OPD Payment Methods Configuration - hmislk/hmis GitHub Wiki

Configure which payment methods are available in OPD billing. You can operate with a single, shared list across all departments (default) or enable department‑specific lists. No new configuration keys are required; it reuses existing application and department options.

• Use a single shared list when all departments follow the same cashiering rules.
• Use department‑specific lists when different departments accept different payment methods.

• Go to: Admin → Institutions → Application Options
• Toggle: “All Departments Use Same Payment Methods for OPD Billing”
  • On (default): All departments share one OPD payment method list.
  • Off: Each department can have its own list.

• In Application Options, set true for each method to allow in OPD:
  • “Cash is available for OPD Billing”
  • “Credit Card is available for OPD Billing”
  • …and so on, for all needed methods.
• Notes:
  • The OPD dropdown intentionally hides “Multiple Payment Methods”, “Credit”, and “Staff Credit”.
  • Inside the Multiple Payment Methods panel, the inner list still follows the same booleans to decide which methods appear.

• Go to: Admin → Institutions → Department Options
• Select the department to configure.
• For each method to allow in OPD, set true on the department‑specific option:
  • “ - Cash is available for OPD Billing”
  • “ - Credit Card is available for OPD Billing”
  • Repeat for each department that needs a unique list.

• Open an OPD billing page while signed in under the intended department.
• Confirm the payment method dropdown shows the expected methods.
• If using Multiple Payment Methods, open the panel and confirm the inner list reflects the correct allowed methods for that department.

• “Saved”: Configuration changes persisted.
• “No options selected for deletion” or similar: Shown when bulk actions are used in options screens.
• If changes don’t appear immediately, sign out/in or reopen the OPD form.

• Keep the list focused on methods actually accepted at the counter.
• Pilot with one department, verify, then replicate.
• Avoid enabling deprecated or unused methods to reduce confusion.
• For Multiple Payment Methods, only enable the inner methods you genuinely accept.

• Method missing in OPD:
  • Check the scope toggle is set as intended.
  • If department‑specific, ensure you edited the correct department and the user is logged into that department.
• Unexpected methods under Multiple:
  • Review the same “is available for OPD Billing” booleans at the correct scope.
  • Note: “Multiple Payment Methods”, “Credit”, and “Staff Credit” never appear in the OPD dropdown; the inner list also excludes Multiple/Credit/Staff.
• Changes not reflected:
  • Close/reopen the OPD page or re‑login.

• Shared vs Department‑specific scope affects what cashiers see in the OPD payment dropdown.
• Designed exclusions improve clarity: “Multiple Payment Methods”, “Credit”, and “Staff Credit” are excluded from the dropdown; the Multiple panel shows only methods allowed for the relevant scope/department.

• Can I set different lists per cashier? No. Lists are per department. Assign users to the right department to change what they see.
• Does this impact Pharmacy or Channeling? No. This configuration affects OPD pages only.
• Can I show “Credit” or “Staff Credit” directly in the OPD dropdown? No. They are intentionally excluded from the main OPD list.