Charge review

Step by step

1. Open encounter Clinical Coordinator

   The Clinical Coordinator checks the patient, visit type and completed care record.

   • Visit and patient context
   • Updates Encounters, Patients

2. Draft charge Clinical Coordinator

   The coordinator records the service description and amount against that encounter.

   • Service description and amount
   • Updates Charges, Encounters

3. Check amount Clinical Coordinator

   The coordinator compares the draft with the visit context and corrects an error before approval.

   • Corrected draft before decision
   • Updates Charges, Encounters

4. Approve charge Clinical Coordinator

   The coordinator approves the charge and records its approved status.

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

5. Record billing state Clinical Coordinator

   The coordinator records an invoiced or voided status as appropriate to the charge's outcome.

   • Invoiced or voided status
   • Updates Charges

6. Read payment Clinical Coordinator

   The coordinator checks the patient's payment date, amount, reference and current state during reconciliation.

   • Patient receipt reference and status
   • Updates Payments, Patients

Clinical Coordinator

Manages encounter charges and reads payments.

Admin

Can review access configuration.