Dispensing: Payments Modal (select insurance)

[jmbrunskill]

Payments Modal

If the system has any insurance providers setup & if the invoice total is > 0, when clicking the finalise button, show a payments modal.

This modal will show the total to pay, and allow the user to select the insurance details

The insurance data in this modal will be saved in mSupply insurance fields (they'll need to be added to the invoice table)

This modal will be extendable via a plugin in future.

Other data might be saved by plugins, such as amount paid, this will be only available via plugin data.

If store pref Receive payments from prescription window is enabled, instead of the current Confirm Verified button, show a Pay button that opens a modal with the payment workflow.

Notes

• Add dedicated Payments

  • Add a panel dedicated to price split showing the total price of the prescription (sell price per item x units)

    • Total to be paid by patient

Tasks

• The insurance policy selected should be synced to mSupply as nameInsuranceJoinId
• The amount paid by insurance should be synced to mSupply as insuranceDiscountAmount
• The discount percentage from the selected policy should be synced to mSupply as insuranceDiscountRate

Acceptance Criteria 🧾

• When there's a 0 cost for the prescription, no Payment window shows on finalise
• If there are no insurance providers configured, no Payment window shows on finalise
• Payment window shows correct total price for the prescription
• The user can select an insurance policy (if configured for the current patient)
• Insurance policy should show the discount rate and policy type (Family or Personal)

Epic Link 🔗

#6000

Moneyworks Jobcode 🧰

OMS:CIDV

[jmbrunskill]

The amount paid will recorded as a cash_in transaction in OMS = invoice
Given the desire to not create cash_in transactions, we're looking at storing the data as plugin data

Also evaluating if we can do this as a plugin, as we don't have global prefs implemented...

[jmbrunskill]

Questions:

• Is it ok to have a separate pay button instead of replacing the finalise button?
• Should we skip the payment step if the amount to pay is 0?

[GeronimoJohn]

The PR above sets up the necessary groundwork to render various text fields in the payments modal. This modal will only be displayed when the cost is greater than $0 upon finalise/verified. Currently, it only shows the total amount that a patient is required to pay.

The rest of the text fields - Insurance Scheme, % Covered, Total to be paid by insurance can be added once #6289 have been worked on