Work sequence
Select the day and branch to be inspected.
Starting from the same day, branch, and reference time, prepare bills, payment items. and outstanding balance information for the period you want to check in order to make the difference from the real item It's not about choosing different periods.
Separate sales from money received.
Separate service sales from actual money received. Then check the list of Wallet top-ups and deposits according to the type of item. Bills that are paid gradually may have sales and amounts received on different days.
Open a bill that requires additional verification.
When the balance is not correct. Open the original bill and check the net value, paid amount, and outstanding balance. Hypothetical example: 8,500 baht bill, 7,000 baht has been paid and 1,500 baht is outstanding.
Summary of items to be forwarded for work.
Separate items that have been completed from items that need to be followed up. Along with specifying the bill number, reason and responsible person. Forwarding work that has a clear origin allows the next day's team to continue investigating.
Things that should be checked before continuing work.
The origin of the compared amounts. Items that still need to be checked Reference bill number and the person responsible for the next task
Scope of the sample
This example describes the checklist sequence. Summarizing and confirming the balance is the responsibility of the clinical team.
Frequently asked questions
The balance is incorrect. Where should I start checking?
Check the time period, branch, bill status, and transaction type first. Then follow the different items back to the source.
Should credit top-up amounts be included with sales?
You should check the meaning of each item first. Because money received to top up credit and selling services are different situations.