Manage - Battery Invoice wasn't generated for a patient [UK - NHS]

Manage - Battery Invoice wasn't generated for a patient [UK - NHS]

Battery provision invoices are generated only for eligible patients who meet certain requirements.
Please review the following conditions to identify the reason for a battery invoice not being generated.

Step 1: Patient has NHS number.

  • Yes → Proceed to Step 2.

  • No → Update the patient's record with the NHS number.

Step 2: Patient's NHS Battery Fulfillment is POST.

  • Yes → Proceed to Step 3.

  • No → Verify that the NHS Battery Fulfillment is correctly set to POST. Update the fulfillment status if necessary.

Step 3: Patient location and appointment locations are active.

  • Yes → Proceed to Step 4.

  • No → Ensure both the patient location and appointment locations are active. Update the status if needed.

Step 4: Patient is not in the bundle Period.

  • Yes → Proceed to Step 5.

  • No → Battery Invoice won't be generated till the bundle period is over.

Step 5: NHS invoice with HI delivered exists.

  • Yes → Proceed to Step 6.

  • No → Verify the existence of an NHS invoice with HI delivered. Battery Invoice won't be generated unless this condition is met.

Step 6: The most recent HI Delivery Date is any date of last month (within a 5-year period).

  • Yes → Proceed to Step 7.

  • No → Ensure the most recent HI Delivery Date falls within the last month and within a 5-year period. Battery Invoice won't be generated unless this condition is met.

Step 7: Referral related to the NHS invoice is in open or aftercare status.

  • Yes → Proceed to Step 8.

  • No → Confirm that the referral status is either open or aftercare. Update the referral status if necessary.

Step 8: The referral is linked to the appointment

  • Yes → Proceed to Step 9.

  • No → Ensure the correct referral is linked to the appointment. Establish the link if it is missing.

Step 9: The referral is linked to the NHS Contract with "AutomatedBatteryClaimAllowed": true

  • Yes → Proceed to Step 10.

  • No → Verify that the referral is linked to an NHS Contract with "AutomatedBatteryClaimAllowed" set to true. Update the contract settings if required.

Step 10: "AftercareTariff" is added to the Contract tariffs.

  • Yes → Proceed to the final resolution step

  • No → Ensure that "AftercareTariff" is included in the Contract tariffs. Add the tariff if it is missing.


Check if the issue is resolved.

 

Final Resolution Step
All the mentioned requirements have to be fulfilled for successful batteries generation.
If you are unable to identify what might be wrong, please contact support.

If you have applied some changes, you may re-generate invoices.

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