Finance OPD Professional Payments Report - hmislk/hmis GitHub Wiki

Finance — OPD Professional Payments Report

The OPD Professional Payments Report lists every professional payment receipt raised for outpatient services over a period — one row per payment bill — together with the gross fee, the withholding tax deducted, and the net amount actually paid to the consultant. Finance staff use it to reconcile consultant payouts for a month, to check the WHT withheld before filing, and to trace an individual payment receipt back to its bill.

This is a reporting screen. It does not settle or cancel anything — to make a payment see Finance — OPD Doctor Payments, and for how the tax itself is calculated see Withholding Tax on Professional Payments.

Page: Reports → Professional Payment Reports tab → Professional Payments XHTML: /reports/professional_payment_reports/professional_payments_opd.xhtml Print view: /reports/professional_payment_reports/professional_payments_opd_print.xhtml Controller: SearchController.searchOpdProfessionalPaymentBills() Privilege: ReportsProfessionalPayments — without it the button does not appear on the Professional Payment Reports tab

How to Get There

  1. Main menu → Reports & Analytics → Reports.
  2. Open the Professional Payment Reports tab in the left-hand list.
  3. Click Professional Payments.

Filters

Filter Notes
From / To The date-and-time range for the payment receipts. Both include a time component, so a single day is 12:00:00 am to 11:59:59 pm.
Institution Restrict to one company/institution, or leave as All Institutions.
Site Restrict to one site. Changing Institution or Site refreshes the Department list.
Department The department that raised the payment, or All Departments.
Category Restrict to payments against items in one category.
Item Restrict to payments against a single service or investigation.
Speciality Restrict to consultants of one speciality. Selecting a speciality narrows the Doctor list.
Doctor A single consultant, or leave unselected for all.

Set the filters, then click View List.

Reading the Results

Each row is one professional payment bill.

Column Notes
Date / Time When the payment receipt was raised
Receipt No The department bill number, with View Bill and Manage Bill icons, plus a Cancelled or Refunded badge where applicable
Cashier The user who raised the payment
Payment Type Payment, or Return and Cancellation for the reversing bill
Speciality / Staff The consultant the payment was made to
Gross The fee before withholding tax
WHT The withholding tax deducted
Value The net amount paid — Gross minus WHT

Payment bills are stored as negative amounts (money leaving the hospital) and their return/cancellation counterparts as positive, so a period that contains a cancellation shows both a negative and a matching positive row. That is correct: the pair nets to zero, and the totals row reflects that.

The row beneath the table totals the Gross, WHT and Value columns for every row matching the current filters — not just the page on screen.

OPD Professional Payments report showing the Gross, WHT and Value column totals

The results table for a single day. The totals row under the columns gives the gross fees, the withholding tax deducted, and the net paid. Cashier and consultant names are obscured in this screenshot.

Printing and Exporting

Button Result
To Print Opens a print-formatted sheet with the selected filters listed in a header block, then the same table and totals. Click Print on that page to send it to the printer, or Back to Report to return.
Excel Downloads the rows as .xlsx, ending with the same three totals. The file name carries the report name and the date range.
PDF Downloads the same content as a landscape A4 PDF, with the filters printed in the header and the totals in bold on the last row.

All three carry the Gross, WHT and Value totals, so an exported copy reconciles against the screen.

Print view of the OPD Professional Payments report with the filter header and the column totals

The print view: the filters used are printed in the header block, and the same Gross, WHT and Value totals appear beneath the table. Cashier and consultant names are obscured in this screenshot.

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