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realigned settings, separated healthcare_settings
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# Healthcare Settings
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Most of the global settings for the Healthcare module can be done via the Healthcare Settings page.
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`Healthcare > Setup > Healthcare Settings`
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> Note: Ensure that you have `Healthcare Administrator` role enabled for your User to access this page.
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### Outpatient Settings
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* **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.
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* **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.
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* **Default Medical Code Standard**: ERPNext Healthcare allows you to use multiple Medical Code Standards - here, you can also select the default Medical Code Standard.
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* **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.
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* **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.
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* **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.
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### Healthcare Service Items
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ERPNext Healthcare utilizes the Accounts module for billing Patients. You can configure default `Items` for billing consultation charges, procedure consumption items etc. here.
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### SMS Alerts
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You can enable sending SMS alerts on Patient appointment Booking etc. and also configure SMS text in this section.
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### Income Account and Receivable Account
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If you wish to override default accounts settings and set custom Income and receivable accounts, you can do so here.
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### Laboratory Settings
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* **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.
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* **Manage Sample Collection**: If this flag is enabled, every time you create a Lab Test, a Sample Collection document will be created.
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* **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.
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* **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.
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* **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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{next}
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<!-- add-breadcrumbs -->
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<!-- add-breadcrumbs -->
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# Setup
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# Setup
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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 Administrator` Role enabled. You can configure each of the departments as detailed in the Topics below.
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Once you setup ERPNext (Company, Chart Of Accounts etc.), you can start with setting up your domain. To setup Healthcare module, User should ideally have `Healthcare Administrator` Role enabled. You can configure each of the departments as detailed in the Topics below.
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### Topics
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### Topics
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healthcare_settings
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setup_practice
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setup_practice
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setup_laboratorySetting
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setup_laboratorySetting
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setup_pharmacy
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setup_pharmacy
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@@ -3,20 +3,7 @@
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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.
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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.
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### Laboratory Settings
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Read [Healthcare Settings](https://erpnext.org/docs/user/manual/en/healthcare/setup/healthcare_settings) for setting up the Healthcare module.
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`Healthcare > Setup > Healthcare Settings > Laboratory Settings`
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* Manage Sample Collection - If this flag is enabled, every time you create a Lab Test, a Sample Collection document will be created.
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* 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.
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* 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.
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##### SMS Alerts
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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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`Healthcare > Setup > Healthcare Settings > Laboratory SMS Alerts`
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### Lab Test Templates
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### Lab Test Templates
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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.
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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.
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@@ -34,11 +21,11 @@ The Is Billable flag in Lab Test Template creates the Item, but as Disabled. Lik
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###### Result Format
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###### Result Format
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Following are the result formats available in ERPNext Healthcare
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Following are the result formats available in ERPNext Healthcare
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* Single - select this format for results which require only a single input, result UOM and normal value
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* Single: select this format for results which require only a single input, result UOM and normal value
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* Compound - allows you to configure results which require multiple input fields with corresponding event names, result UOMs and normal values
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* Compound: allows you to configure results which require multiple input fields with corresponding event names, result UOMs and normal values
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* Descriptive - this format is helpful for results which have multiple result components and corresponding result entry fields.
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* Descriptive: this format is helpful for results which have multiple result components and corresponding result entry fields.
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* Grouped - You can group test templates which are already configured and combine as a single test. For such templates select "Grouped".
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* Grouped: You can group test templates which are already configured and combine as a single test. For such templates select "Grouped".
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* 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.
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* 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.
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###### Normal values
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###### Normal values
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For Single and Compound result formats, you can set the normal values.
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For Single and Compound result formats, you can set the normal values.
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@@ -56,7 +43,6 @@ You can create various masters for Samples that are to be collected for a Lab Te
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`Healthcare > Setup > Lab Test Sample > New Lab Test Sample`
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`Healthcare > Setup > Lab Test Sample > New Lab Test Sample`
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### Lab Test UOM
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### Lab Test UOM
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You can create various masters for Unit of Measures to be used in Lab Test document.
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You can create various masters for Unit of Measures to be used in Lab Test document.
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@@ -4,7 +4,7 @@ ERPNext Healthcare do not have a Pharmacy module as such. However, [ERPNext Stoc
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For a Healthcare setup, features like [Items](https://erpnext.org/docs/user/manual/en/stock/item) with Reorder Levels, [Batch Number and Expiry Dates](https://erpnext.org/docs/user/manual/en/stock/batch) etc. will be worth looking at.
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For a Healthcare setup, features like [Items](https://erpnext.org/docs/user/manual/en/stock/item) with Reorder Levels, [Batch Number and Expiry Dates](https://erpnext.org/docs/user/manual/en/stock/batch) etc. will be worth looking at.
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ERPNext Healthcare adds a few custom fields to `Item` document so that you can effectively configure medicines.
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ERPNext Healthcare adds a few custom fields to `Item` document so that you can effectively configure medicines. Also read [Healthcare Settings](https://erpnext.org/docs/user/manual/en/healthcare/setup/healthcare_settings) for setting up default Items, Accounts etc.
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<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/items_custom_fields.png">
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<img class="screenshot" alt="ERPNext Healthcare" src="{{docs_base_url}}/assets/img/healthcare/items_custom_fields.png">
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<!-- add-breadcrumbs -->
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<!-- add-breadcrumbs -->
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# Clinic / Practice
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# Clinic / Practice
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Configuring ERPNext Healthcare for your practice is simple.
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`Healthcare > Setup > Healthcare Settings > Out Patient Settings`
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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](https://erpnext.org/docs/user/manual/en/healthcare/setup/healthcare_settings) for setting up the Healthcare module.
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By default Patient document uses the patient name as the name, but you can also opt to use a naming series if required.
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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.
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Here, you can also select the default Medical Code Standard to use.
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###### Collect Fee for Patient Registration
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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.
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###### Consultation Fee validity
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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.
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### Medical Department
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### Medical Department
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To organize your clinic into departments, you can create multiple Medical Departments.
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To organize your clinic into departments, you can create multiple Medical Departments.
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