Gaps #86727
Updated by Sunil Shinde about 1 year ago
*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, 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.” !billing_summary_update_1.png! !patient_s%20deposit%20balance%20falls%20below%20the%20required%20threshold.png!