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Reports
Bluechip provides a variety of reports, including financial reports, appointment lists, recall summaries, among many others.
General Financial Reports
Credit Detail Report
The Credit Detail report provides available receipt overpayments and prepayments for patients as of a specified date. The credit transactions are grouped by class.

Reports
Bluechip provides a variety of reports, including financial reports, appointment lists, recall summaries, among many others.
- Available Reports
- Bulk Bill Assignment Advice DB4 Report
- Medclaims Batch Summary Report
  The Batch Summary report details all invoices included in a batch for Medclaims submission. Fee and GST components are included separately.
- Previous Reports
- Reports Comparison
- Reports Permissions Matrix
- Audit Trail Reports
- Banking Reports
  Use banking reports to assist with banking.
- Bluechip Reporter
  Bluechip Reporter (BC Reporter) is a reporting module that complements and extends the reporting capability provided by Bluechip.
- General Financial Reports
  - Available General Financial Reports
  - Allocations Reports
    Allocation reports provide a summary, detail, or detail item listing of receipts or credits allocated to invoices, reversed, or adjusted within a specified date range.
  - Assistants Report
    The Assistants Report lists all invoice items and its payments, discounts, write-offs and remaining balances, along with all receipted invoices related to Assistants. This report is intended to help Practice managers determine payments for Assistants.
  - Credit Detail Report
    The Credit Detail report provides available receipt overpayments and prepayments for patients as of a specified date. The credit transactions are grouped by class.
  - Credit Summary Report
    The Credit Summary Report provides a class-based summary of available receipt overpayments and prepayments as at a specified date.
  - Day Sheet Report
    The Day Sheet report displays an 'end-of-day' snapshot, enabling you to review and reconcile all transactions on a daily basis.
  - Debt Collection Report
    The Debt Collection Report lists all patient accounts that have been referred for debt collection in the period specified.
  - Debtors Detail Report
    This report provides a detailed breakdown of patient account balances by duration of time outstanding, such as 30, 60, more than 90 days.
  - Debtors Reconciliation Report
    This report provides a summary reconciliation on the movement of debtor balances over a given period which is affected by Invoices, receipts, credit allocations and write-offs.
  - Debtors Summary Report
    This report provides a summary breakdown of patient account balances by duration of time outstanding, such as 30, 60, more than 90 days.
  - Deferred Invoices Report
    The Deferred Invoices Report provides you with a list of all, currently deferred, invoices that have been entered into Bluechip and deferred, within a given date range. It also includes any already deferred invoices that have been modified and then deferred again, within the specified date range.
  - GST Report
    The GST report assists with GST reporting requirements such as the ATO Business Activity Statement (BAS) that is used to periodically report to the ATO on GST collected and paid, and provides a summary of GST collected and earned on an accrued basis and cash basis for a specified period (practice-wide or practitioner-wide).
  - Income Reports
    Income reports provide a summary, detail, or detail item listing of net earnings, accrued-based and cash-based (invoice created, receipts/ credits allocated, refunds created, write-offs created) within a specified date range.
  - Invoice Reports
    Invoice reports provide a summary, detail, or detail item listing of invoices issued, reversed, or adjusted within a specified date range.
  - Locums Report
    The Locums Report lists all invoiced items with their payments, discounts, write-offs and remaining balances, which have been provided by locums on behalf of practitioners within the specified period.
  - Service Items Summary Report
    The Service Items Summary report provides a class-based summary of the number of times each service item was performed, the total invoiced, total payments, write-off, and discounts given during a specified date range.
  - Service Items Detail Report
    The Service Items Detail report provides a class-based detail of services performed, patient name, invoice number, transaction type, service date, issue date, invoiced amount, paid amount, write-offs and discounts for each service item for a specified date range.
  - Statement Reports
    The Statement Report can be used to print a statement of account for an individual debtor, or to print a statement run, usually at month-end.
  - Transaction Listing Reports
    The Account Statement and Audit Trail reports list all transactions that occurred within a chosen date range.
- General Non-Financial Reports
- Medicare Payment and Processing Reports
- IMC Claim Payment Report
  The IMC Claim Payment report is similar to the Medicare Claim Payment Report, and allows users to view details of IMC payment reports and lists the claims covered for each 'payment run'.
- Printing a Complete File List

Credit Detail Report

The Credit Detail report provides available receipt overpayments and prepayments for patients as of a specified date. The credit transactions are grouped by class.

Before you begin

The Search Criteria at the top of the first page is the selections you made while printing the report.

The Name column contains the list of patients whose accounts contain credit allocations. The Total column provides the total of figures for each line.
The Future column will only display credit amounts if credit allocations were made more recently than the date range you entered when creating the report.
The Current column will display credit allocations entered < 30 days prior to the end of the specified date range.
The 30 Days column displays credit allocations entered 30 - 59 days before the end of the specified date range.
The 60 Days reports credit allocations 60 - 89 days old.
The 90 Days reports credit allocations 90 - 119 days old.
The 120 Days reports credit allocations 120 - 179 days old.
The 180 Days reports credit allocations 180 - 359 days old.
The 360 Days includes credit allocations 360+ days old.

Procedure

Either:
- Click
- Press Ctrl + P
- Select Reports > Print
The Print Report window appears.
Select Credit Detail Report from the list of reports and click Next The Print Credit Report window appears.
Enter the date range you want the report to cover.
From the Print What drop-down box, choose Patients, Companies, or Patients and Companies.
From the Types drop-down box, choose from Prepayments, Overpayments, or Prepayments and Overpayments.
Select the check the box next to each Practitioner for whom you would like to run this report.
A separate report will be printed for each selected Practitioner. If you would like to print just one report that encompasses all Practitioners, then select the check box titled Practice-wide report, which appears next to the date fields.
Select the classes of patient you would like to include in the report, by checking the appropriate boxes.
If you only want one or two classes, click Clear All and then select the classes you want.
Click Next Ensure that the correct printer, tray and number of copies are selected, and click Next again to print the report.

Results