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Billing

View an account

Read account details, financial totals, billing lifecycle and transaction tabs for the selected patient.

Current source · source reviewed · 3 min read

Before you begin

1. Open the account list

Use one of these entry points:

Note: On the patient profile, you can filter the accounts by status, billing status, created date, and tags.

2. Open the account

Click the account that you want to see. MANSOQ opens the account page.

This dedicated synthetic finance account starts with no invoices or charges and zero calculated totals. It is separate from the clinical teaching patient account.
Start from an isolated synthetic finance account · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. This dedicated synthetic finance account starts with no invoices or charges and zero calculated totals. It is separate from the clinical teaching patient account.

3. Read the account details

The top of the page shows this information:

Component What it shows
Patient name The patient that owns the account.
Status badge The current status of the account.
Service period The start date and the end date of the service period.
Tags The tags on the account.

4. Read the financial summary

The Financial Summary shows these amounts:

Component What it shows
Amount Due The amount that the patient must still pay.
Total Paid The amount that the patient paid.
Billed (Gross) The gross amount that MANSOQ billed.
Total Billable The amount that MANSOQ can bill.

MANSOQ calculates these amounts automatically.

Note: If the amounts look out of date, click Rebalance. MANSOQ recalculates the Financial Summary from the charge items and the payments of the account.

Actual UI closure saved the isolated finance account as inactive/closed_completed with an end date,150 SARpaid/billed and zero balance. The invoice had been balanced through the separately documented status-only API continuation.
Verify the closed completed account · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. Actual UI closure saved the isolated finance account as inactive/closed_completed with an end date,150 SARpaid/billed and zero balance. The invoice had been balanced through the separately documented status-only API continuation.

5. Read the billing lifecycle stepper

The Billing Lifecycle Stepper shows the progress of the account through these stages:

  1. Open
  2. Care Completed
  3. Billing
  4. Closed
Actual UI closure saved the isolated finance account as inactive/closed_completed with an end date,150 SARpaid/billed and zero balance. The invoice had been balanced through the separately documented status-only API continuation.
Verify the closed completed account · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. Actual UI closure saved the isolated finance account as inactive/closed_completed with an end date,150 SARpaid/billed and zero balance. The invoice had been balanced through the separately documented status-only API continuation.

6. Open a tab

The account page has these tabs:

Tab Keyboard shortcut
Invoices Shift+1
Charge Items Shift+2
Payments Shift+3
Reports Shift+4
Bed Charge Items Shift+5

Click a tab, or press its keyboard shortcut.

Permissions

Permission Access
Can Read Account Lets you open an account and see its details. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Expected Outcome

Version and facility configuration

This procedure is grounded in the repository’s version 3.1 user guide and the audited source revision. Available encounter types, required demographics, terminology, permissions and enabled services depend on your facility configuration. Use the labels and access controls on your own instance; the source references below identify the documented implementation.

Choose the account closure disposition deliberately

Settle & Close opens a disposition selector. Its initial default in the audited UI is Closed Bad Debt; do not accept that default for a fully settled account. The tested self-pay account used Closed Completed, then persisted inactive status, an end date, 150 SAR paid/billed and zero balance. The invoice had first been balanced through a separately documented API continuation because the UI balance action failed.

The settled synthetic account is closed using Closed Completed. The dialog initially defaults to Closed Bad Debt, so users must deliberately choose the outcome that matches the real disposition.
Choose the completed closure outcome · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. The settled synthetic account is closed using Closed Completed. The dialog initially defaults to Closed Bad Debt, so users must deliberately choose the outcome that matches the real disposition.
Actual UI closure saved the isolated finance account as inactive/closed_completed with an end date,150 SARpaid/billed and zero balance. The invoice had been balanced through the separately documented status-only API continuation.
Verify the closed completed account · 2026-10-18. Current audited MANSOQ application in an isolated local synthetic training environment. Actual UI closure saved the isolated finance account as inactive/closed_completed with an end date,150 SARpaid/billed and zero balance. The invoice had been balanced through the separately documented status-only API continuation.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.