Follow-up and service accounting

Assign care actions and keep visit service charges traceable.

Step by step

Coordinate follow-up Licensed Clinician

The Licensed Clinician writes a specific care task for the patient, selects the assignee and sets a due date.
- Create an Open task with assignee and due date
- Updates Care tasks, Patients, People
Work or escalate Licensed Clinician

The assigned person records progress, completion or escalation and adds the completion time when the action is done.
- In progress moves to Completed or Escalated
- Updates Care tasks
Record service charge Clinical Coordinator

The Clinical Coordinator links a service description and amount to the encounter.
- Create a Draft charge for the visit
- Updates Charges, Encounters
Review charge state Clinical Coordinator

The coordinator checks the charge against the visit and records its approved, invoiced or voided state as appropriate.
- Move the service charge to its chosen state
- Updates Charges
Read payment record Clinical Coordinator

The coordinator reads the patient payment reference, amount and confirmation state when reconciling the care account.
- Inspect receipt amount, reference and state
- Updates Payments, Patients

And how to keep it from happening.

A task with no clear patient or assignee can be missed. Read back the patient, action, owner and due date.
An escalated task should remain visible to the care team. Do not report it as completed merely because the appointment has ended.
A charge and a patient payment are separate records. Match the encounter and patient context during reconciliation.

Start free, then use Proto to change fields, steps and approvals before your team goes live.