Add Billing and Accounting docs for 3.1 - #85
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Publish the Account, Charge Item, Invoice and Payment Reconciliation modules from the care_docs sources. Refreshes the four billing concepts and adds twenty flows under a new Billing category in the 3.1 flows sidebar.
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Generated by Docs Reviewer for #85 · opus50 · 275.6 AIC · ⌖ 16.9 AIC · ⊞ 11K
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| | Permission | Access | | ||
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| | Can Update Charge Item | Lets you move charge items to another account of the same patient. Facility Admin and Admin have this permission. | |
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Wrong permission. ChargeItemViewSet.change_account in ohcnetwork/care (care/emr/api/viewsets/charge_item.py) calls can_create_charge_item_in_facility, not the update permission. Suggested: | Can Create Charge Item | Lets you move charge items to another account of the same patient. Facility Admin, Admin, Staff, Doctor, Nurse and Pharmacist have this permission. | (checklist 16, factual hygiene).
| | `can_update_charge_item` | Edit an existing charge item | Facility Admin, Admin | | ||
| | `can_cancel_charge_item` | Cancel a charge item after the free-cancel window has elapsed | Facility Admin, Admin | | ||
| | Can Create Charge Item | Add charge items to an account. | Facility Admin, Admin, Staff, Doctor, Nurse, Pharmacist | | ||
| | Can Update Charge Item | Edit a charge item and move charge items to another account. | Facility Admin, Admin | |
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Moving a charge item is not covered by Can Update Charge Item. ChargeItemViewSet.change_account checks can_create_charge_item_in_facility, so drop "and move charge items to another account" from this row and add it to the Can Create Charge Item row instead (checklist 16).
| - After you issue an invoice, Care offers the same action immediately. | ||
| - On an account page, click **Advance/Receipt** to record a payment on the account. To record a credit note, open the menu and select **Record Credit Note**. | ||
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| Note: Press `r` on an invoice page or an account page to open Record Payment. Press `c` on an account page to open Advance/Receipt. |
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The c shortcut on the account page is credit-payment-account, labelled "Add Credit" in care_fe/src/config/keyboardShortcuts.json (facility:account:show) — not Advance/Receipt. Please correct the label or drop the sentence (checklist 4 and 16).
| | Bed Charge Items | `Shift+5` | | ||
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| Click a tab, or press its keyboard shortcut. | ||
| ## Expected Outcome |
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Missing blank line before this heading. Markdown/MDX needs an empty line between Click a tab, or press its keyboard shortcut. and ## Expected Outcome.
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What
Publishes the four Billing and Accounting modules from
care_docsinto the docs site (version 3.1). 20 flows and 4 refreshed concepts.Adds a
Billingcategory to the 3.1 flows sidebar with the four modules nested under it. The concepts replace the existing pages underconcepts/billing/.Frontmatter
None of these files had publishing frontmatter, so
domain,moduleandsidebar_positionwere added to the four concepts and aslugplussidebar_positionto all twenty flows. Concept positions follow the existing site order: Account 1, Charge Item 2, Invoice 4, Payment Reconciliation 5.Flow titles were converted from "How to Create an Invoice" to "Create an invoice", matching the other modules.
Note for reviewers
All four concepts are replaced, not extended. Worth confirming nothing needed is lost from the previous versions.
These modules cross-reference each other heavily — invoice flows link to Account and Charge Item concepts, and so on. Those links are rewritten to the published paths and the build resolves them all.
Verification
Docusaurus build passes for both
enandmllocales.