Finance Credit Company Payment Management

Credit Company Payment Management

Introduction

Credit company payment management covers the lifecycle of bills sent to insurance companies, corporate clients, and other credit organisations — from initial billing, through claim verification, to final settlement. Bills marked as Credit payment are held as receivables until the credit company makes a payment.

Navigation

Main Menu → Financial Transaction Manager → Credit Company tab OR Main Menu → Finance → Credit Company Management

Credit Company Billing Workflow

Patient billed (Credit method) → Credit bill created → Sent to CC for claim
       → CC reviews and settles → Payment received → Bill settlement recorded
       → Outstanding balance updated

Viewing Outstanding Credit Bills

1. Navigate to the Credit Company tab.
2. Select the credit company from the list.
3. The outstanding bills list shows all unpaid credit bills:
   • Bill date, bill number, patient name
   • Gross amount, co-payment collected, balance due from CC
   • Days outstanding, status

Managing a Credit Bill

Action	Description
View Detail	Open the full bill with all charge line items
Print Claim	Print the bill in claim format for submission to CC
Add Remark	Add a note (e.g., "Claim submitted on 15 May")
Mark as Submitted	Flag the claim as submitted to the CC
Settle	Record payment received from CC
Cancel	Cancel the credit bill (authorised users)

Submitting a Claim to the Credit Company

1. From the outstanding bills list, select the bill(s) to submit.
2. Click Print Claim to produce the claim document.
3. Submit to the insurance company through your facility's process (email, portal, postal).
4. Click Mark as Submitted and enter the submission date.

Grouping Bills for Batch Submission

1. Filter the outstanding bills list by date range or patient.
2. Select multiple bills using the checkboxes.
3. Click Batch Claim Print to produce a combined claim statement.
4. Submit as a batch.

Credit Company Statement

1. Navigate to the CC tab → Statement sub-tab.
2. Select the credit company and date range.
3. The statement shows all billed amounts, settlements received, and current balance.
4. Export to Excel for formal statement submission to the CC.

Technical Reference

Item	Detail
BillType	OpdBill, InwardFinalBill with PaymentMethod = Credit
Settlement	See Credit Company Bill Settlement
Cancellation	See CC Bill Cancellation Approval