Charge and payment review

Step by step

1. Prepare the charge Clinical Coordinator

   The Clinical Coordinator links a service charge to the correct donation event and enters a description and amount in Draft state.

   • Explain the event service and amount
   • Updates Service charges, Donation events

2. Review the decision Clinical Coordinator

   The coordinator checks the event and amount, then approves the charge before marking it Invoiced.

   • Approve before invoice state
   • Updates Service charges
   ApprovalA person approves before the work moves on.

3. Read the payment Clinical Coordinator

   The Clinical Coordinator reviews the donor payment record, its received date, amount and reference. Pending receipts need confirmation by the agreed finance owner.

   • Inspect receipt date and reference
   • Updates Payments, Donors

4. Check the outcome Clinical Coordinator

   The coordinator reads whether the payment remains Pending, is Confirmed or is Refunded, and follows up with the finance owner when the outcome is unclear.

   • Distinguish pending, confirmed and refunded states
   • Updates Payments

5. Reconcile the case Clinical Coordinator

   Compare event charges and the donor payment history, keeping their separate references clear to the finance team.

   • Compare related histories without an invented allocation
   • Updates Service charges, Payments, Donation events, Donors

Clinical Coordinator

Prepares and approves service charges and views donor payment records; Admin maintains access; Clinical Reviewer can inspect the event context.