Gaps #86790
closedGaps #86698: HUMS T.H.I.S GAP Analysis
Gaps #86726: GAPS > PBAR > THIS
GAPS > Billing > To set up a threshold/ceiling price for total bill. To NOTIFY billing staff on treshold is reached
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Description
Issues Description : To set up a threshold/ceiling price for total bill. To NOTIFY billing staff on threshold is reached. HUMS to define the minimum deposit balance threshold (e.g., RM1,000). This value will be configured into the billing rule engine, enabling the system to automatically trigger an alert when a patient’s deposit falls below the specified amount.
Step to reproduce
1. Login System
2. Navigate to Billing > OPD Bill, Debit Note , IPD Bill
3. Search the active visit patient
4. Observe screen > Current System does not have a threshold/ceiling price for total bill function in the billing
Expectation
System need to notify the billing staff on threshold/ceiling price for total bill. and this limit need to be set on the master.
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.”

this issues is connected to no #86727

Files
Updated by Sunil Shinde over 1 year ago
- Assignee set to Mohsin Ali
@Mohsinali@sdglobaltech.com - Let's connect to discuss this.
Updated by Sunil Shinde over 1 year ago
- Category changed from MedCare to M Billing
Updated by Mohd Azmild Hamild about 1 year ago
- Category changed from M Billing to MedCare
Updated by Mohd Azmild Hamild about 1 year ago
- Category changed from MedCare to M Billing
Updated by Mohsin Ali about 1 year ago
- Assignee changed from Mohsin Ali to Shital pravin
Updated by Sunil Shinde about 1 year ago
- File billing_summary_update_1.png billing_summary_update_1.png added
- Description updated (diff)
Updated by Shital pravin about 1 year ago
- File Screenshot (648).png Screenshot (648).png added
- File Screenshot (647).png Screenshot (647).png added
- Status changed from Assigned to Coded
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Updated by Shital pravin about 1 year ago
- Assignee changed from Shital pravin to Mangesh Pangrekar
Updated by Akshay Patil about 1 year ago
- File Screenshot (5299).png Screenshot (5299).png added
- Status changed from QA to Tested
- Assignee changed from Mangesh Pangrekar to Sunil Shinde
Looks good on QA
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Updated by Nur'Ain Binti Karim 9 months ago
- Status changed from Reviewed to Deployed
- Assignee changed from Mohd Azmild Hamild to Nur'Ain Binti Karim
- Issue released on Dev added
Updated by Nur'Ain Binti Karim 9 months ago
- Status changed from Deployed to Closed