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Categorize Debtor Group: Distinguishing Insolvent and Solvent Entities #7674

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lomamech opened this issue Aug 25, 2024 · 2 comments · Fixed by #7678
Closed

Categorize Debtor Group: Distinguishing Insolvent and Solvent Entities #7674

lomamech opened this issue Aug 25, 2024 · 2 comments · Fixed by #7678

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@lomamech
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To enhance our financial management system, we propose categorizing the debtor group into two distinct categories: Insolvent and Solvent. This categorization will allow for more precise tracking, reporting, and decision-making regarding outstanding debts.
@jniles
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jniles commented Aug 25, 2024

@lomamech can we introduce other business rules around this flag besides reporting? For example, an insolvent debtor group probably should not accept new patients or have new invoices generated against it. Would the hospital requesting this flag agree?

@lomamech
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can we introduce other business rules around this flag besides reporting? For example, an insolvent debtor group probably should not accept new patients or have new invoices generated against it. Would the hospital requesting this flag agree?

The Bhima system blocks admission and billing for patients belonging to locked debtor groups, so it may be necessary to simply lock the debtor group,

lomamech added a commit to lomamech/bhima-2.X that referenced this issue Aug 26, 2024
@lomamech
feat(debtors): add option to filter client reports by solvency
d0dbe49 
- Added the ability to filter client reports by solvency category, distinguishing between solvent and insolvent clients.
- Updated the debtors management module to include the option to define clients as insolvent.

closes Third-Culture-Software#7674
@lomamech lomamech mentioned this issue Aug 26, 2024
Merged
lomamech added a commit to lomamech/bhima-2.X that referenced this issue Aug 29, 2024
@lomamech
feat(debtors): add option to filter client reports by solvency
f1647c3 
- Added the ability to filter client reports by solvency category, distinguishing between solvent and insolvent clients.
- Updated the debtors management module to include the option to define clients as insolvent.

closes Third-Culture-Software#7674
lomamech added a commit to lomamech/bhima-2.X that referenced this issue Aug 30, 2024
@lomamech
feat(debtors): add option to filter client reports by solvency
2288cba 
- Added the ability to filter client reports by solvency category, distinguishing between solvent and insolvent clients.
- Updated the debtors management module to include the option to define clients as insolvent.

closes Third-Culture-Software#7674
lomamech added a commit to lomamech/bhima-2.X that referenced this issue Aug 31, 2024
@lomamech
feat(debtors): add option to filter client reports by solvency
6774ebe 
- Added the ability to filter client reports by solvency category, distinguishing between solvent and insolvent clients.
- Updated the debtors management module to include the option to define clients as insolvent.

closes Third-Culture-Software#7674
lomamech added a commit to lomamech/bhima-2.X that referenced this issue Aug 31, 2024
@lomamech
feat(debtors): add option to filter client reports by solvency
3435703 
- Added the ability to filter client reports by solvency category, distinguishing between solvent and insolvent clients.
- Updated the debtors management module to include the option to define clients as insolvent.

closes Third-Culture-Software#7674
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feat(debtors): add option to filter client reports by solvency lomamech/bhima-2.X
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@jniles @lomamech