Follow-up and billing

Step by step

1. Assign task Clinical Coordinator

   Clinical Coordinator records the patient, responsible clinician, work item and due date.

   • Creates an Open task.
   • Updates Care tasks, Patients, People

2. Resolve or escalate Licensed Clinician

   Licensed Clinician works the task and records a completion date, or leaves an Escalated branch for review.

   • Distinguishes Completed from Escalated.
   • Updates Care tasks

3. Create charge Clinical Coordinator

   Clinical Coordinator raises a Draft service charge against the encounter; authorized billing staff handle approval and invoice status.

   • Keeps service billing tied to source care.
   • Updates Charges, Encounters

4. Confirm payment Clinical Coordinator

   Clinical Coordinator reads a Confirmed patient payment against the encounter-linked charge at patient-account scope.

   • Compares received money at patient scope.
   • Updates Payments, Patients, Charges

Clinical Coordinator

, Licensed Clinician, Clinical Reviewer.

Each person works within the patient and professional scope reflected by the linked records.