Setup

Procedure

From the Bluechip main window, select Setup > Lists > Assistants. The Setup Assistants window appears.
Perform any of the following actions:
- Create a new assistant by clicking New. A blank record is created in which you can enter the assistant's Name and Provider Number.
- Delete an existing assistant by selecting them from the list and clicking Delete. You cannot delete an Assistant with historical financial records.
- Deactivate an assistant by selecting them from the list, and clicking Deactivate. Deactivated records appear in italics, as shown in the example below. Note also that you can reactivate a deactivated record, by selecting it and clicking Reactivate.
Click OK to save your the changes and close this window.