#715 Incremental 3rd Party Payments in ONTARIO

0-Main Trunk

OSCAR Change Request v1.2

Change Description (incl. Benefits)
Incremental Billing of 3rd Party Payments IN ONTARIO allows patients to make payments toward the outstanding balance of a 3rd party invoice in increments over time.
This change will allow OSCAR to properly audit 3rd party payments, identifying for each payment or refund:
- How much has been received or refunded,
- What pay method was used
-The OSCAR provider recording the financial transaction
-The date the payment or refund was received/given.

This feature will allow for better auditing of 3rd party payments.

OSCAR Interaction points
-Billing Correction screen

Integration risks
-This feature requires introduction of a new billing table (billing_on_payment) to record the pay date for each individual payment/refund that is received/given. Therefore, existing records in the billing_on_ext table need to be associated with this new billing_on_payment table. Upgrades to the database always introduce a certain level of risk.

Risk if not incorporated
-If money is received over time toward an invoice, tracking these payments has to be done outside of OSCAR, therefore by not recording these transactions in OSCAR, it makes it difficult to keep accurate financial records.

Minimum testing requirements/process
-The code changes made to accomodate this feature also as a side effect improve the JSP files associated with this change.
By implementing this change, this caused some extensive upgrades/improvements to the database access model as well for the existing billing system code. Many changes were made to move away from non-parameterized queries embedded in the billing source code, and now instead use the OSCAR recommended JPA model to access many of the billing tables. As a result this feature should be thoroughly tested prior to moving to production:

-- Making sure the databsae upgrade script does not alter any existing invoices
-- Checking Billing Correction window functions similarily as prior to this feature, with the addition of the "Add Payment" feature for third party bills
-- Check that Billing Correction window has not changed for non 3rd Party Bills
-- Check that a 3rd party payment can be correctly added
-- Check that a 3rd party refund can be correctly applied against the invoice
-- Check that an Invoice prints correctly

Training requirements to support changes
How to add a 3rd party payment on the Billing Correction Screen
How to make a 3rd party refund on the Billing Correction Screen

Time Estimate
Changes submitted to Gerrit Review.


  • Jay Gallagher

    Jay Gallagher - 2012-06-05
    • status: open --> pending-accepted
  • Melissa

    Melissa - 2012-08-09
    • assigned_to: nobody --> mbeldman
    • status: pending-accepted --> open-accepted
  • Jay Gallagher

    Jay Gallagher - 2012-08-09
    • status: open-accepted --> pending-accepted

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