Available Reports

Bluechip User Guide

Available Reports

See also: A list ofchanges to previous reports.

Medicare Payment and Processing Reports

Report	Notes
In-Hospital Claim Payment Report	This report displays payment details retrieved from Medicare Australia for IHC claims.
In-Hospital Claim Processing Report	This report displays processing details retrieved from Medicare Australia for IHC claims.
Inpatient Medical Claim Payment	This report provides summary and detail views of the Medicare and health fund payments for ECLIPSE-IMC claims. The Summary report lists Medicare and health fund payments, and can be used to reconcile payments with your bank statement. The Detail report includes additional payment details on the paid claims.
Inpatient Medical Claim Processing	This report displays processing details retrieved from Medicare Australia for Inpatient Medical Claims. The report separates each claim, displaying the Claim Header, Invoice details, and Service Item details of retrieved claims, and the claim Header only for non-retrieved claims.
Medicare Claim Payment (Bulk Bill / DVA)	This report shows the Medicare payment details for Bulk Bill and DVA claims via Medicare Online. Summary report: Provides the listing of Medicare payments and can be used to reconcile payments with your bank statement. Deposit amount refers to the Medicare payment received to the bank account for the payment run. Receipted Amount refers to the amounts receipted in Bluechip for the payment run. Detail report: Includes additional payment details on the paid claims. Deposit amount refers to the Medicare payment received to bank account for the payment run. Amount Paid refers to the amount paid by Medicare for each claim of the payment run.
Medicare Easyclaim Payment Report	This report shows the Medicare payment details for Bulk Bill Easyclaims. Summary report: Provides the summary listing of Medicare payments and can be used to reconcile payments with your bank statement. Deposit amount refers to the Medicare payment received to the bank account for the payment run. Detail report: Includes additional payment details on the paid claims. Deposit amount refers to the Medicare payment received to bank account for the payment run.
Medicare Processing Reports (BB/DVA/BB Easyclaim)	This report displays processing details retrieved from Medicare Australia for the following Online Claim types; Medicare Australia Bulk Bill Medicare Australia DVA Medicare Australia Bulk Bill Easyclaim The report separates each claim, displaying the Claim Header, Invoice details, and Service Item details of retrieved claims, and the claim Header only for non-retrieved claims.
Patient Claim Processing	This report displays processing details for the following Online Claim types; Patient Claim Patient Claim Easyclaim The report separates each claim, displaying the Claim Header, Invoice details, and Service Item details of retrieved claims, and the claim Header only for non-retrieved claims.

General Financial Reports

Report	Notes
Allocations Detail Items	This is a receipt-wise detailed listing of receipt allocations that were issued over a given period, grouped by Practitioner and Account classification. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Allocations Detail / Summary	This is a class-wise summary of the receipt allocations that were issued over a given period, grouped by Practitioner and Account classification. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Assistants	Lists all invoice items and its payments, discounts, write-offs and remaining balances related to Assistants. This report is intended to help Practice managers determine payments for Assistants.
Credit / Credit Summary	Credit Detail Report is a list of overpayments and prepayments separated by class, and further broken down into individual patients. Credit Summary Report Provides a list of overpayments and prepayments separated by class. Individual Patient details are not included. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Day Sheet	'End of day' snapshot report, to enable review and reconciliation of all transactions on a daily basis. It is a complete breakdown per practitioner of Invoices, Receipts and Credit Allocations, Receipts by Payment methods Write-offs, Refunds, Appointments booked and Cancelled.
Debt Collection	Lists all patient accounts that have been referred for debt collection in the period specified. Also details the Date Referred and Debt Collection Agency.
Debtors Reconciliation	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. The report content includes: Opening Debtors balances at the beginning of the period Invoices which add to the Debtor balances Claim and bad debt write-offs which decrease the debtor balances Receipts, Credits allocations and discounts that decrease the debtor balances Closing Debtor balances at the close of the period
Debtors / Debtors Summary	Summary and detailed breakdown of patient account balances (arrears) by length of time it has been left outstanding e.g. 30 days old, 60 days old, 90+ days old, etc. The report is used on a periodic basis as a decision support tool in monitoring and recovering outstanding debts.
Deferred Invoices	Provides a detailed listing of deferred invoices over a given period. Includes Patient Name, Item Number Description and amount due.
GST	A summary breakdown and detailed listing of GST collected for a given period from both an accrual basis and cash basis. The report is intended to assist in GST tax reporting purposes such as the ATO Business Activity Statements (BAS) that is used to periodically report to the ATO the GST collected and paid.
Income Analysis Detail	Provides an Invoice and item-wise breakdown of revenue for a given period from both an accrual and cash basis. The report also lists or takes into account write-offs, discounts and refunds of allocated payments which are either expenses or contra income against the earned revenue. Additionally provides a detailed transaction breakdown of unallocated credit payments and refund of unallocated credit payments for a given period.. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Income Analysis	Provides an item-wise breakdown of revenue for a given period from both an accrual and cash basis. The report also lists or takes into account write-offs, discounts and refunds of allocated payments which are either expenses or contra income against the earned revenue. Additionally provides a transaction breakdown of unallocated credit payments and refund of unallocated credit payments for a given period. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Income Summary	Provides summary of revenue for a given period from both an accrual and cash basis. The report also lists or takes into account write-offs, discounts and refunds of allocated payments which are either expenses or contra income against the earned revenue. Additionally provides summary totals of unallocated credit payments and refund of unallocated credit payments for a given period. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Invoices Detail Items	The Invoice report is a detailed item-wise listing of invoices that were issued over a given period grouped by Practitioner and Account classification. Note: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating reports greater than 3 years.
Invoices Detail	The Invoice report is a detailed item-wise listing of invoices that were issued over a given period grouped by Practitioner and Account classification. Note: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating reports greater than 3 years.
Invoices Summary	Provides a class-based summary of invoices that were issued over a given period grouped by Practitioner and Account classification. Note: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating reports greater than 3 years.
Locums	Lists all invoice items and its payments, discounts, write-offs and remaining balances which have been provided by Locums on behalf of Practitioners. This report is intended to assist Practice managers determine payments for Locum if needed.
Service Items (Detail and Summary)	Provides a summary and detail breakdown of the number of services performed, invoices, payments, discounts, write-offs and discounts-by-service-items over a given period. Note: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating reports greater than 3 years.
Statement	Account Statements intended for distribution to account holders that lists outstanding invoices which still require payment.
Transaction Listing Reports	Transaction Listing - Account Statement Report provides a list of all transactions, within the chosen date range, for the patient. The report is separated into 3 sections or lists showing the relevant transaction: Account Debtors List Account Credit List Allocated Payment Refunds List Transaction Listing - Audit Trail Report provides a list of all transaction, within the chosen date range, sorted by transaction issue date. It provides detailed breakdown of all transactions. It also includes Audit User Initials, Audit Date and Time, Audit Reason.

General Non-Financial Reports

Report	Notes
Appointment List (no comment)	This report provides you with a list, in order of scheduled time of arrival, of all patients who have appointments booked on the dates you select, with the Practitioners you select, and of the appointment types you select. It does not include the comments that are attached to these appointments, and is thereby a shorter report than the Appointment list (with comment).
Appointment List (with comment)	This report provides you with a list, in order of scheduled time of arrival, of all patients who have appointments booked on the dates you select, with the Practitioners you select, and of the appointment types you select. It also includes the comments that are attached to these appointments, and is therefore a longer report than the Appointment list (no comment).
Appointment List (Extended)	This report provides you with a list, in order of scheduled time of arrival, of all patients who have appointments booked on the dates you select, with the Practitioner you select, and of the appointment type you select. It also includes the comments that are attached to these appointments, the name of the patient's referring practitioners, the patient's referral dates and periods of referral, and is thereby a longer report than both the Appointment list (no comment) and the Appointment list (with comments).
Consultation Slip A5
Deceased Patients	This report lists all deceased patients over a given period. If 'Deceased Date' is unknown, the date on which the patient was flagged as deceased is considered the 'Deceased Date'.
File Number	The File Number Report gives you a printout of your complete patient list, either in File Number order or in alphabetical order, based on patient surname. It is printed on a regular basis, by practices which file numerically, as it provides an alternative record of which patients belong to which file numbers.
Recalls Summary	The Recalls Summary Report provides a list of all recalls that have been entered into the system, and which fall due within a selected date range. It indicates patients' names, the due date of each recall, the Practitioner with whom each recall is associated, the patients' main phone numbers, the recall type and any comments that have been associated with each recall.
Referring Doctors	Referrals are included in this report only if they commence within the period covered by the report. Invoice and receipt amounts appear in this report if the referral that they are attached to also appears in this report. Invoice amounts include the entire amounts invoiced over the period of the referrals included in the report. Receipt amounts include moneys that have been allocated to services which were performed during the period covered by the referrals included in the report.
Waiting List	Prints or exports the Waiting List.

Audit Trail Reports

Report	Notes
Bookings Audit Report	This report prints an audit for Patient Bookings.
Deleted Claims Audit Trail Report	An Audit Trail listing of claims sent to Medicare Australia that have been deleted for a given period.
Deleted Patients Report	Lists all deleted patient records over a given period.
Invoice Audit Trail	An audit trail listing of all invoicing transactions for a given period. Transaction types include invoices, invoice reversals and invoice adjustments. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Practitioner Service Count Report	Provides a Service-Item-level breakdown of the number of services performed by the selected practitioner/s over a specified period. Please note that the Item Count value represents the difference between the number of invoices issued/adjusted and the number of invoices reversed within the specified period.
Receipt Audit Trail	An audit trail listing of all receipt transactions for a given period. Transaction types include receipts, receipt reversals, receipt adjustments, credit allocations and credit allocation reversals. NOTE: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating report more than 3 years.
Refunds Audit Trail Detail	A detailed audit trail listing of all refund transactions for a given period. This includes refund of 'credit payments' as well as refund of 'allocated payments'. Transaction types include refunds and refund reversals.
Refunds Audit Trail Summary	A summary audit trail listing of all refund transactions for a given period. This includes refund of 'credit payments' as well as refund of 'allocated payments'. Transaction types include refunds and refund reversals.
Unclaimed Invoices Report	This report displays invoices for online claims (Bulk Bill, DVA, Patient Claim, Eclipse and Eclipse IHC) that have not yet been submitted to Medicare.
Write-offs Audit Trail Detail	A detailed audit trail listing of all write-off transactions for a given period. This includes 'claim error write-offs' as well as 'bad debt write-offs'. Transaction types include write-offs and write-off reversals.
Write-offs Audit Trail Summary	A summary audit trail listing of all write-off transactions for a given period. This includes 'claim error write-offs' as well as 'bad debt write-offs'. Transaction types include write-offs and write-off reversals.

Banking Reports

Report	Notes
Bank Account Transfers	This report can either list a full history of all bank transfers for a given date or all bank transfers required to balance bank accounts.
Banking History	Provides a listing of finalised banking slips and banking slip receipts for a bank account over a given period. It breaks down (by account) into cash/cheque and EFTPOS. It summarises the slip details and covers any balances brought forward (from a previous period's carry forward), receipts, daily total, less drawings and carry forwards for this period, a net total, and any reversals after banking. The user who finalised banking is also displayed A final cumulative summary for the period is included. The detail history shows the summary. It also lists the individual receipt details. Reversals are presented in a separate table.
Receipt Reversals After Banking	Provides a list of receipts reversed after banking.
Unbanked Receipts	Provides a list of receipts that have not yet been banked.