Payments & Transactions
A Payment (or Transaction) represents a financial record created when a patient pays for a healthcare service. Payment records capture essential financial details required for billing, reconciliation, and reporting within the Core EMR. Each payment includes information such as the amount, payment method, receipt ID, and the current payment status. Read more : (API Reference - Payments) section.Use Cases
Patient Billing and Checkout
Record patient payments at the time of consultation, procedures, diagnostics, or other services directly within the EMR workflow.Multi-Mode Payment Tracking
Support and track different payment methods such as cash, card, UPI, wallets, or bank transfers under a unified transaction model.Receipt Generation and Reconciliation
Generate receipt IDs and maintain transaction records to support accounting, audits, and financial reconciliation.Partial and Split Payments
Handle scenarios where payments are made in parts or across multiple payment methods for a single visit or invoice.Refunds and Adjustments
Track refunded, reversed, or adjusted payments while maintaining a complete financial audit trail.Reporting and Financial Analytics
Enable revenue tracking, daily collections, payment status summaries, and clinic-level financial reporting.Integration with Practice Management Systems
Integrate payment records with billing, invoicing, and accounting systems used by hospitals and clinics.Notes & Considerations
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Status-driven lifecycle
Payments typically move through states such as initiated, completed, failed, or refunded. -
Service linkage
Payments should be associated with visits, appointments, procedures, or invoices for accurate financial mapping. -
Auditability
All updates to payment records should be traceable to support audits and compliance. -
Gateway-agnostic
Core EMR records payment outcomes while actual processing may be handled by external payment gateways. -
Operational validation
Clinics should verify completed payments before closing encounters or issuing final documents.
Ideal For
- Clinics and hospitals
- Practice management systems
- Diagnostic centers
- Multi-location healthcare networks