Bluechip User Guide
Reports Permissions Matrix

Use the Staff Permissions matrix to determine the range of reports available to you from the Reports table below.

Note that the staff types and associated report permissions shown below are the defaults supplied with Bluechip. When you add a new staff member via BC Secure, you can apply a set of default permissions to them from a set of templates supplied. Then, you can modify each member's individual permissions matrix if desired, thus creating what is known as a customised permissions matrix.

Staff Permissions

ü

ü

ü

 

Associate 

ü

ü

 

 

Front Desk Manager

ü

 

 

 

Front Desk Staff 

ü

ü

 

 

Locum 

ü

ü

ü

ü

Practice Manager

ü

ü

ü

 

Practitioner

ü

 

 

 

Typist

 

Reports

New Permission Level – BC 2.7

Report

Old Permission Level – pre-BC 2.7

Low Level Reports 

Appointment List (extended)

L/ M/ H/ Mgt (All levels)

Appointment List (no comments)

L/ M/ H/ Mgt (All levels)

Appointment List (with comments)

L/ M/ H/ Mgt (All levels)

Consultation Slip A5

L/ M/ H/ Mgt (All levels)

File Number

L/ M/ H/ Mgt (All levels)

In-Hospital Claim Payment

Not provided

Inpatient Medical Claim Payment

Not provided

Invoice Printout

L/ M/ H/ Mgt (All levels)

Invoices and Receipts

L/ M/ H/ Mgt

Medicare Claim Payment

L/ M/ H/ Mgt

Medicare Claimant Declaration (PC)

L/ M/ H/ Mgt

Medicare  Claims (Detailed)

L/ M/ H/ Mgt

Medicare Claims (Summary)

L/ M/ H/ Mgt

Medicare  DVA Claim Form

L/ M/ H/ Mgt

Medicare  Lodgement Advice

L/ M/ H/ Mgt

Medicare  Patient Claims Outstanding

L/ M/ H/ Mgt

Medicare  Statement of Claims and Benefit

L/ M/ H/ Mgt

Recalls Summary

Not provided

Receipt printout

L/ M/ H/ Mgt (All levels)

Medium Level Reports 

Assistants Report

M

Credit Summary Report

M

Credit Details Report

M

Deferred Invoices Report

M

High Level Reports

Day Sheet

H

Debt Collection Report

None

Debtors Detail Report  

Mgt

Debtors Reconciliation Report

Mgt

Debtors Summary Report  

Mgt

Locums Report

None

Referring Doctors

Mgt

Statements

H

Unclaimed Invoices Report

None

Management Level Reports

Allocations Detail Items Report  

Mgt (2.6- Revenue – Allocations Reports)

Allocations Detail Report  

Mgt (2.6- Revenue – Allocations Reports)

Allocations Summary Report  

Mgt (2.6- Revenue – Allocations Reports)

Bank Account Transfer Report (Detail/ Required)

None

Banking History Report

None

GST Report

None

Income Analysis details Reports

Mgt (2.6- Earnings Reports)

Income Analysis Reports

Mgt (2.6- Earnings Reports)

Income Summary Reports

Mgt (2.6- Earnings Reports)

Invoices Audit Trail Report

None

Invoices Detail item Report  

Mgt (2.6- Revenue – Invoice Reports)

Invoices Details Report  

Mgt (2.6- Revenue – Invoice Reports)

Invoices Summary Report  

Mgt (2.6- Revenue – Invoice Reports)

Practitioner Service Count Report

None

Receipt Reversals After Banking

None

Receipts Audit Trail Report

None

Refunds Audit Trail Detail Report

None

Refunds Audit Trail Summary Report

None

Service Items Details Report  

Mgt

Service Items Summary Report  

Mgt

Unbanked Receipts Report

None

Write-off Audit Trail Detail Report

None

Write-off Audit Trail Summary Report

None