Admin Credit Companies - hmislk/hmis GitHub Wiki
Credit Companies
Overview
Credit companies are insurance companies, corporate employers, or other organisations that pay for patient services on credit. Bills for these patients are raised against the credit company rather than collected directly from the patient. Each credit company can have its own discount rates, a contact person, and account details.
When to Use
- Onboarding a new insurance company or corporate client
- Updating discount rates for a credit company
- Adding or changing the contact person for a company
Required Privilege
ManageCreditCompany
Navigating to Credit Company Management
- Click Administration → Manage Institutions
- Select Credit Companies from the management index
The Credit Company List
The list on the left shows all credit companies. Use the filter box to search by name. Click a company to select it and edit its details on the right.
Creating a New Credit Company
- Click Add New (green button)
- Fill in the Institution Detail tab:
| Field | Description |
|---|---|
| Name | Company name as it should appear on bills |
| Address | Company address |
| Tel | Contact telephone number |
| Fax | Fax number |
| Contact email | |
| Discount for Lab Bill | Percentage discount applied to laboratory bills for this company's patients |
| Discount for OPD Bill | Percentage discount applied to OPD bills |
| Discount for Inward Bill | Percentage discount applied to inpatient bills |
| Discount for Pharmacy Bill | Percentage discount applied to pharmacy bills |
- Open the Contact Person Details tab and fill in:
| Field | Description |
|---|---|
| Contact Person Name | Name of the primary contact at the company |
| Contact Person Tel | Contact mobile/phone |
| Contact Person Email | Contact email address |
- Click Save
Editing a Credit Company
- Select the company from the list
- Update the required fields
- Click Save
Deleting a Credit Company
- Select the company
- Click Delete (confirmation required)
Warning: Only delete companies that have no bills or transactions linked to them. For companies that are no longer active, consider keeping them in the system so historical bills remain associated correctly.
How Discounts Work
When a patient's bill is assigned to a credit company:
- The corresponding discount percentage is automatically applied to eligible bill items
- Separate discount rates can be set for each billing module (Lab, OPD, Inward, Pharmacy)
- A value of 0 means no discount is applied
Technical Notes (Admin/Developer)
Credit companies are stored as Institution entities with type CreditCompany. The creditCompanyController handles CRUD. Discount fields are stored as decimal percentages. Contact person details are stored on a linked Person entity accessed via creditCompanyController.current.contactPerson.