Bill Transaction

Overview

Bill Transactions are the primary billing mechanism in NICE HMS. Every service — consultation, lab test, medicine, procedure, room charge — flows through a bill transaction linked to a patient.

Creating a Bill

OPD Bill

1. After an OPD consultation, go to Billing > New Bill.
2. Select the patient and encounter.
3. The system auto-loads billable items:
   • Consultation fee (based on doctor's rate)
   • Lab tests ordered (if any)
   • Pharmacy items dispensed (if any)
4. Review and adjust quantities/prices if needed.
5. Apply any applicable discounts.
6. Click Generate Bill.

IPD Bill

IPD bills aggregate all charges during the admission:

1. At discharge, go to Billing > IPD Bill.
2. The system compiles:
   • Room charges (daily rate x number of days)
   • Doctor visit charges
   • Procedures/surgeries
   • Lab and radiology charges
   • Pharmacy/consumables
   • Miscellaneous charges
3. Review the consolidated bill.
4. Apply advance payments (see Advance Transaction).
5. Generate the final invoice.

Pharmacy/Lab Bill

Typically created automatically when items are dispensed or results are finalized. Can also be created manually from the respective module.

Bill Components

Adjusting a Bill

Bills can be modified before they are finalized:

1. Open the bill from Billing > View Bills.
2. Click Edit.
3. Modify items, quantities, or prices.
4. Save changes.

Once finalized (payment received and settled), bills are locked for editing. Contact support for corrections.

Printing & Sharing

• Print — Bill opens as a PDF with the organization's configured letterhead.
• WhatsApp — Send the bill PDF to the patient's WhatsApp number.
• Email — Send to the patient's registered email.

Payment Settlement

1. After generating the bill, record payment:
   • Cash — Enter amount received.
   • UPI/Card — Record transaction reference.
   • Advance Adjustment — Apply any existing advance payment.
2. Any remaining balance is tracked as "due."
3. The patient status shows "Discharged But Dues Not Cleared" in IPD until fully settled.

FAQ

Q: Can I split a bill between patient and TPA? A: Yes. Mark items as TPA-payable vs patient-payable during bill creation. Two invoices can be generated.

Q: How are refunds handled? A: Refunds are processed through the Advance Transaction module in reverse. Contact support for refunds on finalized bills.

Q: Can I add a custom charge not in the item list? A: Yes. Use the "Miscellaneous" item and add a description and amount. Or add the item to the Accounts Master for future use.