Process · Service billing

Service billing

Review a visit charge and record its receipt.

Step by step

Prepare charge Clinical Coordinator

Attach a draft charge to the encounter and describe the service performed.
- Record the service and amount.
- Updates Charges, Encounters
Review charge Admin

During setup, assign charge approval to Admin and grant the needed authority. Admin then compares the draft charge with the encounter before marking it Approved.
- Approve the checked charge.
- Updates Charges, Encounters
ApprovalA person approves before the work moves on.
Record patient payment Admin

Record the amount, received date and reference against the patient. Confirm it after checking the reference.
- Confirm a patient receipt.
- Updates Payments, Patients

And how to keep it from happening.

A charge is linked to the wrong encounter. Admin checks the service and visit before approval.
A payment reference is missing or duplicated. Check the source receipt before confirming it.
A patient has several visits, but the receipt has no encounter link. Reconcile it with the correct charge outside the payment record.

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