BLUE CHIP Alpha Touch Computer Podręcznik Użytkownika Pobierz pdf (Strona 61)

Blue Chip Training Guide Page 61 of 193

Level 4, 201 Pacific Highway, St Leonards, NSW, 2065.

Customer Support: 1300 300 161 – Option 2

Blue Chip Training Guide

Creating Accounts

Creating a Private Patient Account

From within the Patient Details screen,

1. Select Accounts from the Margin Menu (left hand side)

2. Click Create New Account

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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
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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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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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