Finance Professional Payment Searches - hmislk/hmis GitHub Wiki
Professional Payment Searches
Introduction
The professional payment search lets finance staff and department managers locate and review all doctor/consultant payment bills — both OPD professional fee payments and inpatient (surgery/professional) fee settlements. The search is used for reconciliation, reprint requests, and audit purposes.
Navigation
Main Menu → Financial Transaction Manager → Doctor Payments tab → Professional Payment Search OR Main Menu → Financial Reports → Professional Payments
Search Criteria
| Field | Description |
|---|---|
| From Date / To Date | Date range for payments |
| Doctor / Staff | Filter by specific consultant or all |
| Department | Speciality or department |
| Payment Type | OPD Professional, Inpatient Professional, Surgery |
| Payment Method | Cash, Cheque, Bank Transfer, etc. |
| Bill Status | Active, Cancelled |
Running the Search
- Set the date range.
- Optionally filter by doctor, department, or payment type.
- Click Search.
- Results show: date, doctor name, bill reference, payment method, gross amount, WHT deducted, net paid.
Search Result Actions
| Action | Description |
|---|---|
| View | Open the full payment bill detail |
| Reprint | Reprint the payment voucher / receipt |
| Cancel | Cancel the payment (authorised users only) |
| WHT Certificate | Generate WHT certificate for the payment |
OPD Professional Payment Search
For OPD channel doctor payments specifically:
- Navigate to channel cashier reports.
- Use the OPD Professional Payment Search filter.
- Results show channel session payments grouped by doctor.
Inpatient Professional Payment Search
For surgery and inpatient professional fee settlements:
- Filter by payment type = Inpatient Professional or Surgery.
- Results show each settle bill linked to the surgery BHT.
Exporting Results
Click Export to Excel to download the search results for reporting or accounting reconciliation.
Technical Reference
| Item | Detail |
|---|---|
| Controllers | InwardProfessionalBillController, InwardStaffPaymentBillController, InwardSurgeryPaymentBillController |
| BillType values | InwardProfessional, InwardStaffPayment |
| WHT reference | See Finance-WHT-Report |