Billing & Cashier

You handle the money side: capturing charges, building invoices, submitting insurance claims, and taking payments. Three roles share this area, from the front-window cashier to the billing manager.

Most charges are created automatically as care happens — a released lab result, a signed imaging report, a dispensed drug, a ward bed-day and discharge all raise charges on their own. Your job is to turn those into invoices, claims and collected payments.

Cashier — what you can do

Your role (cashier) holds:

• Capture charges and take payments. (bill.charge.capture, bill.payment.take)
• Manage deposits, request refunds. (bill.deposit.manage, bill.refund.request)
• Build estimates, generate statements, and take installment payments on a plan. (bill.estimate.create, bill.statement.generate, bill.paymentplan.pay)

Billing Clerk — what you can do

Your role (billing_clerk) holds:

• Capture charges, create invoices. (bill.charge.capture, bill.invoice.create)
• Submit claims and request pre-authorisation. (bill.claim.submit, bill.preauth.request)
• Estimates, statements and payment plans (create and accept). (bill.estimate.create, bill.estimate.accept, bill.statement.generate, bill.paymentplan.create)
• Request refunds. (bill.refund.request)

Billing Manager — additional authority

Your role (billing_manager) holds the clerk and cashier capabilities plus the privileged reversals and configuration:

• Void invoices and issue credit notes (both eSign-PIN gated). (bill.invoice.void, bill.creditnote.issue)
• Approve refunds, post claims, decide pre-authorisations. (bill.refund.approve, bill.claim.post, bill.preauth.decide)
• Manage billing config, gateway and settings. (bill.config.manage, bill.gateway.manage, bill.settings.manage)

Where you work

Screen	Module	Who	What you do there
Invoices	Bill	Clerk, Manager	Review and create invoices
Charges	Bill	All	See auto-captured charges
Claims	Bill	Clerk, Manager	Submit/post HMO/NHIS claims
Payments, Deposits	Bill	Cashier, Manager	Take payment at the window
Refunds, Payment Methods	Bill	Cashier (request), Manager (approve)	Refunds and methods

A typical day

1. Charges accrue automatically from clinical events. The billing clerk assembles open charges into an Invoice.
2. If the patient has insurance, the clerk creates a Claim, checks coverage, and Submits it to the payer (a FHIR claim bundle).
3. The cashier collects the patient’s balance or co-pay at the window via Payments.
4. A billing manager handles exceptions — voiding an invoice or issuing a credit note (each requires an eSign PIN) and approving refunds.

Related guides

• Workflow: Bill → invoice → HMO claim → remittance
• Module: Bill