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Blue Chip Training Guide Page 177 of 193
© 2011 Health Communication Network Limited.
Level 4, 201 Pacific Highway, St Leonards, NSW, 2065.
Customer Support: 1300 300 161 – Option 2
Blue Chip Training Guide
When the patient has been marked as Contacted, their name is removed from the Recall
screen in Patient Explorer AND the red circle is removed and details are placed in ‘old
recalls’ in the recalls section of Patient Details.
- Table of Contents 2
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- Patient Records 5
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- Creating a New Patient File 8
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- The Patient Detail’s Screen 10
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- File Numbers 13
- Patient Notes 14
- Referrals 15
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- Enter a New Referral 17
- consults from 18
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- Making an Appointment 21
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- Double Book a Patient 30
- Appointment Comments 31
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- Recurring Appointments 33
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- Modifying an Appointment 41
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- Using Find Slot Button 43
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- Moving an Appointment 47
- Finding an Appointment 48
- Cancelling an Appointment 49
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- Deleting an Appointment 51
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- Setting up Automated SMS 53
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- Creating Accounts 61
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- Entering a New Health Fund 73
- Parents Database 74
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- Entering Account Contacts 77
- Page 78 of 193 78
- Printing Labels 79
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- Deleting Accounts 81
- Estimates 82
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- Invoicing 87
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- Standalone Invoice 92
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- Receipts 99
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- Receipting Multiple Patients 103
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- Part Payments 107
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- Overpayments 110
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- Prepayments 113
- Using a Prepayment 114
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- Discounts 116
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- Page 118 of 193 118
- Adjustments 119
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- Refunds & Write Offs 131
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- Credit Payment Refund 137
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- Write Offs 140
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- Sending the Claim 144
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- Claim Status 146
- Receipting Claim Payments 147
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- Electronic Patient Claiming 151
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- Creating the Claim 155
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- Receipting the Claim 159
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- Recalls 167
- Creating Recall types: 168
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- Correspondence 178
- Saving Letters 179
- Printing Correspondence 179
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- WP Review 181
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- Banking 183
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- Account History 186
- Refunds 187
- End of Day/Session Process 188
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- Appointments 191
- Printing an Appointment List 191
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