serenity-health / roadmap

Public roadmap for development of Serenity's apps reported by our community of users
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feature/display patient billing history on their profile #8

Closed chris-dare closed 2 years ago

chris-dare commented 2 years ago

Tell us about your request! We'd like to view a patient's billing history on their profile. This is just like you'd see the bills menu of the billing workspace but filtered by one patient

Which app does this concern? Provider portal?

Describe the solution you'd like Add a new tab for billing history and display the patient's bills. Here's how it should look like: Tabular data information:

  1. Date of bill creation
  2. Bill id (charge item user friendly id)
  3. Service of product name
  4. Total charge
  5. Payment status
  6. Actions

Filters:

  1. Date range for bill creation (i.e. from and to)
  2. Category (use service category valueset)
  3. Payment method

Describe alternatives you've considered We can use a metabase report as an interim solution

Additional context N/A

chris-dare commented 2 years ago

By implementing this issue we may not have to work on #7

chris-dare commented 2 years ago

Hi @pkdadson, I see we have this in the billing workspace: https://demo.provider.serenity.health/billing/patients/14/bills So we'll just have to make it available in the OPD and reception workspaces. Finally, the missing filters and columns would have to be functional and visible.

chris-dare commented 2 years ago

Hi @pkdadson, thanks for speaking. I just checked and can confirm that the filters are currently present. Here are the filter fields you need:

  1. category (use the HealthcareServiceCategoryType valueset for this)
  2. created_on__after
  3. created_on__before

So if I wanted to find Consultation bills from the 1st of Jan to 21st of december, these will be my filter values:

{
    'created_on__after': '2022-01-01 00:00', 
    'created_on__before': '2022-12-31 10:00',
    'category': 'CONSULTATION'
}
chris-dare commented 2 years ago

Hey @pkdadson,

Thanks for working on this. It's great to see this!

I'm sharing initial feedback on areas that need improvement. I'm not able to select a service category. Please use the healthcare service category valueset for this.

image

I also notice that, after changing the date range the 2nd time, it does not make an API call.