Inpatient Patient Deposits - hmislk/hmis GitHub Wiki
Inpatient — Patient Deposits (Reports)
These pages do not collect deposits. The
bht_deposit_*screens are reports over deposits and payments already collected. To take money from a patient during an admission, use Make a Deposit or Make a Payment — see Inpatient — Make a Payment and Make a Deposit.
Deposits are advance payments collected from the patient or their guarantor during the admission. They are held against the BHT and set off against the final bill; if the deposit exceeds the bill, the balance is refunded. This article covers the reporting side — how finance staff review what has been collected across admissions.
Where: Inward → Reports → Payment Reports
Controller: MdInwardReportController
XHTML: /inward/bht_deposit_*.xhtml
Collecting, Reprinting, Cancelling and Refunding
None of these happen on the report screens:
| Action | Where |
|---|---|
| Collect a deposit | Inpatient Dashboard → Billing panel → Make a Deposit (InwardMakeDepositAccess privilege) |
| Collect a payment | Inpatient Dashboard → Billing panel → Make a Payment, or Payments → Cash → Cash For Receive → Payment |
| Find and reprint a deposit | Deposit Search → Deposit Reprint → Print |
| Cancel a deposit | Deposit Reprint → To Cancel — available for INWARD_DEPOSIT bills that are unchecked, not already refunded, and paid by cash |
| Refund a deposit | Deposit Reprint → Refund, which creates an INWARD_DEPOSIT_REFUND bill |
See Inpatient Bill Refunds and Inpatient Bill Search and Reprint.
The Reports
Each screen filters on a date range with a selectable Date Basis, and can be narrowed by Site, Department and Admission Type.
| Report | Covers |
|---|---|
| Deposit of Admitted Patient | Deposits for patients currently admitted |
| Deposit of Undischarged Patient | Deposits for admissions not yet discharged, by collection date |
| All Deposit of Not Discharged Patient | The same population without the date-range narrowing |
| All Deposit of Not Discharged Patient by BHT | The same, listed per BHT |
| Complete Payments of Discharged Patient | Money collected on admissions discharged in the period |
| Deposits of Undischarged Patient and Complete Payments of Discharged Patients | Both populations in one report |
| Payment By Created Date / … Discharge Only / … Not Discharged | All payments by collection date, optionally split by discharge status |
| All Payment By Created Date | Every payment in the period |
Reports covering "payments" include deposits: both are collected against the BHT and both reduce what the patient still owes.
Application at Final Billing
When the final bill is processed, everything collected against the BHT — deposits and payments alike — is set off against the total. The final bill's totals panel shows it as Paid By Patient and Paid by Credit Company, and the balance is what remains to collect. If more was collected than the bill comes to, the difference is refunded.
See Inpatient — Final Bill Generation and Inpatient Final Bill.
Related Articles
- Inpatient — Make a Payment and Make a Deposit — how the money is actually collected
- BHT Deposits — the finance view of the deposit lifecycle
- Inpatient — Final Bill Payment — settling the balance at discharge
- Inpatient Bill Refunds — refunding a deposit
- Inpatient Admission Profile (Dashboard) — per-admission deposit and payment views
- Inpatient — Bill Cancellations and Refunds (Overview)