Lab Expenses

The Lab Expenses sub module displays all expenses related to lab cases once the lab case is being ordered in the selected branch of clinic. Also it displays the payments and adjustments performed for a selected lab once user starts dealing with it.

In order to display financial transactions from the Lab Expenses sub module follow the following steps:

• Expand the Financials module drop down menu, and Select “Lab Expenses”
  
  – By Default the Lab Expenses opens on “Current Month”  with empty grid view because there is no selected lab.
• Select a specific lab from the lab drop down menu
  
  As long as there is No lab selected from the lab drop down menu, then the 2 buttons (Add Payment) and (Add Adjustment) will be disabled.
  
• After a specific lab is being selected, the grid view displays all transactions (Payment and Adjustments) as well as the lab cases’ records related to the selected lab within the selected date range.
  
  The 2 buttons (Add Payment) and (Add Adjustment) becomes enabled and user could perform any payment and/or adjustment process.
• The Lab Expenses grid view displays all information related to the lab case record, that you can see the following features for each lab case:
  — Date of ordering the lab case
  — Code of lab product item
  — Description (Name of lab product item)
  — Price
  — Status of the lab product item that could be (Ordered, Received, or Delivered)
  — Delivery period; which is the estimated period to deliver the lab product
  — Created by whom
  — Provider name; which is the name of the provider who did the procedure that has the ordered lab case
  — Patient name
  
• As well for the Payments and adjustments, the Lab Expenses grid view displays all information related to them, which are:
  — Date of transaction
  — Description (State if you did a payment process or adjustment process)
  — Amount; Which displays the paid or adjusted amount
  — Created by whom
• From the Lab Expenses view, the user could edit the price of any lab product item, and this edit will has no reflect on the original price set from the settings module.
  
• Moreover, From the Lab Expenses page, the user could know his prior balance, balance and Total balance of the selected lab, that:
  — Prior Balance: Is the balance of selected lab before the selected date range.
  — Balance: Is the balance (Amount to be paid) for the selected lab within the selected date range.
  — Total Balance: Is the total balance for the selected lab all over the date range once the clinic starts ordering lab cases from this lab till today.
  As well the total price and total amount are displayed at the footer of the grid view.
  
• The user has the ability to filter the lab expenses grid view by a specific provider, in order to know the lab cases related to the selected provider only.
  
• In order to know  more about payments, Check: Financials: Add Payment from Lab Expenses.
• In order to know more about adjustment transactions, Check: Financials: Add Adjustment from Lab Expenses.