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Gaps #86727

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Gaps #86698: HUMS T.H.I.S GAP Analysis

Gaps #86726: GAPS > PBAR > THIS

GAPS > Billing > Alert billing staff when deposit top up required.

Added by Mohd Azmild Hamild over 1 year ago. Updated 2 months ago.

Status:
Assigned
Priority:
Critical
Category:
M Billing
Target version:
-
Start date:
30/07/2025
Due date:
% Done:

80%

Estimated time:
Dev Due date:
12/08/2026
Release date to QA:
13/08/2026
Issue released on:
Dev
Function:

Description

Issues Description : Alert billing staff when deposit top up required.
The system should automatically alert billing staff when a patient's deposit balance falls below the required threshold, indicating that a top-up is necessary. This alert should be triggered in real time during billing events, such as physician order entries for laboratory, imaging, OT procedures, etc., to ensure timely collection.

Step to reproduce:
1. login to Medcare
2. Navigate to Billing > OPD Bill
4. Observe screen > Current system don have the option to alert billing staff when deposit is low

Expectation:
System should able to send a alert to the user when the deposit required top up before the proceed with the bill,

Funtional Expectations :
1. Configuration
  • The system must allow defining a Threshold Value against the Visit Master (e.g., OP, IP, ER).
  • The threshold will be set in numeric values (currency amount).
  • Different visit types can have different threshold values (e.g., OP: RM 500, IP: RM 1,000).
2. System Behavior
  • When a user selects a Patient + Visit, the system must check the Balance Payable amount.
  • If Balance Payable > 0 (positive), then:
  • Compare Balance Payable against the configured threshold.
  • Display a notification message on the visit screen.
  • Highlight the Balance Payable amount with colors for quick visual reference:
  • Green → if Balance Payable ≤ Threshold.
  • Red → if Balance Payable > Threshold.
3. Example Scenario
  • Threshold Configured (Visit Type OP): RM 500
  • Patient Current Balance Payable: RM 550
  • Action:
  • Upon patient and visit selection, system checks Balance Payable.
  • Since RM 550 > RM 500, system highlights in red and triggers notification:
  • Message - “Patient John Doe (MRN: 12345) has a current balance payable of RM 550, which exceeds the minimum threshold of RM 500. Please collect an additional deposit.”


Files

patient_s deposit balance falls below the required threshold.png (174 KB) patient_s deposit balance falls below the required threshold.png Mohd Azmild Hamild , 30/07/2025 03:37 PM
patient_s deposit balance falls below the required threshold.png (190 KB) patient_s deposit balance falls below the required threshold.png Mohd Azmild Hamild , 30/07/2025 03:42 PM
billing_summary_update_1.png (883 KB) billing_summary_update_1.png Sunil Shinde, 20/08/2025 06:34 PM
Screenshot (648).png (369 KB) Screenshot (648).png Shital pravin, 25/08/2025 05:20 PM
Screenshot (647).png (367 KB) Screenshot (647).png Shital pravin, 25/08/2025 05:20 PM
Screenshot (5300).png (380 KB) Screenshot (5300).png Akshay Patil, 24/09/2025 02:38 PM
clipboard-202512041110-2i5pt.png (259 KB) clipboard-202512041110-2i5pt.png Mohd Azmild Hamild , 04/12/2025 11:10 AM
clipboard-202604151047-as0np.png (235 KB) clipboard-202604151047-as0np.png Nur'Ain Binti Karim, 15/04/2026 10:47 AM
clipboard-202604151047-vd7ey.png (263 KB) clipboard-202604151047-vd7ey.png Nur'Ain Binti Karim, 15/04/2026 10:47 AM
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