Workflow Guide

This page walks through the end-to-end workflow for Order Update — from opening the modal to submitting changes.

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Opening Order Update

Order Update opens as a full-screen modal. It is triggered from various parts of the product — the same component is reused in all contexts.

[!NOTE] The component has a built-in mode prop that supports "modal" (default) and "page" rendering. However, mode="page" is not yet used anywhere — all current call sites rely on the default modal mode.

1. Loads all bills for the patient into the left sidebar (BillDetailsSidebar)
2. Auto-selects the bill that was clicked (scrolls the sidebar to the active row)
3. Fetches bill details from Redux (billing data, payment list, lab report list, ICD codes, modifiers)

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Selecting a Bill

The Past Bills sidebar on the left shows all bills for the patient, grouped by date.

• Use the Search Bill input to filter by bill number
• Click any bill card to load it in the main editing area
• Keyboard navigation: use Enter to select the highlighted bill
• The active bill is highlighted with a distinct background

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Viewing Bill Status Banners

When a bill is in a restricted state, a yellow alert banner appears at the top of the editing area with the reason and an action button:

[!NOTE] Collection Center (CC) logins do not see the action buttons — they can view the banner but cannot unlock or reset bills.

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Editing the Bill

The main edit area is divided into logical sections rendered in sequence:

1. Basic Bill Details

Fields available here:

2. Additional Details

[!NOTE] Changing the Organisation checks whether the new org has a different price list. If it does, an Update Price List link appears below the org dropdown to apply the new pricing to existing tests.

[!NOTE] Changing the Referral Doctor checks if the doctor has an associated revenue price list. If yes, an Update Doctor Revenue link appears to apply the new revenue amounts.

3. Payment Details (Non-Insurance Bills)

Two cards are shown side by side:

Bill Summary — shows:

• Test Amount (total of all tests)
• Additional Amount (editable)
• Concession (editable; capped by the user's allowedDiscountOnBill percentage)
• TDS Concession % (if allowTDSDeductionEverytime is enabled)
• VAT Amount (if vat_management is enabled and not disabled for the org)
• Payable Amount (calculated total)

Payment Status — shows:

• Payable Amount
• Total Paid Amount
• Due Amount (in red if > 0)

4. Payment Details (Insurance Bills)

For insurance-sourced bills, the payment section shows:

• Test Amount total
• Co-pay Amount
• Deductible Amount
• Patient Payable Amount
• Insurance Payable Amount

5. Payment History

A table showing all past payments for the bill:

The Add Payment button opens the Payment List modal to add or edit individual payments.

[!NOTE] The Add Payment button is disabled when:

• Bill is locked
• Bill has an active insurance claim
• Bill is cancelled
• User does not have userBillSettelmentFlag permission
• User is on referral login

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Submitting the Update

The footer at the bottom of the editing area contains all action buttons.

Standard Update (No New Tests)

Click Confirm & Update to:

1. Validate all fields (duplicate order number, ICD code, concession errors, payment due error)
2. Check bill time restriction
3. Verify bill comments are filled if concession changed
4. Open the Bill Update Confirmation modal — shows a summary of changed fields for review
5. On confirm — calls the backend API and closes the modal on success

Update with New Tests Added

When new tests have been staged in the add-test area, the footer shows:

• Update & Add to Existing Bill — saves the update and attaches the new tests to the same bill

Cancel Bill

• Click Cancel Bill (red button) to open the cancellation modal
• This marks the bill as cancelled (isCancel = 1)
• Bill can be reset later via the Reset Bill banner action

Additional Footer Actions

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Bill Lock & Unlock

If a bill is locked (billLocked = 1) and the user has the right permissions:

1. Click Unlock Bill from the banner
2. The Unlock Bill modal appears for confirmation
3. On confirm — the bill is unlocked and all fields become editable

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Unsaved Insurance Changes Guard

If the user is editing insurance details (editInsurance = true) and tries to:

• Close the modal
• Submit the bill update
• Cancel the bill
• Add a new test

…an Unsaved Message modal appears asking whether to discard the insurance changes or go back.

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Error States