# US 2018/0025118 A1 · Method and system for generating service receipts

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- Number: US 2018/0025118 A1
- Document ID: US20180025118A1
- Status: Published application
- Kind: A1
- Application number: 15/723,159
- Filed: 2017-10-02
- Published: 2018-01-25
- Earliest claimed: 2007-06-22
- Assignees: CRB Consulting Inc.
- Applicants: CRB Consulting Inc.
- Inventors: Christopher Bulley
- Web page: https://patentgrep.com/patent/US20180025118A1

## CPC

- G06Q 10/10: Office automation; Time management
- G06Q 40/08: Insurance
- G16H 10/60: for patient-specific data, e.g. for electronic patient records
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G16H: HEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA

## Abstract

A method of generating receipts involves a receipt processor receiving an indication of a services membership, determining that a service is authorized by a plan definition associated with the services membership, determining that a current value of services associated with the services membership is less than a maximum amount defined in the services membership, and issuing a receipt for a value of the one service. The method also involves the receipt processor determining that another service is authorized by the treatment plan definition associated with the services membership, determining that another current value of services associated with the services membership is not less than the maximum amount defined in the services membership, and withholding issuing a receipt for the another service.

## Claims

### Claim 1

A method of generating receipts using a receipt processor and a database, the database defining at least one services membership, each said services membership having an associated treatment plan definition, the method comprising:
the receipt processor receiving, from an input device of the receipt processor, an indication of one services membership,
the receipt processor determining that one service is authorized by the treatment plan definition associated with the one services membership,
the receipt processor determining that a current value of services associated with the one services membership is less than a maximum amount defined in the one services membership,
the receipt processor issuing a receipt for a value of the one service,
the receipt processor determining that another service is authorized by the treatment plan definition associated with the one services membership,
the receipt processor determining that another current value of services associated with the one services membership is not less than the maximum amount defined in the one services membership, and
the receipt processor withholding issuing a receipt for the another service.

### Claim 2 (depends on 1)

The method according to claim 1, wherein the receipt comprises one of a tax receipt and a receipt for receiving reimbursement from an insurance plan.

### Claim 3 (depends on 2)

The method according to claim 2, wherein the services membership has an associated purchase price, the purchase price not exceeding the maximum amount.

### Claim 4

A receipt generating system comprising:
a database defining at least one services membership, each said services membership having an associated treatment plan definition; and
a receipt processor in communication with the database and configured to:
receive an indication of one services membership,
determine that one service is authorized by the treatment plan definition associated with the one services membership,
determine that a current value of services associated with the one services membership is less than a maximum amount defined in the one services membership, issue a receipt for a value of the one service,
determine that another service is authorized by the treatment plan definition associated with the one services membership,
determine that another current value of services associated with the one services membership is not less than the maximum amount defined in the one services membership, and
withhold issuing a receipt for the another service.

### Claim 5 (depends on 4)

The receipt generating system according to claim 4, wherein the receipt comprises one of a tax receipt and a receipt for receiving reimbursement from an insurance plan.