Appointment Deposit Conversion Receipts and Payment Reports - hmislk/hmis GitHub Wiki
Appointment Deposit Conversion — Receipts and Payment Reports
Overview
When a patient who paid a deposit at appointment time is later admitted, the Convert Appointment Deposit to Inward Deposit action (Appointment Deposit Conversion) cancels the original appointment payment and creates a matching Inward Deposit for the admission. This page documents what happens on screen once that conversion succeeds, plus two new reports for reviewing and reprinting these payments afterwards.
This feature exists because the cancellation receipt and the new deposit receipt serve different people: the deposit receipt is what a patient submits to their insurance company, while the cancellation receipt is for the cashier's own records. They need to be printable independently — printing one should not force printing the other.
Converting an Appointment Deposit
From Inpatient Dashboard → Payment Actions (or the equivalent action on the Nursing Dashboard's Payments panel, see below), select Convert Appointment Deposit. The page shows the pending appointment deposit bill (bill number, date, payment method, amount) and a Convert to Inward Deposit button.
Before conversion, no receipts are shown. After a successful conversion, the page reveals two receipt panels side by side:
- Appointment Deposit Cancellation Receipt — the cancellation of the original appointment payment
- New Inpatient Deposit Receipt — the new Inward Deposit for the admission, same amount
Each receipt panel has its own Settings and Print button:
- Settings opens the paper-format dialog (A4 / POS / Five Five — the same printer configuration used elsewhere in Inward payments)
- Print prints only that panel's receipt
This means a cashier can print just the cancellation receipt for their own records, and separately print (or hand to the patient to print) only the deposit receipt for submission to an insurance company — printing one never forces the other to print.
The page header follows the standard three-zone layout: patient name and BHT on the left, Inpatient Dashboard and Nursing WorkBench navigation buttons in the center.
Note: If your department's active printer configuration uses Five Five Custom 3 Paper, receipts on this page (and on the appointment bill view/reprint page below) will not render — only A4, POS, and standard Five Five are currently supported. Switch the department's Settings to one of those three formats to see the receipts.
Reviewing and Reprinting Later
Once a conversion has happened, the original appointment bill, its cancellation, and the new deposit no longer need to stay on the conversion page to be reprinted — two reports cover this afterwards.
Per-Admission: Payments & Cancellations
On the Inpatient Dashboard, scroll to the Reports panel — it's the last column, below Pharmaceuticals & Consumables — and click Payments & Cancellations (second row, next to All Inward Service Bills). This lists every deposit and appointment-bill payment (and its cancellation, if any) tied to that specific admission, with the running net total in the footer.
Don't confuse it with the Billing panel's "Payments" button. The Billing panel (left column, under Admission) has its own pre-existing Payments button — that's a different, older page. The report described here is specifically Payments & Cancellations in the Reports panel on the right.
Cancelled and returned rows are highlighted in red under Status; the Type column distinguishes a plain Payment from a Cancellation. Click View on any row to open that bill's receipt for reprinting.
Department-Wide: Filterable Payments Report
From the Nursing Dashboard, a new Payments panel (alongside the existing Pharmaceuticals & Consumables panel) offers:
- Department Payments Report — all payments and cancellations across every admission in the department, filterable by From/To Date, BHT No, and Patient Name
- This Admission's Payments — a shortcut to the per-admission report above, when an admission is currently selected
The department-wide report is useful for finding a specific payment when you don't already know which admission it belongs to — for example, when reconciling a batch of receipts at the end of a shift.
Both reports' View buttons route to the correct receipt page regardless of bill type (deposit, deposit cancellation, appointment bill, or appointment cancellation) — you don't need to know which type a bill is before clicking View.
Access Control
The Nursing Dashboard's Payments panel is gated by the Nursing Workbench - Payments Panel privilege, assignable through Administration → User Roles → Manage Privileges under the Nursing Work Bench → Nursing Workbench Panels section, alongside the other Nursing Workbench panel privileges (Edit, Clinical Data, Room Management, Service, Operation Theatre, Pharmaceuticals, Reports).
Related Features
Related Pull Request
Implemented in hmislk/hmis#22789, resolving hmislk/hmis#22783.