🧾 Billing, Payments & Expense Tracking
💡 Why Billing Matters in Lab Requests
Every laboratory test has a financial cost, and this cost may be paid directly by the patient, their insurance provider, or a sponsoring institution. The Laboratory Information System includes automated billing features so that:
- Costs are attached to tests the moment they are selected
- Payments are tracked alongside the lab workflow
- Expenses related to testing can be captured for internal accounting
- Outstanding balances are flagged and visible
📌 Where Is Billing Managed?
The Bill Tab appears within every Laboratory Request detail page. The Expenses Tab is also available to record operational costs related to the request.
🧾 Bill Tab – A Detailed Breakdown
This tab summarizes all financial charges linked to the lab request.
| Section | Purpose |
|---|---|
| 🧪 Tests List | Shows each lab test added to the request, with unit price |
| 💲 Total | Displays total amount to be paid |
| 💳 Paid | Shows how much has already been received from the patient or insurer |
| 💼 Balance | Shows what is still owed (highlighted in red if unpaid) |
| 🧾 Invoice | Option to generate or export an invoice |
💳 Income & Service Billing Page
The Income & Service Billing Page gives you a powerful dashboard for managing all bills and payments, with live charts and advanced filters.
🔍 Filters and Search Options
This page allows you to:
- Item Filter: Filter records by service or income type.
- Customer Filter: View all bills for a specific customer.
- Status Filter: Show only Paid, Unpaid, or Partially Paid bills.
- Date Filter: Filter by Today, This Week, Last Month, or a custom range.
As you apply filters, the summary charts and lists update in real-time.
Key Features
- 🔎 Search Bar: Quickly locate bills by customer, date, or service.
- 📅 Date Filter: Focus on specific timeframes.
- 💳 Unpaid Filter: Easily spot and follow up on unpaid balances.
- 📊 Summary Charts: Visualize total income and trends instantly.
- 📤 Export Options: Download filtered data as CSV/JSON for accounting.
🧠 Best Practices
- Review unpaid balances regularly using the live dashboard.
- Use filters to analyze payment patterns and customer activity.
- Export data for insurance reconciliation or monthly reporting.