In development4 min read
Clinical client ledger
Separate clinical balances from operational booking records.
This is a product-direction guide. Described features may not be available yet.
Overview
Separate clinical balances from operational booking records.
Step-by-step
- Open the fictional client ledger.
- Review charges, payments, credits and adjustment reasons.
- Trace entries to the related encounter and authorization.
- Check whether private-pay fallback has been reconciled.
Important checks
- Avoid duplicate adjustments and refunds.
- Ledger access should follow billing permissions.