Charge and payment review

Step by step

1. Identify the service Clinical Coordinator

   Clinical Coordinator opens the relevant encounter and records a service description and amount on a Draft charge.

   • Link service and amount to the visit
   • Updates Charges, Encounters

2. Review the charge Clinical Coordinator

   The coordinator checks the service and amount against the encounter before marking the charge Approved.

   • Record the charge approval decision
   • Updates Charges, Encounters
   ApprovalA person approves before the work moves on.

3. Record invoice state Clinical Coordinator

   The responsible team marks an approved charge Invoiced, or uses Voided when the charge should no longer stand.

   • Keep invoice or void state visible
   • Updates Charges

4. Review the receipt Clinical Coordinator

   The coordinator reads the patient, amount, received date and source reference on a payment record.

   • Read the patient payment and reference
   • Updates Payments, Patients

5. Compare payment state Clinical Coordinator

   The coordinator compares Pending, Confirmed or Refunded with the source receipt under the agreed payment procedure.

   • Check recorded state against the source receipt
   • Updates Payments

Clinical Coordinator

Manages encounter charges and reads patient payments; Clinical Reviewer reads clinical evidence used in charge review.