Home
Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
Billing and Online Claiming
Invoicing
Rounding in Bluechip

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.

Rounding in Bluechip

Before you begin

Medicare Australia payments are sometimes affected by GST, which affects the patient account by making it differ between 1c to 5c due to rounding. The functionality to assist the GST rounding is within MedicalDirector Bluechip's Class setup. The Round to Nearest drop-down list is provided so a Practice can select the option that best suits its business.

If a Practice has patient accounts with 1c to 5c credit balances due to GST rounding; the following steps will provide a work-around to balance the accounts:

Procedure

Create a new Service Item called Sundry, Overpayment, or a description is appropriate to the Practice
Issue an Invoice for the credit amount
Allocate the existing invoice, new invoice to the receipt
Note:
If the patient account does not balance due to a debit amount; a normal refund or write off process is required.

Rounding in Bluechip

Before you begin

Procedure

Results