[Docs] Updated Documentations

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frappe
2017-09-25 11:09:28 +02:00
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@@ -6,6 +6,7 @@ purchase-invoice
payments
journal-entry
payment-entry
subscription
multi-currency-accounting
advance-payment-entry
payment-request

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* Unlink Payment on Cancellation of Invoice: If checked, system will unlink the payment against the invoice. Otherwise, it will show the link error.
* Allow Stale Exchange Rate: This should be unchecked if you want ERPNext to check the age of records fetched from Currency Exchange in foreign currency transactions. If it is unchecked, the exchange rate field will be read-only in documents.
* Stale Days: The number of days to use when deciding if a Currency Exchange record is stale. E.g If Currency Exchange records are to be updated every day, the Stale Days should be set as 1.
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# Subscription
If you have a contract with the Customer where your organization gives bill to the Customer on a monthly, quarterly, half-yearly or annual basis, you can use subscription feature to make auto invoicing.
<img class="screenshot" alt="Subscription" src="/docs/assets/img/accounts/subscription.png">
#### Scenario
Subscription for your hosted ERPNext account requires yearly renewal. We use Sales Invoice for generating proforma invoices. To automate proforma invoicing for renewal, we set original Sales Invoice on the subscription form. Recurring proforma invoice is created automatically just before customer's account is about to expire, and requires renewal. This recurring Proforma Invoice is also emailed automatically to the customer.
To set the subscription for the sales invoice
Goto Subscription > select base doctype "Sales Invoice" > select base docname "Invoice No" > Save
<img class="screenshot" alt="Subscription" src="/docs/assets/img/accounts/subscription.gif">
**From Date and To Date**: This defines contract period with the customer.
**Repeat on Day**: If frequency is set as Monthly, then it will be day of the month on which recurring invoice will be generated.
**Notify By Email**: If you want to notify the user about auto recurring invoice.
**Print Format**: Select a print format to define document view which should be emailed to customer.
**Disabled**: It will stop to make auto recurring documents against the subscription

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@@ -12,7 +12,7 @@ You can insert Custom Link Field by following steps below.
####Step 2: Select Form
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once field are updated in table, open field before which you wish to insert Custom Field. Then click on "Insert Above" to insert new Custom Field.
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once fields are updated in the accompanying table below, open a field above the one you wish to insert your Custom Field. Then click on "Insert Above" to insert the new Custom Field.
<img alt="Select Docytpe" class="screenshot" src="/docs/assets/img/articles/link-field-1.gif">
@@ -27,4 +27,4 @@ To set field as Link, enter values as below.
<img alt="Enter Values" class="screenshot" src="/docs/assets/img/articles/link-field-2.png">
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[
{
"route": "/docs",
"title": "Docs Home"
},
{
"route": "/docs/user",
"title": "User Guide"
},
{
"route": "/docs/current/api",
"title": "Server API"
},
{
"route": "/docs/current/models",
"title": "Models (Reference)"
},
{
"route": "https://github.com/frappe/erpnext/tree/develop/erpnext/docs",
"title": "Improve Docs"
}
]

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# Patient Appointment
ERPNext Healthcare allows you to book Patient appointments for any date and if configured, send them alerts via Email or SMS.
You can create a Patient Appointment from
> 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.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/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.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/appointment_2.png">
After Booking, the scheduled time of the Appointment and duration will be updated and seved in the document.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/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 -
> 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
* 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.
* Consultation: From the Appointment screen you can directly create a Consultation to record the details of patient encounter.
* View Patient Medical Record.
> Note: User should have privileges (User Role) to view the buttons
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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# 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/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/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/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/assets/img/healthcare/consultation_4.png">
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# Healthcare
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/assets/img/healthcare/module.png">
Patients can view various documents relevant to them and book Appointments via the **ERPNext Portal**. The healthcare module is integrated with **Accounts** and **Human Resources** modules, helping you in **Billing**, **Payroll Management** etc. and benefit from other rich features of ERPNext. You can configure the **Selling** and **Stock** modules manage your Pharmacy.
ERPNext Healthcare also includes features for effectively managing the functions of an associated **Laboratory** by helping you record **Sample Collection**, emailing and printing **Lab Test** results etc. ERPNext Healthcare allows you to upload **Medical Code Standards** like **ICD10** and attach to Consultations.
### Topics
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patient
appointment
vital_signs
consultation
medical_record
sample_collection
lab_test
invoicing
physician
physician_schedule
medical_codes
setup

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# Invoicing
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.
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.
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# 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
>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
>Healthcare > Laboratory > Lab Test > New Lab Test
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/lab_test_1.png">
You can record the test results in the Lab Test document as the results gets ready.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/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
>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.
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# 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
> 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.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/medical_code_1.png">
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# Patient Medical Record
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.
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.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/medical_record_1.png">
##### Adding notes manually to Medical Record
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
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/medical_record_2.png">
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# 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
> Healthcare > Masters > Patient > New Patient
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/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.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/patient_2.png">
### 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
>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.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/patient_3.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
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.
> Note: For all ERPNext Healthcare documents, "Disabled" Patients are filtered out.
### 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.
### Actions
From the Patient document, the following links are enabled
* Vital Signs: "Create > Vital Signs" button will take you to the new Vital Signs screen to record the vitals of the Patient.
* View Patient Medical Record.
* Consultation: You can directly create a new Consultation to record the details of patient encounter.
> Note: User should have privileges (User Role) to view the buttons

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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/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/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/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/assets/img/healthcare/physician_schedule_2.png">
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# 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.
> Healthcare Settings > Laboratory Settings > Manage Sample Collection
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/assets/img/healthcare/sample_collection_1.png">
> Note: You will have to select a Sample in the Lab Test Template for the system to automatically create a Sample Collection document
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.
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[
{
"route": "/docs",
"title": "Docs Home"
},
{
"route": "/docs/user",
"title": "User Guide"
},
{
"route": "/docs/current/api",
"title": "Server API"
},
{
"route": "/docs/current/models",
"title": "Models (Reference)"
},
{
"route": "https://github.com/frappe/erpnext/tree/develop/erpnext/docs",
"title": "Improve Docs"
}
]

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# 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.
### Topics
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Setting up Practice Management
Setting up Laboratory
Setting up Pharmacy (Stock)

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# 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.
### 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
### 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.
Here's how you can configure various types of templates.
> 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.
> 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.
###### Result Format
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
* 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.
* 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.
###### Normal values
For Single and Compound result formats, you can set the normal values.
###### Sample
You will have to select the Sample required for the test. You can also mention the quantity of sample that needs to be collected. These details will be used when creating the Sample Collection document for the Lab Test.
### 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.
> Healthcare > Setup > Medical Department > New Medical Department
### Lab Test Sample
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
### Lab Test UOM
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
### Antibiotic
You can create masters for a list of Antibiotics.
> Healthcare > Setup > Antibiotic > New Antibiotic
### Sensitivity
You can create masters for a list of Sensitivity to various Antibiotics.
> Healthcare > Setup > Sensitivity > New Sensitivity
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# 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.
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# 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.
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.
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.
> Healthcare > Setup > Medical Department > New Medical Department
### Appointment Type
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
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
### Complaint and Diagnosis
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
> Healthcare > Setup > Diagnosis > New Diagnosis
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# 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
> Healthcare > Consultation > Vital Signs > New Vital Signs
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/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.
<img class="screenshot" alt="ERPNext Healthcare" src="/docs/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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<img class='screenshot' alt='Setup Item Variant by Manufacturer'
src='/docs/assets/img/stock/set-variant-by-mfg.png'>
The naming of the variant will be the name (ID) of the template Item with a number suffix. e.g. "ITEM000" will have variant "ITEM000-1"
The naming of the variant will be the name (ID) of the template Item with a number suffix. e.g. "ITEM000" will have variant "ITEM000-1"
### Update Variants Based on Template
To update the value in the variants items from the template item, select the respective fields first in the Item Variant Settings page. After that system will update the value of that fields in the variants if that values has been changed in the template item.
To set the fields Goto Stock > Item Variant Settings
<img class='screenshot' alt='Item Variant Settings'
src='/docs/assets/img/stock/item_variants_settings.png'>

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# Subscription
If you have a contract with the Customer where your organization gives bill to the Customer on a monthly, quarterly, half-yearly or annual basis, you can use subscription feature to make automatic invoices.
If you have a contract with the Customer where your organization gives bill to the Customer on a monthly, quarterly, half-yearly or annual basis, you can use subscription feature to make auto invoicing.
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/subscription/subscription.png">
### Example
#### Scenario
Subscription for your hosted ERPNext account requires yearly renewal. We use Sales Invoice for generating proforma invoices. To automate proforma invoicing for renewal, we set original Sales Invoice on the subscription form. Recurring proforma invoice is created automatically just before customer's account is about to expire, and requires renewal. This recurring Proforma Invoice is also emailed automatically to the customer.