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Billing

Account

Definition An account in MANSOQ groups the charge items, invoices, and payments of one patient at one facility. Every charge item, invoice, and payment belongs to exactly one account. The account shows what the patient owes and what the patient…

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Definition

An account in MANSOQ groups the charge items, invoices, and payments of one patient at one facility. Every charge item, invoice, and payment belongs to exactly one account. The account shows what the patient owes and what the patient paid. MANSOQ allows one active, open account for each patient at each facility at a time.

Key Attributes

Components What it captures
Name The name of the account. This field is required.
Description More detail about the account. This field is optional.
Status The current state of the account. This field is required.
Billing Status The current step of the account in the billing lifecycle. This field is required and starts as Open.
Service Period The start date and end date of the period that the account covers. MANSOQ sets the start to the time of creation.
Primary Encounter One recent encounter of the patient that the account covers. This field is optional.
Tags Labels that help you group and find accounts. This field is optional.
Financial Summary The Amount Due, Total Paid, Billed (Gross), and Total Billable values of the account.

Service Period

MANSOQ sets the service period start to the time when you create the account. You cannot type the start date or the end date. MANSOQ shows both dates as read-only.

Primary Encounter

You can set the primary encounter only when you edit the account. MANSOQ shows the recent encounters of the patient. An encounter is the primary encounter of one account only.

Financial Summary

MANSOQ calculates the financial summary from the charge items, invoices, and payments of the account. The values are read-only.

Value What it captures
Amount Due The amount that the patient still owes on the account.
Total Paid The amount that the patient paid on the account.
Billed (Gross) The gross amount that the invoices of the account bill.
Total Billable The total amount that the account can bill.

Status

Status Description
Active The account is in use. You can add charge items, invoices, and payments to it.
Inactive The account is no longer in use.
On Hold Work on the account stops for now.
Entered in Error Someone created the account by mistake.

Billing Status

The account page shows the billing lifecycle as a stepper: Open, then Care Completed, then Billing, then Closed.

Billing Status Description
Open The account accepts new charges.
Care Completed The care for the patient ended. The facility did not bill the account yet.
Billing The facility prepares and sends the bills for the account.
Closed Bad Debt The facility closed the account because the patient did not pay.
Closed Voided The facility closed the account and cancelled it.
Closed Completed The facility closed the account after full payment.
Closed Combined The facility closed the account and combined it with another account.

Note: MANSOQ has no delete action for an account. To close an account, change the status and the billing status. MANSOQ keeps the account.

Relationships

Permissions

MANSOQ checks these permissions at the facility level.

Permission What it allows Roles
Can Create Account Create an account. Facility Admin, Admin
Can Update Account Edit an account, advance the billing status, settle and close the account, rebalance the account, and manage tags. Facility Admin, Admin
Can Read Account View and list accounts. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, Pharmacist

Related

Source evidence

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