Understand the healthcare financial workflow
Explain the finance journey in terms a healthcare provider recognises. Financial follow-up begins only from an approved commercial or operational event. It must never change the clinical record or be used to infer a clinical decision.
Approved service, pharmacy sale, or agreed charge → Customer or payer invoice → Payment, credit note, or approved dispute follow-up → Reconciliation → Receivable, revenue, and period reporting
Describe the three common routes:
- Direct patient or retail sale: payment is taken at the pharmacy POS or approved cashier route; an invoice or receipt is issued when configured.
- Credit customer or corporate account: an authorised charge is invoiced to the contracted organisation under its approved commercial terms.
- Insurer or third-party payer: the finance team records the customer or payer relationship approved for that deployment. Eligibility, pre-authorisation, claims transmission, adjudication, and remittance processing are separate deployment-specific workflows; do not imply that creating an invoice submits a claim.