Charge and payment review

Step by step

1. Draft charge Clinical Coordinator

   The Clinical Coordinator records a service description and amount on the encounter. The charge begins in Draft.

   • Service and amount tied to visit
   • Updates Charges, Encounters

2. Check charge Clinical Coordinator

   The Clinical Coordinator checks the visit and amount before recording Draft as Approved. A mistaken draft can be voided.

   • Draft reviewed before issue
   • Updates Charges, Encounters

3. Record invoice state Clinical Coordinator

   After the clinic issues its invoice, staff mark the charge Invoiced to distinguish it from approved work awaiting issue.

   • Issued charge distinguishable
   • Updates Charges

4. Read receipt Clinical Coordinator

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

   • Receipt reference and amount inspected
   • Updates Payments, Patients

5. Compare reference Clinical Coordinator

   The coordinator compares the payment reference and patient with the clinic's collection record; the payment record retains its own current status.

   • Patient and reference checked against collection record
   • Updates Payments, Patients

Clinical Coordinator

Manages charges and reads payment records.