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Patient Voucher

Use the Patient Voucher screen to review visit fees, voucher status, and insurer statements for a confirmed appointment.
Open this screen from Appointment Details. The screen supports signed-in users only.


Coverage behavior

Local coverage displays voucher details. Travel coverage hides voucher details.


Patient Voucher screen showing visit fee, voucher status, and notes

This screen includes

  • A header that displays doctor name, specialty, date, and time.
  • A patient label that displays the patient name.
  • A time section that follows request type rules:
    • Displays Time when the request uses predefined options.
    • Displays Time preferences when the request uses free text and the appointment remains pending.
    • Does not mark Time as Changed when only the time value updates.
  • Location and clinic phone details when available.
  • Clinic comments for local coverage when the doctor provides content.
  • A contact email section.
  • Disclaimers that appear only when the insurer provides statements.
  • A charges section that includes:
    • Visit Fee, with descriptive fee text.
    • Voucher, visible only for local coverage, with a single status message.
    • Notes, which group all charge-related explanations.
  • A documents list that displays files from the doctor, such as receipts or forms.
  • A Cancel appointment action that requires confirmation.

Workflow​

This sequence describes how a user reviews voucher and fee information.

  1. Open Appointment Details.
  2. Select Patient Voucher.
  3. Review visit fee text, voucher status, notes, and disclaimers.
  4. Select Cancel appointment and confirm when the appointment no longer applies.irm.

Validations​

These rules control visibility and consistency on the screen.

ScenarioApp behavior
Coverage type is travel.Hides the Voucher group.
Coverage type is local.Displays exactly one voucher state.
Voucher state applies.Shows one of the following values: Missing, Valid, Declined, Expired, or Canceled.
Insurer does not provide disclaimers.Hides the Disclaimers section.
User views the screen.Keeps all fields read-only.

Actions​

Screen behavior reflects appointment state only.

ScenarioApp behavior
User opens Patient Voucher.Displays fee text and voucher state based on appointment data.
User selects Cancel appointment.Requests confirmation before cancellation.
User closes the screen.Returns to the previous screen.

Endpoint Resources​

🧰 Endpoint Resources under construction