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- Clinic Management
- Process
- Billing reconciliation
Billing reconciliation
Review encounter charges and patient-level payment records.
Step by step
-
Record the service Billing Specialist
Billing Specialist creates a Draft charge on the encounter with service description and amount.
- Attach Draft charge to visit
- Updates Charges, Encounters
-
Review the charge Billing Specialist
Billing Specialist checks the source visit and approves the charge, or voids an incorrect one.
- Approve or void amount
- Updates Charges, Encounters
ApprovalA person approves before the work moves on. -
Record invoicing Billing Specialist
Billing Specialist marks an approved charge Invoiced when the clinic has completed its invoicing step.
- Mark Invoiced
- Updates Charges
-
Record receipt Billing Specialist
Billing Specialist enters the payment against the patient with amount, receipt time and reference at Pending.
- Record patient-level Pending payment
- Updates Payments, Patients
-
Confirm or refund Billing Specialist
Billing Specialist confirms the receipt after checking it, or records Refunded when the money is returned.
- Record Confirmed or Refunded
- Updates Payments
Who does what
Roles and permissions- Billing Specialist
- Records and reviews the financial states.
- Front Desk Coordinator
- Helps identify the encounter.
- Admin
- Maintains access.
Set up Clinic Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.