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Reports
Bluechip provides a variety of reports, including financial reports, appointment lists, recall summaries, among many others.
General Financial Reports
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.
Print a Statement Run

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

Print a Statement Run

Before you begin

Procedure

Ensure that you have no files open.
Either:
- Click
- Press Ctrl + P
- Select Reports > Print
In the Print Report window, select Statement from the list of reports and click Next.
In the Print Statement window, select the Practitioners at each location that you would like included in the run. To easily select all Practitioners and locations, click Select All.
Select the classes of patient you would like included in the run. To easily select all classes, click Select All.
If you want to select a particular range of patients alphabetically, enter those letters in the Alphabetical range fields.
Enter the date range for the run. The standard procedure is to leave the From field blank, and to backdate the To field by 30 days.
If you are aware that the statement run will be quite long, then enter a figure between 20 and 50 in the Batch size field.
Select Normal status only, Bad debts only or All from the Include accounts section.
From Bulk type, choose from One line per invoice, All invoice items and One page per patient. This option is activated when printing statements for debtors that have amounts outstanding for multiple patients. One line per invoice and All invoice items both will generate a single statement for the debtor, with each patient listed on that statement; All invoice items is more comprehensive, as it is fully itemised. One page per patient is the preferred option for statements involving Medico Legal, Workers Compensation and Third Party types of claims, as a separate statement is generated for each patient, with required details such as Claim No's, and so forth.
If Exclude invoices outside date range is selected, a statement will not include any debts that were incurred by the debtor outside the specified date range.
Click Next.
Ensure that the correct printer, tray and number of copies are selected, and then click Next again to print the report.

Results