Finance OPD Doctor Payments - hmislk/hmis GitHub Wiki

Finance - OPD Doctor Payments

The OPD doctor payment module manages the payment of professional fees owed to doctors and staff for outpatient services. When an OPD bill is raised for a consultation or investigation, a professional fee liability is created for the assigned doctor. The finance team periodically reviews outstanding liabilities and processes payments, with WHT deducted automatically where applicable.

Navigation Path

OPD (main menu) -> Doctor Payments -> choose from:

  • Doctor Payment Index - opd/opd_doctor_payment_index.xhtml
  • Pay Doctor Bills - opd/pay_doctor_bills.xhtml
  • Payments Done - opd/opd_doctor_payments_done.xhtml
  • My Professional Payments - cashier/my_professional_payments.xhtml

Doctor Payment Index

The Doctor Payment Index is the starting point for searching and reviewing all outstanding and completed OPD professional fee payments.

Step-by-Step Instructions

  1. Navigate to OPD -> Doctor Payments -> Doctor Payment Index.
  2. Set the From Date and To Date for the period you wish to review.
  3. Optionally select a specific Doctor / Staff from the autocomplete field to narrow the list.
  4. Optionally select a Department or Institution to filter by location.
  5. Click Search to load the results.
  6. Review the list of outstanding fee amounts per doctor.
  7. Click the Pay action next to a doctor record to proceed to payment.

Fields on Doctor Payment Index

Field Description
From Date Start of the period to search for professional fee liabilities
To Date End of the period
Doctor / Staff Optional: filter by a specific staff member
Department Optional: filter by department
Institution Optional: filter by institution or branch

Pay Doctor Bills

The Pay Doctor Bills page allows the finance officer to select one or more outstanding professional fee bills for a doctor and process a single payment covering them all.

Step-by-Step Instructions

  1. From the Doctor Payment Index, click Pay next to the doctor's name, or navigate directly to OPD -> Doctor Payments -> Pay Doctor Bills.
  2. The page displays all unpaid professional fee bills for the selected doctor within the chosen period.
  3. Review each bill line (date, bill reference, service, gross amount, WHT amount, net payable).
  4. Select the bills to include in this payment using the row checkboxes.
  5. Verify the Total Gross, Total WHT, and Total Net Payable amounts shown in the summary.
  6. Select the Payment Method (Cash, Cheque, Bank Transfer, or other configured method).
  7. Enter the Cheque Number or Reference if applicable.
  8. Enter the Remarks if required by your hospital's policy.
  9. Click Save Payment to record the payment.
  10. A payment receipt is generated. Print if required.

Fields on Pay Doctor Bills

Field / Button Description
Bill checkbox Select individual bills to include in this payment
Bill Date Date the original patient bill was raised
Bill Reference Unique bill number for traceability
Service / Consultation Name of the service for which the fee applies
Gross Amount Full professional fee before WHT
WHT Rate Withholding tax percentage applied
WHT Amount Tax amount deducted from the gross fee
Net Payable Amount actually paid to the doctor (Gross minus WHT)
Payment Method How the payment will be made (Cash, Cheque, etc.)
Cheque / Reference Number Bank cheque number or transfer reference
Remarks Optional notes for this payment batch
Save Payment Commits the payment and closes the selected bills
Cancel Returns to the index without saving

Payments Done

The Payments Done page provides a history of all completed OPD professional fee payments.

Step-by-Step Instructions

  1. Navigate to OPD -> Doctor Payments -> Payments Done.
  2. Set the From Date and To Date.
  3. Optionally filter by Doctor / Staff, Department, or Institution.
  4. Click Search to load completed payment records.
  5. Click a record to view its details or to print a payment voucher.

Fields on Payments Done

Field Description
Payment Date Date on which the payment was recorded
Doctor / Staff Recipient of the payment
Gross Total Sum of all gross professional fees in the payment batch
WHT Total Total WHT deducted
Net Paid Actual amount paid out
Payment Method Method used for disbursement
Reference Cheque or transfer reference number
Recorded By User who processed the payment

My Professional Payments (Cashier View)

The My Professional Payments report shows all professional fee payments processed by the currently logged-in cashier during a selected shift or period. It is used for cashier reconciliation and shift handover.

Navigation

Cashier (main menu) -> My Professional Payments or via cashier/my_professional_payments.xhtml.

Fields

Field Description
Shift / Date Range Period selector for the report
Doctor / Staff Recipient name
Bill Count Number of bills included in the payment
Gross Amount Total gross fees in the payment
WHT Amount Total WHT deducted
Net Paid Total net disbursed
Payment Method Tender type used

Technical Reference

Item Detail
Doctor Payment Index page opd/opd_doctor_payment_index.xhtml
Pay Doctor Bills page opd/pay_doctor_bills.xhtml
Payments Done page opd/opd_doctor_payments_done.xhtml
My Professional Payments page cashier/my_professional_payments.xhtml
Privilege required PaymentBilling (or equivalent OPD payment privilege)
WHT calculation Applied automatically at payment time based on gross fee and configured rate
Related report Finance - WHT Report for tax filing