In the "Payments" tab there is a list of patient’s payments for commercial visits (including rehabilitation cycles planned using packages), for diagnostic examinations and for vaccinations divided into the following sections:

• outstanding payments - payments for visits, surgeries, treatment cycles and hospital stays waiting on the issuance of a bill (invoice, receipt) or a positive correction (the patient used to have to make payment or surcharge) and invoices waiting for payment
• unpaid invoices - invoices for visits, surgeries, treatment cycles and hospital stays for which no payment has been contributed yet or partial payment has been contributed
• unpaid receipts - receipts for visits, surgeries, treatment cycles and hospital stays for which no payment has been contributed yet or partial payment has been contributed
• overpayments - invoices and receipts for visits, surgeries, treatment cycles and hospital stays requiring issue a downward correction (meaning for the healthcare facility the need to return the payment)
• realized payments - paid invoices and receipts for visits, surgeries, treatment cycles and hospital stays
• payments for diagnostic examinations – realized and outstanding payments for diagnostic examinations
• payments for vaccinations – realized and outstanding payments for vaccinations
• payments for benefits – realized and outstanding payments for commercial benefits
• bailouts – bailouts accepted to the patients and possibility of bailouts acceptance to the patient

These, from above sections, which do not contain any information are not displayed.

At outstanding payments there can be following buttons:

• Bailout – button to accept bailout for visit / order 191
• Paid in cash – button of fast recording of payment in cash
• Paid with card – button of fast recording of payment with credit card
• Paid by transfer – button of fast recording of payment by transfer
• Receipt – issuing a receipt to be printed on a computer printer
• Invoice on patient – button of issuing invoice on patient
• Invoice on workplace - button of issuing invoice on patient’s workplace
• Correcting invoice - button of issuing correcting invoice of earlier issued invoice (available if the invoice was paid before the visit and during the visit were made services for a larger amount so surcharge is required)
• Correcting receipt - button of issuing correcting receipt of earlier issued receipt (available if the receipt was paid before the visit and during the visit were made services for a larger amount so surcharge is required)

In the case of outstanding payments for which the invoice was issued but payment was not yet done, there are not displayed any buttons, but only information of the content: "Waiting for the payment of an invoice”.

The “Bailout” button is used for accepting bailouts to the given visit / order. This button is visible only by these visits / orders for which no bailout has been accepted yet. Button is not visible by rehabilitation cycles planned using package (in such case discount defined within the package is an eqivalent of bailout). After clicking this button new window opens up amd within it there displays table which rows describes paymasters / actions that grant bailouts while columns describes positions to be paid. By each paymaster / action there is information about available means (means left to be used; this value is emphasized with red color when means are ending) and about amount of bailout that is vested in the patient. By each position to be paid there is quantity and unit price presented. User should specify here which positions to be paid from which paymaster / action means are to be funded. Radio fields are made so that in case of mistaken marking one can unmark the given field by clicking it once again. After marking appropriate bailouts one has to click the button “Save” to accept the desired bailouts. System automatically accounts appropriate bailout amounts to marked position to be paid preserving to the following rules:

• bailout amount is gross amount
• full bailout is vested in the patient only once (it can be accepted for a single visit / order)
• bailout with specified amount is vested in the patient only once within the given amount but the amount can be divided into separate visits / orders of the patient
• bailout amount and bailout net amount must fulfill the following relations:
  • kjd = z2(kjdn * (1 + vat / 100))
  • cjp – kjd = z2((cjpn – kjdn) * (1 + vat / 100))
    where
    • z2(...) - rounding value to two decimal places
    • cjp – unit price of position to be paid
    • kjd – bailout unit amount
    • cjpn – unit net price of position to be paid
    • kjdn – bailout unit net amount
    • vat – VAT rate
    • ijp – quantity of units of position to be paid
      of which given are cjp, cjpn, vat, ijp.

While accepting bailout system decreases amount of available means within the given paymaster / action by the value of kjd * ijp. (Amount of means available within the given paymaster / action can also be automatically increased what takes place in the following situations: removing from order a vaccine / examination for which bailout has already been accepted, automatic canceling of order for vaccinations for which bailout has already been accepted, canceling or marking as unrealized a visit for which bailout has already been accepted, decreasing multiplicity or marking as unrealized a commercial services for which bailout has already been accepted.)

The "Paid in cash", “Paid with card”, “Paid by transfer” buttons are used for fast saving of payment, which is in fact saving in the system the receipt issued with default values and without printing. When you click "Paid in cash" / “Paid with card” / “Paid by transfer” button it opens for the moment a new window with a message about the saving payment, and after a while, the window disappears.

The "Receipt" button opens a window to issue a receipt to be printed on a computer printer. In the window of issuance a receipt is displayed a form by default filled with data.

One should verify and fill in the missing data. If at the issuing of receipt there is charged (fully or partially) payment for it then one should also check "Paid" box and enter paid amount (within the field there is full amount put by default). After pressing the "Issue receipt" button, there is created printing of receipt (in PDF format), and displayed a link allowing you to download it and print.

The "Invoice on patient" and "Invoice on workplace" buttons are opening a window of issuing an invoice, which is by default filled with data (depending on used button, the buyer will be patient or the patient's workplace; in the case of occupational medicine visits, the workplace data is filled with the data of the institution ordering occupational medicine examinations, in other cases - the workplace data from the patient's card).

One should verify and fill in the missing data. If at the issuing of invoice there is charged (fully or partially) payment for it then one should also check "Paid" box and enter paid amount (within the field there is full amount put by default). After pressing "Issue invoice" there is created printing of invoice (in PDF format), and displayed a link allowing you to download it and print.

The "Correcting invoice" button opens a window of issuing a correction invoice, which is by default filled with data. If the original invoice was issued on the patient, the correction will be issued on the patient, and if it was issued on the patient's workplace, so correcting invoice will be issued on it.

One should verify and fill in the missing data. If at the issuing of correction invoice there is charged (fully or partially) payment for it then one should also check "Paid" box and enter paid amount (within the field there is full amount put by default). After pressing "Issue correction invoice" there is created printing of correction invoice (in PDF format), and displayed a link allowing you to download it and print.

The "Correcting receipt" button opens a window to issue a correction receipt, which is by default filled with data.

One should verify and fill in the missing data. If at the issuing of receipt there is charged (fully or partially) payment for it then one should also check "Paid" box and enter paid amount (within the field there is full amount put by default). After pressing "Issue correction receipt" there is created printing of correction invoice (in PDF format), and displayed a link allowing you to download it and print.

If there are receipts (original and corrective) issued but not paid or partially paid, then in the "Payments" tab appears in section "Unpaid receipts", where it is available to preview each of receipts (the "View" button) and where one should uncheck payment when such entered indicating the amount, form and date of payment and clicking "Paid" button (within the amount field there is full amount put by default). It is also possible to issue an invoice to the receipt. If the invoice for the receipt has not yet been issued, then next to the "View" button are visible the buttons "Invoice to receipt on patient" and "Invoice to receipt on workplace" enabling issuing the invoice to the receipt, and if the invoice for the receipt was issued, then next to "View" button, you can see the "Invoice to receipt" button that allows you to download and print the issued invoice. To issue an invoice to receipt on patient, click the "Invoice to receipt on patient" button. Then a new window will be displayed with the invoice issuing form for the receipt, filled with data by default. You need to verify the data and fill in the missing ones. After pressing the "Issue invoice to receipt" button, an invoice print is created for the receipt (in PDF format) and a link is displayed to download and print it.

To issue an invoice to receipt on patient's workplace, click the "Invoice to receipt on workplace" button. Then a new window will be displayed with the invoice issuing form for the receipt, filled with data by default. You need to verify the data and fill in the missing ones. After pressing the "Issue invoice to receipt" button, an invoice print is created for the receipt (in PDF format) and a link is displayed to download and print it.

If there are invoices (original and corrective) issued but not paid or partially paid, then in the "Payments" tab appears in section "Unpaid invoices", where it is available to preview each of invoices (the "View" button) and where one should uncheck payment when such entered indicating the amount, form and date of payment and clicking "Paid" button (within the amount field there is full amount put by default).

In a situation when charges for a visit was made before the visit and during the visit were made services for less amount, then the overpayment should be given to the patient (or the patient’s workplace if the fee per visit was done on the basis of the invoice issued for the workplace of the patient). Overpayments appear in the "Payments" tab in the "Overpayments" sections. At each of them there is "Correction invoice" or "Correction receipt" button (depending on what kind of document was the original bill).

The "Correcting invoice" button opens a window of issuing a correction invoice, which is by default filled with data. If the original invoice was issued on the patient, the correction will be issued on the patient, and if it was issued on the patient's workplace, so correcting invoice will be issued on it.

One should verify and fill in the missing data. System assumes that while issuing correcting invoice overpayment is returned to patient (or to patient workplace) and that's why “Returned” field is marked (and it cannot be marked off), also amount to be returned is given. After pressing "Issue correction invoice" there is created printing of correction invoice (in PDF format), and displayed a link allowing you to download it and print.

The "Correcting receipt" button opens a window to issue a correction receipt, which is by default filled with data.

One should verify and fill in the missing data. System assumes that while issuing correcting receipt overpayment is returned to patient and that's why “Returned” field is marked (and it cannot be marked off), also amount to be returned is given. After pressing "Issue correction receipt" there is created printing of correction invoice (in PDF format) and displayed a link allowing you to download it and print.

The section of "Realized payments" contains a list of bills (invoices and receipts – original and corrective), which have been paid. At each account there is the "View" button allows you to view the bill (in PDF format)a nd in the case of receipts, additionally buttons for issuing / previewing invoices for receipts, as described in the section "Unpaid receipts".

The section of “Payments for diagnostic examinations” contains list of diagnostic examinations orders for which payment is realized as well as these for which payment has not been realized yet. By each order for which payment is realized there is a button “View” which when clicked it allows to see preview of issued bill (in PDF format) and in the case of receipts, buttons for issuing / previewing invoices for receipts are additionally displayed, as described in the section "Unpaid receipts". By each order for which invoice or receipt was issued but payment has not been contributed yet there is a form that allows to enter payment note, which function the same way as described in sections “Unpaid invoices” and “Unpaid receipts”. By each order for which no bill has been issued yet there are buttons: “Bailout”, “Paid in cash”, “Paid with card”, “Paid by transfer”, “Receipt”, “Invoice on patient”, “Invoice on workplace”, which function the same way as described in section “Outstanding payments” or “Correcting receipt” / “Correcting invoice” button, which function the same way as described in section “Overpayments”.

The section of “Payments for vaccinations” contains list of vaccination orders for which payment is realized as well as these for which payment has not been realized yet. By each order for which payment is realized there is a button “View” which when clicked it allows to see preview of issued bill (in PDF format) and in the case of receipts, buttons for issuing / previewing invoices for receipts are additionally displayed, as described in the section "Unpaid receipts". By each order for which invoice or receipt was issued but payment has not been contributed yet there is a form that allows to enter payment note, which function the same way as described in sections “Unpaid invoices” and “Unpaid receipts”. By each order for which no bill has been issued yet there are buttons: “Bailout”, “Paid in cash”, “Paid with card”, “Paid by transfer”, “Receipt”, “Invoice on patient”, “Invoice on workplace”, which function the same way as described in section “Outstanding payments” or “Correcting receipt” / “Correcting invoice” button, which function the same way as described in section “Overpayments”.

The section of “Payments for benefits” contains list of benefits orders for which payment is realized as well as these for which payment has not been realized yet. By each order for which payment is realized there is a button “View” which when clicked it allows to see preview of issued bill (in PDF format) and in the case of receipts, buttons for issuing / previewing invoices for receipts are additionally displayed, as described in the section "Unpaid receipts". By each order for which invoice or receipt was issued but payment has not been contributed yet there is a form that allows to enter payment note, which function the same way as described in sections “Unpaid invoices” and “Unpaid receipts”. By each order for which no bill has been issued yet there are buttons: “Bailout”, “Paid in cash”, “Paid with card”, “Paid by transfer”, “Receipt”, “Invoice on patient”, “Invoice on workplace”, which function the same way as described in section “Outstanding payments” or “Correcting receipt” / “Correcting invoice” button, which function the same way as described in section “Overpayments”.

The section of “Bailouts” contains list of paymasters / actions that grant bailouts and by each of them there is bailout amount and information about means available to use within the given amount for the given patient, the "Entitling document" field to enter the number of the document entitling patient to use the given bailout and the "Save" button to save this number (the patient may use only those bailouts for which the number of the entitling document has been entered) and the "History" button to view the history of granting a given bailout to the patient. After clicking the "History" button by a given fund, a new window opens with a filter that allows narrowing the history of granting bailouts to a given period and clinic. After entering the criteria into the filter and clicking the "Display" button, a table is presented with the dates, amounts and purposes of the awarded bailouts.