For Insurance and Corporate patients, the Customer in ERPNext/Frappe is always an Organization, not the patient.
Example:
Patient: Geetha
Insurance: Star Health
So the Customer becomes Star Health, not Geetha. Because of this, you cannot take Advance Payment for the patient, since advance payments in ERPNext work only for Customers, and here the customer is the insurance company.
Now our problem: When you try to collect an Advance Payment for patient Geetha, the system tries to create a payment against the Customer, which is Star Health. So the advance is getting linked to Star Health instead of Geetha.
You are asking what to do because: You set Geetha’s customer as Star Health so that the insurance billing goes to Star Health. But now you cannot accept advance from the patient herself.
We want both:
- Insurance company as the customer for billing
- Ability to collect advance from the patient
How should I handle this? For Insurance patients and Corporate patients, what should I do? Tell me how to create the Customer correctly.
