Theatre — Surgery Bill Summary / Validate

Overview

Once Theatre has finished a surgery, Billing needs a way to review every bill raised against it (services, medicines, timed services, professional fees) and confirm that each one has been checked — before locking the surgery so nothing more can be added by mistake. The Surgery Bill Summary / Validate screen is that review-and-lock step.

It mirrors the "check" workflow already used on the Interim Bill for a whole admission, but scoped to a single surgery.

When to Use

• After Theatre has finished recording all charges for a surgery
• When Billing needs to review the Green Sheet against what was actually billed, bill by bill
• To lock a surgery once everything has been checked, so no further items, medicines, or fees can be added against it
• To temporarily unlock a surgery (Revert Validation) if a correction is needed after validation

Required Privileges

Action	Privilege
View the summary page	Same access as Manage Surgeries / the Surgery Workbench
Validate Surgery	InwardSurgeryValidate
Revert Validation	InwardSurgeryValidationRevert

These are typically granted to Billing/Inward staff rather than Theatre staff — validation is a billing sign-off step, not a theatre step.

Navigating to the Surgery Bill Summary

From the Surgery Workbench (Surgery Dashboard):

1. Select the surgery
2. Click Surgery Bill Summary / Validate

From Manage Surgeries (the per-admission surgery list):

1. Open the admission profile → Manage Surgeries
2. Find the surgery in the list
3. Click Bill Summary / Validate in the Action column

Reviewing and Checking Bills

The summary page lists every bill raised against the surgery, grouped into tabs:

Tab	Shows
Service Details	Theatre services/investigations, grouped by department
Timed Service	The surgery's timed-service bill (OT time, etc.)
Medicine Issue	Pharmacy items issued to the surgery
Store Issue	Store items issued to the surgery (legacy — see note below)
Professional Fees	Surgeon/consultant fees
Assisting Fees	Assistant/anaesthetist fees

Each row shows whether it has been checked (Checked By / Checked At, or a Checked Count / Pending Count for grouped rows) and a button to open the underlying bill. Opening a bill takes you to the same reprint/detail screen used elsewhere in the system, with Mark As Checked / Mark As Un Check buttons — check every bill the same way you would on the Interim Bill.

A banner near the top shows how many bills are still pending:

Validating the Surgery

Once every bill under the surgery is checked, the Validate Surgery button becomes available. Click it and confirm — the surgery flips to Completed, recording who validated it and when.

What Gets Locked

Once a surgery is validated, none of the following can be added to it:

• Services & Investigations
• Direct Issue Medicines (and Store Issue)
• Timed Services
• Professional Fees / Assisting Fees

This is enforced on the server, not just by disabling the button — so it holds even if a page was left open before validation happened:

Reverting Validation

If a correction is needed after validation, an authorised user (privilege InwardSurgeryValidationRevert) can revert it:

1. Open the Surgery Bill Summary page
2. Enter a Revert Reason
3. Click Revert Validation and confirm

The surgery goes back to Pending Validation, and all the add-charge actions above are available again:

Both Validate Surgery and Revert Validation are recorded in the admission's audit trail (who, when, and — for revert — why).

Note: Store Issue is Retired in Favour of Medicine Issue

The old, separate "Store Issues for Theatre → Direct Issue" entry point has been retired — store items for a surgery are now issued through the same Direct Issue Medicines flow as pharmacy items. The Store panel's Direct Issue button now points there too; Search Issue Bill / Search Issue Bill Items remain for looking up records created before this change.

The Store Issue tab on the Bill Summary page is kept for viewing any older store-issue bills recorded under a surgery before this change.

Related Features

• Theatre — Surgery Workbench — where a surgery's charges are added and where this screen is also reachable from
• Theatre — Surgery Bill Search
• Pharmacy Issues for Theatre