Billing & Payments

Invoice lifecycle

DRAFT > ISSUED > PARTIALLY_PAID > PAID

> OVERDUE

> CANCELLED

> REFUNDED

Invoices are created automatically when a session is completed. They start as DRAFT — you can edit line items before issuing. Click Issue Invoice to lock it and make it visible to the patient in the portal.

Creating and editing invoices

Auto-generated invoice: appears after every completed session, pre-filled with services from the session Services tab.

Manual invoice: go to Billing > + New Invoice and select the patient.

Editing a draft:

• Add line items: click + Add Item, select a service or type a custom description
• Change quantities and prices: click any cell to edit
• Apply discount: fixed amount (EGP) or percentage
• Add tax: VAT rate (14% default, configurable per clinic)
• Insurance deduction: enter the insurer contribution; patient balance updates automatically

Once issued, line items are locked. Corrections require a Credit Note.

Accepting payments

Card payment via Paymob:

1. Open the invoice > Collect Payment > Card.
2. A payment link is generated and sent to the patient via WhatsApp.
3. The patient pays on Paymob hosted page.
4. A Paymob webhook fires to Clinit — the invoice updates to Paid automatically.

Cash:

1. Collect Payment > Cash.
2. Enter the amount received and change given.
3. Click Confirm.

InstaPay or Bank Transfer:

1. Collect Payment > InstaPay or Bank Transfer.
2. Enter the reference number and confirm receipt.

Supported methods: Visa, Mastercard, Meeza, Vodafone Cash, Orange Money, Fawry, ValU, InstaPay, bank transfer, cash.

Instalment plans

For large treatment costs:

1. Open the invoice > Convert to Instalment Plan.
2. Set the number of instalments (2 to 24) and the due date for each.
3. Clinit splits the balance equally — you can override individual amounts.
4. Click Save Plan.

Each instalment appears as a separate row. When the patient pays, click Collect next to that instalment and select the payment method.

Automatic reminders: Clinit sends a WhatsApp reminder 3 days before each due date. Configure this under Settings > Automations > Instalment Reminders.

Progress bar: the invoice row shows a visual fill bar showing paid vs remaining.

Revenue summary and reports

The billing table header shows a live summary bar:

• Total Billed: all issued invoices in the period
• Collected: sum of all payments received
• Outstanding: issued but unpaid
• Overdue: past due date and unpaid
• Collection Rate: collected divided by billed, shown as a progress bar

A dismissible alert banner appears when overdue invoices exceed EGP 1,000.

For detailed reporting go to Analytics > Revenue Dashboard or Finance > P&L Statement.

Insurance claims

Clinit structures the full insurance billing workflow:

PATIENT INSURANCE SETUP

In the patient profile > Administrative > Insurance:

• Insurer name (from your registered insurer list)
• Policy number
• Network type (e.g. Allianz Egypt, AXA, MetLife, GIG)
• Co-payment amount (EGP)
• Primary vs secondary coverage

CLAIM GENERATION

After a session is completed and the invoice issued:

1. Open the invoice > Generate Insurance Claim.
2. System pre-populates: patient demographics, insurer, diagnosis (ICD-10, up to 4 codes), procedures (CPT codes or local codes), itemised costs.
3. Attach supporting documents: referral letter, lab results, pre-auth number.
4. Click Submit Claim.

PRE-AUTHORISATION

For procedures requiring pre-auth:

1. Billing > + Pre-Auth Request.
2. Auto-populated with patient details, diagnosis, proposed procedure, and clinical justification.
3. Enter the pre-auth reference number when received — stored against the appointment.

CLAIM TRACKING

Each claim shows status: Submitted → Under Review → Approved → Paid / Rejected / Partially Paid.

Rejected claims display the rejection reason code and suggest the most common corrective actions. Edit and resubmit without recreating from scratch.

UHI READINESS

All claim fields use ICD-10 and CPT coding — the same standards required by Egypt's Universal Health Insurance programme.