Automations: 02. Hospital Invoice Creation Flow
Objective
To automatically generate a Hospital Invoice when a reception record meets all discharge criteria:
- Patient is Discharged
- Payment is Paid
- Discount is Approved
Flow Type
- Type: Record-Triggered Flow
- Trigger Object: Reception
- Trigger Conditions:
- Trigger the flow when a record is updated
- Entry Conditions:
- Patient Status = Discharged
- Payment Status = Paid
- Discount Approval Status = Approved
- Run flow: ✅ Only when record is updated to meet the condition requirements
- Optimize For: ✅ Actions and Related Records (to allow creation and data manipulation)
2. Get Conflicting Room Bookings
Step 2: Calculate Total Amount
At this stage, we calculate the full hospital charges before discount.
🧮 Formula Resource: CalculateAllAmount
| Property | Value |
|---|---|
| API Name | API Name CalculateAllAmount |
| Description | Calculates total charges before discount |
| Data Type | Number (Decimal) |
| Decimal Places | 2 |
| Formula | Doctor__r.Consultation_Fees__c + LabChargesAmount + Prescriptioncharges + RoomCharges + VisitChargeAmount |
Variables Used in Formula
| Variable Name | Description | Type/ Decimal | Note |
|---|---|---|---|
| LabChargesAmount | Lab test total charge | Number/1 | Fetched from Lab Test object |
| Prescriptioncharges | Prescription total charge | Number/2 | from Prescription object |
| RoomCharges | Total room charges | Number/3 | From Room object |
| VisitChargeAmount | Paid charges from visit | Number/4 | From Visit of Patient object |
Step 3: Apply Discount and Compute Final Paid Amount
🧮 Formula Resource: DiscountPercent
| API Name | DiscountPercent |
| Data Type | Number (Decimal) |
| Formula |
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CASE(Discount_Type__c,
“Army”, 25,
“Normal”, 15,
“Management”, 30,
“Chairman”, 50,
0
)
🎯 This maps the selected discount type to a percentage.
🧮 Formula Resource: AmountPaid
| API Name | AmountPaid |
| Data Type | Number (Decimal) |
| Formula |
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CalculateAllAmount – (CalculateAllAmount * DiscountPercent / 100)
This calculates the net payable amount after applying the selected discount.
📅 Formula Resource: TodayDate
| API Name | TodayDate |
| Data Type | Date |
| Formula | TODAY() |
Used to auto-fill the invoice date.
Step 4: Create Get record.
1.1 Get Visit of Patient Record
- Object: Visit of Patient
- Filter:
- Patient = {!$Record.Patient__c}
- Store: Only first record
- Variable: VisitChargeAmount = Amount_Paid__c
1.2 Get Room Charges
- Object: Room
- Filter:
- Patient = {!$Record.Patient__c}
- Store: Only first record
- Variable: RoomCharges = Total_Room_Charges__c
1.3 Get Lab Charges
- Object: Lab Test
- Filter:
- Patient = {!$Record.Patient__c}
- Store: Only first record
- Variable: LabChargesAmount = Charges__c
1.4 Get Prescription Charges
- Object: Prescription
- Filter:
- Patient = {!$Record.Patient__c}
- Store: Only first record
- Variable: Prescriptioncharges = Prescription_Total_Charges__c
Step 5: Assignment
Label: Assign all the record
In this step, all charges are summed into a final calculation variable (e.g., CalculateAllAmount).
You may need to calculate:
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CalculateAllAmount = LabChargesAmount + Prescriptioncharges + RoomCharges + VisitChargeAmount + ConsultationFees – Discount
(You can use a formula resource or another Assignment step)
