Billing & Cashiering: Service tariffs, patient bills, deposits, cashiering and end-of-shift reconciliation

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HMS Core
Invoicing

Billing & Cashiering in the Bridge HMS Suite: Service tariffs, patient bills, deposits, cashiering and end-of-shift reconciliation

What's inside

Everything in Billing & Cashiering

78 items in 16 areas, every one shipping with the app today.

Automated Charge Capture
- Auto-charge on consultation completionCompleting a consultation posts a consultation charge against the visit, tagged with doctor, category and source reference.
- Auto-charge on pharmacy dispenseEach dispensed drug line automatically creates a pharmacy charge priced from the product at the moment of dispensing.
- Auto-charge on lab result validationValidating a lab request posts one charge per test line, priced from each lab test's tariff.
- Auto-charge on radiology releaseReleasing a radiology order posts an imaging charge tagged with modality and performing radiologist.
- Smart consultation category detectionMaps visit type and doctor specialty to GP, specialist, consultant, emergency or teleconsult tariff automatically.
- Fail-safe billing hooksIf auto-charging errors, the clinical workflow still completes and a to-do activity is scheduled for manual billing.
Patient Charges
- Itemized charge recordsEach service event is a first-class charge with quantity, unit price, description, service date and performer.
- Automatic amount computationComputes subtotal, discount, net, tax and total per line from quantity, price and attached taxes.
- Line-level discountsApply a percentage discount per charge, capped 0-100%, flowing into the bill discount total.
- Per-line tax handlingAttach sale taxes to a charge; taxes are computed by BridgeERP's standard tax engine for the patient.
- Insurance/patient split per chargeAn insurance-covered percentage splits each charge total into insurer share and patient co-pay.
- Charge state machineCharges move through draft, billed, invoiced, paid and canceled with guarded transitions.
Visit Bills & Invoicing
- One consolidated bill per visitA unique bill per visit aggregates all charges, deposits, payments and discount requests.
- Real-time bill totalsGross total, insurance share, patient share, discounts, deposits, paid and balance due recompute live.
- Bill lifecycle workflowBills flow draft, open, locked, invoiced, paid and canceled with lock timestamp and reopen actions.
- Bill lockingLocking freezes a bill, stamps a lock date and marks draft charges as billed to prevent edits.
- Split insurer/patient invoicingGenerates separate invoices to the insurer and the patient based on each charge's share.
- Insurer partner resolutionAutomatically routes the insurance invoice to the insurance scheme's partner when a policy applies.
Service Tariffs & Pricing
- Central price listA master service tariff catalog covers consultation, lab, radiology, pharmacy, procedure, bed-night, nursing and admin.
- 35 pre-loaded tariffsShips with a seeded catalog of common consultation, ward, lab and service prices, a Kenyan tariff to start from.
- Category-aware pricingConsultation tariffs vary by GP/specialist/consultant/emergency/teleconsult and beds by ward class.
- Best-match price resolverThe tariff lookup selects the most specific active tariff by service type, facility, category, ward, lab test or product.
- Effective-date validity windowsTariffs carry effective-from/to dates so price changes activate and expire automatically.
- Facility-specific tariffsA tariff can be global or scoped to one facility, with facility matches preferred during resolution.
Deposits & Prepayments
- Patient deposit recordsCapture advance deposits against a visit or bill with amount, method and collector.
- Multi-method depositsRecord deposits as cash, M-Pesa, card, cheque, bank transfer or insurance credit with a reference number.
- Deposit lifecycleDeposits move through draft, held, applied, refunded and canceled with guarded transitions.
- Auto-apply to balanceHeld and applied deposits reduce the bill's balance due automatically.
- Deposit refundingHeld or applied deposits can be refunded with a mandatory reason, linkable to a refund record.
- Cash-session attributionDeposits attach to the collecting cashier's shift for drawer reconciliation.
Payments & Reconciliation
- Multi-method patient paymentsRecord payments by cash, M-Pesa, card, cheque, bank transfer or insurance settlement.
- Journal payment postingPosting a payment creates and posts an inbound payment on the resolved cash or bank journal.
- Automatic journal routingMaps each payment method to the correct cash or bank journal for the company.
- Auto-reconciliationBest-effort reconciles the payment against the bill's posted patient invoice receivable lines.
- Resilient reconciliationReconciliation failure never rolls back the posted payment; it logs a message to reconcile manually.
- Payment cancellationCanceling a posted payment drafts and cancels the underlying journal payment safely.
Discount Approvals
- Discount request workflowStaff raise discount requests that flow draft, submitted, approved, rejected or canceled.
- Reason-coded discountsRequests classify the reason as hardship, staff/family, corporate, promotional, goodwill or error correction.
- Percentage or fixed amountRequest a discount as a percentage or a fixed monetary amount against targeted charges or the whole bill.
- Manager approval activitySubmitting schedules a to-do activity for an HMS manager to approve the request.
- Proportional amount distributionAn approved fixed amount is spread across target charges proportionally to each subtotal.
- Approval audit trailRecords approver, approval/rejection timestamps and mandatory rejection reason with chatter tracking.
Refunds & Credit Notes
- Structured refund recordsRefunds capture patient, bill, source deposit, amount, reason and refund method.
- Refund approval workflowRefunds flow draft, submitted, approved, processed, rejected and canceled with approver tracking.
- Reason and method codingClassify refunds by reason (service not rendered, duplicate, overpayment, complaint, error) and payout method.
- Automatic credit-note generationProcessing a non-cash refund against an original invoice reverses it into a credit note.
- Deposit-linked refundsProcessing a refund flips the linked deposit to refunded and records the reason.
- Processed-refund lockProcessed refunds cannot be canceled, preserving the accounting trail.
Bills
- Open
- Locked
- Invoiced
- Paid
- All Bills
Reports
- Daily Revenue
- MTD Revenue
- Services Profitability
- Collection Rate
- All Analytics
Billing
- Charges
- Deposits
- Payments
- Discount Requests
- Refunds
Configuration
- Settings
- Service Tariffs
- Cash Registers
Cash Sessions
- Today's Sessions
- All Sessions
Documents it prints
- Patient Bill
- Payment Receipt
- Refund Notice
- Cashier Shift Reconciliation
- Revenue Summary
Guided assistants
- Config Settings
What it sends
- HMS: Bill to Patient
- HMS: Payment Receipt
- HMS: Refund Notification
- HMS: Discount Decision

Works with

What Billing & Cashiering works with

Billing & Cashiering shares one database with the rest of the Bridge HMS Suite and BridgeERP: these are the apps it already talks to, with nothing to buy in between.