This information is also available for download as a PDF from the HCN Knowledge Base at

Transcription

1 Blue Chip Release Ntes The fllwing infrmatin utlines the enhancements, mdificatins and fixes cntained in the Blue Chip update, released March This is a cumulative update; Blue Chip can be installed ver v2.6.xx r later. Imprtant: Blue Chip is nw upgraded t be cmpatible with MS.NET framewrk 3.5. It is a requirement that yur cmputer has.net 3.5 installed t run Blue Chip If the Blue Chip Installatin Wizard detects that yu d nt have.net 3.5 installed, yu will be prmpted accrdingly, and prvided with a link t the Micrsft Web Site where yu can dwnlad the.net update. This infrmatin is als available fr dwnlad as a PDF frm the HCN Knwledge Base at After successful installatin f this update yu will see the versin number displayed in Blue Chip s title bar, as Blue Chip 2.8 (Build 2) 2012 Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

2 Blue Chip Release Ntes Imprtant Infrmatin Micrsft Office Prducts Frm versin 2.8.2, Blue Chip requires a minimum f Micrsft Wrd 2003 fr wrd prcessing and a minimum f Micrsft Excel 2003 fr the Blue Chip Reprting Mdule. Blue Chip Day Surgery requires a minimum f Micrsft Access Micrsft Operating Systems As frm versin 2.8.2, Blue Chip is n lnger cmpatible with Windws Server Please refer t guide Recmmended System Requirements fr HCN Applicatins available frm the HCN Knwledge Base at Blue Chip and Medical Directr Blue Chip versin des nt supprt versins f Medical Directr lder than 3.12 Blue Chip Release Ntes Inpatient Medical Claiming Blue Chip will nw be using ECLIPSE as an nline claiming slutin fr Inpatient Medical Claiming. ECLIPSE is an extensin t Medicare Australia s varius nline claiming methds and prvides varius features such as: Secure cnnectin between practices, hspitals, billing agents, Medicare and Health Funds. Simple ne click prcess f submitting an in-patient medical claim t bth Medicare and Health Fund Online patient verificatin f Medicare enrllment and health fund membership. Faster reslutin f claims and faster payment times Eliminate billing and claiming errrs. Please see Inpatient Medical Claiming via Medicare ECLIPSE in the Blue Chip Help fr mre infrmatin. Medicare Easyclaim nw available t Blue Chip Blue Chip has develped an intuitive slutin that cmbines Medicare Online and Medicare Easyclaim t bring yu the cmplete nline claiming slutin. Medicare Easyclaim allws patients t claim instant Medicare benefits at yur practice, via a Tyr EFTPOS terminal. Yur practice can prcess Patient and Bulk Bill claiming using Blue Chip s Integrated Easyclaim functinality. IMPROVE YOUR FRONT DESK EFFICIENCY: Quick, simple, secure and cnvenient Eliminate billing and keying errrs N Medicare card swipe required Autmatic recnciliatin thrugh Blue Chip Online, real time reprting Integrated EFTPOS fr all card payments Less paperwrk fr the practice IMPROVE YOUR CLAIMING METHODS: Prcess Patient Claims and Bulk Bill claims in real time Medicare will prcess claims faster, including gap payments Patient benefits are paid directly int their nminated bank accunt Please see Medicare Easyclaim with Blue Chip in the Blue Chip Help fr mre infrmatin Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

3 Blue Chip Release Ntes Items nt accepted thrugh Medicare Easyclaim In-hspital items ACIR infrmatin Bulk bill claims mre than 2 years frm date f service Patient claims mre than 2 years frm date f service Time duratin dependent items Ntinal charges Patient claims pathlgy items excepting grup 9 items Bulk bill pathlgy items which are self-deemed r rule 3 exemptins Patient claims and bulk bill claims with nn-standard referrals Items where the charge exceeds $9, Department f Veterans Affairs (DVA ) claims Radiatin Onclgy items If yu attempt t prcess a claim type nt accepted by Medicare Easyclaim yu will be prmpted accrdingly, and given the ptin t prcess the claim via Medicare Online as the alternative Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

4 Blue Chip Release Ntes Included Blue Chip Cntent New imprved Patient Accunt windws New tab style views fr patient Accunt windws n each transactin type: Invices Receipts Refund histry Writes ffs histry Accunt Debtrs Accunt Credits This new tabbed-style layut prvides quick-view access t balance tracking, with details readily and easily available. Other features f the new tab style patient Accunt windw Invices tab N lnger shws refunds this nw appears in its wn separate view tab. Data can be filtered by date range. Receipts tab N lnger shws write-ffs and refunds these nw appear in their wn separate view tabs. Credit allcatins (i.e. allcating prepayments / verpayments t invice items) are nw listed as a separate entry and clearly shw when this ccurred, with relevant audit trail infrmatin. Credit allcatins can nw be reversed, which des nt reverse the entire receipt transactin. The receipts tab prvides a split view f the list f receipts and credit allcatins prviding a cnvenient view f the allcatins, discunts and payment methds. Write-ff Histry tab This is a new view that displays write-ffs separately. Audit trail infrmatin is shwn autmatically as clear separate clumns alngside every write-ff entry. A write-ff type clumn is prvided t clearly shw if the write-ff is due t Claiming Errrs r Bad Debt see Changes t write-ffs The tab view prvides a split view f the write-ffs lists prviding a cnvenient view f the write-ff allcatin details. Refunds Histry Tab This is a new view that shws refunds separately. Audit trail infrmatin is shwn autmatically as clear separate clumns alngside every refund entry. A Refund type clumn is prvided t clearly shw if the refund is a reimbursement f credit (i.e. refund f prepayments / verpayments) r refund f payments that have been allcated t invice items see Changes t refunds Accunt Debtrs tab This is a new view that lists all transactins in issue-date rder that is specifically related t Accunt Debtrs this includes invices, receipt payments against invice items, credit allcatins t invice items, discunts granted, write-ffs and relevant reversals. Includes an Accunt Debtrs running balance clumn. An ptin is prvided t shw / hide audit trail infrmatin. Split view prvides a cnvenient view f the transactin allcatin details Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

5 Blue Chip Release Ntes Accunt Credits tab This is a new view that lists all transactins in issue date rder that is specifically related t Accunt Credits this includes prepayments, verpayments, credit allcatins t invice items, refund f credit payments and relevant reversals. Includes an Accunt Credit running balance clumn. An ptin is prvided t shw / hide audit trail infrmatin. Split view prvides a cnvenient view f the transactin allcatin details. Displays separate sub-balance fr Debtrs Balance and Credits Balance in all tab views. Transactin deletins nw represented as reversals T be better aligned with generally accepted accunting principles, transactin deletins in each tabbed view are nw represented as (reversal). An ptin is prvided t shw / hide separate reverse entries, cnsistent with hw these entries are reflected in financial reprts. The riginal transactin that was reversed is als clearly indicated. Adjustment entries are nw clearly indicated A transactin type clumn is prvided t clearly indicate which entries were riginally entered, (reversal) and which entries are (adjustment). Full visibility f audit trail infrmatin In each tab view, an ptin is prvided t shw / hide audit trail infrmatin. The display f this infrmatin is nw in separate clumns that extend t all transactins listed, including riginal entries, reversals and adjustment entries. Ability t backdate Invices and Receipts Blue Chip nw allws backdating f invices and receipts. Mst financial reprts in this versin will nw be based n the transactin issue date and nt their entry date (see New imprved Financial Reprts ). Special cntrls have als been included t ensure backdating des nt interfere with the integrity f peridic financial reprting. This includes: New security permissins t enable / disable ability t backdate invices / receipts. New facility fr Practice Managers t be able t clse-ff previus mnths which have been finalised fr financial management and tax reprting. This prevents invices / receipts being backdated int past clsed perid. Backdating can nly be dne at the time f entering the invice/receipt befre it is saved. Once saved, the issue date is lcked and cannt be mdified. Only invices, nn-claim receipts and nn-batch receipts can be backdated. Other transactin types such as writeffs, refunds, etc. cannt be backdated. Invices and receipts can have their issue date backdated when adjusted, hwever nly as far as the riginal issue date and accunting perid. Adjust invices linked t a patient claim Yu can nw reverse / adjust invices that have been transmitted as a Patient Claim after the same-day delete perid has passed. Hwever, a declaratin request prmpts fr cnfirmatin that Medicare Australia has been cntacted accrdingly t ntify deletin f the claim Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

6 Blue Chip Release Ntes Imprvements with reversing banked receipts Frm time t time, circumstances arise where a banked receipt needs t be reversed (e.g. dishnured cheques r incrrect recrding f payment methd). Imprvements have been made t ensure all receipt reversal entries nw flw thrugh t banking. The riginal banking slip histry remains intact; hwever any reversal entries made t receipts after banking can be ptinally viewed in the assciated banking slip. This maintains cnsistency between receipts and banking infrmatin, ensures an audit trail and eliminates ptential pprtunity fr fraud. The changes include the fllwing: New security permissin t enable / disable ability t reverse banked receipts An additinal clumn is included in the Banking Acct Histry screen t shw a summary ttal alngside the banking slip f all reversals made t receipts after banking. The riginal banking slip amunt is still shwn. The finalised Banking Slip screen nw prvides the ptin t shw / hide any reversal entries made t receipts after banking. Optin is als prvide t shw / hide audit trail infrmatin fr all receipt transactins. The way f amending payment methds fr banked receipts has nw changed s that this is nw dne via the Reverse receipt ptin and nt the Amend ptin. The unbanked checkbx in the receipts screen has been remved as this is nw redundant since all receipt reversals and adjustment flw thrugh t banking. Changes t Refunds Refund transactins are nw differentiated as either a credit refund (refunding prepayments / verpayments) r a refund f allcated payments (refunding payments already allcated t invice items). In previus versins f Blue Chip, the refund f allcated payments was nt recrded as a true separate refund transactin and instead behaved as a type f receipt deletin. This remved past receipt allcatins against invice items and increased the invice balance, which in turn led t an ptin t write-ff the utstanding invice balance. This type f refund will nw change s that: It is recrded as a separate independent refund transactin t align with generally accepted accunting principles. It will n lnger delete r reverse the riginal receipt and will nt change the past allcatins between receipt and invice items. The invice balance and its payment histry will remain as is and will nt change. There will be n need t recrd a write-ff. The refund is t be viewed as a separate cntra incme r negative lss against the already earned revenue. If a receipt was incrrectly recrded, then this shuld be handled via the receipt reversal / adjustment functin and nt via the refund functin. Other changes t refunds include: Bth refund types nw capture refund methd this is a free-text field t recrd reference t the methd f refund (e.g. cheque number, direct credit, cash, etc.). New separate screen in Banking will shw all refunds related t a specific bank accunt in issue date rder Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

7 Blue Chip Release Ntes Changes t Write-ffs Blue Chip nw autmatically distinguishes between Bad Debt write-ffs (due t bad payers) and Claim writeffs (due t errrs in claiming e.g. write-ffs recrded in Medicare Online claiming, Inpatient Medical Claiming, Manual Batched invice payments). This is visible in the Patient Accunts write-ff view and is als reflected in certain financial reprts. New imprved Manual Batching Facility The Manual Batching facility has been enhanced fr imprved handling f receipt underpayments and verpayments: T align with generally accepted accunting principles, instead f changing the riginal invice amunts t match the receipt payment amunt the fllwing ptins are prvided: Fr underpayments, ptins are prvided t either recrd a claim write-ff r leave unpaid against invice items. Fr verpayments, ptins are prvided t either recrd a sundry invice r leave verpaid against invice items. If a manual batch is still utstanding, subsequent receipt payments can be allcated t the same batch. T ensure integrity, nce a manual batch is issued, invices against the batch cannt be reversed r adjusted. Hwever, upn receipting, a claim write-ff and resubmit can be recrded against selected invice items in the batch. This will allw yu t resubmit the item in a new adjusted invice either t an unissued batch r a different accunt fr the patient. This facility is recmmended fr manually-submitting batched claims t Private Health Funds. New imprved Financial Reprts Blue Chip delivers an imprved suite f financial reprts which cver / include: General financial reprts Audit trail Reprts Banking Reprts Imprved Patient Accunt Reprts Imprved Claim Reprts General imprvements t the general financial reprts include the fllwing: Ability t generate mst general financial reprts in Excel frmat Exprting reprts t Excel allws yu t easily frm pivt tables and create graphical analysis (e.g. pie charts, bar charts, etc.) n the exprted financial data. Changes in user security access t financial reprts. Nw displays the reprt descriptin text f the selected reprt in the Print reprts screen. Certain financial reprts can nw be run retrspectively as at a particular date (e.g. Debtrs Reprt). Mst general financial reprts can nw be run at either Practice-wide level r Practitiner-lcatin specific level. Unnecessary reprt duplicates are nw remved acrss the main reprts mdule and BC Reprter Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

8 Blue Chip Release Ntes The new / imprved suite f financial reprts includes the fllwing: General Financial Reprts Imprved in main Reprts mdule Replaces in main Reprts mdule Replaces in BC Reprter Assistants Reprt Assistants Reprt Assistant Reprt detail by Assistant/Practitiner Assistant Reprt summary by Assistant/Practitiner Credit Detail Reprt Credit Summary Reprt Credit Reprt Credit Summary Reprt N /A Day Sheet Day Sheet N /A Debtrs Detail Reprt Debtrs Summary Reprt Debtrs Reprt Debtrs Summary Reprt Revenue Debtrs (Detailed) Reprt Revenue Debtrs (Summary) Reprt Aged Debtrs by Practitiner Outstanding Accunt Balance Debtrs Recnciliatin Reprt Recnciliatin Reprt Recnciliatin Reprt Debt Cllectin Reprt Debt Cllectin Reprt (ACCT nly) Debt Cllectin Reprt (DC nly) Debt Cllectin Reprt (DC + ACCT) Debt Cllectin Reprt by Patient Deferred Invices Reprt ** Same as previusly ** Incme Summary Reprt Incme Analysis Reprt Incme Analysis Detail Reprt Earnings Reprt Earnings (Extended) Reprt Earnings Summary Reprt GST Reprt GST Earnings Reprt Invices summary Reprt Invice Detail Reprt Invice Detail Items Reprt Revenue Invices (Detailed) Reprt Revenue Invices (Summary) Reprt Invices by Date Reprt Invices with GST Reprt Patient Service Items by Date Reprt Transactin Reprt by Invice Lcum Reprt Lcum Reprt Service Items Reprt (Summary) Service Items Reprt (Detail) Service Items Reprt Statement Statements 2012 Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

9 Blue Chip Release Ntes Audit Trail List Reprts New reprts in main Reprts mdule Invice Audit Trail Reprt Receipt Audit Trail Reprt Write-ff Audit Trail Summary Reprt Write-ff Audit Trail Detail Reprt Refund Audit trail Summary Reprt Refund Audit trail Detail Reprt Replaces reprts in BC Reprter Adjusted invices Deleted invices Adjusted Receipts Deleted Receipts Discunt Reprt Discunt Reprt New Write-ff Reprt New Write-ff Reprt New_2 Write-ff Reprt Banking Reprts New/changed Banking/Main Reprts Replaces in Banking/Main Reprts Replaces reprts in BC Reprter Depsit slip (changed reprt in banking nly) EFTPOS Settlement (changed reprt in banking nly) Direct Debit Settlement (changed reprt in banking nly) Bank Accunt Transfers Reprt detailed and required Depsit slip EFTPOS Settlement Direct Debit Settlement Bank Accunt Transfers Detailed Bank Accunt Transfers Required Banking Histry Reprt (new) Unbanked Receipts Reprt (new) Receipt Reversals After Banking Reprt Patient Accunt Reprts Changes have been made t the fllwing patient accunt reprts: Invice printut Clumn is prvided t shw Fee amunt inclusive f GST Added separate lines t shw any allcatins made against invice Addressee is set t parent address details if they are the payer Receipt printut New Multi-Accunt Receipt frmat 2012 Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,

10 Blue Chip Release Ntes Included Blue Chip Cntent Appintments The right-click cntext menu with the Daily Message bx nw appears crrectly. General Yu can nw right-click within an Address Bk r the Waiting List and perfrm cut, cpy and paste functins. Fr patients with a pstal address nly, the full address nw prints n labels crrectly. Yu can nw mdify the suburb field f a parent s address details. When creating a new parent, their address data is nw cpied frm the riginal patient. Invicing The Class Setup windw nw includes a checkbx fr Order by MBS Rate fr Multiple Prcedures: If the checkbx is ticked, then multiple prcedure rdering is based n the Medicare Fee Rate If the checkbx is un-ticked, then multiple prcedure rdering is based n the Fee List Rate SMS Reminders Frm the 8th f April 2011, Blue Chip s SMS service is prvided by MessageNet. MessageNet was selected due t significant cst savings and functinality enhancements which is passed n t HCN s custmers. The guide Updating yur SMS Registratin in Blue Chip will assist yu in setting up and re-registering Blue Chip in rder t take advantage f this new SMS service. This guide is available frm the HCN web site at Yu can nw view the SMS lg file. Health Cmmunicatin Netwrk Limited Level 4, 201 Pacific Highway, St Lenards, NSW 2065 Tel: Fax: A.B.N Cpyright Health Cmmunicatin Netwrk Limited. Level 4, 201 Pacific Highway, St Lenards NSW,