Fix the period and transaction scope first.
Choose the doctor, date/time boundary and bill types. Compare invoices and recorded methods consistently, including authorised concessions, refunds and cancelled states. Keep independent cash/settlement evidence alongside the system records.
- 01
Trace an ordinary payment to its bill.
- 02
Confirm the meaning of gross, net and collection in the selected report.
- 03
Check the reason and status of any concession or refund.
Give a difference a record and an owner.
In this fictional review, ₹2,000 net billed is compared with ₹1,900 in recorded methods. The ₹100 difference remains open until the underlying records explain it.
| Review line | Fictional value |
|---|---|
| Net billed | ₹2,000 |
| Recorded cash | ₹1,200 |
| Recorded UPI | ₹700 |
| Recorded methods total | ₹1,900 |
| Open difference | ₹100 |
| Review note | Sample bill DEMO-B17 · check method entry and external evidence |
| Owner / next step | Billing reviewer · trace the record before any authorised correction |
Use a repeatable close-of-day sheet.
Record the period, scope, method totals, differences, finding and reviewer. A completed example row is included.
Download the daily review sheetKeep the explanation beside the number.
A zero recorded difference is useful, but external settlement still needs its own evidence. The clinic’s finance adviser should determine the accounting and tax process.
Does gross billing equal collected cash?
Concessions, unpaid amounts, refunds, payment timing and report definitions can make them differ.
How should we fix a difference?
Trace the underlying records, document the finding and use the authorised correction route. Do not change a total simply to force agreement.