Bill and reconcile payment

Step by step

1. Draft charge Clinical Coordinator

   Clinical Coordinator works with Charges to enter service and amount for the encounter.

   • Enter service and amount for the encounter
   • Updates Charges

2. Approve charge Clinical Coordinator

   Clinical Coordinator works with Charges to decide whether the charge is ready.

   • Decide whether the charge is ready
   • Updates Charges
   ApprovalA person approves before the work moves on.

3. Invoice charge Clinical Coordinator

   Clinical Coordinator works with Charges to record invoiced state.

   • Record invoiced state
   • Updates Charges

4. Inspect payment Clinical Coordinator

   Clinical Coordinator reads the patient receipt, amount and reference.

   • Read receipt date, amount, reference and status
   • Updates Payments

5. Reconcile payment Clinical Coordinator

   Clinical Coordinator compares the payment state with the charge and follows up on a pending or refunded receipt.

   • Compare the receipt with the encounter charge
   • Updates Charges, Payments

Clinical Coordinator

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Each role checks its own decision and makes the next handoff visible to the others.

See [roles](/mental-health-practice-mgmt/roles) for the access model.