Admin OPD Inward Bill Cancellation Requests - hmislk/hmis GitHub Wiki

OPD and Inward Bill Cancellation Requests

Overview

The cancellation request workflow applies to multiple bill types beyond OPD batch bills. This page covers the specific cancellation request flows for:

  • OPD bills (standard and batch)
  • Inward (inpatient) bills
  • Collecting Centre bills

Each type has its own request and approval page, but all follow the same two-step pattern: a staff member submits a request, and an authorised supervisor approves or rejects it.

OPD Bill Cancellation Request

Submitting (Billing Staff)

  1. Find the OPD bill via the OPD Bill Search
  2. Open the bill details
  3. Click the cancellation request option — opens the Bill Cancellation Request page
  4. Enter the Reason of the Cancel in the comment box
  5. Click Request Cancel Bill

Approving (Supervisor)

Requires privilege: BillCancelRequestApproval

  1. Navigate to View Request
  2. Select the pending OPD cancellation request
  3. Navigate to the Bill Cancellation Request Approval page
  4. Enter an Approval Comment
  5. Click Approve or Reject

Inward (Inpatient) Bill Cancellation Request

Submitting (Billing Staff)

  1. Navigate to the inward bill search (via the inward/lab search service)
  2. Find and open the bill
  3. The Bill Cancellation Request page opens showing:
    • Patient details
    • Inward bill details (encounter information, total, payment method)
  4. Enter the Reason of Cancel
  5. Click the submit button

Approving (Supervisor)

The approval flow follows the same pattern as OPD — navigate to the request via View Request and approve or reject.

Collecting Centre Bill Cancellation Request

For bills generated through collecting centres, a separate request flow exists:

Submitting

Navigate to the CC billing interface, find the bill, and initiate a cancellation request via CC Bill Cancel Request.

Approving

Requires the CC Bill Cancel Request Approval privilege. Navigate to CC Bill Cancel Request Approval via View Request.

Cancelling the Request

If the requester wants to withdraw their CC cancellation request, navigate to CC Bill Cancellation Request Cancel.

Request Status Lifecycle

All request types follow this status flow:

PENDING → (Supervisor reviews) → APPROVED → COMPLETED
                                ↘ REJECTED
(Requester withdraws)         → CANCELLED

Viewing All Pending Requests

Navigate to View Request from the administration index to see all pending approval requests across all types. Filter by:

  • Request type (OPD, Inward, CC)
  • Status (Pending, Approved, Rejected, Completed)
  • Date range

Technical Notes (Admin/Developer)

All request types are stored as Request entities with different requestType enum values:

  • OPD_BILL_CANCEL — OPD bill cancellation
  • INWARD_BILL_CANCEL — Inward bill cancellation
  • CC_BILL_CANCEL — Collecting centre bill cancellation

requestController.createRequestforOPDBatchBill(), createRequestforInwardBill(), and corresponding CC methods create the records. The approval page checks specific privileges per request type.

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