OPD Doctor Misc Fees and Reports - hmislk/hmis GitHub Wiki
OPD Doctor Misc Fees and Reports
The OPD Doctor Misc Fees screen lets you raise a payable fee for a doctor or staff member that is not tied to any patient bill. Typical uses include sign-on bonuses, on-call allowances, ad-hoc consulting honoraria, festival payments, or any one-off amount that must flow through the doctor-payment workflow but does not come from a service line on a patient bill.
After a miscellaneous fee bill is created, the fees on it behave like any other professional fee β they become due, appear in Find Due Payments, and are settled and printed the same way (OPD Doctor Payments β All Due).
Navigation
There are two entry points:
| From⦠| Open⦠|
|---|---|
| The OPD Doctor Payments hub | Top menu β OPD β Doctor Payments, then Actions β Add Miscellaneous Staff Fee. |
| The Find Due Payments screen | The Add Miscellaneous Fee blue button on the toolbar. |
Path: /opd/professional_payments/miscellaneous_staff_fee.xhtml.
Privilege required: PaymentBilling.
Step 1 β Choose the staff member
In the Fee Entry Form panel:
- Staff/Doctor β autocomplete. Type at least two characters of the name. The dropdown shows name with title and the speciality (if any). Pick the recipient.
- Once you add the first item to this bill, the Staff/Doctor field is locked to that person. To switch to a different recipient, click Cancel All to clear the bill, then start again. A small advisory appears under the field reminding you of this.
Step 2 β Add one or more payment items
For each line item:
- Payment Category β pick from the configured list. Categories are set up by administrators in the Payment Item catalog and are used to group misc-fee reports.
- Amount β numeric, two decimal places. Minimum 0.01.
- Description / Reason β free text, up to 500 characters. Make this useful β it is the only place explaining why the payment was raised.
- Click Add Payment Item (green).
The row appears in the Payment Items to be Processed table below with columns Payment Category, Amount, Description, and a Remove action. The footer shows the running total.
Repeat for each line you need on the same bill. Use Clear Entry to wipe the form fields without adding the row.
To remove a line you have already added, click the red trash icon on the row and confirm.
Step 3 β Finalize the bill
When all lines are entered:
- Click Finalize Bill (orange) in the footer of the Payment Items panel.
- Confirm the "Create bill with all payment items?" dialog.
The system:
- Creates a
MISCELLANEOUS_STAFF_FEE_BILLagainst the selected staff member. - Records each line as a
BillFeeagainst the bill. - Switches the screen to print-preview mode showing the bill number (e.g.,
BILL/2026/05/0007).
Step 4 β Print
The print-preview panel shows the bill summary. Use the standard print button to send it to the printer.
A miscellaneous fee bill is not a payment; it is the creation of an owed amount. To actually pay the doctor, open Initiate Professional Payments and settle as described in OPD Doctor Payments β All Due. The misc fee will appear among the due rows.
Cancelling everything before finalizing
If you decide not to raise the bill at all after adding lines, click Cancel All in the Payment Items footer. Confirm the dialog. The temporary lines are discarded and the staff lock is released.
Misc Fee Report
This report shows each line item that has been raised through the misc fee screen, regardless of whether the line has been settled yet.
Navigation
OPD Doctor Payments hub β Reports β Miscellaneous Fee Report.
Path: /opd/professional_payments/miscellaneous_fee_report.xhtml. Privilege: PaymentBillSearch.
Filters
| Filter | Effect |
|---|---|
| From Date / To Date | Required. Long date-time format. Limits the report to lines created in the window. |
| Staff / Doctor | Optional. Limits the report to lines for one person. Leave blank for everyone. |
Click Search to populate the report. Clear resets the filters.
The report grid (in the results panel) shows the staff member, payment category, amount, description, the bill the line belongs to, and the line's payment status (paid / due).
Misc Bill Report
The companion report at one level higher: it shows misc fee bills rather than individual line items. Useful when you want to count how many misc fee bills have been raised in a period, by which user, against which staff member.
Navigation
OPD Doctor Payments hub β Reports β Miscellaneous Bill Report.
Path: /opd/professional_payments/miscellaneous_bill_report.xhtml. Privilege: PaymentBillSearch.
The filter layout is similar (date range, optional staff member, possibly also user). The result grid shows the bill number, creator, date, recipient, total amount, and line count.
Practical advice
- Use Payment Category consistently. Reports group by category, so inconsistent picking makes reporting harder.
- Put the why into Description. The category name alone rarely tells you everything. Auditors and finance teams rely on this.
- A misc fee bill is part of the doctor's running total for the month for WHT purposes. If your installation uses the Depending On Payments WHT mode, raising a large misc bill can push the doctor over the WHT cutoff for that month.
- Misc bills are searchable from List Completed Professional Payments once the underlying line has been paid; before payment, use the Misc Fee Report.
Limitations
- A misc fee bill must be raised against a single staff member. Splitting one batch payment across multiple doctors requires one bill per doctor.
- The form does not enforce uniqueness across categories β you can have two lines with the same category, amount, and description if you click Add twice.
- There is no edit-after-finalize. To correct a wrong amount, cancel the bill through the standard payment-bill cancellation route and create a new one.