Bill Cancellation

Bill Cancellation Process in CareCode HIS

The bill cancellation process in CareCode HIS follows a structured workflow to ensure accuracy, validation, and proper referencing. Below is a step-by-step description of the process.

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Selecting the BilledBill for Cancellation

1. Identify the specific BilledBill to cancel.

2. Ensure the following verifications are completed before proceeding:

   • Not Cancelled Previously: Confirm that the bill hasn’t been cancelled already.
   • No Returns Recorded: If returns exist, they must be cancelled first before proceeding with the bill cancellation.
   • Drawer Balance Check: Ensure that for payments made in cash or IOU, the drawer balance is checked. This step is not required for payments made via cards, patient deposits, etc.
   • Preference-Based Criteria: Validate the cancellation request based on configured criteria, such as the allowed duration after the original billing.

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Creating a New CancellationBill

1. Copy Values from the Original BilledBill:

   • Clone all relevant attributes of the BilledBill into the new CancellationBill.

2. Invert Financial Values:

   • Convert values such as:
     • Gross Total
     • Discount
     • Net Total
     • Tax
     • Sum of Hospital Fees
     • Sum of Staff Fees
   • Inversion ensures that the cancellation bill reflects negative amounts.

3. Replace Certain Values:

   • Update creator, creation timestamp (createdAt), and any other relevant metadata to reflect the current cancellation action.

4. Add a Reference to the Original BilledBill:

   • The new CancellationBill will maintain a reference back to the cancelled BilledBill.

5. Update References in the Original BilledBill:

   • Save the newly created CancellationBill with updated references in the original BilledBill.

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Creating Bill Items for the CancellationBill

1. For each item listed under the original BilledBill, create a corresponding bill item for the CancellationBill.
2. Ensure that the cancellation bill items follow the same logic as the parent CancellationBill:
   • Copy original item values.
   • Invert necessary values.
   • Replace metadata like creator and timestamps.
   • Add appropriate references to the original BilledBill and the new CancellationBill.

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Creating Bill Fees for the CancellationBill Items

1. For each fee associated with the original bill items, create a corresponding fee entry for the cancellation bill items.
2. Apply the same process followed for creating the CancellationBill:
   • Copy and invert fee values.
   • Replace relevant metadata.
   • Maintain references between the original BilledBill, the new CancellationBill, the respective bill items, and their associated fees.

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Handling Payments for the CancellationBill

1. Invert Payments:

   • Reverse the payment values recorded in the original BilledBill.

2. Modify Payment Methods if Required:

   • Use a new payment method if necessary. For instance, if a card payment is being refunded, the patient may receive cash instead.

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Updating the Drawer Balance

1. Reflect the cancelled amounts in the drawer to ensure the balance stays accurate.

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Preparing for Print

1. Prepare the necessary details for printing the CancellationBill, ensuring all references, fees, and payments are correctly reflected.

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