Bill Cancellation - hmislk/hmis GitHub Wiki

Bill Cancellation Process in CareCode HIS

The bill cancellation process in CareCode HIS follows a structured workflow to ensure accuracy, validation, and proper referencing. Below is a step-by-step description of the process.

Selecting the BilledBill for Cancellation

  1. Identify the specific BilledBill to cancel.

  2. Ensure the following verifications are completed before proceeding:

    • Not Cancelled Previously: Confirm that the bill hasn’t been cancelled already.
    • No Returns Recorded: If returns exist, they must be cancelled first before proceeding with the bill cancellation.
    • Drawer Balance Check: Ensure that for payments made in cash or IOU, the drawer balance is checked. This step is not required for payments made via cards, patient deposits, etc.
    • Preference-Based Criteria: Validate the cancellation request based on configured criteria, such as the allowed duration after the original billing.

Creating a New CancellationBill

  1. Copy Values from the Original BilledBill:

    • Clone all relevant attributes of the BilledBill into the new CancellationBill.

  2. Invert Financial Values:

    • Convert values such as:
      • Gross Total
      • Discount
      • Net Total
      • Tax
      • Sum of Hospital Fees
      • Sum of Staff Fees
    • Inversion ensures that the cancellation bill reflects negative amounts.

  3. Replace Certain Values:

    • Update creator, creation timestamp (createdAt), and any other relevant metadata to reflect the current cancellation action.

  4. Add a Reference to the Original BilledBill:

    • The new CancellationBill will maintain a reference back to the cancelled BilledBill.

  5. Update References in the Original BilledBill:

    • Save the newly created CancellationBill with updated references in the original BilledBill.

Creating Bill Items for the CancellationBill

  1. For each item listed under the original BilledBill, create a corresponding bill item for the CancellationBill.
  2. Ensure that the cancellation bill items follow the same logic as the parent CancellationBill:
    • Copy original item values.
    • Invert necessary values.
    • Replace metadata like creator and timestamps.
    • Add appropriate references to the original BilledBill and the new CancellationBill.

Creating Bill Fees for the CancellationBill Items

  1. For each fee associated with the original bill items, create a corresponding fee entry for the cancellation bill items.
  2. Apply the same process followed for creating the CancellationBill:
    • Copy and invert fee values.
    • Replace relevant metadata.
    • Maintain references between the original BilledBill, the new CancellationBill, the respective bill items, and their associated fees.

Handling Payments for the CancellationBill

  1. Invert Payments:

    • Reverse the payment values recorded in the original BilledBill.

  2. Modify Payment Methods if Required:

    • Use a new payment method if necessary. For instance, if a card payment is being refunded, the patient may receive cash instead.

Updating the Drawer Balance

  1. Reflect the cancelled amounts in the drawer to ensure the balance stays accurate.

Preparing for Print

  1. Prepare the necessary details for printing the CancellationBill, ensuring all references, fees, and payments are correctly reflected.

Back