Billing and follow-up

Step by step

1. Complete consultation Clinical Coordinator

   Clinical Coordinator checks the visit record and records the end time and Completed state. A cancelled visit follows its own status.

   • Confirm actual end and visit state
   • Updates Consultations

2. Review charge Clinical Coordinator

   Clinical Coordinator creates a Draft charge against the consultation, checks the service description and amount, and approves it by moving Draft to Approved. A charge may later be Invoiced or Voided.

   • Approve service amount against encounter
   • Updates Charges, Consultations
   ApprovalA person approves before the work moves on.

3. Review payment receipt Clinical Coordinator

   Clinical Coordinator reads the patient's payment record to check its received date, amount, reference and Pending, Confirmed or Refunded state.

   • Compare receipt reference and state with the patient
   • Updates Payments, Patients

4. Coordinate follow-up Clinical Coordinator

   Clinical Coordinator or Licensed Clinician assigns a task to a team member with a due date. It can move from Open to in progress to Completed, or be Escalated or Cancelled.

   • Assign dated care action
   • Updates Care tasks, Patients, Team members

Clinical Coordinator

Approves charges, reads patient receipts and assigns tasks; Licensed Clinician manages care tasks.