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Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
Billing and Online Claiming
Invoicing
Rounding in Bluechip
Create a New Service Item
Create a new miscellaneous Service Item called Sundry, Overpayment (or whatever service item description is appropriate for your practice) to cater for the invoice required on the Patient file.

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
    - 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
      - Class Setup – Round to Nearest
      - Create a New Service Item
        Create a new miscellaneous Service Item called Sundry, Overpayment (or whatever service item description is appropriate for your practice) to cater for the invoice required on the Patient file.
      - Issue the Invoice
        When a credit amount is outstanding in a patient record, and it is not being refunded to the patient, an invoice is required.
    - 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.

Create a New Service Item

Create a new miscellaneous Service Item called Sundry, Overpayment (or whatever service item description is appropriate for your practice) to cater for the invoice required on the Patient file.

Procedure

Select Setup > Lists > Service Items, and then select Miscellaneous from the Service Item List.
Click Items to display the Service Item window; which lists the available miscellaneous service times.
Click New to display the New Serviced Item window, and enter the new service item number. In this case an alpha abbreviation is suitable. For example, the Service Item Overpayment is the most appropriate for the demo Practice's workflow and the number (abbreviation) is Over.

Note:
This field has 8 characters only. The description text box will cater for the extended name or details required.
Click OK.
Click the new service item to highlight. Leave the Standard Fee field blank and enter the appropriate Description.

Tip:
Leaving the Standard Fee blank ensures the amount is being determined when issuing the invoice, balancing the patient's record.
Click Close.