Invoice an already approved encounter charge and reconcile genuinely confirmed payments for the correct patient.
Clinical Coordinator identifies the service charge and its linked encounter. Confirm the Approved state, amount and patient before requesting the authorized billing action. Charge approval provenance is agreed during setup.
The authorized command checks the encounter and amount before moving the eligible charge from Approved to Invoiced. An absent or negative amount, a Voided charge or a mismatched encounter must stop the operation without partial writes.
Clinical Coordinator supplies the authoritative confirmed payment information through the authorized command. Retain its patient, amount, received date and reference, and reject payment information belonging to another patient.
Clinical Coordinator compares billed and confirmed paid scope for the patient. Keep Pending and Refunded payment states distinct and inspect discrepancies without assuming an unrecorded allocation to a particular charge.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.