Cross currency billing/Generate payer bills in foreign currencies | Voters

Cross currency billing/Generate payer bills in foreign currencies

complete

Chris Dare

Some payers are billed in currencies different from what a provider usually accepts. It would be helpful to have this feature so that the PDF invoices are generated in the converted charges

April 1, 2022

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Chris Dare

Here's a summary of categorization of requests

New

Option to export report to EXCEL (Already exists on metabase. We should validate requirements before making improvements)

Improvements

Insert Nyaho logo (helps to confirm that the invoice originates from Nyaho. Although anyone can do this as well)
Center align quantities
Indicate currency of columns names
Display the diagnosis on bills (completed on Aug 12)
Display the date the user selects for generation (completed on Aug 12)
Change casing from sentence case to camel case (requires updates to other PDFs to ensure consistency: payment receipts, diagnostic reports)

Bugs

Sometimes not able to print bills for specific patient (We need examples of this to test)

Infrastructure

Lag/inability to print bills to PDF. Long delays

Chris Dare

We received some feedback from the Nyaho finance team on the issue.

Logging this here for reference. This is a collection of issues and requests concerning the feature. I will review this and categorize them with additional context.

Lag/inability to print bills to PDF. Long delays
Center align quantities.
Indicate currency of columns names e.g. Unit Price (GHS) Group invoices by page
Insert Nyaho logo
Some invoice IDs have N/A
Sometimes not able to print bills for specific patient
Display the diagnosis on bills
The date filter should show only the names of the patients who had an interaction with Nyaho within that period not all members of the Insurance company as it’s happening now.
Camel casing, not sentence casing for all captions. (Unit price <> Unit Price)
Option to export report to EXCEL.

The task is to review these items and categorize them into improvements, bugs, infrastructure, or wontfix and provide initial estimates on when they would be completed

Chris Dare

marked this post as

complete

This feature was released on the 12 of August and will be updated over time.

Chris Dare

Just got the excel claims column names from Desmond:
Hospital name
Patient Name
Date of Birth
Policy Number
Date of Service (Creation or transaction?)
Diagnosis
Invoice Number
Billed Amount (Total Charge)
Co-payment (Patient contribution)
Currency

Chris Dare

Summaries from a call with Desmond (Credit control office at Nyaho Medical):

Important things to enable the submission of bills in foreign currency are:

Ability to set exchange rate in app
Ability to change this exchange rate at will
Ability to control who should be able to manipulate exchange rates
Ability to generate the bills in another currency that has been configured (exchange rate). Focus is currently the USD but we should design this to be scalable to other currencies

Other items out of scope (to be considered as another request):

Fix duplication of line items in excel sheet claims report
Display invoice numbers on PDF and excel version of claims report

Chris Dare

marked this post as

under review