Inpatient Edit Payment Details - hmislk/hmis GitHub Wiki

Inpatient — Edit Payment Details

This page allows authorised staff to change the payment method, discount scheme, claimable status, and credit company assignment for an existing inpatient admission.

Page: Inpatient Dashboard → Edit Payment Details
XHTML: /inward/inward_edit_admission_payment.xhtml
Controller: BhtEditController
Privilege: InwardEditPaymentDetails

Opening the Page

  1. Open the Inpatient Dashboard for the patient (search for the admission and click the patient's record)
  2. In the Admission panel, click Edit Payment Details
  3. The Edit Admission Payment Details page opens, showing the current payment settings

Fields

Field Description
Select Payment Method Choose Cash or Credit. When Credit is selected, the Credit Companies panel appears below for adding insurance/credit company details.
Discount Scheme Apply a membership or discount scheme (optional). Controls automatic discount calculations on bills.
Claimable / Non-Claimable Check this box when the admission cost is to be claimed from a credit company, insurer, or third-party payer. Leave unchecked when the patient pays the full amount themselves.

Automatic Claimable Marking

Depending on your hospital's configuration, the Claimable checkbox may be automatically set when you change the payment method:

Behaviour What You See
Auto-mark enabled Selecting Credit automatically ticks the Claimable checkbox. You can still untick it if the admission is an exception.
Enforce enabled Selecting Credit automatically ticks the Claimable checkbox and locks it — you cannot untick it. All credit admissions are always claimable.
No automation You must manually tick or untick the Claimable checkbox. If your hospital requires claimable for credit admissions, a validation message will appear when you try to save without ticking it.

Tip: If you are unsure whether your hospital uses auto-mark or enforce, ask your system administrator or check with the billing department.

Credit Companies

The Credit Companies panel is always available on this page, independent of the Payment Method field above it:

  1. Use the Company dropdown to search and select the credit company or insurer
  2. Enter the Credit Limit (the maximum amount the company will cover for this admission)
  3. Optionally enter a Policy No and Reference No
  4. Click Add to attach it to the admission

Multiple credit companies can be added if the bill is to be split across more than one payer. The patient is responsible for any balance above the credit limits.

Each row in the table has its own Save (disk) and Remove (trash) icons:

  • Save on a row updates that company's Credit Limit / Policy No / Reference No immediately.
  • Remove asks for confirmation ("Remove this credit company?") before proceeding. Clicking Yes retires that credit company immediately — this does not wait for, or depend on, the page-level Save button described below. If you remove a company you still need, add it again the same way; a previously-removed company can always be re-added.

Confirm Remove dialog on the Credit Companies panel

Clicking the trash icon on a credit company row asks for confirmation before removing it.

Credit Companies table after confirming a removal

After confirming, the row disappears from the table immediately — independent of the page's Save button.

Saving

The Save button sits in the Payment Details panel's own header and only saves that panel's three fields: Select Payment Method, Discount Scheme, and Claimable/Non-Claimable. It does not touch the Credit Companies list — that list is self-saving, as described above. This separation is intentional: it lets you add, edit, or remove credit companies without affecting the payment method settings you haven't finished editing yet, and vice versa.

Save button inside the Payment Details panel header

The Save button lives in the Payment Details panel's own header, making clear it only saves Payment Method / Discount Scheme / Claimable — not the Credit Companies list below it.

Error Messages

Message Meaning
"Credit admissions must be marked as Claimable" Your hospital enforces claimable for all credit admissions. Tick the Claimable checkbox before saving.
"Please mark the admission as Claimable" Your hospital requires the Claimable checkbox to be ticked for this payment method. Tick it to proceed.
"No admission selected" Navigate to this page from the Inpatient Dashboard — the admission context is required.

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