serenity-health / roadmap

Public roadmap for development of Serenity's apps reported by our community of users
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ops/implement bill cancelation reports #14

Closed chris-dare closed 2 years ago

chris-dare commented 2 years ago

Tell us about your request! Finance team needs a report to access and review bill cancelation and refund data

Which app does this concern? Provider portal

Describe the solution you'd like Create a report via metabase. This report will be tabular and contain the following fields:

  1. Name of patient
  2. Patient MR number
  3. Patient contribution
  4. Payer contribution
  5. Status (refunded or canceled)
  6. Cancelation requested by
  7. Cancelation approved by
  8. Canceled or refunded by
  9. Date canceled

The report will also have the following filters:

  1. Patient MR number
  2. Date range for cancelation dates (from and to)
  3. Status (canceled or refunded)

Describe alternatives you've considered N/A

Additional context N/A