Estimates

See also:

The Estimates module introduced in Bluechip 2.5 supersedes the older 'Quotes' module. Some quote-related functionality such as the 'quotations' field available in correspondence, has hence become redundant and therefore removed from Bluechip.

Create Estimates and
Submit an OEC Create an Estimate, and Submit an OEC
This is an instructional Bluechip 2.11 and Day Surgery video outlining the steps require to create and estimate and submit an OEC.
Running Time: 04:14
Create Estimates and
Submit an IHC Create an Invoice from an Estimate, and Submit an IHC
This is an instructional Bluechip 2.11 and Day Surgery video outlining the steps require to create a invoice from the estimate and submit an IHC. Running Time: 03:40
Estimates:
Known Gap Estimate Known Gap Estimates
Running Time: 01:49
Estimates:
Private Patient with
No Health Insurance Estimates: Private Patient with no Health Insurance
Running Time: 01:41
Estimates:
Standard Gap Estimate Standard Gap Estimate
Running Time: 01:52
 

Bluechip allows you to quickly and easily generate estimates before invoicing. Estimates are created per patient, and managed from the Estimates menu in the patient's record.

New

Create a new Estimate.

View the selected Estimate.

Clone the selected Estimate. This gives you the opportunity to edit the Estimate before saving.

Prints the selected Estimate.

Create a new invoice based on the selected Estimate.

Conduct an Online Eligibility Check of the estimate with Medicare.

Print a copy of the OEC report.