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
Section titled “Cashier — what you can do”As a cashier, you can:
- Capture charges and take payments.
- Manage deposits and request refunds.
- Build estimates, generate statements, and take installment payments on a plan.
Billing Clerk — what you can do
Section titled “Billing Clerk — what you can do”As a billing clerk, you can:
- Capture charges and create invoices.
- Submit claims and request pre-authorisation.
- Estimates, statements and payment plans — create and accept.
- Request refunds.
Billing Manager — additional authority
Section titled “Billing Manager — additional authority”A billing manager holds the clerk and cashier capabilities plus the privileged reversals and configuration:
- Void invoices and issue credit notes (both eSign-PIN gated).
- Approve refunds, post claims, and decide pre-authorisations.
- Manage billing config, gateway and settings.
Where you work
Section titled “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
Section titled “A typical day”- Charges accrue automatically from clinical events. The billing clerk assembles open charges into an Invoice.
- If the patient has insurance, the clerk creates a Claim, checks coverage, and Submits it to the payer (a FHIR claim bundle).
- The cashier collects the patient’s balance or co-pay at the window via Payments.
- A billing manager handles exceptions — voiding an invoice or issuing a credit note (each requires an eSign PIN) and approving refunds.
Related guides
Section titled “Related guides”- Workflow: Bill → invoice → HMO claim → remittance
- Module: Bill