Channel Agencies Setup and Credit Limits - hmislk/hmis GitHub Wiki

Channelling Agencies — Setup and Credit Limits

Channelling agencies are external organisations (travel agents, corporate companies, referral networks) that book patients into channelling sessions on behalf of the hospital. The system tracks each agency's outstanding balance and enforces credit limits.

Navigation

Menu → Channelling → Management → Agency tab

From the Management index, the Agency accordion tab provides:

Button Function
Agencies View and manage agency records
Agency Credit Limit Update Update the credit limit for a single agency
Agency Credit Limit Update (Bulk) Update credit limits for multiple agencies at once
Add Channel Book to Agency Issue a channel reference book to an agency

Setting Up a New Agency

Management → Agency → Agencies

  1. Click Add / Create.
  2. Fill in the agency details:
Field Description
Name Agency name
Code Short identifier code
Address Agency address
Phone Contact phone number
Email Contact email
Credit Limit Maximum outstanding balance allowed before new bookings are blocked
Active Whether the agency is currently active
  1. Save.

The agency is now available as a payment option when creating channel bookings (select Payment Method = Agent, then choose this agency).

Credit Limits

A credit limit defines the maximum total of unpaid bookings an agency can accumulate before new bookings through them are blocked.

Setting a Credit Limit for One Agency

Management → Agency → Agency Credit Limit Update

  1. Select the agency.
  2. Enter the new credit limit amount.
  3. Save.

Bulk Credit Limit Update

Management → Agency → Agency Credit Limit Update (Bulk)

Path: /channel/channel_agent_credit_bulk_update

Displays all active agencies with their current credit limits. Update multiple agencies' limits in one operation:

  1. Enter the new credit limit in the editable field next to each agency.
  2. Click Update All or Save to apply.

Channel Reference Books

Some agencies use pre-printed reference books with numbered vouchers for bookings. The system supports issuing reference books to agencies.

Management → Agency → Add Channel Book to Agency

Path: /channel/channel_agent_referece_book

  1. Select the agency.
  2. Enter the book number/range being issued.
  3. Save. The book is recorded against the agency and can be used as the agent reference number during bookings.

Monitoring Agency Balances

To see what each agency owes:

Menu → Channelling → Payment → Payment Due Search

Filter by the agency name to see all outstanding (unpaid) agent bookings.

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