Follow-up, charges and payment

Step by step

1. Close encounter Clinical Coordinator

   Clinical Coordinator completes the encounter; Licensed Clinician assigns patient follow-up to a named person with a due date.

   • Complete the encounter and assign patient follow-up to a named person with a due date.
   • Updates Encounters, Care tasks

2. Record billing and payment Clinical Coordinator

   Clinical Coordinator records the encounter charge; Admin records the patient payment and receipt reference.

   • Enter the encounter service charge and its status; record received patient money separately with a reference.
   • Updates Charges, Payments

Clinical Coordinator

, Licensed Clinician, Admin.

Each role should see the record at the point where it makes or reviews a decision.