Review charges and payments

Step by step

1. Check the encounter Clinical Coordinator

   Clinical Coordinator confirms the patient visit and the service being charged.

   • Confirms the visit and patient identity.
   • Updates Encounters, Patients

2. Draft the charge Clinical Coordinator

   Clinical Coordinator records a service description and amount against that encounter with Draft status.

   • Records the service amount for the visit.
   • Updates Charges, Encounters

3. Review the amount Clinical Coordinator

   The coordinator checks the encounter and amount before recording Approved, or records Voided if the charge will not proceed.

   • Records the reviewed or voided charge state.
   • Updates Charges

4. Record the issued state Clinical Coordinator

   The coordinator marks an issued charge Invoiced so it remains distinct from a draft or voided charge.

   • Distinguishes an issued charge from draft work.
   • Updates Charges

5. Inspect the patient payment Clinical Coordinator

   Clinical Coordinator reads the patient's payment date, amount, reference and status when reconciling the billing handoff.

   • Reads the patient's collection reference and status.
   • Updates Payments, Patients

6. Resolve a difference Clinical Coordinator

   The coordinator checks the payment reference and charge encounter against the billing records when a payment is Pending or Refunded.

   • Compares encounter and patient references with billing.
   • Updates Charges, Payments

Clinical Coordinator

Manages charges and reads patient payments.

Admin

Supports access setup.

Payment references support reconciliation.