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Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
Billing and Online Claiming
Banking and EFTPOS
EFTPOS
Process electronic payments automatically or manually.
Integrated EFTPOS - Processing Refunds
Credit Payment Refunds

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
  - Online Claiming
  - Receipts
  - Banking and EFTPOS
    - Banking with Bluechip
      The Banking module displays a list of all bank accounts in your Bluechip database into which receipts are entered.
    - Carrying Cash or Cheques Forward
    - End-of-Day Process
      Medicare Australia electronic claims should be transmitted and checked daily to ensure that payments are processed promptly for reconciliation.
    - Making a Cash Drawing
    - Prepayments and Overpayments
    - Transferring Money Between Bank Accounts
      Transfer money between bank accounts.
    - What are Bank Transfers?
    - EFTPOS
      Process electronic payments automatically or manually.
      - Using EFTPOS
      - Integrated EFTPOS - About and Usage
      - Tyro Configuration in Bluechip 4.0.0 and Later
      - Tyro Configuration in Bluechip 3.19 and Earlier
      - Integrated EFTPOS - Processing Receipts
      - Integrated EFTPOS - Processing Refunds
        Refunding a Prepayment/Overpayment
        Refund an Allocated, Banked Invoiced
        This refund process is used when the invoice and receipt has been allocated, and the receipt has been banked.
        Refund a Banked Prepayment Receipt
        This refund process is used when a banked prepayment amount is on file and the amount is to be refunded to the Patient.
        Credit Payment Refunds
      - Allocating Payments to Multiple Accounts
      - Viewing and Adding a Bank Account Transfer
    - Fund Identification
  - Refunds
  - VMoney
    Manage VMoney payments from NSW Health.

Credit Payment Refunds

About this task

In this scenario, a patient has paid a prepayment which has been banked, and the patient has changed their mind about a procedure (for example) and now wants a refund.

Procedure

Open the patient's record.
Within the Patient Explorer, select the Accounts menu item.
Select an account and click Open existing account.
On the Account Credits tab, click Allocate/Refund Credit Payment.
In the Allocate Credit Amounts window, click Refund.
In the Refund window:
- Indicate the Reason for the refund.
- Indicate the refund Method
  - For refund via EFTPOS Auto, tick the associated check box.
  - For all other refund methods, enter a description
Click OK.

Results

You will see the refund within the Account Credits tab.

The Refunds History tab will show the details of the refund.

The Receipts tab shows details of the original receipt.

The Refunds tab in the Banking module shows details of the refund.

Details of past refunds can be listed using the Refunds Audit Trail Report.