Billing

What it does

Billing tracks invoices, payments, insurance claims, and subscriptions for patients and services at your facility. Patient-specific billing is also linked from the patient record.

Where to find it

• Billing home — /billing
• Invoices — /billing/invoices
• Payments — /billing/payments
• Insurance claims — /billing/insurance-claims
• Subscriptions — /billing/subscriptions
• On a patient — /patients/[patientId]/billing
• Charge services performed — /patients/[patientId]/billing/charge

📸 Screenshot: invoices list (billing-invoices).

Common tasks

Find an invoice

1. Open Billing → Invoices.
2. Search or page through invoices for the active facility/tenant context.
3. Open an invoice to see lines, status, and linked payments.

Record a payment

1. Open Billing → Payments (or open an invoice and record payment from there when offered).
2. Enter amount, method, and reference fields your site requires.
3. Save. Successful payments move the invoice toward partially paid / paid according to totals. Failed gateway attempts are stored as failed payments rather than silent errors.

Work an insurance claim

1. Open Billing → Insurance claims.
2. Create or open a claim linked to the encounter/invoice context your process uses.
3. Track status through submission / response fields exposed in the UI.

Manage subscriptions

1. Open Billing → Subscriptions.
2. Create or update a patient/service subscription (period, amount, status).
3. Cancelled or terminal subscriptions cannot be edited further.

Charge a consultation or a procedure

Use this for anything done at the encounter itself: a consultation, a dressing, a review, a minor procedure. Things you order (a lab test, a scan, a prescription) are charged when the order is placed, so they do not belong here.

1. Open Patients → [patient] → Billing → Charge services.
2. Pick the visit the work belongs to.
3. Pick what was done, from the charge master, and set a quantity.
4. Save. The screen reports what it added, and what was already charged.

The price is always read from the charge master at the moment you save, so a rate change is picked up without anyone re-editing a form. You never type a price here.

Services that are priced as orders are hidden from this list by default, because charging one here as well would put the same service on the invoice twice. A facility that genuinely prices a service both ways can turn them back on per form.

Open billing from a patient

From Patients → [patient] → Billing, review invoices and related rows for that person only.

Tips & limitations

• Billing screens require billing permissions and an active facility session.
• Some list views historically used demo mocks; against a live backend, empty lists mean no data yet, not a broken menu. If create/save fails with network/API errors, confirm OpenAPI alignment (FE-103) with your administrator.
• Provider payouts / commissions APIs exist on the platform; dedicated cashier UI may be limited until those screens are fully wired.
• Card data is never stored in the app — payment flows use references / gateway responses only.

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When something looks wrong

What you see	What it usually is
A charge did not reach the invoice	Charges attach to a visit: check the visit is the one you think
"Already charged" when you expected a new line	The same service, visit and quantity was charged before. This is the duplicate guard doing its job
A service you expected is missing from the charge list	It is probably priced as an order, so it is charged at ordering instead. Look at the order, not the encounter
A scan or lab test never reached the invoice	Those bill when the order is placed, not when the result comes back
An invoice total looks wrong	Invoices show billed amounts; payments are recorded separately
A currency differs between records	Each record keeps the currency it was created with

For the causes common to every screen — a missing menu item, an empty list, a refusal — see Why a screen will not work.