Revenue cycle tax configuration · VERSION 3dfb7c9f

Check access before working with tax rules

Recognize the permission boundary and confirm an already authorized Clinic account before using the fictional tax-draft example.

Facility Admin · RCM · Finance · Staff

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. Exact committed 3dfb source/tree, existing ordinary Nurse on one already-established clearly fictional Polyclinic Ambulatory case. IPD is transparently the installed title. One unchanged-form Cancel; explicit No/0/None with three optional notes; exactly one ordinary source saved; actual one-page local PDF saved/viewed; neutral warning Cancel and then source-only Error verified after reload. Existing target and older-main clinical collections compare exactly in 24 scoped comparisons per stage under ordinary Nurse/Doctor. This does not claim global Admin-table verification, all roles/facilities or clinical respiratory-policy coverage. No grants, config, terminology, source or runtime changes. Twenty-six genuine public originals from27 retained raw frames; one incomplete-footer attempt excluded. Exact committed 3dfb source/tree, existing ordinary Nurse on one previously established fictional Polyclinic Ambulatory case. One unchanged-form Cancel; fictional multiline Text, actual temporary one-unit relative-date examples, restored absolute Date and two optional field notes; exactly one ordinary response saved at 11:04 AM; actual one-page local PDF saved and viewed; neutral warning Cancel then source-only Error verified after reload. Existing target and older-main clinical collections compare exactly in 24 scoped comparisons per stage under ordinary Nurse and Doctor, with the four older target response/log records additionally compared by UUID. No claim of global Admin-table preservation, all roles/facilities, all Date branches or clinical medication-history coverage. No grants, configuration, terminology, source or runtime changes. All 30 retained genuine originals are public candidates; no image edits. Two distinct fictional patients through ordinary existing Staff UI, native field validation, contact/address/geography/optional controls, birth-year verification and honest full-profile404, duplicate choices and actual native unsaved confirmation. No care/grants/configuration/old-patient edit. Exact committed 3dfb source/tree, existing ordinary Nurse on one already-established fictional Polyclinic Ambulatory case. Unchanged Cancel; three fictional Integer values 1/2/3 and explicit fictional Text; four optional field notes; exactly one ordinary response saved at 11:22 AM; one genuine 41,791-byte single-page PDF saved/viewed; warning Cancel then source-only Error verified after reload. Both ordinary roles confirm 24 scoped clinical comparisons at each of five stages plus the five older target response/log UUIDs. No global Admin-table claim, patient-portal/actual teleconsultation or real quality-rating assertion, all-role/facility claim, range-enforcement claim or enterprise-complete claim. No prerequisites/grants/config/terminology/source/runtime edits. Twenty-six public originals from 28 retained raw frames; two incomplete-footer native attempts excluded. One saved Booked appointment for the existing synthetic A patient, ordinary Staff and Doctor actors, and the existing public no-charge template; genuine wide captures. No later care, token, grant or configuration change is included. One later read-only Administration-option illustration is included on the same committed source; its dated metadata and no-save scope remain explicit. One previously saved synthetic Staff Check-In and its fresh post-USB readback, plus ordinary Doctor open/default review/Cancel without encounter submission. Existing appointments, patient/identifier state and source remain preserved under scoped receipts. Exact unchanged committed 3dfb on restored physical-USB training profile. Existing ordinary Nurse on an existing fictional Ambulatory case. One blank Cancel with unexpected small native unsaved warning retained privately; one thirteen-required client demonstration and one unexpected automation DOMfill-Time client check retained privately, not attributed as a product bug. One definite Invalid url backend refusal followed by no-new-source readback. One successful ordinary response with fifteen answer leaves, seventeen values and four notes. Actual 50,387-byte two-A4-page PDF Save, Preview and complete independent renders. Own-source warning Cancel then Confirm Error and reload. Six normal Nurse/Doctor readback stages preserve twenty-four scoped collections and twelve older target response/log comparisons per stage. No global Admin audit claim. No extra clinical destination, grant, configuration, schema, terminology, favourite, source or runtime changes. Existing mg unit and expected recent cache only; no enterprise-complete claim. One normal existing Doctor creates a synthetic Ambulatory encounter from the exact saved Checked-In appointment, with independent reconciliation of encounter POST and separate appointment status update; then reloads and navigates between the saved records. No clinical findings, account, charge or token is created. Exact unchanged committed 3dfb on the restored physical-USB profile. A separate explicitly fictional patient and Ambulatory encounter were created once through the ordinary authorized Doctor API as a distinct prerequisite. Actual native Doctor flow: one blank Cancel, one definite before-DOB refusal, one corrected Patient deceased_datetime Submit and normal reload. Fifteen genuine 1728x921 originals. Four approved GET/SELECT-only stages each passed twenty-six protected clinical collection comparisons, exact other Patient/Encounter/identifier rows, target Encounter conservation and all308 sequences. Only target deceased_datetime/Doctor updater/modifieddate and source-backed instance identifier maintenance allowed; actual phone identifier199 modified_date refreshed, name200 remained exact, both NULL creators retained. No ordinary/structured QR, derived observation, PDF, certificate, discharge, undo, new grant/config/runtime/source changes or full audit-history/enterprise-complete claim. Native segmented-key operator recovery remained private and was not attributed as a product defect. PRIVATE candidate: existing genuine 19 October 2026 ordinary Staff no-save department/practitioner review and Close; three original wide frames, no new capture or business action. Published status is release-schema metadata only; this package has not been imported or promoted. PRIVATE initial-only future-date/schedule-filter teaching candidate: existing fictional Clinic patient/practitioner and materialized slots, one Booked appointment saved normally. No reschedule, cancellation, Check-In, token, clinical care, configuration or grant change. Published status is release-schema metadata; no Site import/promotion performed. PRIVATE candidate: historical safe Cancel reviews, one actual reschedule and one later cancellation of its distinct replacement; retained original history. Published status is schema metadata only; no Site import. Exact unchanged3dfb synthetic physical-USB profile. Existing ordinary Nurse on MedicineHybrid case. One actual client required refusal/no Statement or QR/allocator change; one native CREATE of reportedHYMOX250MGCAPS/NotTaken/Practitioner/date19Oct; saved summary/fullNote; locked create-only fields; history selector zero-selected Cancel; own Remove-warning neutralCancel; later one localEnteredInError then oneSubmit; same UUID/fields/creator/time retained with oneUPDATE structuredQR. Seven finite approved normal-role GET/SELECT stages passed, including independent Doctor readback and117 existing raw scoped rows; only two relevant clinical allocator transitions. Not all-database or unrelated concurrent Admin preservation. OriginalV2 preflight numeric rowhash equality remains precision-limited; separate fresh raw-native baseline and all subsequent scoped raw rows preserve exact PostgreSQL text.35originals retained,30public unchanged1728x921frames,5private excluded honestly. No ordinaryQR/PDF, prescription/MAR/dispense, clinical qualification, newgrant/config/source/service or A3 UI claim. Exact committed3dfb, physical-USB guarded synthetic runtime. One existing ordinary Nurse on existing Medicine case, one supplied2552B inertPDF/one complete FileUpload5/one exact-byte localobject. Five actual no-save stages, one valid native Submit, saved/reloaded finite Nurse+Doctor readbacks; old scoped clinical/file rows and11oldobjects preserved, relevant FileUpload allocator4→5. Not unrelated concurrent Admin/global database preservation.24raw originals retained;14public originals unchanged, including genuine compactnativeconfirmation and varied originalwide dimensions. No ordinaryQR/responsePDF, actual clinical content/consent, rename/archive/restore or laterA3 claim. Metadata/prose V2 adds the genuine native-file-chooser17, truthful chooser surface/caption and organization-approved-file wording. Supplied rawPDF remains private proof, not a published downloadable artifact. Three narrow no-save lessons from the actual ordinary Staff P1b sequence. Eleven original records, ten unique image hashes, including one unmodified native macOS confirmation. Private schema-ready package only; no Site import or publication. Private root-review following-batch candidate: exact committed3dfb product and separately qualified Clinical transport profile/PID23511. Seven genuine clean task-tab715 viewport originals (actual1728×977) show the existing savedPDF preview1/1/normalClose, unchangedRenameCancel and emptyArchiveCancel. Root recaptured only these neutral states with zero business submissions. Prior accepted conservation verifiers retain original earlier times; no new SQL/API/object readback is claimed. V1 native-window originals/loading02 remain private unchanged. No real rename/archive/restore/upload/Print/Download/OpenInBrowser or later-product-source claim. status published is export eligibility only; no Site import/publication. Tax-rule teaching covers the observed Staff access boundary and an existing Clinic administrator completing the fifteen fields, saving one fictional unresolved Draft, then reloading and opening View details. The fourteen stored values persist; the new-edit explanation starts blank. Review, approval, publication and activation are separate workflows. Nurse teaching covers the configured Diagnosis practice form: leave an existing diagnosis unchanged, save ordinary Text and Integer answers with separate notes, review a one-page PDF, and mark only the ordinary response as entered in error. Screenshots show saved values, Cancel, correction and reload. The structured diagnosis remains separate. Staff teaching covers one saved patient-profile update: use the segmented birth date, keep separate contact numbers and addresses, review geography and PIN Code, save once, then reload and inspect the clean form. Screenshots show the saved values, disabled Update button and Back without further changes. Nurse Respiratory Status teaching covers every configured thirteen input, all twelve literal choices, six Decimal and two Integer controls, narrative and all thirteen note controls. The final four fictional answers and two notes were saved and reloaded; one genuine A4 PDF was saved/viewed; own-source entered-in-error Cancel, Confirm and reload retained the answers. A separate later unsaved Text-clear illustration is clearly distinguished. Values are software samples, not respiratory measurements or treatment settings. Native Nurse is pictured; Doctor evidence is normal read-only API only. Facility Admin teaching covers one empty required change-reason refusal, unsent fictional reason Cancel/reopen/Cancel, and the separate Row lifecycle Validate for the same unresolved Tax draft. The actual negative result lists illegal transition, evidence not activation grade, source document missing, overlap check not performed and config package missing. No filled-reason Confirm, saved lifecycle move, approval, activation, qualification or financial-readiness result is claimed. Ordinary Nurse structured Allergy teaching on the same fictional active encounter covers untouched Cancel, a required-field refusal, local catalogue selection, unsaved category/criticality/verification/clinical-state controls, occurrence calendar and Quick Finder, row notes, one create and same-row Inactive and Entered in Error updates with reloads. Filtered Overview/History messages are distinguished from the retained disabled Error entry. Doctor evidence is normal read access only. No ordinary questionnaire PDF, deletion, restore or full clinical allergy assessment is claimed. Existing ordinary Nurse teaching adds one display-name Rename and saved reload for a synthetic encounter attachment, a neutral Archive-warning Cancel, one reasoned Archive, and Active/Archived filters with retained reason/author/time and Close. The document bytes and original upload metadata remain retained; this inspected source provides no Restore/unarchive action. No physical deletion, new upload, complete-role/module or global-database invariance is claimed.

Tax rules displays You do not have permission to view this configuration for this Staff session — **Recorded release 3dfb7c9f · 2026-10-19T18:55:59.159Z · 1728 × 921**
Staff access boundary on Tax rules
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 `34177c46db4ae7d2f40372a44e7132beaf711b93b2c5f02aad2d909169d064f1`
**No permission to view this configuration**: Stop at this permission message and use an already authorized account. Do not attempt to enter or save a rule.

Clinic overview with the account menu showing qa-knowledge-clinic-admin — **Recorded release 3dfb7c9f · 2026-10-19T18:56:31.410Z · 1728 × 921**
Existing authorized Clinic administrator
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 `8293f224e70a537e722689e1a5b3d99f0d43a11dd0204c555de9e1f75fb80428`
**Existing Clinic administrator account**: The remaining example uses the already authorized qa-knowledge-clinic-admin account in the fictional Clinic.

Tax rules is selected in settings and no tax categories are configured yet — **Recorded release 3dfb7c9f · 2026-10-19T18:57:36.187Z · 1728 × 921**
Empty tax-rule list and new-entry form
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 `06e4dc6145a26fdd473f5c11346461b8c8c018b7bec849c93583dff05206cab6`
**Tax rules**: The selected Tax rules entry is under facility settings.
**No tax categories configured yet**: This is the empty saved list at the start of the captured example.
**New tax rule form**: Use the new-entry form beneath the saved list.

6 of 6 content blocks have reviewed image alignment. Missing overview or prerequisite images remain open.

Before you begin

Use the assigned synthetic training Clinic. The screenshots compare an existing Staff session with an already authorized Clinic administrator; sign-in and permission changes are not taught here.
1
Recorded release 3dfb7c9f · 2026-10-19T18:55:58.733Z · 1728 × 921
Existing Staff identity before the access check
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 467c3bedcb8c5ec779a0b7889da7b5f944cdf2b36f8697a8d1e2035e568c0d43
1. Existing Staff account: The visible account is qa-staff; this is the access-boundary example.
1
Recorded release 3dfb7c9f · 2026-10-19T18:56:31.410Z · 1728 × 921
Existing authorized Clinic administrator
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 8293f224e70a537e722689e1a5b3d99f0d43a11dd0204c555de9e1f75fb80428
1. Existing Clinic administrator account: The remaining example uses the already authorized qa-knowledge-clinic-admin account in the fictional Clinic.

1. Recognize the Staff access boundary

The first screenshot identifies qa-staff. In this session, Tax rules says “You do not have permission to view this configuration”. Stop at that message and use the assigned authorized account; do not enter or save a rule through a restricted session.

Tax rules with an open account menu showing the existing qa-staff account — **Recorded release 3dfb7c9f · 2026-10-19T18:55:58.733Z · 1728 × 921**
Existing Staff identity before the access check
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 `467c3bedcb8c5ec779a0b7889da7b5f944cdf2b36f8697a8d1e2035e568c0d43`
**Existing Staff account**: The visible account is qa-staff; this is the access-boundary example.

2. Confirm the authorized account

The following screenshots use qa-knowledge-clinic-admin, the existing authorized administrator of the fictional Clinic. Confirm the account and assigned facility before continuing.

3. Locate the new-entry form

Tax rules is selected under settings. At the start of this example the Saved tax rules list is empty, with the New tax rule form below it. After the example is complete, use View details for the existing draft instead of creating it again.

After reload, the Draft card remains above an empty new tax rule form — **Recorded release 3dfb7c9f · 2026-10-19T19:26:29.552Z · 1728 × 921**
Reloaded list with View details and blank new-entry form
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 `f3d33e6fd3460fb06e76677873c154cb73091219180ade8900b7b09f81437efb`
**Draft remains after reload**: The same category is still listed with the Draft badge.
**View details**: Open the saved card with View details.
**Blank new-entry form**: The blank form below the list is a new-entry form; use View details to inspect the saved record.

4. Understand the draft boundary

The page explains that an unresolved draft may have an unknown rate and no evidence. Saving it does not approve tax or authorize external submission. The captured flow ends at Draft; later review and publication are separate work.

Saved tax card shows the fictional category, Undetermined · Unknown and a Draft badge — **Recorded release 3dfb7c9f · 2026-10-19T19:19:15.787Z · 1728 × 921**
Saved category is Draft and awaiting publication
Capture details
Genuine original fictional Clinic tax-draft workflow. One unresolved Draft saved, then normal reload/View details only. Review, publication, activation and claim finalization are not demonstrated.
Image SHA-256 `d38781236f7940189fefbe6e6eed5f872b286215a18b8a06b3fdcccc7b87769f`
**Saved fictional category**: The saved card names the category created in this example.
**Draft**: The saved rule is Draft.
**Undetermined · Unknown**: The saved list preserves the unresolved treatment and rate state.
**Review stage — Draft**: The review stage is still Draft; the later workflow is outside this exercise.
**Awaiting publication**: The saved draft has not been published for billing.

Source evidence

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

repositories/platform/mansoq-web/src/pages/Facility/settings/rcm/TaxRuleSettings.tsx:84 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/src/pages/Facility/settings/rcm/TaxRuleSettings.tsx:126 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/src/pages/Facility/settings/rcm/TaxRuleSettings.tsx:149 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/src/pages/Facility/settings/rcm/TaxRuleSettings.tsx:174 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/src/pages/Facility/settings/rcm/TaxRuleSettings.tsx:190 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/src/pages/Facility/settings/rcm/TaxRuleSettings.tsx:191 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/src/types/rcm/taxRules.ts:59 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/src/components/ui/sidebar/facility/facility-nav.tsx:309 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
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repositories/platform/mansoq-core/mansoq/emr/api/viewsets/rcm/tax_setup.py:56 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-core/mansoq/emr/api/serializers/rcm/common.py:123 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
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repositories/platform/mansoq-core/mansoq/emr/api/serializers/rcm/common.py:170 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
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repositories/platform/mansoq-core/mansoq/emr/api/serializers/rcm/common.py:336 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-core/mansoq/emr/api/viewsets/rcm/organization.py:591 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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repositories/platform/mansoq-web/public/locale/en.json:9428 · 3dfb7c9f519fb5b4cd4452439f3c12346bf58319
Source file checksum
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