Healthcare: from registration to billing

#1. Register the patient

Receptionists, nurses, doctors and administrators create patients in Healthcare › Patients (the 360° overview shows everything about the patient). Record allergies in Allergy notes — the prescribing safety check reads this field.

#2. Book the appointment

1. Front desk: create the appointment (statuses Scheduled, Checked-in, In consultation, Completed, Cancelled, No-show).
2. Patient app: choose specialty, doctor and a free slot and book; cancel or reschedule later.

#3. Consultation (doctor, BSuit Smart)

1. The doctor signs in to the Doctor workspace and sees the day’s schedule; allergy and alert flags show on each appointment.
2. Open the patient summary — available only for patients seen by that doctor in the last 12 months; every view is audited.
3. Start consultation, then Mark completed or No-show. Scheduling and cancelling stay with the front desk.

#4. Prescribe safely

1. Choose Prescribe (voice or typed). Dictation or text is turned into a draft by AI when speech-to-text is configured; otherwise add medicines by hand.
2. Check the lines (1–20 medicines) and choose Issue prescription.
3. If the safety check finds a critical issue (for example a recorded allergy), issuing is blocked. Fix the lines, or confirm with a reason of at least 5 characters — the override is audited.

#5. Lab and radiology orders

Use Advance and Cancel on the order row. Completed orders cannot be cancelled.

#6. Billing and insurance

1. Request pre-authorization; BSuit evaluates coverage (Approved, Partial, Rejected or Pending) with the reason.
2. Capture charges and assemble the claim or bill.
3. Post the insurance claim to the ledger (JV-HMS-BILL); it becomes Submitted.
4. Collect the patient co-pay (cash, bank or cheque, including post-dated cheques).
5. Settle with the insurer when paid; an optional write-off posts JV-HMS-CLAIM-WO.
6. Self-pay bills: collect payment against Issued bills.

#7. Caregiver access

In the patient app, a patient can let another patient-app account (for example a family member) view chosen parts of their record — appointments, prescriptions, bills, results, visits — for up to a year (180 days by default). Caregivers can only look; every view is audited, and the patient can withdraw access at any time.