Care billing

Step by step

1. Find the care episode Clinical Coordinator

   Clinical Coordinator opens the encounter and checks the patient, clinician, and completed visit context.

   • Confirm correct visit and patient
   • Updates Encounters, Patients

2. Draft a charge Clinical Coordinator

   Clinical Coordinator records a service description and amount on the encounter. The new charge has Draft status.

   • Save service and amount
   • Updates Charges, Encounters

3. Approve the charge Clinical Coordinator

   Clinical Coordinator checks the service and amount against the visit, then moves the charge to Approved.

   • Record Approved decision
   • Updates Charges
   ApprovalA person approves before the work moves on.

4. Record billing outcome Clinical Coordinator

   Once the clinic's billing step is complete, the charge can be marked Invoiced. An incorrect charge can be Voided and kept distinct from billed work.

   • Distinguish Invoiced from Voided
   • Updates Charges

5. Review patient payment Clinical Coordinator

   A payment record holds patient, received date, amount, reference, and Pending or Confirmed status. Clinical Coordinator checks the receipt reference and confirmed state.

   • Read received amount and reference
   • Updates Payments, Patients

6. Reconcile a return Clinical Coordinator

   A returned payment is marked Refunded. The clinic uses its payment or accounting connection to reconcile the reference and amount.

   • Read Refunded state and external reference
   • Updates Payments

Clinical Coordinator

Manages encounter charges and reviews patient payments; Admin maintains access to the billing setup.