Access
How a patient reaches the screen, and what has to be true for it to open.
Element
What it decides
Permissions
Navigation
Side menu → Billing.
Client:billing.enabled_payment
Header
What the band states before anything below it is actionable.
Element
What it decides
Permissions
Title
“Billing”, with the balance and when it is next due — the number and its deadline, before any table.
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Main actions
What belongs to the page rather than to one charge.
Element
What it decides
Permissions
Make a payment
Opens the payment.
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Payment logs
Switches to past payments; the header changes with it, so it is clear which set is shown.
Client:billing.show_payment_logs
Form · Payment
What a payment needs before it is taken, ending with the receipt.
Field
Validations
Permissions
Amount
Required. The balance, one invoice, or an amount the patient chooses, never more than is owed.
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Method
Required. A saved card, or a new one.
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Summary card actions
Where the account stands, before the charges behind it.
Element
What it decides
Permissions
Your account
The balance with its due date and open invoices, what insurance covered with the plan's name, and the current copay with when it is due.
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Payment method
The card on file, with Change.
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Insurance
The carrier on file, with Update.
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Filters
Which charges the list holds.
Element
What it decides
Permissions
Status
All · Unpaid · Paid.
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Invoice date
Narrows the list to invoices raised in the period chosen.
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Appointment date
Narrows the list to the visits in the period chosen.
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Search
Description and provider.
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Table
What one charge shows in a row.
Element
What it decides
Permissions
Date
When the charge was raised.
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Description
What it is for.
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Provider
Who the visit was with.
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Amount
Right-aligned, in the outstanding colour while unpaid.
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Status
Unpaid · Paid.
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Row actions
What can be done to one charge.
Element
What it decides
Permissions
View invoice
The full statement, item by item.
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Pay
Opens the payment with that invoice filled in.
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Download
The statement as a PDF.
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Errors
Not yet written from the code.
API calls
Not yet written from the code.