MANSOQ Billing
Create an account
This flow describes how to create an account for a patient at a facility. The account collects the charges and payments for that patient at that facility. Pre-requisites - The patient is registered in MANSOQ. - You are a member of the facility…
3.1 · versioned documentation · 3 min read
Overview
This flow describes how to create an account for a patient at a facility. The account collects the charges and payments for that patient at that facility.
Pre-requisites
- The patient is registered in MANSOQ.
- You are a member of the facility that bills the patient.
- The patient has no active, open account at the facility. MANSOQ blocks a second active, open account for the same patient at the same facility.
- You have the permissions listed below.
Note: MANSOQ creates a default account for you when you add the first charge item for a patient with no active, open account. In that case, you do not need to create the account yourself.
Permissions
| Permission | Access |
|---|---|
| Can Create Account | Create an account for a patient at a facility. Facility Admin and Admin hold this permission. |
Steps
1. Open the account list
Start from the patient or from the facility.
- From the patient: open the patient profile. Select the Accounts tab.
- From the facility: open the facility. Select Billing. Select Accounts.
2. Start the new account
Click Create Account. MANSOQ opens the account form.
3. Fill in the account details
Complete the form fields.
| Components | What it captures |
|---|---|
| Name | The name of the account. This field is mandatory. |
| Description | More detail about the account. This field is optional. |
| Status | The state of the account: Active, Inactive, On Hold, or Entered in Error. This field is mandatory. Keep the value Active for a new account. |
| Billing Status | The billing state of the account: Open, Care Completed, Billing, Closed Bad Debt, Closed Voided, Closed Completed, or Closed Combined. This field is mandatory and starts at Open. Keep the value Open for a new account. |
4. Save the account
Save the form. MANSOQ creates the account for the patient and the facility.
Expected Outcome
- MANSOQ creates the account and shows it in the account list.
- MANSOQ sets the service period start date to the current time.
- MANSOQ links the account to the patient and the facility that you created it for. You cannot change this link later.
- You can set the primary encounter afterwards, when you edit the account.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.