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Billing and canonical RCM · VERSION 664f6a8f

Create and inspect a canonical draft invoice

Create one draft for an already committed fictional visit, inspect its saved allowed amount, and keep tax and electronic issuance separate. The recorded example uses an existing Clinic administrator on an isolated release 664f profile.

Facility Admin · RCM · Finance

Verify the saved draft uses the allowed amount. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:57.642761+00:00 · 1728 × 921

Verify the saved draft uses the allowed amount

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 4662412ab755d81b5838cfcb98c19d680db6e8edba7d33b22830c8baa32aec3e

  1. Draft status: The saved invoice remains Draft.
  2. Saved amount SAR 150: The canonical invoice snapshots the committed allowed amount.
  3. Separate issuance action: Issue Invoice is not used in this exercise. Draft creation does not qualify issuance.
Read the draft tax hold before a claim is linked. Genuine wide MANSOQ screen with fictional local training records.12
Recorded release 664f6a8f · 2026-10-19T02:58:03.498864+00:00 · 1728 × 921

Read the draft tax hold before a claim is linked

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 09eb6d221f4437912fc5e729ee1f1e9011b1ebc4d2ae235e79a2edd22abd24f4

  1. Zero linked claims at this checkpoint: This frame was captured before the explicit invoice-linked API build.
  2. Tax determination required: No tax determination is recorded; the gross display is not a finalized tax position.

11 of 11 content blocks have reviewed image alignment. Missing overview or prerequisite images remain open.

Before you begin

  • Use your existing authorized facility and the intended fictional account. The illustrated account contains one selected consultation already attested and committed in an earlier training exercise. This guide continues that retained prerequisite; it does not demonstrate member enrollment or clinical service delivery.
    Select the existing synthetic Clinic. Genuine wide MANSOQ screen with fictional local training records.1
    Recorded release 664f6a8f · 2026-10-19T02:55:10.122115+00:00 · 1728 × 921

    Select the existing synthetic Clinic

    Capture details

    Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

    Image SHA-256 4241ee1eb04dcdd5a3e18420103437f2f3de663efc4c9531df22949ff42bf015

    1. Existing facility card: Use the facility card for your existing authorized account. This recorded example uses the fictional Clinic.
    Inspect the committed charge before draft creation. Genuine wide MANSOQ screen with fictional local training records.123
    Recorded release 664f6a8f · 2026-10-19T02:57:17.758821+00:00 · 1728 × 921

    Inspect the committed charge before draft creation

    Capture details

    Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

    Image SHA-256 06634be6b8b51c28a56c9663833b4ebe274bd80fa8e0396410e11dcb254c1d6c

    1. Exact selected charge: The single existing fictional consultation is selected.
    2. Gross selection preview: This release previews SAR 200 from the gross charge. The saved canonical draft uses the committed allowed amount; this preview does not establish tax.
    3. Optional details: Expand these fields only when needed.
  • Check that the exact intended charge set is selected. The example has one consultation with gross SAR 200; the retained commitment records allowed SAR 150, patient share SAR 30 and insurer share SAR 120. No new charge, attestation or pricing override is added.
    Inspect the committed charge before draft creation. Genuine wide MANSOQ screen with fictional local training records.123
    Recorded release 664f6a8f · 2026-10-19T02:57:17.758821+00:00 · 1728 × 921

    Inspect the committed charge before draft creation

    Capture details

    Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

    Image SHA-256 06634be6b8b51c28a56c9663833b4ebe274bd80fa8e0396410e11dcb254c1d6c

    1. Exact selected charge: The single existing fictional consultation is selected.
    2. Gross selection preview: This release previews SAR 200 from the gross charge. The saved canonical draft uses the committed allowed amount; this preview does not establish tax.
    3. Optional details: Expand these fields only when needed.
    Verify the saved draft uses the allowed amount. Genuine wide MANSOQ screen with fictional local training records.123
    Recorded release 664f6a8f · 2026-10-19T02:57:57.642761+00:00 · 1728 × 921

    Verify the saved draft uses the allowed amount

    Capture details

    Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

    Image SHA-256 4662412ab755d81b5838cfcb98c19d680db6e8edba7d33b22830c8baa32aec3e

    1. Draft status: The saved invoice remains Draft.
    2. Saved amount SAR 150: The canonical invoice snapshots the committed allowed amount.
    3. Separate issuance action: Issue Invoice is not used in this exercise. Draft creation does not qualify issuance.

1. Check the selected charge and subject

On Create Invoice, confirm the fictional patient and account banner and the single selected consultation. Keep the complete committed charge set. Do not use Quick Add or Add Charge Items to change this recorded visit. The selection preview displays SAR 200 in this release; it is the original gross charge, not a verified canonical invoice total or finalized tax position.

Inspect the committed charge before draft creation. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:17.758821+00:00 · 1728 × 921

Inspect the committed charge before draft creation

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 06634be6b8b51c28a56c9663833b4ebe274bd80fa8e0396410e11dcb254c1d6c

  1. Exact selected charge: The single existing fictional consultation is selected.
  2. Gross selection preview: This release previews SAR 200 from the gross charge. The saved canonical draft uses the committed allowed amount; this preview does not establish tax.
  3. Optional details: Expand these fields only when needed.

2. Inspect the optional draft details

Expand Issue Date, Payment Terms & Note. These are optional fields. In this example Issue Date and Payment Terms remain unset; the Note identifies a synthetic draft and says not to issue or submit. A note is contextual documentation, not a legal tax determination.

Review the fictional note and create one draft. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:40.702137+00:00 · 1728 × 921

Review the fictional note and create one draft

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 ce8773bf89660d4af767ba38e957b5a02545b024f7642417300dc6bd4b01975f

  1. Optional training note: The note marks the software exercise. It does not establish a service or tax decision.
  2. Issue date left unset: No invoice issuance is being represented.
  3. Create Invoice once: Save one draft and wait for the saved result.

3. Save one draft

Review the selected charge and select Create Invoice once. Wait until the saved invoice page opens. The successful saved page, together with a normal authorized record read, establishes the draft; a click or a Creating state alone does not.

Review the fictional note and create one draft. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:40.702137+00:00 · 1728 × 921

Review the fictional note and create one draft

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 ce8773bf89660d4af767ba38e957b5a02545b024f7642417300dc6bd4b01975f

  1. Optional training note: The note marks the software exercise. It does not establish a service or tax decision.
  2. Issue date left unset: No invoice issuance is being represented.
  3. Create Invoice once: Save one draft and wait for the saved result.
Verify the saved draft uses the allowed amount. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:57.642761+00:00 · 1728 × 921

Verify the saved draft uses the allowed amount

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 4662412ab755d81b5838cfcb98c19d680db6e8edba7d33b22830c8baa32aec3e

  1. Draft status: The saved invoice remains Draft.
  2. Saved amount SAR 150: The canonical invoice snapshots the committed allowed amount.
  3. Separate issuance action: Issue Invoice is not used in this exercise. Draft creation does not qualify issuance.

4. Read the saved canonical amount

Check the Draft badge, Total Amount and the copied line. The saved canonical draft shows SAR 150, matching its committed allowed amount. The original charge’s SAR 200 gross remains a separate assertion. No issue date or established tax amount has been supplied.

Verify the saved draft uses the allowed amount. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:57.642761+00:00 · 1728 × 921

Verify the saved draft uses the allowed amount

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 4662412ab755d81b5838cfcb98c19d680db6e8edba7d33b22830c8baa32aec3e

  1. Draft status: The saved invoice remains Draft.
  2. Saved amount SAR 150: The canonical invoice snapshots the committed allowed amount.
  3. Separate issuance action: Issue Invoice is not used in this exercise. Draft creation does not qualify issuance.

5. Read the tax hold

Scroll to Tax determination and legal recipient. The message says Tax determination required and explains that the invoice gross is not a finalized tax position. At this checkpoint no claim yet references the invoice. Keep the saved Draft state while the required authoritative evidence remains unavailable.

Read the draft tax hold before a claim is linked. Genuine wide MANSOQ screen with fictional local training records.12
Recorded release 664f6a8f · 2026-10-19T02:58:03.498864+00:00 · 1728 × 921

Read the draft tax hold before a claim is linked

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 09eb6d221f4437912fc5e729ee1f1e9011b1ebc4d2ae235e79a2edd22abd24f4

  1. Zero linked claims at this checkpoint: This frame was captured before the explicit invoice-linked API build.
  2. Tax determination required: No tax determination is recorded; the gross display is not a finalized tax position.

6. Check the electronic-document boundary

Read Electronic invoice and retained files. The example has no prepared electronic document, and its audit footer identifies the synthetic administrator’s saved draft. Do not infer an electronic filing, signed document, clearance or payer acceptance from draft creation.

Verify no electronic document was prepared. Genuine wide MANSOQ screen with fictional local training records.12
Recorded release 664f6a8f · 2026-10-19T02:58:08.249055+00:00 · 1728 × 921

Verify no electronic document was prepared

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 8f2866742b35e5326438e7846045cc8f483a12929386bfc2f9d9e4a453925088

  1. No electronic document: The draft has no prepared electronic invoice document.
  2. Recorded draft author: The existing synthetic administrator created this draft.

Known preview discrepancy in release 664f

The creation screen previews SAR 200 and says Includes all applicable taxes. The saved canonical draft correctly uses the committed allowed SAR 150, while its tax panel says no determination is recorded. Treat the preview copy as a known presentation limitation. It does not establish a tax-inclusive total, a zero tax rate or permission to issue.

Inspect the committed charge before draft creation. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:17.758821+00:00 · 1728 × 921

Inspect the committed charge before draft creation

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 06634be6b8b51c28a56c9663833b4ebe274bd80fa8e0396410e11dcb254c1d6c

  1. Exact selected charge: The single existing fictional consultation is selected.
  2. Gross selection preview: This release previews SAR 200 from the gross charge. The saved canonical draft uses the committed allowed amount; this preview does not establish tax.
  3. Optional details: Expand these fields only when needed.
Verify the saved draft uses the allowed amount. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:57.642761+00:00 · 1728 × 921

Verify the saved draft uses the allowed amount

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 4662412ab755d81b5838cfcb98c19d680db6e8edba7d33b22830c8baa32aec3e

  1. Draft status: The saved invoice remains Draft.
  2. Saved amount SAR 150: The canonical invoice snapshots the committed allowed amount.
  3. Separate issuance action: Issue Invoice is not used in this exercise. Draft creation does not qualify issuance.
Read the draft tax hold before a claim is linked. Genuine wide MANSOQ screen with fictional local training records.12
Recorded release 664f6a8f · 2026-10-19T02:58:03.498864+00:00 · 1728 × 921

Read the draft tax hold before a claim is linked

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 09eb6d221f4437912fc5e729ee1f1e9011b1ebc4d2ae235e79a2edd22abd24f4

  1. Zero linked claims at this checkpoint: This frame was captured before the explicit invoice-linked API build.
  2. Tax determination required: No tax determination is recorded; the gross display is not a finalized tax position.

Draft status controls the meaning of the document

The saved page uses a TAX INVOICE heading even while its status is Draft and Issue Date is blank. Read the explicit status and tax/document evidence together. The separate Issue Invoice action was not used in this exercise; the required tax setup remains unresolved.

Verify the saved draft uses the allowed amount. Genuine wide MANSOQ screen with fictional local training records.123
Recorded release 664f6a8f · 2026-10-19T02:57:57.642761+00:00 · 1728 × 921

Verify the saved draft uses the allowed amount

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 4662412ab755d81b5838cfcb98c19d680db6e8edba7d33b22830c8baa32aec3e

  1. Draft status: The saved invoice remains Draft.
  2. Saved amount SAR 150: The canonical invoice snapshots the committed allowed amount.
  3. Separate issuance action: Issue Invoice is not used in this exercise. Draft creation does not qualify issuance.
Verify no electronic document was prepared. Genuine wide MANSOQ screen with fictional local training records.12
Recorded release 664f6a8f · 2026-10-19T02:58:08.249055+00:00 · 1728 × 921

Verify no electronic document was prepared

Capture details

Exact committed 664f source, local isolated synthetic Clinic. Existing non-staff, non-superuser Clinic administrator. Source and 139 frontend assets were verified independently. This is local teaching, not production deployment, payer acceptance, legal authority or tax approval.

Image SHA-256 8f2866742b35e5326438e7846045cc8f483a12929386bfc2f9d9e4a453925088

  1. No electronic document: The draft has no prepared electronic invoice document.
  2. Recorded draft author: The existing synthetic administrator created this draft.

Source evidence

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