Charge review and receipt

Step by step

1. Review evidence Clinical Reviewer

   The Clinical Reviewer reads the encounter's care record while its status is awaiting review. The coordinator uses the encounter link and the reviewer's handoff for charge preparation.

   • Check the visit behind the service
   • Updates Encounters, Clinical notes, Observations

2. Prepare charge Clinical Coordinator

   The Clinical Coordinator records the service description and amount against the encounter in Draft.

   • Describe the service and amount
   • Updates Charges, Encounters

3. Approve charge Clinical Coordinator

   The coordinator checks the service against the visit and approves the charge or marks it Voided.

   • Record Approved or Voided after human review
   • Updates Charges
   ApprovalA person approves before the work moves on.

4. Issue charge Clinical Coordinator

   An approved charge becomes Invoiced when the issue is recorded.

   • Record Invoiced state
   • Updates Charges

5. Review payment Clinical Coordinator

   The Clinical Coordinator reads the patient receipt, its reference and its current state. Confirmed and Refunded remain distinct states.

   • Read the patient receipt and confirmation state
   • Updates Payments, Patients

Clinical Reviewer

Examines care evidence; Clinical Coordinator prepares, approves and issues the charge, then reads the patient receipt.