Finance Patient Deposit Management

Patient Deposit Management

Introduction

Patient deposits (also called patient balance or pre-paid balance) allow patients to load funds onto their account in advance. The balance can be drawn down at billing using the PatientDeposit payment method, avoiding the need to carry cash for each visit. This is distinct from BHT admission deposits (which are inpatient-specific — see BHT Deposits).

Navigation

Main Menu → Financial Transaction Manager → Patient Deposit tab OR Patient Registration → Manage Deposit

Loading a Patient Deposit

1. Navigate to the Patient Deposit page.
2. Search for the patient by name, NIC, or patient number.
3. Click Add Deposit.
4. Enter:
   • Amount — amount the patient is loading
   • Payment method — Cash, Card, etc.
   • Reference — optional note
5. Click Save. The balance is added to the patient's account.
6. Print the deposit receipt.

Viewing a Patient's Deposit Balance

1. Navigate to the Patient Deposit page.
2. Search for the patient.
3. The current balance is shown on the patient's deposit summary.
4. Transaction history shows all loads, deductions, and refunds.

Using the Deposit at Billing

1. When a cashier creates a bill for this patient, select PatientDeposit as the payment method.
2. The system shows the available balance.
3. The bill amount is deducted from the balance.
4. If the bill exceeds the balance, the cashier selects a second payment method for the shortfall.

Refunding a Patient Deposit

If the patient requests a refund of their remaining balance:

1. Navigate to Patient Deposit → Refund.
2. Enter the refund amount (cannot exceed current balance).
3. Select payment method for the refund (usually Cash).
4. Provide a reason.
5. Click Save. The balance is reduced.
6. Print the refund receipt.

Deposit Statement

1. Open the patient's deposit record.
2. Navigate to the Statement tab.
3. All credit entries (loads) and debit entries (billing deductions, refunds) are listed with dates and references.
4. The closing balance is shown at the bottom.

Technical Reference

Item	Detail
PaymentMethod	PatientDeposit in PaymentMethod enum
Entity	PatientDeposit or equivalent balance entity
Inpatient deposit	Different entity — see BHT Deposits