The "Payers" functionality in the "Visits" menu is used to manage payers (co)financing commercial visits, manage payers' price lists and make settlements with payers. After selecting this functionality, a list of payers is displayed, with "Edit" and "Delete" buttons next to each of them. If the logged in user is authorized to manage the payers' price lists, then the "Pricelists" and “Synonyms” buttons are also visible next to each payer. The "Add" button is visible under the list of payers.

To add a new payer, click the "Add" button. A form for adding a new payer will then be displayed. After completing the form, save the data by clicking the "Add" button.

To modify the data of an existing payer, click the "Edit" button next to a given payer on the list of payers. A form will then be displayed, which is identical to the one for adding a payer, but filled with data. After making changes, save the data by clicking the "Update" button.

To remove a payer, click the "Delete" button next to a given payer on the list of payers. A form will then be displayed, identical to the one for editing the payer's data, but displayed in read-only mode. The intention to remove the payer should be confirmed by clicking the "Delete" button.

To view the list of payer's price lists, click the "Pricelists" button next to a given payer on the list of payers. A list of the payer's price lists will then be displayed, with "Copy", "Edit" and "Delete" buttons next to each of them. If the logged in user is authorized to make settlements with payers, then the "Settlement" button is also visible next to each price list. Moreover, if there is a visit (co)financed from a specific payer's price list and between the day on which the visit was arranged and the day of the visit, there were changes in the payer's price list (or in the clinic's price list according to which the visit is carried out), then a red button "Visits" is displayed. The "Add" button is visible under the list of price lists.

To add a new price list, click the "Add" button. The form for adding a price list will then be displayed. The price list defines commercial services and diagnostic examinations. A field with the word "Search ..." is visible next to the services, in which one should enter a fragment of the service name and then the system will display a list of hints - services containing the entered phrase in the name. By clicking on a service on the list of suggestions, it is added to the price list. This procedure should be repeated for all services to be included in the price list. A check box is displayed for each service added to the price list - if a given service has been added to the price list by mistake, then the check box should be unchecked - the system will skip such services when saving the price list data. Services are added to the price list with the default VAT rate "zw.", So it is enough to enter the price of the service (net or gross - the system will calculate the second one automatically). The same mechanism as for services also works for examinations. After completing the form, save the data by clicking the "Add" button.

To create a new price list as a copy of an existing price list, click the "Copy" button next to a given price list in the price list list. You will then be prompted to provide a name for the price list copy being created. After entering it and confirming it with the "OK" button, the system creates a copy of the price list giving it the given name.

To modify the data of an existing price list, click the "Edit" button next to a given price list on the list of price lists. A form will then be displayed, which is the same as for adding a price list, but filled with data. After making changes, save the data by clicking the "Update" button.

To delete a price list, click the "Delete" button next to a given price list on the list of price lists. A form will then be displayed, which is the same as in the case of editing the price list data, but displayed in the read-only mode. The intention to delete the price list should be confirmed by clicking the "Delete" button.

To make a settlement with the payer for the provision of services and examinations from a given payer's price list, click the "Settlement" button next to a given price list. A list of all completed services and commissioned examinations (carried out by an external collection point) (co)financed from the given price list will then be displayed. In the case of services, the visit (and service) must be in "completed" state for the service to be included in the settlement. In the case of examinations, the approval of the order is treated as the performance of the ordered examinations, and the date of approval of the order is assumed as the date of implementation of the examination (examinations are performed by an external collection facility, so there is no feedback in the system as to whether and when the examination was actually performed).

A visit (co)financed from the payer's price list should be settled at the prices in force on the day of the visit, and not at the prices in force on the date of arranging the visit. If between the day on which such a visit was arranged and the day of the visit there were changes in the payer's price list from which the visit is (co)financed or in the price list of the clinic according to which the visit is carried out, then before settling such a visit, the prices recorded during this visit should be updated at the time of booking. The list of such visits is displayed after clicking the red "Visits" button next to a given price list on the list of price lists. The "Services" button is visible for each visit.

After clicking the "Services" button for a given visit, a new window opens with the form of services assigned to this visit and messages about changes in the payer's price list and / or the clinic's price list.

It is the same form and the same mechanism as described in the chapter "Scheduled visits in clinic".

If the payer uses the nomenclature and coding of services other than those used in the jHIS system and expects the use of this nomenclature and coding in the settlement, then information about the names and codes of services used by the payer should be entered into the jHIS system using the "Synonyms" button next to the payer on the list of payers . After clicking on this button, a list of services and examinations from all price lists of a given payer (without repetitions) is displayed, as well as fields for entering the names and codes of services used by the payer.

After completing the form, click the "Save" button to save the data in the database.

NOTICE!

As the system displays items from all the payer's price lists in the synonym definition form, defining synonyms is possible only after defining the price lists.