Account Details Window Overview

Bluechip User Guide

Account Details Window Overview

Bluechip Videos

The Account Details window displays information about an Account. The number and type of options available to this window may vary, depending on the type of class.

Items of Note
Account ref	Displays the Account reference number if available. For more information refer to Setting Up File Numbers.
Status	Displays and allows you to modify the account status. This includes closing accounts, indicating bad payers, and debt collector referrals.
Health Fund Membership	Allows you to select from the option in the drop-down box. The options are: o (none) - Allows you to select this option if the patient does not have a Health Fund Membership. o New... - Allows you to create a new Health Fund Membership for the patient. You may also select existing Health Fund Memberships if they are available in the drop-down box.
Tick if Name Appears...	Indicate whether the patient's name as it appears on their health fund card differs to that as recorded in Bluechip. This is used in conjunction with Inpatient Medical Claiming via Eclipse. Activating this check box also reveals the 'Member Surname' and 'Member Given Name' fields for you to enter the patient's name as it appears on their health fund card.
Health Fund Name	Allows you to select or add a new Health Fund membership for this patient's account.
Member Surname and Given Name	These fields are provided for you to enter the patient's name as it appears on their Health Fund card, if it differs to that already recorded in Bluechip. These fields are only available after ticking the 'Tick if name appears differently on Health Fund card' check box.
Account Name	Allows you to enter the Account name (the name that is printed on the membership card).
Health Fund Number	Allows you to enter a membership number.
Ref No.	Enter the patient's Health Fund UPI Ref Number (the two-digit number on their Health Fund card).
Expiry Date	Allows you to enter or select the expiry date.
Health Fund Type	Allows you to enter the level of cover.
Default Membership	Allows you to set the default membership for the patient by selecting the check box. These details are displayed in the Patient Details window.
	Conduct an online patient verification for Inpatient Medical Claiming with Eclipse. Note that this button is only available for Medicare Eclipse accounts.
Contacts	Displays the account contacts for the company, if given. Account contacts are configured via the General tab of the Class Setup window.
Other Details	Displays additional details configured for the account type selected.
Medicare Claimant	Displays the name of the Medicare Claimant.
	Allows you to reset the balance of the account.
	Allows you to change the account addressee.