Gaps #86727
openGaps #86698: HUMS T.H.I.S GAP Analysis
Gaps #86726: GAPS > PBAR > THIS
GAPS > Billing > Alert billing staff when deposit top up required.
80%
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,
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).
- 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.
- 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.”


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