Charge and payment review

Step by step

1. Select the encounter Clinical Coordinator

   Clinical Coordinator checks the care episode that prompted a service charge.

   • Identify the billed episode
   • Updates Encounters, Patients

2. Enter the charge Clinical Coordinator

   The coordinator writes the service description and amount with Draft status.

   • Describe the service and amount
   • Updates Charges

3. Approve the amount Clinical Coordinator

   The coordinator checks the episode and amount before changing Draft to Approved.

   • Record the reviewed charge state
   • Updates Charges
   ApprovalA person approves before the work moves on.

4. Record invoicing Clinical Coordinator

   When the billing process issues the invoice, the coordinator records Invoiced on the charge.

   • Show billing progress
   • Updates Charges

5. Inspect a receipt Clinical Coordinator

   Clinical Coordinator reads the patient payment amount, received date and reference.

   • Identify received money and reference
   • Updates Payments, Patients

6. Reconcile the receipt Clinical Coordinator

   Clinical Coordinator compares the payment reference with the external receipt source and flags any mismatch for the person who maintains payment records.

   • Compare the reference with the receipt source
   • Updates Payments

Clinical Coordinator

Manages charges and views patient payments.