Create patient, corporate, and pharmacy invoices
Available to
Revenue Cycle or Billing Officer, Finance Officer, and authorised Pharmacy POS user.What this task does
Creates an accurate financial document for a patient, corporate customer, or approved payer account after the organisation’s commercial and clinical controls have been satisfied.
Steps
- Confirm the customer or contracted payer, legal entity, invoice address, payment terms, and fiscal position before adding charges.
- Add only approved products, services, or pharmacy items. Check the quantity, price list, discount authority, tax, and reporting dimension.
- For a pharmacy retail transaction, use the configured POS route. Link the customer when an invoice is required; follow the prescription authorisation rules for prescription-only products.
- Review the invoice with the source event, contract, or approved charge record. Resolve discrepancies before posting.
- Post the invoice through the approved finance role and deliver it using the authorised print, email, e-invoice, or customer portal route where that route is enabled.
- Record a note or activity for any contractual dispute, missing authorisation, or payer follow-up; do not modify a posted document to hide the issue.
What happens next
The amount is available for payment follow-up and appears in the appropriate receivable and revenue reports. A posted financial document is corrected through an approved credit-note or adjustment process, not by overwriting its history.