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Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
Account Management
In Bluechip, the term Account refers to a record of accounting transactions.
Debt Collection
Debt Collectors (Adding and Editing)
When a patient has a bad debt, you can either flag them as a 'bad payer', or you can indicate that you have referred them to a debt collector.
To Add or Edit a Debt Collector Record

To Add or Edit a Debt Collector Record

Procedure

From the Bluechip main window, either:
- Click
- Press Ctrl + O
- Select File > Open
The Open window appears.
From the List drop-down list, select Debt Collectors. From here you can search for and select an existing Debt Collector record, and then view/edit the record by clicking Open To create a new record, continue to Step 4.
Click New. The New Debt Collector window appears.|
Enter the appropriate details. If you enable the Preferred check box you can easily locate preferred debt collectors when searching for records.
Click OK to save the details. The new record is added to the list of debt collectors and you are presented with the Debt Collectors Details window. You can add/modify details here as you want, after which you must click Save before closing.