Accountant
The Accountant manages the financial transactions linked to patient care. They create invoices, record payments, and generate financial reports. Their access to patient data is limited to what is necessary for billing, they can identify a patient and see their billing history, but not their clinical records.
What they see when they log in
The Accountant sees the billing dashboard, pending billing orders, outstanding invoices, and recent transactions. Billing orders are created automatically when clinical activity is recorded (a consultation, a lab test, a dispensed drug), so the accountant's queue reflects what has already happened clinically.
What they can do
Invoice creation Billing orders generated by clinical activity accumulate under each patient's visit. The Accountant reviews these orders and generates a formal invoice. The invoice reflects the services provided, their prices (as configured in the facility's billing catalogue), and the total amount due.
Payment recording When a patient pays, the Accountant records the payment, the amount, method (cash, POS, bank transfer, insurance), and date. A receipt is generated. The invoice is marked as settled.
Transaction history Every payment is permanently recorded. The Accountant can search transactions by patient, date range, payment method, or amount. This supports end-of-day reconciliation and monthly financial reporting.
Financial reports The Accountant can generate and download financial reports, daily revenue summaries, invoice status reports, and payment method breakdowns. These feed into the facility's financial management processes.
What they cannot access
Accountants see financial data only. Clinical consultation notes, lab results, prescriptions, triage records, and inpatient ward detail are not visible from this role.
How billing connects to clinical care
Every service rendered in the system generates a billing order automatically. The doctor ordering a lab test does not think about billing, the order creates the charge. The pharmacist dispensing a drug does not enter it twice, the dispensing record creates the charge. The Accountant simply reviews, invoices, and records payment. No double entry, no reconciling paper records against the system.