Healthcare Revenue

Billing and Accounting

Use this guide to maintain the healthcare service catalog, review visit bills, and post bills to Accounting.

Create a billable service

1. From the main dashboard, click Healthcare.
2. Click Billing.
3. In the Billable service form, click Type.
4. Select Consultation, Lab, Imaging, Procedure, Nursing, or Other.
5. Enter the service Name.
6. Enter the service Code.
7. Enter the Unit price.
8. Keep Active checked if the service should be available for ordering.
9. Add Notes if needed.
10. Click Save service.

Review visit bills

1. Stay on Healthcare Billing.
2. Scroll to Visit bills.
3. Click Refresh if the newest services do not appear.
4. Review bill number, patient name, total amount, and accounting invoice status.
5. Do not post a bill until the clinical team has finished adding required billable service orders.

Post a bill to Accounting

1. Find the bill in Visit bills.
2. Confirm the total amount is correct.
3. Click Post to accounting.
4. Wait for the button to change to Posted.
5. Confirm the Accounting invoice number appears on the bill row.

Collect payment after posting

1. Open Accounting.
2. Click Invoices or Collections.
3. Find the invoice created from the healthcare bill.
4. Record collection using the correct payment channel.
5. Enter the provider reference for M-Pesa, bank, card, or gateway payments.
6. Confirm the invoice and healthcare bill evidence can be matched by invoice number.

Posting creates the finance document. Payment collection still belongs to the Accounting collections process so revenue and cash evidence reconcile cleanly.