Merge pull request #361 from akurungadam/master

Healthcare v11 documentation
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Nabin Hait
2018-12-31 12:49:15 +05:30
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# Patient Appointment # Patient Appointment
ERPNext Healthcare allows you to book Patient appointments for any date and if configured, send them alerts via Email or SMS. ERPNext Healthcare allows you to book Patient appointments for any date and alert patients via Email or SMS. You can easily organize appointments for each Practitioner based on their availability schedules.
You can create a Patient Appointment from <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment_calendar.png">
> Healthcare > Patient Appointment > New Patient Appointment
You can book appointments for a registered Patient by searching and selecting the Patient field. You can search the Patient by Patient ID, Name, Email or Mobile number. You can also register a new Patient from the Appointment screen by selecting "Create a new patient" in the Patient field. You can create a Patient Appointment from,
`Healthcare > Appointment Booking > Patient Appointment`
You can book appointments for a registered Patient by searching for Patient by Patient ID, Name, Email or Mobile number. It is also possible to register a new Patient from the Appointment screen itself by selecting `Create a new Patient` in the Patient field.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment_1.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment_1.png">
If you have a front desk executive to manage your appointments, you can configure a user role to have access to Patient Appointment so that she can do the bookings by selecting the Physician whom the Patient wish to consult and the date for booking. "Check Availability" button will pop up all the available time slots with status indicators for the date. She can select a time slot and "Book" the Appointment for the Patient. If you need to book appointments for procedures select a Procedure or use `Get Ordered Procedures` to select from a list of Procedures that are ordered for the selected Patient.
`Check Availability` button will allow you to select the Practitioner, Appointment Type and Date for which the appointment is to be booked. On selecting the details, all the available time slots for the practitioner be displayed with status indicators for the selected date. You can select a time slot and `Book` an Appointment for the Patient.
Note that, selecting the `Appointment Type` will automatically set the duration of the appointment as configured in the Appointment Type. This will allow you to override the duration of appointments set by the Practitioner Schedule and the time slots will adjust to the next available time automatically. To disable this behavior, you can enable `Always Use Slot Duration as Appointment Duration` in the Practitioner master. This will always set the slot duration configured in the Practitioner Schedule as the Appointment duration.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment_2.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment_2.png">
After Booking, the scheduled time of the Appointment and duration will be updated and seved in the document. > Note: Appointment booking considers any 'approved' Leave Applications for the Practitioner (Employee linked in the master) and does not allow bookings on such days.
Once booked, the scheduled time of the Appointment and the Service Unit as per the Practitioner and appropriate Status will be set in the document. The More Info section of Patient Appointment, user can add *Notes* and also select a *Referring Practitioner* to help you track referrals.
Optionally, you can configure ERPNext to automatically send an SMS alert to the Patient about the booking confirmation -
`Healthcare > Healthcare Settings > Out Patient SMS Alerts`
### Invoicing
ERPNext Healthcare allows you to automatically create an Invoice as you book an Appointment. To enable this option, you can turn on this option
`Healthcare > Healthcare Settings > Invoice Appointments Automatically`
If enabled, the Patient Appointment will prompt you to select the *Mode of Payment* and enter the *Amount* collected as the Consultation Charge.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment_3.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment_3.png">
You can configure ERPNext to send an SMS alert to the Patient about the booking confirmation or a reminder on the day of Appointment by doing necessary configurations in - >Note: If you have not enabled this, you can always use *Get Items From > Healthcare Services* in Sales Invoice
> Healthcare > Healthcare Settings > Out Patient SMS Alerts
The screen also allows the executive to select a Referring Physician so that you can track the source the appointment.
### Actions ### Actions
* Billing: If you collect the consultation fee while booking the Appointment itself you can do so by using the "Create > Invoice" button. This will take you to the ERPNext Accounts Sales Invoice screen. * Vital Signs: `Create > Vital Signs` button will take you to the new Vital Signs screen to record the vitals of the Patient.
* Vital Signs: "Create > Vital Signs" button will take you to the new Vital Signs screen to record the vitals of the Patient. * Encounter: From the Appointment screen you can directly create and record the `Patient Encounter` to record the details of the visit.
* Consultation: From the Appointment screen you can directly create a Consultation to record the details of patient encounter. * View `Patient Medical History`.
* View Patient Medical Record. > Note: User should have appropriate privileges (User Role) to view the buttons
> Note: User should have privileges (User Role) to view the buttons Booking appointments via the ERPNext portal by patients directly checking a Practitioner's availability is not currently available.
A Patient can also book an appointment with a Physician by checking the Physician's availability directly through the **ERPNext Portal**.
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# Clinical Procedure
You can use this document to map all the clinical procedures, for example, wound cleaning or a cataract surgery. ERPNext allows you to preconfigure Clinical Procedure Templates, so that you do not have to set the default properties like the consumables every time you order a procedure. You can read more on this in the [Setting Up Practice](/docs/user/manual/en/healthcare/setup/setup_practice.html) page.
You can lookup and book Patient Appointment from the ordered procedures for a patient by using the `Get Prescribed Procedures` button available in Patient Appointment. The performing practitioner can easily create a new procedure from a booked appointment using the `Create > Procedure` button.
You can also create a Clinical Procedure by going to
`Healthcare > Patient Care > New Clinical Procedure`
If you are creating a Clinical Procedure manually, you may want to select a Patient Appointment for the procedure so that all details as provided by the Practitioner while ordering the procedure will be made available. Or you can also select a Clinical Procedure template so as to fetch the details of the procedure as configured in the template.
### Procedure Actions
The Practitioner can update the procedure status of the Procedure to _In Progress_ by clicking the `Start` button. For the procedure to start, adequate quantity of all consumables in the Healthcare Service Unit's Warehouse. If this fails, you can easily record a _Stock Transfer_ from the same screen.
When the procedure is completed, the practitioner can update the _Consumables_ table with the actual values of the stock quantity that are used. The `Consume and Complete` button will record consumption by booking a stock entry and the update the status of the Clinical Procedure to _Completed_. If the Procedure does not have any stock items in the Consumables table, you can merely `Complete` the procedure.
### Billing
You can create Invoices for procedures performed on a patient by going to Sales Invoice > Get Items From > Healthcare Services. This way the billing officer need not access the Healthcare module documents and the un-billed services for a Patient will be listed which the officer can chose from.
If the `Invoice Consumables Separately` option is turned on, the charges for the consumable Items will be added to the Sales Invoice separately.
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# Consultation
ERPNext Healthcare allows you to record Patient encounters through the Consultation document. You can create a Consultation based on a previously booked Appointment or directly by creating a new Consultation
>Healthcare > Consultation > Consultation
If you are creating the Consultation document from an Appointment, Patient and other related data will automatically be populated else you can search the Patient by name, email phone number etc. The Patient Details section will list the latest Vital Signs record of the patient and other information captured in the Patient screen.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/consultation_1.png">
### Assessment
Encounter Impression section allows you to select (or create new) Complaints and your assessment based on the presented complaints. You can opt to include the captured data in Consultation print by selecting the "In Print" flag
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/consultation_2.png">
### Prescriptions
You can prescribe medicines in the Drug Prescription section by selecting the drug codes (Stock Item) and appropriate dosages. If you are not managing Stock and Items are not configured, you can simply enter the Medicine name and strength in the Strength field which will printed.
Prescribing a laboratory investigation is similar and if you have Lab Tests configured, you can select from the list. Or key in the Lab Test name to be printed as part of the Prescription.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/consultation_3.png">
### Medical Coding
You can also attach one or more Medical Codes to designate the Diagnosis in the Medical Coding Section. You will have to select the Medical Code Standard you wish to encode the diagnosis and then select the Code by searching the Code itself or the Code Description.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/consultation_4.png">
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# Healthcare Practitioner
ERPNext Healthcare allows you to create multiple practitioners and link to a User with appropriate Roles. You can create a Practitioner by going to,
`Healthcare > Masters > Healthcare Practitioner`
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/practitioner_1.png">
To enable access rights to ERPNext, you may want to attach a User with `Physician` role for the practitioner. Most Patient related documents like the Encounter, Vitals etc. offer only limited access to users with other roles. You should ideally link the User to Employee document for the user to access Human Resources module so as to utilize the many features like Leaves, Payroll etc.
>Note: Selecting the Employee field will fetch in all relevant fields as configured in the Employee document to help you easily setup the Practitioner
### Availability and Charges
You can select multiple schedules for each practitioner and optionally a service unit at which the practitioner will be available.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/practitioner_2.png">
You can optionally set an `Appointment Type` for each schedule to ensure that only those types of appointments can be booked for the time slots available as per the schedule. Leaving this field blank will allow appointments of any type. Also, enabling `Always Use Slot Duration as Appointment Duration` will override the default behavior of setting appointment duration to the duration configured in the Appointment Type.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/practitioner_4.png">
You can set the consultation charges which are applicable to the practitioner. If required, you can also select an Income Account for a Physician to book all Consultation charges into separate accounts.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/practitioner_3.png">
### Referring Physicians
You may also want to manage a list of Doctors who refers Patients to your facility. You can manage such data in the Healthcare Practitioner document itself by leaving out the Employee and User links.
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# Healthcare Service Unit
ERPNext Healthcare helps you map your facility infrastructure and manage scheduling, billing etc. A Healthcare Service Unit corresponds to each such unit which can be scheduled so that these are made available for Appointment booking or Inpatient occupancy and also to be billed. You can create Healthcare Service Units by going to,
`Healthcare > Masters > Healthcare Service Unit`
It is also possible that you can group and organize all the service units in a hierarchical fashion.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_service_unit.png">
Also read [Setting Up Inpatient](/docs/user/manual/en/healthcare/setup/setup-inpatient.html) for more details about configuring Healthcare Service Unit Types
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# Healthcare # Healthcare
Life is priceless, and you as a medical practioner needs a best tools to honour it. ERPNext Healthcare domain is a humble initiative to help you serve your patients better. Life is priceless, and you, as a healthcare practitioner needs the best of the tools to honor it. ERPNext Healthcare domain is a humble initiative to help you serve your patients better.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/patient-appointment.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/patient-appointment.png">
### What Healthcare Module Covers ### What Healthcare Domain Covers
ERPNext Healthcare helps you manage your hospital, clinic or practice efficiently by scheduling **Appointments**, capturing **Vitals** and managing medication and investigation orders by recording **Patient Encounters**. You can easily pull out a **Patient's Medical History** anytime to review the patient's past conditions and treatments assisting you in providing effective, high quality care. ERPNext Healthcare allows you manage multiple **Medical Code Standards** like the ICD 10 and easily search for Medical Codes simplifying the coding process. ERPNext Healthcare also comes with a **Laboratory** module with predefined templates for recording common Lab Tests.
ERPNext Healthcare helps you manage your clinic or practice efficiently by scheduling **Appointments** and recording **Patient Encounters** (Consultations). You can easily pull out a **Patient's Health Record** anytime to review all the history of treatments assisting you in providing effective, high quality care.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment-analytics.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/appointment-analytics.png">
### Contributors of ERPNext Healthcare module With ERPNext version 11, Healthcare domain helps you define templates for **Clinical Procedures**, schedule appointments for procedures and also record the consumption of **Stock** while performing a procedure. **Inpatient ADT** and related **Billing** features are also made available. More importantly, all of it seamlessly integrated with the bulk of other useful features available in ERPNext.
The healthcare domain of ERPNext is a first domain to be competely contributed by a ERPNext community member, Earthians. Listen to Anoop, founder of Earthian on what motivated him to venture into Healthcare domain and how it benefit all the stack-holders of the community. ### Contributors of ERPNext Healthcare domain
The Healthcare domain of ERPNext is the first domain to be completely contributed by a ERPNext community member, earthians. Listen to Anoop, founder of earthians on what motivated him to venture into Healthcare domain and how it benefit all the stake holders of the community.
<div> <div>
<div class='embed-container'> <div class='embed-container'>
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### Power your operations with ERPNext
Of course, a Healthcare institution needs lots more than just the Healthcare domain to operate efficiently - ERPNext has all of it built-in, out of box!
- You can track your books of accounts using [Accounts module](/docs/user/manual/en/accounts.html).
- Manage your staff's payroll, leaves, recruitment, appraisals, claims and much more with [HR module](/docs/user/manual/en/human-resources.html).
- Organize your [Purchases](/docs/user/manual/en/buying.html) and place an approval system.
- Track and manage your Pharmacy [Stock](/docs/user/manual/en/stock.html) and other supplies effectively.
- Manage your [Fixed Assets](/docs/user/manual/en/asset.html) purchases and sales, depreciation and ensure timely maintenance.
- Receive online payments and [Integrations](/docs/user/manual/en/setting-up/integrations.html) with other services including various Google Services.
### User Manual ### User Manual
Following are detailed guides on each of the functionalities ready for use in the ERPNext Healthcare domain.
A clinic needs lots more than Healthcare module to operate efficiently. ERPNext has all of it available built-in. {index}
- You track your books of accounts using [Accounts module](/docs/user/manual/en/accounts.html).
- Manage payroll, leaves and claims of your support staff in the [HR module](/docs/user/manual/en/human-resources.html).
- Organize your [purchases](/docs/user/manual/en/buying.html) and place an approval system.
Here is the stepwise guide on each functionality of ERPNext Healthcare module.
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patient patient
appointment appointment
vital_signs vital_signs
consultation patient_encounter
medical_record medical_record
sample_collection sample_collection
lab_test lab_test
clinical_procedures
inpatient_record
invoicing invoicing
physician inpatient_adt
physician_schedule healthcare_practitioner
practitioner_schedule
healthcare_service_unit
medical_codes medical_codes
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# Inpatient ADT
Managing ADT (Admission, Discharge, Transfer) in a busy Hospital is quite a tricky function and ERPNext Healthcare eases this to a great extent. In ERPNext Healthcare every patient admission is managed using the [Inpatient Record](/docs/user/manual/en/healthcare/inpatient_record.html) document.
## Admission
A Practitioner can order a patient for admission from the Patient Encounter screen using the `Order Admission`.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_order_admission.png">
As part of the Admission Order, the practitioner can provide necessary details as to which type of ward bed the Patient needs to be admitted to, and any other admission instructions for the staff.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_admission_order.png">
On ordering a patient for admission, ERPNext Healthcare creates an Inpatient Record for the Patient with all instructions provided by the Practitioner. Any prescribed medications and investigations or procedure orders as part of the ordered Encounter will be carried to the IP record.
> Note: Field Level permissions are by default applied so that Diagnosis information, Admission Instructions and other details are only visible to users with roles Physician and Nursing User enabled
Inpatient admission officer can see the Inpatient Record with status _Admission Scheduled_ and allot the Patient the Ward as per the availability. The `Admit` button in the Inpatient Record will allow the admission officer to select a ward bed for the Patient and process the admission.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_admit_patient.png">
Once a Service Unit is assigned for the patient, the Inpatient Record status will be updated to _Admitted_.
## Discharge
Similar to the Schedule Admission, Patient Encounters for admitted Patients will have the option to `Order Discharge` triggering the status of the impatient Record to _Discharge Scheduled_.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_order_discharge.png">
The Practitioner can order an inpatient's discharge through a Patient Encounter or the Inpatient Record. The Discharge Order allows Practitioner to select the contents of the `Discharge Notes` (or the Discharge Summary) which gets updated in the patient's Inpatient Record document. The practitioner can select the investigations, medications and procedures which were included in the Patient's treatment at the facility which are to be printed in the discharge notes and optionally add his comments to print.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_discharge_order.png">
The admission officer can print the Discharge Notes from the Inpatient Record and use the `Discharge` button to record patient's leave and marking the status to _Discharged_
>Note: ERPNext healthcare validates that all services availed during the stay at the facility are Invoiced to successfully complete the `Discharge` option. However, note that this validation _does not_ consider the Invoice status.
## Transfer
The Inpatient Record holds all data related to the Patient's stay at the facility including all the wards beds (Service Unit) utilized.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_transfer.png">
You can always transfer a patient from one Service Unit to another using the `Transfer` button. This will allow you to select the Service Unit to which the Patient is being transferred.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_transfer_patient.png">
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# Inpatient Record
ERPNext Healthcare captures the all details about a Patient Admission using this document.
Inpatient Record is automatically created when a practitioner order an admission, you can find the document by going to,
`Healthcare > Patient Care > Inpatient Record`
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/ip_admission_order.png">
Healthcare Practitioner can order a patient admission from the Patient Encounter document using the `Schedule Admission` button. This will automatically create an Inpatient Record for the Patient in _Admission Scheduled_ status. The IP admission officer can then allot a vacant room to the Patient as recommended by the referring practitioner in the admission order.
All details as provided by the Practitioner in the admission order will be made available in the Inpatient record, and the dashboard will link to all other documents which are created in the admission period, you also allowed to create new documents from the dashboard.
> Note: Field Level permissions are by default applied so that Diagnosis information, Admission Instructions and other details are only visible to users with roles Physician and Nursing User enabled
Patient ADT is also managed within the Inpatient Record as described in the [Inpatient ADT](/docs/user/manual/en/healthcare/inpatient_adt.html) section.
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# Invoicing # Billing
Billing is an integral part of any undertaking and ERPNext Healthcare achieves this by making use of the ERPNext Accounts module.
> Note: All transactions of a Patient is booked against the Customer which it is linked to. Billing is an integral part of any undertaking and ERPNext Healthcare achieves this by making use of the `Sales Invoice` document in the ERPNext Accounts module.
All ERPNext Healthcare documents which require Invoicing will have buttons which would take you to the Sales Invoice with the Items configured for the service. You can then proceed by following the ERPNExt Accounts module workflows. Please note that your User account should have appropriate privileges to access the Accounts documents. The Healthcare domain links Patient document with `Customer` and all billable services like, Lab Tests, Clinical Procedures, Consulting Fees etc. with the `Item` document _(with Maintain Stock set to false)_. You can set the links manually too.
The Sales Invoice already has the `Get Items` button which helps User to get a list of Items from other related documents. ERPNext Healthcare brings two more option here to fetch all un-billed services for a Patient as well as prescribed medications from Patient Encounter. This way, the billing user can fetch all billable services as well as medications without having to have access to the Patient Encounter or the Healthcare module itself.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/get_items.png">
> Note: All transactions of a Patient are booked against the Customer which it is linked to. You may want to look up various Accounting Reports available in ERPNext Accounts module (like Accounts Receivable) using this Customer link.
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# Lab Test # Lab Test
ERPNext Healthcare allows you to manage a clinical laboratory efficiently by allowing you to enter Lab Tests and print or email test results, manage samples collected, create Invoice etc. ERPNext Healthcare comes pre-packed with some sample tests, you can reconfigure Lab Test Templates for each Test and its result format or crate new ones. You can do this in ERPNext Healthcare allows you to manage a clinical laboratory efficiently by allowing you to enter Lab Tests and print or email test results, manage samples collected, create Invoice etc. ERPNext Healthcare comes pre-packed with some frequently ordered tests, you can reconfigure Lab Test Templates for each Test and its result format or create new ones as explained in [Setting Up Laboratory](/docs/user/manual/en/healthcare/setup/setup_laboratory.html)
>Healthcare > Setup > Lab Text Templates
Once you have all necessary Lab Test Templates configured, you can start creating Lab Tests by selecting a Test Template every time you create a Test. To create a new Lab Test Once you have all necessary Lab Test Templates configured, you can start creating Lab Tests by selecting a Test Template every time you create a Test. To create a new Lab Test
>Healthcare > Laboratory > Lab Test > New Lab Test
`Healthcare > Laboratory > Lab Test > New Lab Test`
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/lab_test_1.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/lab_test_1.png">
You can record the test results in the Lab Test document as the results gets ready. It is also possible to use the `Create Multiple` option to create all the lab tests ordered / billed for a patient.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/lab_test_3.png">
You can select the Patient and then the Encounter or Invoice from which you need to pull the tests without having to open the Encounter / Sales Invoice to look up the orders.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/lab_test_4.png">
If the Lab Test Template has sample collection enabled, creating Lab Test will automatically create Sample Collection records.
> Note: To create Sample Collection documents for every Lab Test, turn on "Manage Sample Collection" flag in Healthcare Settings *and* select Sample in the Lab Test Template
ERPNext Healthcare also allows creation of Lab Tests automatically when any lab tests are billed (via Sales Invoice). This along with other Laboratory configurations can be setup in [Healthcare Settings](/docs/user/manual/en/healthcare/setup/healthcare_settings.html)
As the results gets ready, you can enter the details of results in the Lab Test document. All presets, Normal Values etc. as configured in the Lab Test Template are made available Lab Test for easy data capture.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/lab_test_2.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/lab_test_2.png">
> Note: To create Sample Collection documents for every Lab Test, check "Manage Sample Collection" flag in Healthcare Settings and select Sample in the Lab Test Template
In many Laboratories, approval of Lab Tests is a must before printing and submitting the document. ERPNext Healthcare allows you to create Users with Role "Lab Test Approver" for this. You will also have to enable this in In many Laboratories, approval of Lab Tests is a must before printing and submitting the document. ERPNext Healthcare allows you to create Users with Role "Lab Test Approver" for this. You will also have to enable this in
>Healthcare Settings > Laboratory Settings > Require Lab Test Approval
`Healthcare Settings > Laboratory Settings > Require Lab Test Approval`
This will ensure that emailing or printing of Lab Tests can only be done after Approval of the Lab Test by the Lab Test Approver. This will ensure that emailing or printing of Lab Tests can only be done after Approval of the Lab Test by the Lab Test Approver.

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# Medical Code Standards # Medical Code Standards
Medical Coding are in many countries required for regulatory compliance and many of the Medical Insurance companies do that pricing based on Medical Code standards. ERPNext Healthcare offers support, however limited, to encode diagnosis and assessments recorded as part of Consultation. This can be done if you configure the Medical Code Standard and related Medical Codes - this is easily done by data import as the code data tends to be quite large. You can create as many Medical Code Standards you wish Medical Coding are, in many countries, required for regulatory compliance and many of the Medical Insurance companies manage eligibility and coverage based on Medical Code standards. ERPNext Healthcare offers support, however limited, to encode diagnosis and assessments recorded as part of Patient Encounter. You can also codify Clinical Procedures. You can configure Medical Code Standard and related Medical Codes - which usually can be easily done by data import as the code data tends to be quite large. You can create as many Medical Code Standards as you wish if you need to comply with multiple Coding Standards.
> Healthcare > Masters > Medical Code Standard
Medical Code Standard document is used to name the Code Standard and act as a container for all the medical codes which are standardized under it. Medical Codes and descriptions can then be imported to the Medical Code document, after ensuring that you set the Medical Code Standard field to the appropriate Standard name. `Healthcare > Medical Coding > Medical Code Standard`
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/medical_code_1.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/medical_code_1.png">
Medical Code Standard document is used to name the Code Standard and act as a container for all the medical codes which are standardized under it. Medical Codes and descriptions can then be imported to the `Medical Code` document, after ensuring that you set the Medical Code Standard field appropriately.
In the Patient Encounter, practitioner can easily search and select appropriate ones from preconfigured Medical Codes.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/encounter_4.png">
It is also possible that you can link appropriate Medical Codes to `Appointment Type`, `Clinical Procedure Template`, `Lab Test Template` etc. to enable codification based on each of the services your facility offer. In many regions this is mandatory for processing patient _Insurance_ eligibility, claim processing and billing.
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# Patient Medical Record # Patient Medical History
The maintenance of complete and accurate medical records is a requirement of healthcare providers and is critical in rendering effective, high quality care. ERPNext Healthcare allows you to draw up the treatment history of a Patient anytime by merely selecting the Patient. "Medical Record" button is available in various screens so that you can easily switch to the Medical Record page to view the patient history. Maintenance of accurate and complete medical records of patients is one of the rudiments for healthcare practitioners and providers. Over and above, the ease at which the information is accessible by a practitioner is critical in rendering effective, high quality care.
Medical Record automatically keeps track of all Consultations, recorded Vital Signs, Lab Investigations etc. Complaints, Diagnosis etc. captured as part of consultation are easily viewable but to look at the details of other documents, links are provided. ERPNext Healthcare helps you to draw up the medical history of a Patient anytime by quickly searching and selecting the Patient. `View > Medical Record` button is available in all forms where Healthcare Practitioners act, so that they can easily switch to the `Patient Medical History` page to view the patient history.
Medical Record automatically keeps track of all Complaints, Diagnosis and other information captured as part of a Patient Encounter, Vital Signs, Lab Investigations, ordered Clinical Procedures, Admissions etc.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/medical_record_1.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/medical_record_1.png">
##### Adding notes manually to Medical Record ##### Adding Medical Records Manually
In the Patient screen Create > Medical Record will allow you to record notes to the Medical Record manually. You can also attach files when doing this, and the Medical Record will display links to the attached file along side the notes. Create > Medical Record button is also made available in the Consultation screen In the Patient document `Create > Medical Record` will allow you to record notes to the Medical Record manually. You can also attach files when doing this, and the Medical Record will display links to the attached file alongside the notes. It's also possible to add Medical Records from the Patient Encounter.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/medical_record_2.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/medical_record_2.png">

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# Patient # Patient
In ERPNext Healthcare, the Patient document corresponds any individual who is the recipient of healthcare services you provide. For every ERPNext Healthcare document, it is important to have a Patient associated with it. You can create a new Patient from In ERPNext Healthcare, the Patient document corresponds any individual who is the recipient of healthcare services you provide. For every document ERPNext Healthcare, it is important to have a Patient associated with it. You can create a new Patient from
> Healthcare > Masters > Patient > New Patient
`Healthcare > Masters > Patient > New Patient`
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/patient_1.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/patient_1.png">
The Patient document holds most details that are required to identify and qualify a patient. You can enter as much information available while creating the Patient. All information in the patient document is presented on the Consultation screen for easy lookup and you can always update this information. Other data like observations, vital signs etc. are not part of the Patient document. These could be recorded during patient encounters and will be available as part of the Patient Medical Record. The Patient document holds most details that are required to identify and qualify a patient. You can enter as much information available while creating the Patient. All information in the patient document is presented on the Consultation screen for easy lookup and you can always update this information. Other data like observations, vital signs etc. are all linked to the Patient document. These could be recorded during patient encounters and will be available as part of the Patient Medical History.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/patient_2.png"> The Patient document holds the Patient barcode and can be used in any the default print formats or any [Custom Print Formats](docs/user/manual/en/customize-erpnext/print-format.html) that you create for printing patient identification tags.
### Patient as a Customer ### Patient as a Customer
ERPNext Accounts makes use of "Customer" document for booking all transactions. So, you may want to associate every Patient to be associated with a Customer in ERPNext. By default, ERPNext Healthcare creates a Customer alongside a Patient and links to it - every transaction against a Patient is booked against the associated Customer. If, for some reason you do not intend to use the ERPNext Accounts module you can turn this behavior off by unchecking this flag ERPNext, especially the Accounts module, makes use of **Customer** document for booking all transactions. So, you may want to associate every Patient to be associated with a Customer in ERPNext. By default, ERPNext Healthcare creates a Customer alongside a Patient and links to it - every transaction against a Patient is booked against the associated Customer. If, for some reason you do not intend to use the ERPNext Accounts module you can turn this behavior off by unchecking this flag
>Healthcare > Setup > Healthcare Settings > Manage Customer
`Healthcare > Setup > Healthcare Settings > Manage Customer`
In many cases, you may want to associate multiple Patients to a single Customer against whom you want to book the transactions. For instance, a Veterinarian would require the care services provided to different pets of an individual invoiced against a single Customer. In many cases, you may want to associate multiple Patients to a single Customer against whom you want to book the transactions. For instance, a Veterinarian would require the care services provided to different pets of an individual invoiced against a single Customer.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/patient_3.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/patient_2.png">
The Patient Relation section of the Patient allows you to select how a Patient is related to another Patient in the system. This is optional, but will be quite handy if you want to use ERPNext in a fertility clinic, for example.
### Registration Fee ### Registration Fee
Many clinical facilities collect a registration fee during Registration. You can turn this feature on and set the registration fee amount by checking this flag Many clinical facilities collect a registration fee during Registration. You can turn this feature on and set the registration fee amount by checking this flag
> Healthcare > Setup > Healthcare Settings > Collect Fee for Patient Registration
If you have this enabled, all new Patients you create will by default be in Disabled mode and will be enabled only after Invoicing the Registration Fee. To create Invoice and record the payment receipt, you can use the "Invoice Patient Registration" button in the Patient document. `Healthcare > Setup > Healthcare Settings > Collect Fee for Patient Registration`
> Note: For all ERPNext Healthcare documents, "Disabled" Patients are filtered out. If you have this option enabled, all new Patients you create will be in _Disabled_ mode by default and will only be enabled after Invoicing the Registration Fee. To create Invoice and record the payment receipt, you can use the `Invoice Patient Registration` button in the Patient document.
> Note: "Disabled" Patients are filtered out in all ERPNext Healthcare documents.
### Grant access to Patient Portal ### Grant access to Patient Portal
ERPNext Healthcare allows you to create a portal user associated with a Patient by simply entering the user email id. A welcome email will be sent to the Patient email address to "Complete" registration. ERPNext Healthcare allows you to create a portal user associated with a Patient by simply entering the user email id. A welcome email will be sent to the Patient email address to "Complete" registration.
### Actions ### Actions
From the Patient document, the following links are enabled You can use the document links in the dashboard to traverse the linked document list with Patient filter applied, or use the + icons to create new records. Apart from this, the Patient document allows you to,
* Vital Signs: "Create > Vital Signs" button will take you to the new Vital Signs screen to record the vitals of the Patient. * Jump to the Patient's Health History, using `View > Medical Record` button.
* View Patient Medical Record. * `Create > Vital Signs` to record the vitals of the Patient.
* Consultation: You can directly create a new Consultation to record the details of patient encounter. * Manually add data to a Patient's Medical Record, for instance a scanned copy of a Lab Test performed in an external Laboratory or a quick note on the Patient's condition, using `Create > Medical Record` button.
> Note: User should have privileges (User Role) to view the buttons * Record the details of an encounter by using `Create > Patient Encounter` button
> Note: User should have appropriate privileges (User Role) to view the buttons
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# Patient Encounter
ERPNext Healthcare allows you to record every encounter with patients through the Patient Encounter document. You can create a Patient Encounter based on a previously booked Appointment or directly by creating a new Patient Encounter
`Healthcare > Patient Care > Patient Encounter`
You can also create and record encounter details for a patient from Patient Appointment, the Patient Encounter or the Patient master documents by using the `Create > Patient Encounter` button. If creating a Patient Encounter manually, you can search for a Patient by name, email phone number etc. In the Patient Encounter document, all Patient related details will automatically be populated enabling easy access to relevant data. The Patient Details section will list the latest Vital Signs record of the patient and other information captured in the Patient screen. You can also look up the Patient Health History by using the `View > Medical Record` button.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/encounter_1.png">
### Assessment
Encounter Impression section allows you to select (or create new) Complaints and your Diagnosis based on the presented complaints. You can opt to include the captured data in Patient Encounter print by selecting the "In Print" flag
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/encounter_2.png">
### Order Entry
You can prescribe medicines in the Drug Prescription section by selecting the drug codes (Stock Item) and appropriate dosages. If you are not managing Stock and Items are not configured, you can simply enter the Medicine name and strength in the Strength field which will printed.
Ordering a laboratory investigation is similar and if you have Lab Tests configured, you can select from the list. Or key in the Lab Test name to be printed as part of the Prescription. You can also order a Clinical Procedure to performed in a similar fashion.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/encounter_3.png">
The Pharmacy (Sales / Accounts) User can fetch medication and investigation orders from Patient Encounter using the _Get items from > Prescription_ made available in the sales Invoice. Lab Tests can be configured to be created automatically on Sales Invoice submission in [Healthcare Settings](/docs/user/manual/en/healthcare/setup/healthcare_settings.html). Procedure Orders can be fetched using the `Get Prescribed Procedures` while booking the Appointment for the procedure. These will then be available for billing via the _Get items from > Healthcare Services_.
### Medical Coding
You can also attach one or more Medical Codes to designate the Diagnosis in the Medical Coding Section. You will have to select the Medical Code Standard you wish to encode the diagnosis and then select the Code by searching the Code itself or the Code Description.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/encounter_4.png">
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# Physician
ERPNext Healthcare allows you to create multiple physicians and optionally link to a User with appropriate Roles. You can create a Physician here -
>Healthcare > Masters > Physician
Linking a User to the Physician makes the system populate the Physician field in all documents to the Physician associated with the logged in User.
>Note: You should also relate the User to an Employee to utilize the various features of Human Resources module.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/physician_1.png">
### Scheduling and Availability
Each Physician can have a "Physician Schedule" and a "Time per Appointment" on the basis of which, the scheduler will book Appointments. Also, you can select appropriate Income Accounts for a Physician to book all Consultation charges into separate accounts.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/physician_2.png">
### Referring Physicians
You may also want to manage a list of Doctors who refers Patients to your facility. You can manage such data in the Physician document itself by leaving out the User link.
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# Physician Schedule
Physician Schedule will help you to configure the availability and work hours of Physicians. You can then select an applicable schedule for each Physician.
You can create Physician Schedule from -
> Healthcare > Masters > Physician Schedule
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/physician_schedule_1.png">
After naming the schedule you can use the "Add Time Slots" button to create time slots for each day of the week. These time slots will then be displayed while checking the availability of a Physician when booking an Appointment.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/physician_schedule_2.png">
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# Practitioner Schedule
Physician Schedule will help you to configure the availability Healthcare Practitioners. You can then select an applicable schedule for each practitioner.
You can create Practitioner Schedule from -
`Healthcare > Masters > Practitioner Schedule`
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/practitioner_schedule_1.png">
After naming the schedule you can use the "Add Time Slots" button to create time slots for each day of the week. These time slots will then be displayed while checking the availability of a practitioner while booking an Appointment.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/practitioner_schedule_2.png">
To apply the schedule to a practitioner, open the Practitioner master and select the schedules and the service unit at which the practitioner will be available.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/practitioner_2.png">
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# Sample Collection # Sample Collection
It's critical for a Laboratory to manage collected samples and you may want to ID the sample, print stickers etc. ERPNext Healthcare "Sample Collection" document helps you to easily manage the sample collection process by creating a sample collection document for every Lab Test automatically. You will have to turn on the flag in Healthcare Settings to enable this feature. It's critical for a Laboratory to manage collected samples and you may want to ID the sample, print stickers etc. You can create a Sample Collection directly from
> Healthcare Settings > Laboratory Settings > Manage Sample Collection
`Healthcare Settings > Laboratory > Sample Collection`
You can optionally automate the creation of Sample Collection document for each Lab Test by turning on this flag `Healthcare Settings > Laboratory Settings > Manage Sample Collection`.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/sample_collection_1.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/sample_collection_1.png">
@@ -9,6 +12,6 @@ It's critical for a Laboratory to manage collected samples and you may want to I
You will have to enter the sample collected date and time to Submit the document signaling that the sample is collected. You will have to enter the sample collected date and time to Submit the document signaling that the sample is collected.
Printing on sample identification tags is also possible. By default a sample sticker print template is made available, but you can always create a custom Print Format by using "Customize" button in the print preview. Printing of sample identification tags is also possible. By default a sample sticker print template is made available, but you can always customize this directly using the [Print Format Builder](/docs/user/manual/en/setting-up/print/print-format-builder.html) or even create a custom [Print Format](/docs/user/manual/en/customize-erpnext/print-format.html) if required.
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# Healthcare Settings
Most of the global settings for the Healthcare module can be done via the Healthcare Settings page.
`Healthcare > Setup > Healthcare Settings`
> Note: Ensure that you have `Healthcare Administrator` role enabled for your User to access this page.
### Outpatient Settings
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_settings_1.png">
* **Patient Auto Name**: By default Patient document uses naming series for naming but you can also opt to change this to Patient Name if required.
* **Link Patient with Customer**: The `Manage Customer` option will enable the system to create and link a Customer whenever a new Patient is created. This Customer is used while booking all transactions. If you do not enable this, you wont be able to ling the Patient with a Customer while invoicing any of the services.
* **Default Medical Code Standard**: ERPNext Healthcare allows you to use multiple Medical Code Standards - here, you can also select the default Medical Code Standard.
* **Collect Fee for Patient Registration**: If you enable this, all new Patients you create will be _Disabled_ by default and will be only be enabled after Invoicing the Registration Fee. To create Invoice and record the payment receipt, you can use the `Invoice Patient Registration` button in the Patient document. Also note that all ERPNext Healthcare documents, filters out Patient records that are disabled. You can also set the registration fee to be collected here.
* **Manage Appointment Invoice Automatically**: If you wish to automatically create an Invoice (with the selected Practitioner's consultation charges), you can enable this option. This feature is particularly helpful if your facility collects payment while booking an appointment. The Patient Appointment form will allow you to select the Payment Method and amount received.
* **Validity for Followups**: Many healthcare facilities do not charge for follow up consultations within a time period after the first visit. You can configure the number of free follow ups (_Patient Encounters in valid days_) allowed as well as the time period (_Valid number of days_) for free consultations here.
### Healthcare Service Items
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_settings_2.png">
ERPNext Healthcare utilizes the Accounts module for billing Patients. You can configure default `Items` for billing consultation charges, procedure consumption items etc. here.
### SMS Alerts
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_settings_3.png">
You can enable sending SMS alerts on Patient appointment Booking etc. and also configure SMS text in this section.
### Income Account and Receivable Account
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_settings_4.png">
If you wish to override default accounts settings and set custom Income and receivable accounts, you can do so here.
### Laboratory Settings
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_settings_5.png">
* **Create Lab Test(s) on Sales Invoice Submit**: If your facility creates Invoices and collect payments from Patients before performing the Lab Test, you can enable this option to create Lab tests automatically for all the Tests that are billed. If you have enabled `Manage Sample Collection` and has a _Sample_ configured in the Lab Test Template, a Sample Collection document will also be created.
* **Manage Sample Collection**: If this flag is enabled, every time you create a Lab Test, a Sample Collection document will be created.
* **Require Lab Test Approval**: Turning this on will restrict printing and emailing of Lab Tests only if the documents are in Approved status. You can use this flag to ensure that every Test result leaves your facility after verification.
* **Employee name and designation in print**: Enable the third option if you want the name and designation of the Employee associated with the User who submits the document to be printed in the Lab Test Report.
* **Laboratory SMS Alerts**: You can configure ERPNext Healthcare to alert Patients via SMS when the Lab Test result gets ready (Submit) and when you Email the result. You can configure the templates for the SMS as registered with your provider here.
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# Setup # Setup
Once you setup ERPNext (Company, Chart Of Accounts etc.), you can start with setting up your domain. To setup Healthcare module, User should have Healthcare Admin Role enabled. You can configure each of the departments as detailed in the Topics below. Setting up the Healthcare domain is fairly easy. Once you setup ERPNext (Company, Chart Of Accounts etc.), you can start with setting up your domain. To setup Healthcare module completely, you should have `Healthcare Administrator` Role enabled. You can configure each of the departments as detailed in the Topics below.
### Topics ### Topics

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Setting up Practice Management healthcare_settings
Setting up Laboratory setup_practice
Setting up Pharmacy (Stock) setup_inpatient
setup_laboratory
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# Setting Up Inpatient Facility
ERPNext Healthcare allows you to easily configure your Inpatient facility, Admit, Discharge and Transfer (ADT) patients and Invoice the Patient for the care services rendered. Here's how you can setup this.
You can map your facility infrastructure (wards, beds etc.) in ERPNext using the [Healthcare Service Unit](/docs/user/manual/en/healthcare/healthcare_service_unit.html) document.
### Healthcare Service Unit Type
You can define the standard properties of `Healthcare Service Units` you create using the Healthcare Service Unit Type. By configuring various types of the service unit in your facility with respective rates and other properties, you can easily create multiple Healthcare Service Units by merely selecting the type. You can configure various types by going to,
`Healthcare > Setup > Healthcare Service Unit Type > New Healthcare Service Unit Type`
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_service_unit_type.png">
ERPNext automatically creates an Item with the details you provide here, for the billing to function.
You can also create Healthcare Service Units to map consulting rooms and other areas where appointment scheduling is possible by checking the `Allow Appointments` option. Such service units are not linked to Item master as billing will make use of the Item selected in the [Healthcare Practitioner](/docs/user/manual/en/healthcare/healthcare_practitioner.html) master or the ones configured in [Healthcare Settings](/docs/user/manual/en/healthcare/setup/healthcare_settings.html)
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/healthcare_service_unit_type_1.png">
Note that turning on the `Allow Overlap` will allow overlapping appointments for the Healthcare Practitioner available at service unit. This will be handy when you create service units where multiple Patients can be treated at the same time, for instance a yoga center or a physiotherapy room.
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# Laboratory # Setting Up Laboratory
If you wish to use features of Laboratory, you can create Users with "Laboratory User". Lab Tests, Sample Collection etc. are only visible to users with this Role enabled. If you wish to use features of Laboratory, you can create Users with _Laboratory User_. Lab Tests, Sample Collection etc. are only visible to users with this Role enabled.
### Laboratory Settings
> Healthcare > Setup > Healthcare Settings > Laboratory Settings
* Manage Sample Collection - If this flag is enabled, every time you create a Lab Test, a Sample Collection document will be created.
* Require Lab Test Approval - Turning this on will restrict printing and emailing of Lab Tests only if the documents are in Approved status. You can use this flag to ensure that every Test result leaves your facility after verification.
* Enable the third option if you want the name and designation of the Employee associated with the User who submits the document to be printed in the Lab Test Report.
##### SMS Alerts
You can configure ERPNext Healthcare to alert Patients via SMS when the Lab Test result gets ready (Submit) and when you Email the result. You an configure the templates for the SMS as registered with your provider here.
> Healthcare > Setup > Healthcare Settings > Laboratory SMS Alerts
Read [Healthcare Settings](/docs/user/manual/en/healthcare/setup/healthcare_settings.html) for setting up the Healthcare module.
### Lab Test Templates ### Lab Test Templates
Whenever you create a new Lab Test, the Lab Test document is loaded based on the template configured for that particular test. This means, you will have to have separate templates configured for each Lab Test. Whenever you create a new Lab Test, the Lab Test document is loaded based on the template configured for that particular test. This means, you will have to have separate templates configured for each Lab Test.
Here's how you can configure various types of templates. Here's how you can configure various types of templates.
> Healthcare > Setup > Lab Test Template > New Lab Test Template
`Healthcare > Setup > Lab Test Template > New Lab Test Template`
After providing the Name for the Test you will have to select a Code and Item group for creating the mapped Item. ERPNext Healthcare maps every Lab Test (every other billable healthcare service) to an Item with "Maintain Stock" set to false. This way, the Accounts Module will invoice the Item and you can see the Sales related reports of Selling Module. You can also set selling rate of the Lab Test here - this will update the Selling Price List. After providing the Name for the Test you will have to select a Code and Item group for creating the mapped Item. ERPNext Healthcare maps every Lab Test (every other billable healthcare service) to an Item with "Maintain Stock" set to false. This way, the Accounts Module will invoice the Item and you can see the Sales related reports of Selling Module. You can also set selling rate of the Lab Test here - this will update the Selling Price List.
> The Standard Selling Rate field behaves similar to the Item Standard Selling Rate, updating this will not update the Selling Price List > The Standard Selling Rate field behaves similar to the Item Standard Selling Rate, updating this will not update the Selling Price List
The Is Billable flag in Lab Test Template creates the Item, but as Disabled. Likewise, unchecking this flag will Enable the Item. The `Is Billable` flag in Lab Test Template creates the Item, but as Disabled. Likewise, unchecking this flag will Enable the Item.
###### Result Format ###### Result Format
Following are the result formats available in ERPNext Healthcare Following are the result formats available in ERPNext Healthcare
* Single - select this format for results which require only a single input, result UOM and normal value * Single: select this format for results which require only a single input, result UOM and normal value
* Compound - allows you to configure results which require multiple input fields with corresponding event names, result UOMs and normal values * Compound: allows you to configure results which require multiple input fields with corresponding event names, result UOMs and normal values
* Descriptive - this format is helpful for results which have multiple result components and corresponding result entry fields. * Descriptive: this format is helpful for results which have multiple result components and corresponding result entry fields.
* Grouped - You can group test templates which are already configured and combine as a single test. For such templates select "Grouped". * Grouped: You can group test templates which are already configured and combine as a single test. For such templates select `Grouped`.
* No Result - Select this if you don not need to enter or manage test result. Also, no Lab Test document will be created. e.g., Sub Tests for Grouped results. * No Result: Select this if you don not need to enter or manage test result. Also, no Lab Test document will be created. e.g., Sub Tests for Grouped results.
###### Normal values ###### Normal values
For Single and Compound result formats, you can set the normal values. For Single and Compound result formats, you can set the normal values.
@@ -46,23 +35,27 @@ You will have to select the Sample required for the test. You can also mention t
### Medical Department ### Medical Department
To organize your clinic into departments, you can create multiple Medical Departments. You can select appropriate departments in Lab Test Template and will be included in the Lab Test result print. To organize your clinic into departments, you can create multiple Medical Departments. You can select appropriate departments in Lab Test Template and will be included in the Lab Test result print.
> Healthcare > Setup > Medical Department > New Medical Department
`Healthcare > Setup > Medical Department > New Medical Department`
### Lab Test Sample ### Lab Test Sample
You can create various masters for Samples that are to be collected for a Lab Test. You can create various masters for Samples that are to be collected for a Lab Test.
> Healthcare > Setup > Lab Test Sample > New Lab Test Sample
`Healthcare > Setup > Lab Test Sample > New Lab Test Sample`
### Lab Test UOM ### Lab Test UOM
You can create various masters for Unit of Measures to be used in Lab Test document. You can create various masters for Unit of Measures to be used in Lab Test document.
> Healthcare > Setup > Lab Test UOM > New Lab Test UOM
`Healthcare > Setup > Lab Test UOM > New Lab Test UOM`
### Antibiotic ### Antibiotic
You can create masters for a list of Antibiotics. You can create masters for a list of Antibiotics.
> Healthcare > Setup > Antibiotic > New Antibiotic
`Healthcare > Setup > Antibiotic > New Antibiotic`
### Sensitivity ### Sensitivity
You can create masters for a list of Sensitivity to various Antibiotics. You can create masters for a list of Sensitivity to various Antibiotics.
> Healthcare > Setup > Sensitivity > New Sensitivity
`Healthcare > Setup > Sensitivity > New Sensitivity`
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# Pharmacy # Setting Up Pharmacy
ERPNext Healthcare do not have a Pharmacy module - but you can configure the Stock module to manage your stock and Accounts and Buying modules for Billing and Purchases. The stock module allows you to configure Items with serial numbers and Batches. Expiry dates can be set if you turn on the "Has Batch No" check. You can also configure the auto reorder levels if required. ERPNext Healthcare do not have a Pharmacy module as such. However, [ERPNext Stock](/docs/user/manual/en/.html), [Buying](/docs/user/manual/en/buying.html) and [Accounts](/docs/user/manual/en/accounts.html) Module will do all that's needed to seamlessly manage your Pharmacy Stock as well as other supplies, their billing and purchases.
You can also consider creating multiple [POS Profiles](/docs/user/manual/en/setting-up/pos-setting.html) for each Pharmacy user. ERPNext Stock module features like [Items](/docs/user/manual/en/stock/item.html) with Reorder Levels and [Auto Reordering](/docs/user/manual/en/stock/item/reorder.html), [Batch Number and Expiry Dates](/docs/user/manual/en/stock/batch.html) etc. will be worth looking at.
ERPNext Healthcare adds a few custom fields to `Item` document so that you can effectively configure medicines. Also read [Healthcare Settings](/docs/user/manual/en/healthcare/setup/healthcare_settings.html) for setting up default Items, Accounts etc.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/items_custom_fields.png">
>Note that these fields are made available only if your setup has Healthcare domain enabled.
Furthermore, all the three modules comes with exhaustive reporting and you can also configure auto email to have reports emailed automatically to you.
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# Clinic / Practice # Setting Up Clinic / Practice
Configuring ERPNext Healthcare for your practice is simple.
> Healthcare > Setup > Healthcare Settings > Out Patient Settings
By default Patient document uses the patient name as the name, but you can opt to use a naming series if required. You can easily configure the masters for setting up ERPNext Healthcare for your practice. Below are a list of documents which helps you speed up data entry. Also read [Healthcare Settings](/docs/user/manual/en/healthcare/setup/healthcare_settings.html) for setting up the Healthcare module.
The "Manage Customer" option will enable the system to create and link a Customer whenever a new Patient is created. This Customer is used while booking all transactions. ## Medical Department
Here, you can also select the default Medical Code Standard to use.
###### Collect Fee for Patient Registration
If you enable this, all new Patients you create will by default be in Disabled mode and will be enabled only after Invoicing the Registration Fee. To create Invoice and record the payment receipt, you can use the "Invoice Patient Registration" button in the Patient document. Also note that all ERPNext Healthcare documents, "Disabled" Patients are filtered out. You can set the registration fee to be collected here.
###### Consultation Fee validity
Many healthcare facilities do not charge for follow up consultations within a time period after the first visit. You can configure the number of free visits allowed as well as the time period for free consultations here.
### Medical Department
To organize your clinic into departments, you can create multiple Medical Departments. To organize your clinic into departments, you can create multiple Medical Departments.
> Healthcare > Setup > Medical Department > New Medical Department
### Appointment Type `Healthcare > Setup > Medical Department > New Medical Department`
You can create masters for various type of Appointments. This is optional and not considered while appointment scheduling.
> Healthcare > Setup > Appointment Type > New Appointment Type
### Prescription Dosage & Duration ## Appointment Type
You can create masters for various type of Appointments. Appointment Type allows you to predefine the duration of the appointment so that while selecting Appointment Type, the duration gets set in the Appointment automatically. This will allow you to override the duration of appointments set by the Practitioner Schedule and the time slots will adjust to the next available time automatically.
>Note: To disable this behavior, you can enable `Always Use Slot Duration as Appointment Duration` in the Practitioner master. This is will always set the slot duration configured in the Practitioner Schedule as the Appointment duration.
You can also set a color for each Appointment Type which will help you identify the appointments of a particular type in the Calendar view.
`Healthcare > Setup > Appointment Type > New Appointment Type`
## Healthcare Service Unit Type
While setting up the schedule for Healthcare Practitioner, you can optionally select a [Healthcare Service Unit](/docs/user/manual/en/healthcare/Healthcare healthcare_service_unit.html) at which the Practitioner will be conducting his consultations. You should have `Allow Appointments` option checked for Healthcare Service Unit for booking appointments. You can also define the properties of service units in `Healthcare Service Unit Type`, also read about [Setting up Inpatient Facility](/docs/user/manual/en/healthcare/setup/setup_inpatient.html) for more details.
## Masters to Ease Data Input
ERPNext Healthcare allows you to configure some of the frequently used masters to make the data entry more easy.
#### Dosage Forms
Dosage Forms help you configure the form in which the medications are packaged, for example Capsules, Syrups etc.
`Healthcare > Setup > Complaints > New Dosage Form`
#### Route of Administration
The Route of Administration corresponds to the path by which the medication is induced into to Patient. For example, Oral, Intravenous etc.
`Healthcare > Setup > Complaints > New Route of Administration`
#### Prescription Dosage & Duration
You can configure different dosages to be used while prescribing medication to patients. You can name the Prescription dosage in anyway you want (for example, BID or I-0-I), and then set the strength of the drug and the times at which it should be administered. You can configure different dosages to be used while prescribing medication to patients. You can name the Prescription dosage in anyway you want (for example, BID or I-0-I), and then set the strength of the drug and the times at which it should be administered.
> Healthcare > Setup > Prescription Dosage > New Prescription Dosage
> Healthcare > Setup > Prescription Duration > New Prescription Duration `Healthcare > Setup > Prescription Dosage > New Prescription Dosage`
### Complaint and Diagnosis `Healthcare > Setup > Prescription Duration > New Prescription Duration`
To ease the data entry while recording the encounter impression, ERPNext Healthcare allows you to save each of the Complaint / Diagnosis data you enter, from the Consultation screen itself. This way, the database keeps building a list of all complaints and diagnosis you entered. Later on, every time you start keying in, you will be able to select the previously entered word / sentence from the search field. You can also configure the masters manually.
> Healthcare > Setup > Complaints > New Complaint #### Complaint and Diagnosis
To ease the data entry while recording the encounter impression, ERPNext Healthcare allows you to save every Complaint / Diagnosis data you enter, from the Patient Encounter screen itself. This way, the database keeps building a list of all complaints and diagnosis you entered. Later on, every time you start keying in, you will be able to select the previously entered word / sentence from the search field. You can also configure the masters manually by going to,
> Healthcare > Setup > Diagnosis > New Diagnosis `Healthcare > Setup > Complaints > New Complaint`
`Healthcare > Setup > Diagnosis > New Diagnosis`
# Clinical Procedures Templates
ERPNext Healthcare allows you to configure templates with the various properties of Clinical Procedures to ease the Procedure creation process. You can create new Clinical Procedure Templates by going to,
`Healthcare > Setup > Clinical Procedure Template`
Templates allow you to manage the billable Item, rate etc. for a particular procedure. The `Consumables` section lets you set the consumable stock Items, default quantities etc. so that these items will preloaded in the Clinical Procedures created based on the template. This allows the performing practitioner can easily input the consumed quantities or add additional items which in reality has been consumed as part of the procedure.
If the `Invoice Consumables Separately` option is turned on, the charges for the consumable Items will be added to the Sales Invoice separately in addition to the `Billing Rate` of the procedure.
Note that you can also enable `Sample Collection` for a Clinical Procedure if applicable. Also, possible is to add multiple stages to the Template so that the Clinical Procedure can be tracked by the various stages as configured in the template.
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# Vital Signs # Vital Signs
ERPNext Healthcare allows you to record Vital Signs of Patients and manage this information as part of the Patient's health record. You can create a new document and record Vital Signs of a Patient from most of the Healthcare documents or directly by ERPNext Healthcare helps you to capture Vital Signs of Patients at any point of time. All Vitals information over time can be viewed as part of the Patient's Medical History. You can create a new document and record Vital Signs of a Patient directly by
> Healthcare > Consultation > Vital Signs > New Vital Signs
`Healthcare > Patient Care > Vital Signs`
You can also create and record vitals for a patient from Patient Appointment, the Patient Encounter or the Patient master documents by using the `Create > Vital Signs` button
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/vitals_1.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/vitals_1.png">
You can select the Patient for whom you are recording the vitals and start by entering each of the fields. Normal values or ranges are provided for ease of assessment. Also present is an auto BMI calculator. You can select the Patient for whom you are recording the vitals and start by entering each of the fields. Normal values or ranges are provided for ease of assessment. An automated BMI calculator is also made available.
<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/vitals_2.png"> <img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/vitals_2.png">
All recorded Vital Signs are made available in the Patient Medical Record and the last recorded Vital Sign is displayed on the left hand side pane for easy review.
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