Billing · VERSION 3dfb7c9f

Find an existing account and filter its account status

Open the assigned facility’s Accounts, inspect and clear account-status filters, then open the intended existing patient account.

Billing Officer

Recorded product version 3dfb7c9f

These lessons apply to their recorded version and observed role. Check local permissions and configuration. A qualified lesson does not establish complete product or facility coverage.

Version, screenshot scope and limits

Full product version: 3dfb7c9f519fb5b4cd4452439f3c12346bf58319

Exact committed 3dfb7c9f source/tree, ordinary existing Doctor in one explicitly fictional Polyclinic Inpatient encounter. All 12 original raw form schemas/subjects and separate BP form matched under ordinary Doctor/Nurse reads before native UI. One four-answer ordinary response with optional note saved once, native single PDF saved/viewed, neutral warning Cancel proved unchanged, then same new source corrected once. Existing clinical and Admin estates preserved; no new form, code, grants or external transport. Genuine 25-photo public subset from 29 retained original frames; exclusions and pixel/geometry qualifications are private. Ordinary existing Pharmacist companion adds fully visible services pagination, prescription medicine filters, completed-order history and saved prescription PDF. Existing scoped stock and financial records verified unchanged. No new dispensing or financial actions are qualified by these lessons. Ordinary existing Billing Officer companion adds account/status/search, saved Balanced invoice and actuallocalinvoicePDF.273scopedstoredrows verifiedunchanged;4nestedrelatedPharmacistlast_login responsevalues separatelyqualified. Nocharge/invoice/payment/tax/electronicfiling businessaction is claimed. Exact committed3dfb source/tree, ordinary existing Doctor on one separate explicitly fictional Polyclinic Ambulatory case. Normal API patient/encounter prerequisites are separated from native teaching. Four installed leaves retain schema/provenance. One actual invalid-Time attempt refused database writes; one recovered mixed submission saved two Conditions/two structured logs/one ordinary source, genuine one-page PDF saved/viewed, neutral correction Cancel verified, then only that new ordinary source corrected once. Scoped ordinary Doctor/Nurse readbacks preserve all measured prior clinical records in the two retained cases; Admin rows are outside those clinical collection comparisons; no grants, source, form, term or runtime changes. Forty-three actual wide originals retained for public teaching from46 unchanged raw frames.

Review the default Active account list. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:03:28.587Z · 1728 × 921**
Review the default Active account list
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `305af529320545c29c3e14d532fab5024855bc1c9d636a9331e4b11834c38fa9`
**Filter by Identifier**: Open the patient identifier search.
**Filter**: Open the account filter menu.
**Account status Active**: Read the current Active filter.

Open the Synthetic Knowledge Training account. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:04:59.321Z · 1728 × 921**
Open the Synthetic Knowledge Training account
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `b9b616694f1e2a4086aff9ab89bb268e632bc301e2fd15161c9a3e0e3ca07c3e`
**Go to account for Synthetic Knowledge Training**: Open the intended patient’s existing account.
**Synthetic Knowledge Training account**: Check the account name and patient in this row.

9 of 9 content blocks have reviewed image alignment. Missing overview or prerequisite images remain open.

Before you begin

Use an already authenticated, authorized Billing Officer session. This dated fictional Polyclinic already contains the Synthetic Knowledge Training account. The example reviews existing records.
1
Recorded release 3dfb7c9f · 2026-10-19T07:01:18.647Z · 1728 × 921
Open the assigned fictional facility as the existing Billing Officer
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 20d6d16a95163ce4ce81247c8ef6001177d35eee71c687d7a7496d4d60251ad6
1. MANSOQ Demo Polyclinic: Open the assigned fictional Polyclinic.
1
Recorded release 3dfb7c9f · 2026-10-19T07:03:17.436Z · 1728 × 921
Open Accounts from Billing
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 5453352a1f320853e6c506b7607bc2c99e0bd67bfd3c2c5fda2c09210711e482
1. Accounts: Choose Accounts from the expanded Billing navigation.

1. Open the assigned facility and Accounts

Choose MANSOQ Demo Polyclinic from Facilities. In the expanded sidebar, open Billing → Accounts. Confirm the facility name before using the list.

Open the assigned fictional facility as the existing Billing Officer. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:01:18.647Z · 1728 × 921**
Open the assigned fictional facility as the existing Billing Officer
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `20d6d16a95163ce4ce81247c8ef6001177d35eee71c687d7a7496d4d60251ad6`
**MANSOQ Demo Polyclinic**: Open the assigned fictional Polyclinic.

Open Accounts from Billing. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:03:17.436Z · 1728 × 921**
Open Accounts from Billing
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `5453352a1f320853e6c506b7607bc2c99e0bd67bfd3c2c5fda2c09210711e482`
**Accounts**: Choose Accounts from the expanded Billing navigation.

2. Read the current list filter

The pictured Accounts list initially applies Account Status is Active. Read the account name and patient, Balance, Billable, Account Status, Billing Status and Period as separate columns.

3. Inspect patient-name lookup without assuming absence

Open Filter by Identifier, expand Search by, and select Patient Name. The pictured query Synthetic Knowledge Training settled on No matches found in this role session. That empty dropdown is not proof that no account or patient exists. Use the input’s X to clear the query, then dismiss the lookup.

Choose Patient Name for account search. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:03:36.335Z · 1728 × 921**
Choose Patient Name for account search
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `98cbd9748c81323f577bb03bb8bcb37d641bddd25b2abeda81e69f585e719650`
**Patient Name**: Select Patient Name from the available search identifiers.

Patient-name lookup shows No matches found. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:03:52.141Z · 1728 × 921**
Patient-name lookup shows No matches found
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `e77cf5c614991f7b98b7b66aa12fadd085e8d2f4a519410bef7cd570eb8ce6ce`
**Patient name query**: Read the patient-name query used in this example.
**No matches found**: The dropdown displays No matches found; this alone does not prove the patient is absent.
**Clear search input**: Clear this patient-name query.

4. Filter the list to Inactive accounts

Open Filter → Account Status, then select Inactive. Dismiss the menu. The resulting list shows two fictional Inactive accounts, each separately marked Closed Completed in Billing Status.

Inspect the account filters. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:04:08.541Z · 1728 × 921**
Inspect the account filters
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `65fef9326784459e1c3e2439e3db4acf698085e2113a55942bedd54389769ec0`
**Account Status**: Open Account Status to select the account-list filter.
**Billing Status**: Billing Status is a separate filter in this menu; it is not changed in this walkthrough.

Choose the Inactive account filter. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:04:15.099Z · 1728 × 921**
Choose the Inactive account filter
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `eff608e3c164e09dbb98ce8bdf76a13bed85202fd4d6b4bacd32ee7252716730`
**Inactive**: Select Inactive as the account-list filter.

Review Inactive results and clear the filter. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:04:30.624Z · 1728 × 921**
Review Inactive results and clear the filter
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `f2493d661a2651d941eff0c980d30f1924405a91f6c7fe0736008c73e1c737af`
**Inactive account filter**: Read the applied Inactive filter.
**Clear account status filter (×)**: Remove the Account Status filter with its X control.

5. Clear the filter and navigate the account list

Use the X on the Account Status filter to remove it. Scroll to the pagination and select 3 in this dated example. This is a list filter and page change; the records retain their saved status. Page positions can differ in your facility.

Page through the unfiltered accounts. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:04:45.691Z · 1728 × 921**
Page through the unfiltered accounts
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `ebccaee27bbf863c5ac9a489b8fcc0b1276ab68971e59c28ebd979f4ed08fb74`
**Page 3**: Select page 3 in this dated example’s account list.

6. Open the intended existing account

Locate Synthetic Knowledge Training 2026-10-18, verify Synthetic Knowledge Training beneath it and select that row’s Go to account. Confirm the same account name on the opened page.

Read the account identity and separate summary amounts. Actual synthetic Billing Officer desktop lesson. — **Recorded release 3dfb7c9f · 2026-10-19T07:05:08.292Z · 1728 × 921**
Read the account identity and separate summary amounts
Capture details
Exact committed 3dfb source and existing ordinary Billing Officer. Genuine unchanged desktop/native pixels; existing synthetic records only. No billing lifecycle or payment action.
Image SHA-256 `7b223e749c1f0c827a2db59459c167c94992ea05d19df527aaa421a1438b6649`
**Account name**: Check the selected account name.
**Amount Due**: Read Amount Due with its explanatory label.
**Search Invoices**: Enter an invoice number in this account’s invoice search.

Troubleshooting

The patient-name dropdown shows No matches found

Clear the lookup query with its X. Use the existing account list and pagination to locate and verify the intended account as shown. An empty lookup and a missing account are different observations.

Source evidence

Every citation uses this exact committed version. The private source repository requires access.

repositories/platform/mansoq-web/src/pages/Facility/billing/account/AccountList.tsx:92 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
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repositories/platform/mansoq-web/src/pages/Facility/billing/account/AccountList.tsx:209 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
8d78c0b600c7149af0de91162af9a1dd87590ee44597e2b30f158d2ff20b4ba7
repositories/platform/mansoq-web/src/components/Patient/PatientIdentifierFilter.tsx:385 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
50d2cc2acbb414040148b30d6664ccdcae33df64bc7b19953fe34ee6afd3eed7
repositories/platform/mansoq-core/mansoq/emr/api/viewsets/patient.py:230 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
4d3204a488bd87a6092ef1457cde56548e35e5c56901b8324d7a7272a519fb1f
repositories/platform/mansoq-core/mansoq/emr/api/viewsets/account.py:180 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
9cf841caa4df6bbf6ca52dfbc7ce9acafa86bab37cbe8cfa6cdb64b55fe2ee51