Bridge HMS Suite · health
Billing & Cashiering
$0.35 per user/moService tariffs, patient bills, deposits, cashiering and end-of-shift reconciliation.
Works with
HMS Core
HMS Core
01
Automated Charge Capture
Completing 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.
02
Patient Charges
Each 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 via BridgeERP's compute_all against the patient partner.
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.
03
Visit Bills & Invoicing
A 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 account.move 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.
04
Service Tariffs & Pricing
A master service tariff catalog covers consultation, lab, radiology, pharmacy, procedure, bed-night, nursing and admin.
35 pre-loaded tariffsShips with a seeded Kenya-oriented catalog of common consultation, ward, lab and service prices.
Category-aware pricingConsultation tariffs vary by GP/specialist/consultant/emergency/teleconsult and beds by ward class.
Best-match price resolverget_price_for() 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.
05
Deposits & Prepayments
Capture 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.
06
Payments & Reconciliation
Record payments by cash, M-Pesa, card, cheque, bank transfer or insurance settlement.
Journal payment postingPosting a payment creates and posts an inbound account.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.
07
Discount Approvals
Staff 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.
08
Refunds & Credit Notes
Refunds 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.
09
Bills
Tracked with patient, visit and facility — shown as a list or form.
LockedTracked with patient, visit and facility — shown as a list or form.
InvoicedTracked with patient, visit and facility — shown as a list or form.
PaidTracked with patient, visit and facility — shown as a list or form.
All BillsTracked with patient, visit and facility — shown as a list or form.
10
Reports
Tracked with description, service date and service type — shown as a graph or pivot.
MTD RevenueTracked with description, service date and service type — shown as a graph or pivot.
Services ProfitabilityTracked with description, service date and service type — shown as a pivot or graph.
Collection RateTracked with patient, visit and bill — shown as a pivot, graph or list.
All AnalyticsTracked with description, service date and service type — shown as a pivot or graph.
11
Billing
Tracked with patient, visit and bill — shown as a list or form.
DepositsTracked with patient, visit and bill — shown as a list or form.
PaymentsTracked with patient, visit and bill — shown as a list or form.
Discount RequestsTracked with patient, visit and bill — shown as a list or form.
RefundsTracked with patient, visit and bill — shown as a list or form.
12
Configuration
A guided assistant — fill it in once and it writes every record it touches.
Service TariffsTracked with tariff code, service type and consultation category — shown as a list or form. 35 in the live demo.
Cash RegistersTracked with code, facility and default cashier — shown as a list or form.
13
Cash Sessions
Tracked with register, facility and cashier — shown as a list or form.
All SessionsTracked with register, facility and cashier — shown as a list or form.
14
Documents it prints
Printed as a PDF straight from the record, on your own letterhead.
Payment ReceiptPrinted as a PDF straight from the record, on your own letterhead.
Refund NoticePrinted as a PDF straight from the record, on your own letterhead.
Cashier Shift ReconciliationPrinted as a PDF straight from the record, on your own letterhead.
Revenue SummaryPrinted as a PDF straight from the record, on your own letterhead.
15
Guided assistants
A guided step-by-step job that validates everything before it writes anything.
16
What it sends
Goes out on the record's own events, and is logged back on the record.
HMS: Payment ReceiptGoes out on the record's own events, and is logged back on the record.
HMS: Refund NotificationGoes out on the record's own events, and is logged back on the record.
HMS: Discount DecisionGoes out on the record's own events, and is logged back on the record.
Integrated apps
Billing & Cashiering shares one database with the rest of BridgeERP — these are the apps it already talks to, with nothing to buy in between.
Builds on
Billing & Cashiering needs these to run — they come with it in the same plan.
Feeds
Records created here flow straight into these apps — no export, no import.
And the wider platform
Any BridgeERP app can join the same database.
AccountingFull double-entry accounting, bank reconciliation, assets, budgets and statutory reports.
ExpensesEmployee expense claims with receipt capture and reimbursement.
InvoicingCustomer invoices, vendor bills, payments and tax handling.
SignSend documents for legally binding electronic signature.
SubscriptionsRecurring contracts, automatic renewals and MRR reporting.
EmployeesEmployee records, contracts, attendance, skills, appraisals and referrals.More Bridge HMS Suite apps
HMS CorePatient master index, facility setup, clinicians, encounters and role security.
ReceptionRegistration, queueing, triage desk and visit slips.
AppointmentsClinician diaries, online booking and reminders.
Consultation / OPDOutpatient consultation, SOAP notes, orders, prescriptions and visit summaries.
Electronic Health RecordLongitudinal record, problem lists, allergies, care plans and clinical decision support.
LaboratoryTest catalogue, sample tracking, analysers, result validation and reporting.From front desk to discharge, on one system
One patient record across reception, clinics, wards, theatre, lab, pharmacy and the cash office — with billing and insurance claims built in.