Bill entry¶

Bill entry is the application's landing screen and its main working screen. The user keys a medical bill: the bill header and claim number, billing provider, diagnoses, procedures, service lines and notes. The user then saves the bill, submits it, sends or pends it to a mail id, or discards it. One full view hosts all of this, and the page loads every bill into the same view through AJAX calls, so the user stays on Entry/Index while moving between bills. After a bill is submitted, discarded or sent or pended, the outcome depends on the Auto feed checkbox: when it is checked, the screen stays on Bill entry and loads the next bill from the queue, and when it is not checked, the browser moves to the Inbox screen.

Route¶

Controller	Action	Verb	URL	Parameters	View	Layout
`EntryController`	`Index`	GET	`/ClaimBillEntry/Entry/Index/{id}`	`id` bound to the `bill` parameter through `[Bind(Prefix = "id")]`; optional	`Views/Entry/Index.cshtml`	`~/Views/Shared/_Bootstrap3.cshtml`

The default route {controller}/{action}/{id} is the only route that reaches this action; the application also reaches it from / through the Home.Index redirect.

Access¶

Requirement	Declared on	Effect
`[SaifAuthorize(Roles = "CBPEnterBill")]`	`EntryController`	Only users in the `CBPEnterBill` role can open the screen or call its `Entry/*` actions.
`IsAuthorized("CBEDiscardBill")`	`EntryController.Index`	Sets `CanDiscardBill` on the view model; the Discard button is hidden when the user lacks the permission.
`IsConflictClaim` then `IsAuthorized("ConflictClaim")`	`EntryController.GetBill`	A bill on a conflict claim is refused with "You are not authorized to view claim" unless the user holds `ConflictClaim`.
`CheckSecurity` returns `HasConflictAccess`	`BaseController`	Applies conflict-claim access to the web-context claim.

The grid, lookup and validation actions that this screen calls live on controllers with no [SaifAuthorize] attribute; they require only an authenticated Windows user. See Tech debt.

Entry conditions¶

The user opens /; Home.Index redirects to Entry/Index (see Screen catalog).
The user follows a link from the layout top menu or side menu for menu category CLBLE; the menu entries themselves are defined outside this repository.**
The user double-clicks a row on Inbox or opens a result on Search, which navigates to /ClaimBillEntry/Entry/Index/{billId}.
The user opens a bill URL directly, or uses the browser back and forward buttons; the screen keeps the URL in step with the loaded bill through history.pushState and replaceState, and a popstate event reloads the bill.
The user changes the claim in the layout web context control, which calls Home/Navigate.*

Fields¶

Field	Binds to	Control	Purpose	Validation
Update number	`Worker.UpdateNumber`	Hidden	Concurrency number*	None
Bill #	`Worker.Id`	Read-only text	Displays the bill id	None
SAIF claim number	`Worker.SaifClaimNumber`	Text box	Identifies the claim; a change loads the worker through `GET Entry/GetWorkerInformation/{id}`	`maxlength` 7; client-side
Mail room received date	`Worker.MailRoomReceivedDate`	Kendo DatePicker	Date the bill was received	None declared
Bill type	`Worker.BillTypeCode`	Dropdown	Drives which other fields are enabled through the `disabledwhen` attribute	None declared
Type of bill	`Worker.UbBillTypeCode`	Text box	Institutional type-of-bill code	Numeric pattern, maximum 4 characters, "Invalid type of bill. Must be numeric."; client-side
Admit type	`Worker.CBPAdmissionTypeCode`	Text box	Admission type code	Pattern 1, 2, 3, 4, 5 or 9, "Invalid Admit Type. Must be 1-5 or 9."; client-side
Statement from and thru	`Worker.StatementFromDate`, `Worker.StatementThruDate`	Kendo DatePicker	Statement period	None declared
Admission and discharge	`Worker.AdmissionDate`, `Worker.DischargeDate`	Kendo DatePicker	Inpatient dates	None declared
Billing provider TIN	`Worker.ProviderTaxId`	Text box with lookup icon	Opens the billing provider lookup; a change calls `GET Provider/ValidateProviderTin`	Remote validation; client-side call
Billing provider location	`Worker.ProviderLocationId`	Hidden	Selected billing provider location	None
Patient reference number	`Worker.PatientReferenceNumber`	Text box	Provider's patient reference	`maxlength` 20; client-side
Total bill amount	`Worker.BillTotalAmount`	Kendo NumericTextBox (currency)	Bill total keyed by the user	Compared with the services total on submit; see BR-SCR-004
PPS DRG	`DrgCode`	Text box	Diagnosis-related group code	`maxlength` 3; client-side
Services total	`Worker.ServicesTotal`	Kendo NumericTextBox	Sum of charged services; always disabled and refreshed from `GetChargedServicesTotal`	Read-only
Auto feed	`AutoFeed`	Kendo CheckBox	When checked, the next bill is pulled from the queue, and after a successful submit, discard or send or pend the screen loads the next queue bill instead of navigating to the Inbox	None

The diagnosis, procedure, service and note rows are edited in grids; see Dialogs and partials.

No DataAnnotations validation attributes exist on the live view models. Field checks are the client-side HTML patterns above, the server-side action checks in Business rules, and FluentValidation validators from the bill validator assembly that the composition root registers.

Operations¶

Operation	Trigger	Request	Description	Delegates to
New bill	Button `js-bo-NewBill` (Alt+B), after a confirm prompt	`GET Entry/GetNewBill`	Returns an empty bill from the bill entry service for the user to key.*	Key and submit a bill
Open bill	Route id or history navigation	`GET Entry/GetBill/{id}`	Loads an existing bill; refuses statuses other than Pending, Entered, Audited or Suspended and checks conflict-claim access.	Open a bill from the inbox
Next bill from queue	`AutoFeed` checked	`GET Entry/GetBillFromQueue`	Pulls the next claim bill from the queue.	Key and submit a bill
Save bill	Button `SaveBill` (Alt+S)	`POST Entry/SaveBill`	Saves the bill through the bill entry service.	Key and submit a bill
Submit bill	Button `SubmitBill` (Alt+U)	`POST Entry/SubmitBill`	Submits the bill and sets status `ENT` when no errors are returned.	Key and submit a bill
Send or pend bill	Button `SendPendBill` (Alt+P), which opens the Send/Pend modal	`POST Entry/SendPendBill`	Sends or pends the bill to the mail id keyed in the modal and stores it in Session `SendPendMailId`.	Send or pend a bill
Discard bill	Button `DiscardBill` (Alt+C), after a confirm prompt	`POST Entry/DiscardBill`	Sets the bill status to `DIS`.	Discard a bill
View document	Button `ViewDocument` (Alt+V)	—	Client-side only; calls `launchOnBase(documentUrl)` from the OnBase enabler script to open the claim document.	—
Load worker	`Worker.SaifClaimNumber` change	`GET Entry/GetWorkerInformation/{id}`	Resolves the claim id from the claim number and returns the worker information.	Key and submit a bill
Default send or pend mail id	Send/Pend modal opens	`GET Entry/GetSendPendMailId`	Returns the Session `SendPendMailId` value, or the current user id when none is stored.	Send or pend a bill

The Delegates to column links each server operation to the application workflow page that documents its steps, including the shared bill, claim and security service calls the controller makes. The View document row is the only screen-local handler, because it runs entirely in the browser. The internal steps of the consumed package services were not traced; those workflow pages mark that boundary explicitly. The dependencies page lists the packages involved.

Dialogs and partials¶

Name	Opens as	Returned by	Purpose
`_Worker`	Inline `Html.Partial`	Rendered by `Views/Entry/Index.cshtml`	Toolbar buttons and bill header fields.
`_DiagnosesAndProcedures`	Inline `Html.Partial`	Rendered by `Views/Entry/Index.cshtml`	Hosts the diagnoses grid, the DRG code and the procedure grid.
`_DiagnosesGrid`	Kendo Grid (in-cell batch edit)	Rendered by `_DiagnosesAndProcedures`	Diagnosis rows; toolbar Add Diagnosis (Alt+G); editor template `DiagnosisTypeEditor`.
`_ProcedureGrid`	Kendo Grid (in-cell batch edit)	Rendered by `_DiagnosesAndProcedures`	Procedure rows; editor templates `ProcedureDateTemplate` and `ProcedureTypeEditor`.
`_Services`	Inline `Html.Partial`	Rendered by `Views/Entry/Index.cshtml`	Services total, the service grid, the HTML preview area and the Add service window.
`_ServiceGrid`	Kendo Grid (popup edit)	Rendered by `_Services`	Service rows; toolbar Add Service (Alt+R); popup template `_EditService`, window "Edit Service"; page sizes 25, 50, 75 and 100.
Add service window (`#AddServiceModal` with `_AddService`)	Kendo Window with an Ajax form	Rendered by `_Services`	Posts to `ServiceGrid/EditingPopup_Create`; buttons Cancel, Save and Close, Save and Add Another.
`_ServiceForm`	Shared form partial	Used by `_AddService` and `_EditService`	Prescription and service dates, charge amount, prescribing provider dropdown and the embedded `_ServicePeekGrid`.
`_ServicePeekGrid`	Kendo Grid	Rendered by `_ServiceForm`	Read-only peek of existing service lines.
`_NotesGrid`	Kendo Grid (popup edit)	Rendered by `Views/Entry/Index.cshtml`	Note rows; popup template `_EditNote`, window "Add/Edit Note"; edit and delete only when `canEditNote`; toolbar Add Note (Alt+N).
`_EditNote`	Popup editor template	Used by `_NotesGrid`	`NoteText` (maximum 600 characters) and `IsActive`.
Send/Pend modal (`#sendPendModal`)	Bootstrap modal	Rendered by `Views/Entry/Index.cshtml`	`SendPendMailId` text box (maximum 7 characters); form action `Entry/SendPendBill`.
Billing provider lookup (`#providerLookupKendoModal`)	Kendo Window with `_ProviderLocationGrid`	Rendered by `Views/Entry/Index.cshtml`	Reads `Provider/GetBillingProviders`; choosing a provider prompts, saves the bill and refreshes the rendering providers.
Rendering provider lookup (`#renderingProviderLookupKendoModal`)	Kendo Window with `_RenderingProviderGrid`	Rendered by `Views/Entry/Index.cshtml`	Reads `Provider/GetRenderingProviders`; shows an Expired column.

A toolbar link, Inactivate notes, posts the selected notes to NoteGrid/InactivateNotes.

The form contentForm targets Entry/Index, but no POST Index action exists, so the form is a client-side container only and the server never receives it.* The source at ClaimBillEntry/Views/Entry/EditorTemplates/_AddService.cshtml:6 carries a comment reading, in full: "Do not remove this form tag" followed by three literal periods and then "not sure why but it's needed" — the developer's own uncertainty about why the tag is required.

AJAX and grid actions¶

Request	Kind	Called by	Returns
`GET Entry/GetBillFromQueue`	AJAX JSON	`AutoFeed` handler in `ClaimBillEntry.entry.js`	Bill view model
`GET Entry/GetBill/{id}`	AJAX JSON	Route id load and history navigation	Bill view model or an error
`GET Entry/GetNewBill`	AJAX JSON	New bill button	Empty bill view model
`POST Entry/SaveBill`	AJAX JSON	Save button	Saved bill and messages
`POST Entry/SubmitBill`	AJAX JSON	Submit button	Bill and messages
`POST Entry/SendPendBill`	AJAX JSON	Send/Pend modal	Result and messages
`POST Entry/DiscardBill`	AJAX JSON	Discard button	Result
`GET Entry/GetWorkerInformation/{id}`	AJAX JSON	Claim number change	Worker view model
`ANY Entry/GetSendPendMailId`	AJAX JSON	Send/Pend modal open	Mail id string
`ANY Provider/GetBillingProviders`	Grid read	Billing provider lookup grid	DataSourceResult (cached 45 s)
`ANY Provider/GetRenderingProviders`	Grid read	Rendering provider lookup grid	DataSourceResult (cached 45 s)
`GET Provider/ValidateProviderTin`	AJAX JSON	Provider TIN change	Validation result (cached 10 s)
`POST NoteGrid/EditingPopup_Create`	Grid create	Notes grid	DataSourceResult
`ANY NoteGrid/EditingPopup_Read`	Grid read	Notes grid	DataSourceResult
`POST NoteGrid/EditingPopup_Update`	Grid update	Notes grid	DataSourceResult
`POST NoteGrid/EditingPopup_Destroy`	Grid destroy	Notes grid	DataSourceResult
`ANY NoteGrid/InactivateNotes`	AJAX	Inactivate notes link	Result
`POST DiagnosisGrid/EditingCustom_Create`	Grid create	Diagnoses grid	DataSourceResult
`ANY DiagnosisGrid/EditingCustom_Read`	Grid read	Diagnoses grid	DataSourceResult
`POST DiagnosisGrid/EditingCustom_Update`	Grid update	Diagnoses grid	DataSourceResult
`POST DiagnosisGrid/EditingCustom_Destroy`	Grid destroy	Diagnoses grid	DataSourceResult
`GET DiagnosisGrid/ValidateDiagnosisCode`	AJAX JSON	Diagnosis code cell change (dots stripped)	Validation result
`GET DiagnosisGrid/ClearDiagnosesCodes`	AJAX (deletes data)	Clear diagnoses in `claimbillentry.entry.diagnosis.js`	Result
`POST ProcedureGrid/EditingCustom_Create`	Grid create	Procedure grid	DataSourceResult
`ANY ProcedureGrid/EditingCustom_Read`	Grid read	Procedure grid	DataSourceResult
`POST ProcedureGrid/EditingCustom_Update`	Grid update	Procedure grid	DataSourceResult
`POST ProcedureGrid/EditingCustom_Destroy`	Grid destroy	Procedure grid	DataSourceResult
`GET ProcedureGrid/ValidateProcedureCode`	AJAX JSON	Procedure code cell change	Validation result
`GET ProcedureGrid/ClearProcedureCodes`	AJAX (deletes data)	Clear procedures in `claimbillentry.entry.procedure.js`	Result
`POST ServiceGrid/EditingPopup_Create`	Ajax form and grid create	Add service window	DataSourceResult
`ANY ServiceGrid/EditingPopup_Read`	Grid read	Services grid	DataSourceResult
`POST ServiceGrid/EditingPopup_Update`	Grid update	Edit service popup	DataSourceResult
`POST ServiceGrid/EditingPopup_Destroy`	Grid destroy	Services grid	DataSourceResult
`ANY ServiceGrid/ServicePeek_Read`	Grid read	Service peek grid	DataSourceResult
`GET ServiceGrid/GetPrescribingProviderCodes`	Dropdown read	Prescribing provider dropdown in `_ServiceForm`	Code list (cached 300 s)
`GET ServiceGrid/ValidateServiceCode`	AJAX JSON	Service code entry in `claimbillentry.entry.service.validator.js`	Validation result
`ANY ServiceGrid/GetChargedServicesTotal`	AJAX JSON	Refresh after service changes in `claimbillentry.entry.service.js`	Total amount

Two further actions, Entry/GetDefaultAssignedToId and Provider/ShowProviderGrid, have no caller on this screen and are documented as unattributed endpoints on the hosted endpoints page.**

Client-side behavior¶

Script module: ClaimBillEntry/js/ClaimBillEntry.entry.js, with claimbillentry.entry.service.js, claimbillentry.entry.service.validator.js, claimbillentry.entry.worker.js, claimbillentry.entry.note.js, claimbillentry.entry.diagnosis.js, claimbillentry.entry.procedure.js, claimbillentry.entry.sendpend.js and claimbillentry.entry.provider.js loaded as page scripts in Views/Entry/Index.cshtml.
The view serializes EntryViewModel into a kendo.observable view model that the script binds to the page.
Kendo widgets: DatePicker, NumericTextBox, CheckBox, Grid (in-cell and popup editing) and Window.
Keyboard shortcuts: Alt+B new bill, Alt+S save, Alt+U submit, Alt+P send or pend, Alt+C discard, Alt+V view document, Alt+G add diagnosis, Alt+R add service, Alt+N add note.
A beforeunload handler warns "Leaving this page before saving will cause your changes to be lost." when the model is dirty.
After a successful submit, discard or send or pend, the script checks the Auto feed checkbox (#js-bo-AutoFeed). When it is checked, the script stays on the screen and calls getNextQueueBill to load the next queue bill (the Send/Pend modal is hidden first). When it is not checked, the script navigates to the hard-coded URL /ClaimBillEntry/Inbox/Index (ClaimBillEntry/js/ClaimBillEntry.entry.js:212-220,255-263, ClaimBillEntry/js/claimbillentry.entry.sendpend.js:109-113).
Messages use toastr through claimbillentry.message.js; confirm dialogs and Kendo window helpers come from claimbillentry.utils.js.

Business rules¶

Rule ID	Rule	Enforcement	Source
BR-SCR-001	Only Pending, Entered, Audited or Suspended bills may be opened.	Action check	`ClaimBillEntry/Controllers/EntryController.cs:88-90`
BR-SCR-002	A bill on a conflict claim is refused unless the user holds `ConflictClaim`.	Action check	`ClaimBillEntry/Controllers/EntryController.cs:91-93`, `:224-239`
BR-SCR-003	Submit requires at least one service line.	Client script	`ClaimBillEntry/js/ClaimBillEntry.entry.js:195`
BR-SCR-004	The user must confirm when Total Bill Amount differs from Services Total.	Client script	`ClaimBillEntry/js/ClaimBillEntry.entry.js:206`
BR-SCR-005	Bill status is set to `ENT` only when `SubmitBill` returns no errors.	Action check	`ClaimBillEntry/Controllers/EntryController.cs:122-127`
BR-SCR-006	Discard needs the `CBEDiscardBill` permission, but only the button visibility enforces it; the `DiscardBill` action does not check.	View model flag and client script	`ClaimBillEntry/Controllers/EntryController.cs:65`, `:159-167`, `:209`, `ClaimBillEntry/js/ClaimBillEntry.entry.js:364-365`
BR-SCR-007	Type of bill must be numeric and at most 4 characters.	Client HTML pattern	`ClaimBillEntry/Views/Entry/_Worker.cshtml:64-73`
BR-SCR-008	Admit type must be 1, 2, 3, 4, 5 or 9.	Client HTML pattern	`ClaimBillEntry/Views/Entry/_Worker.cshtml:76-85`
BR-SCR-009	The user is warned before leaving the page with unsaved changes.	Client script	`ClaimBillEntry/js/ClaimBillEntry.entry.js:2`, `:36-47`
BR-SCR-010	Procedure type `P` maps to Principal and every other code maps to Other.	AutoMapper configuration	`ClaimBillEntry/Classes/AutoMapperBootStrapper.cs:67-75`

Target	Trigger	Parameters
Inbox	Bill submitted, discarded, or sent or pended, with Auto feed unchecked	None; the script navigates to `/ClaimBillEntry/Inbox/Index`
Bill entry (this screen)	Next bill from queue, open bill or new bill, or a successful submit, discard or send or pend with Auto feed checked	Bill id in the URL, kept in step with `history.pushState`
OnBase document viewer (external)	View document button	`documentUrl` from the loaded `Worker` view model; no configuration key holding this URL was found in the analyzed source**
Send/Pend modal, billing provider lookup, rendering provider lookup, Add service window, Edit service popup, Add/Edit note popup	Toolbar buttons and lookup icons	None; these open in place, see Dialogs and partials

Screen flow diagram¶

The diagram shows the Bill entry screen, the screens it exchanges navigation with, and the dialogs it opens in place.

flowchart TD
    Entry["Bill entry<br>Entry/Index/{id}"] -->|"submit, discard, send or pend<br>(Auto feed unchecked)"| Inbox["Inbox<br>Inbox/Index"]
    Entry -->|"submit, discard, send or pend<br>(Auto feed checked)"| Entry
    Entry -->|"Alt+P"| SendPend["Send/Pend modal"]
    Entry -->|"TIN lookup icon"| BillProv["Billing provider lookup"]
    Entry -->|"rendering provider"| RendProv["Rendering provider lookup"]
    Entry -->|"Alt+R"| AddSvc["Add service window"]
    Entry -->|"edit service row"| EditSvc["Edit service popup"]
    Entry -->|"Alt+N"| Note["Add/Edit note popup"]
    Entry -->|"Alt+V"| OnBase["OnBase document viewer"]
    Inbox -->|"row double-click"| Entry
    Search["Search<br>Search/Index"] -->|"open result"| Entry

Note: Statements marked with * were inferred from code structure, naming conventions, or contextual evidence where direct confirmation was not available in source artifacts. Statements marked with ** could not be confirmed; treat as unknown until verified.

Sources¶

ClaimBillEntry/Controllers/EntryController.cs
ClaimBillEntry/Controllers/BaseController.cs
ClaimBillEntry/Controllers/HomeController.cs
ClaimBillEntry/Controllers/ProviderController.cs
ClaimBillEntry/Controllers/NoteGridController.cs
ClaimBillEntry/Controllers/DiagnosisGridController.cs
ClaimBillEntry/Controllers/ProcedureGridController.cs
ClaimBillEntry/Controllers/ServiceGridController.cs
ClaimBillEntry/Views/Entry/Index.cshtml
ClaimBillEntry/Views/Entry/_Worker.cshtml
ClaimBillEntry/Views/Entry/_DiagnosesAndProcedures.cshtml
ClaimBillEntry/Views/Entry/_DiagnosesGrid.cshtml
ClaimBillEntry/Views/Entry/_ProcedureGrid.cshtml
ClaimBillEntry/Views/Entry/_Services.cshtml
ClaimBillEntry/Views/Entry/_ServiceGrid.cshtml
ClaimBillEntry/Views/Entry/EditorTemplates/_AddService.cshtml
ClaimBillEntry/Views/Entry/EditorTemplates/_ServiceForm.cshtml
ClaimBillEntry/Views/Entry/_ServicePeekGrid.cshtml
ClaimBillEntry/Views/Entry/_NotesGrid.cshtml
ClaimBillEntry/Views/Entry/EditorTemplates/_EditNote.cshtml
ClaimBillEntry/Views/Provider/_ProviderLocationGrid.cshtml
ClaimBillEntry/Views/Provider/_RenderingProviderGrid.cshtml
ClaimBillEntry/Views/Shared/_Bootstrap3.cshtml
ClaimBillEntry/ViewModels/Entry/EntryViewModel.cs
ClaimBillEntry/ViewModels/Entry/WorkerViewModel.cs
ClaimBillEntry/Classes/AutoMapperBootStrapper.cs
ClaimBillEntry/js/ClaimBillEntry.entry.js
ClaimBillEntry/js/claimbillentry.entry.service.js
ClaimBillEntry/js/claimbillentry.entry.service.validator.js
ClaimBillEntry/js/claimbillentry.entry.worker.js
ClaimBillEntry/js/claimbillentry.entry.note.js
ClaimBillEntry/js/claimbillentry.entry.diagnosis.js
ClaimBillEntry/js/claimbillentry.entry.procedure.js
ClaimBillEntry/js/claimbillentry.entry.sendpend.js
ClaimBillEntry/js/claimbillentry.entry.provider.js
ClaimBillEntry/js/claimbillentry.message.js
ClaimBillEntry/js/claimbillentry.utils.js
ClaimBillEntry/App_Start/RouteConfig.cs
SAIF.DependencyMaps.Web.ClaimBillEntry/DependencyMap.cs