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Blue Chip Training Guide
Referrals
Referrals can be entered via the Referrals screen within the patient’s file or from the Referring
Doctor’s panel on the main Patient Details screen.
1. From the patient’s file click the Referrals menu item from the left margin or the drop
down menu as shown.
- 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
- Page 16 of 193 16
- 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
- Page 75 of 193 75
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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
- Page 115 of 193 115
- 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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- Page 139 of 193 139
- 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
- Page 182 of 193 182
- 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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