diff --git a/foundation/www/docs/assets/img/healthcare/healthcare_service_unit.png b/foundation/www/docs/assets/img/healthcare/healthcare_service_unit.png new file mode 100644 index 00000000..3c84d546 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/healthcare_service_unit.png differ diff --git a/foundation/www/docs/assets/img/healthcare/healthcare_service_unit_type.png b/foundation/www/docs/assets/img/healthcare/healthcare_service_unit_type.png new file mode 100644 index 00000000..2457a587 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/healthcare_service_unit_type.png differ diff --git a/foundation/www/docs/assets/img/healthcare/healthcare_service_unit_type_1.png b/foundation/www/docs/assets/img/healthcare/healthcare_service_unit_type_1.png new file mode 100644 index 00000000..2f829e2f Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/healthcare_service_unit_type_1.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_admission_order.png b/foundation/www/docs/assets/img/healthcare/ip_admission_order.png new file mode 100644 index 00000000..6d564548 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_admission_order.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_admit_patient.png b/foundation/www/docs/assets/img/healthcare/ip_admit_patient.png new file mode 100644 index 00000000..d1fb1f6c Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_admit_patient.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_discharge_order.png b/foundation/www/docs/assets/img/healthcare/ip_discharge_order.png new file mode 100644 index 00000000..15d09560 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_discharge_order.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_order_admission.png b/foundation/www/docs/assets/img/healthcare/ip_order_admission.png new file mode 100644 index 00000000..d1990d4e Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_order_admission.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_order_discharge.png b/foundation/www/docs/assets/img/healthcare/ip_order_discharge.png new file mode 100644 index 00000000..c8ad6391 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_order_discharge.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_schedule_discharge.png b/foundation/www/docs/assets/img/healthcare/ip_schedule_discharge.png new file mode 100644 index 00000000..197a4e67 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_schedule_discharge.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_transfer.png b/foundation/www/docs/assets/img/healthcare/ip_transfer.png new file mode 100644 index 00000000..a026b574 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_transfer.png differ diff --git a/foundation/www/docs/assets/img/healthcare/ip_transfer_patient.png b/foundation/www/docs/assets/img/healthcare/ip_transfer_patient.png new file mode 100644 index 00000000..02b77cb7 Binary files /dev/null and b/foundation/www/docs/assets/img/healthcare/ip_transfer_patient.png differ diff --git a/foundation/www/docs/user/manual/en/healthcare/appointment.md b/foundation/www/docs/user/manual/en/healthcare/appointment.md index b1edde70..80d93943 100755 --- a/foundation/www/docs/user/manual/en/healthcare/appointment.md +++ b/foundation/www/docs/user/manual/en/healthcare/appointment.md @@ -5,7 +5,7 @@ ERPNext Healthcare allows you to book Patient appointments for any date and if c ERPNext Healthcare You can create a Patient Appointment from -`Healthcare > Patient Appointment > New Patient Appointment` +`Healthcare > Appointment Booking > Patient Appointment` You can book appointments for a registered Patient by searching and selecting the Patient field. The Patient Appointment form allows you to 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. @@ -13,12 +13,14 @@ You can book appointments for a registered Patient by searching and selecting th 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. -Note that, selecting the `Appointment Type` will automatically set the duration of the appointment as configured. +Note that, selecting the `Appointment Type` will automatically set the duration of the appointment as configured. 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. `Check Availability` button will pop up all the available time slots with status indicators for the selected date. She can select a time slot and `Book` the Appointment for the Patient. ERPNext Healthcare +> Note: Appointment booking considers any 'approved' Leave Applications for the Practitioner (Employee linked in the master) are found + 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 manage referrals. Optionally, you can configure ERPNext to automatically send an SMS alert to the Patient about the booking confirmation - @@ -28,12 +30,14 @@ Optionally, you can configure ERPNext to automatically send an SMS alert to the ### Invoicing ERPNext Healthcare allows you to automatically create Invoice as you book an Appointment. To enable this option, you can turn on this option -`Healthcare > Healthcare Settings > Out Patient SMS Alerts` +`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. ERPNext Healthcare +>Note: If you have not enabled this, you can always use *Get Items From > Healthcare Services* in Sales Invoice + ### Actions * Vital Signs: `Create > Vital Signs` button will take you to the new Vital Signs screen to record the vitals of the Patient. @@ -41,8 +45,8 @@ If enabled, the Patient Appointment will prompt you to select the *Mode of Payme * View `Patient Medical History`. -> Note: User should have privileges (User Role) to view the buttons +> Note: User should have appropriate 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**. +Booking appointments via the ERPNext portal by patients directly checking a Practitioner's availability is not currently available. {next} diff --git a/foundation/www/docs/user/manual/en/healthcare/clinical_procedure.md b/foundation/www/docs/user/manual/en/healthcare/clinical_procedure.md new file mode 100644 index 00000000..ffb72326 --- /dev/null +++ b/foundation/www/docs/user/manual/en/healthcare/clinical_procedure.md @@ -0,0 +1,18 @@ + +# 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 create a Clinical Procedure by going to +`Healthcare > Patient Care > New Clinical Procedure` + +### 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. + +{next} diff --git a/foundation/www/docs/user/manual/en/healthcare/healthcare_practitioner.md b/foundation/www/docs/user/manual/en/healthcare/healthcare_practitioner.md index 121afcd0..872de6f6 100755 --- a/foundation/www/docs/user/manual/en/healthcare/healthcare_practitioner.md +++ b/foundation/www/docs/user/manual/en/healthcare/healthcare_practitioner.md @@ -1,14 +1,14 @@ # Healthcare Practitioner -ERPNext Healthcare allows you to create multiple practitioners and optionally link to a User with appropriate Roles. You can create a Practitioner here - +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` ERPNext Healthcare -To enable access 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 other roles. It's also possible that you can associate a Healthcare Practitioner to an Employee so as to utilize the many features like Leaves, Payroll etc. +To enable access 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. It's also possible that you can associate a Healthcare Practitioner to an Employee so as to utilize the many features like Leaves, Payroll etc. ->Note: You should also relate the User to an Employee to utilize the various features of Human Resources module. +>Note: You should ideally link the User to Employee document for the user to access Human Resources module. ### Availability and Charges You can select multiple schedules for each practitioner and optionally the service unit at which the practitioner will be available. Also, you can set the consultation charges which are applicable to the practitioner. If required you can select an Income Account for a Physician to book all Consultation charges into separate accounts. diff --git a/foundation/www/docs/user/manual/en/healthcare/healthcare_serice_unit.md b/foundation/www/docs/user/manual/en/healthcare/healthcare_serice_unit.md new file mode 100644 index 00000000..830e456b --- /dev/null +++ b/foundation/www/docs/user/manual/en/healthcare/healthcare_serice_unit.md @@ -0,0 +1,14 @@ + +# 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. + +ERPNext Healthcare + +Also read [Setting Up Inpatient](/docs/user/manual/en/healthcare/setup/setup-inpatient.html) for more details about configuring Healthcare Service Unit Types + +{next} diff --git a/foundation/www/docs/user/manual/en/healthcare/index.md b/foundation/www/docs/user/manual/en/healthcare/index.md index 413cd58f..65737625 100755 --- a/foundation/www/docs/user/manual/en/healthcare/index.md +++ b/foundation/www/docs/user/manual/en/healthcare/index.md @@ -5,16 +5,14 @@ Life is priceless, and you, as a healthcare practitioner needs the best of the t ERPNext Healthcare -### What Healthcare Module Covers - +### What Healthcare Domain Covers ERPNext Healthcare helps you manage your hospital, clinic or practice efficiently by scheduling **Appointments** and recording **Patient Encounters**. You can easily pull out a **Patient's Medical History** anytime to review the list of past conditions and treatments assisting you in providing effective, high quality care. It allows to easily search for ICD-10 Medical Codes simplifying the coding process. ERPNext Healthcare also comes with a Laboratory module with predefined templates for recording common Lab Tests. ERPNext Healthcare -With ERPNext version 11, Healthcare module helps you to define templates for Clinical Procedures, schedule appointments for procedures and also record stock consumption while performing the procedure. Inpatient admission scheduling, Transfer, Discharge and related billing features are also made available - -### 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 stock consumption while performing a procedure. **Inpatient ADT** and related billing features are also available. More importantly, all of it integrated with the bulk of features in ERPNext. +### Contributors of ERPNext Healthcare domain The healthcare domain of ERPNext is a 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.
@@ -24,15 +22,16 @@ The healthcare domain of ERPNext is a first domain to be completely contributed
-### User Manual +### Power your operations with ERPNext +Of course, a Healthcare facility needs lots more than the Healthcare domain to operate efficiently and ERPNext has all of it available, built-in. -A Healthcare facility needs lots more than Healthcare module to operate efficiently. ERPNext has all of it available, built-in. - -- 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). +- You can track your books of accounts using [Accounts module](/docs/user/manual/en/accounts.html). +- Manage payroll, leaves and claims of your support staff 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 and other supplies' [Stock](/docs/user/manual/en/stock.html) effectively. +- Track and manage your Pharmacy [Stock](/docs/user/manual/en/stock.html) and supplies effectively. +- Manage your [Fixed Assets](/docs/user/manual/en/asset) depreciation, and ensure timely maintenance. +- Receive online payments and [Integrations](/docs/user/manual/en/setting-up/integrations) with other services like the GSuite. -Following are detailed guides on each functionality of the ERPNext Healthcare module. +Following are detailed guides on each functionality of the ERPNext Healthcare domain. {index} diff --git a/foundation/www/docs/user/manual/en/healthcare/index.txt b/foundation/www/docs/user/manual/en/healthcare/index.txt index 3f16e61d..303014f8 100755 --- a/foundation/www/docs/user/manual/en/healthcare/index.txt +++ b/foundation/www/docs/user/manual/en/healthcare/index.txt @@ -5,8 +5,12 @@ patient_encounter medical_record sample_collection lab_test +clinical_procedures +inpatient_record invoicing +inpatient_adt healthcare_practitioner practitioner_schedule +healthcare_service_unit medical_codes setup diff --git a/foundation/www/docs/user/manual/en/healthcare/inpatient_adt.md b/foundation/www/docs/user/manual/en/healthcare/inpatient_adt.md new file mode 100644 index 00000000..7665c792 --- /dev/null +++ b/foundation/www/docs/user/manual/en/healthcare/inpatient_adt.md @@ -0,0 +1,46 @@ + +# 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`. + +ERPNext Healthcare + +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. + +ERPNext Healthcare + +On ordering a patient for admission, ERPNext Healthcare creates an IP 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. + +ERPNext Healthcare + +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`. + +ERPNext Healthcare + +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. + +ERPNext Healthcare + +The admission officer can print the Discharge Notes from the Inpatient Record while recording the patient's leave. + +## Transfer +The Inpatient Record holds all data related to the Patient's stay at the facility including all the wards beds (Service Unit) utilized. + +ERPNext Healthcare + +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. + +ERPNext Healthcare + +{next} diff --git a/foundation/www/docs/user/manual/en/healthcare/inpatient_record.md b/foundation/www/docs/user/manual/en/healthcare/inpatient_record.md new file mode 100644 index 00000000..0c85954d --- /dev/null +++ b/foundation/www/docs/user/manual/en/healthcare/inpatient_record.md @@ -0,0 +1,19 @@ + +# 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` + +ERPNext Healthcare + +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. + +{next} diff --git a/foundation/www/docs/user/manual/en/healthcare/invoicing.md b/foundation/www/docs/user/manual/en/healthcare/invoicing.md index 268c6363..59479ae4 100755 --- a/foundation/www/docs/user/manual/en/healthcare/invoicing.md +++ b/foundation/www/docs/user/manual/en/healthcare/invoicing.md @@ -1,15 +1,13 @@ # Invoicing -Billing is an integral part of any undertaking and ERPNext Healthcare achieves this by making use of the features made available as part of ERPNext Accounts module. +Billing is an integral part of any undertaking and ERPNext Healthcare achieves this by making use of the features available as part of ERPNext Accounts module. The healthcare domain links Patient document with `Customer` and all billable services like, Lab Tests, Clinical Procedures, Consulting Fees etc. with `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 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 prescribed medications without having to have access to the Healthcare module. +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 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. ERPNext Healthcare -> Note: All transactions of a Patient is booked against the Customer which it is linked to. - - +> 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) with the related Customer. {next} diff --git a/foundation/www/docs/user/manual/en/healthcare/medical_codes.md b/foundation/www/docs/user/manual/en/healthcare/medical_codes.md index af6e44af..1741ade6 100755 --- a/foundation/www/docs/user/manual/en/healthcare/medical_codes.md +++ b/foundation/www/docs/user/manual/en/healthcare/medical_codes.md @@ -1,8 +1,8 @@ # Medical Code Standards -Medical Coding are in many countries required for regulatory compliance and many of the Medical Insurance companies manage eligibility and pricing based on Medical Code standards. ERPNext Healthcare offers support, however limited, to encode diagnosis and assessments recorded as part of Patient Encounter. 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 as you wish +Medical Coding are in many countries required for regulatory compliance and many of the Medical Insurance companies manage eligibility and pricing 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. 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 as you wish if you need to comply with multiple Coding Standards -`Healthcare > Masters > Medical Code Standard` +`Healthcare > Medical Coding > Medical Code Standard` ERPNext Healthcare diff --git a/foundation/www/docs/user/manual/en/healthcare/medical_record.md b/foundation/www/docs/user/manual/en/healthcare/medical_record.md index 6a356072..4338cba3 100755 --- a/foundation/www/docs/user/manual/en/healthcare/medical_record.md +++ b/foundation/www/docs/user/manual/en/healthcare/medical_record.md @@ -4,12 +4,12 @@ Maintenance of accurate and complete medical records of patients is one of the r 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 etc. +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. ERPNext Healthcare ##### 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. It's also possible to do this from the Patient Encounter. +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. ERPNext Healthcare diff --git a/foundation/www/docs/user/manual/en/healthcare/patient_encounter.md b/foundation/www/docs/user/manual/en/healthcare/patient_encounter.md index eed15cdf..eff89cbd 100755 --- a/foundation/www/docs/user/manual/en/healthcare/patient_encounter.md +++ b/foundation/www/docs/user/manual/en/healthcare/patient_encounter.md @@ -1,7 +1,7 @@ # 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 Encounter > Patient Encounter` +`Healthcare > Patient Care > Patient Encounter` If you are creating the Patient Encounter 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. @@ -9,11 +9,11 @@ If you are creating the Patient Encounter document from an Appointment, Patient ### 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 Patient Encounter print by selecting the "In Print" flag +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 ERPNext Healthcare -### Prescriptions +### 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. @@ -21,6 +21,8 @@ Ordering a laboratory investigation is similar and if you have Lab Tests configu ERPNext Healthcare +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. diff --git a/foundation/www/docs/user/manual/en/healthcare/sample_collection.md b/foundation/www/docs/user/manual/en/healthcare/sample_collection.md index 01919c2f..26e9f5a2 100755 --- a/foundation/www/docs/user/manual/en/healthcare/sample_collection.md +++ b/foundation/www/docs/user/manual/en/healthcare/sample_collection.md @@ -12,6 +12,6 @@ You can optionally automate the creation of Sample Collection document for each You will have to enter the sample collected date and time to Submit the document signaling that the sample is collected. -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](https://erpnext.org/docs/user/manual/en/setting-up/print/print-format-builder) or even create a custom [Print Format](https://erpnext.org/docs/user/manual/en/customize-erpnext/print-format) if required. +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) or even create a custom [Print Format](/docs/user/manual/en/customize-erpnext/print-format) if required. {next} diff --git a/foundation/www/docs/user/manual/en/healthcare/setup/healthcare_settings.md b/foundation/www/docs/user/manual/en/healthcare/setup/healthcare_settings.md index 1fa21c93..8b769a14 100644 --- a/foundation/www/docs/user/manual/en/healthcare/setup/healthcare_settings.md +++ b/foundation/www/docs/user/manual/en/healthcare/setup/healthcare_settings.md @@ -1,3 +1,4 @@ + # Healthcare Settings Most of the global settings for the Healthcare module can be done via the Healthcare Settings page. diff --git a/foundation/www/docs/user/manual/en/healthcare/setup/index.md b/foundation/www/docs/user/manual/en/healthcare/setup/index.md index f6cd5b7a..e6f6e0c4 100755 --- a/foundation/www/docs/user/manual/en/healthcare/setup/index.md +++ b/foundation/www/docs/user/manual/en/healthcare/setup/index.md @@ -1,7 +1,7 @@ # Setup -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. +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 diff --git a/foundation/www/docs/user/manual/en/healthcare/setup/index.txt b/foundation/www/docs/user/manual/en/healthcare/setup/index.txt index 57f4ff39..ef48b3db 100755 --- a/foundation/www/docs/user/manual/en/healthcare/setup/index.txt +++ b/foundation/www/docs/user/manual/en/healthcare/setup/index.txt @@ -1,4 +1,5 @@ healthcare_settings setup_practice -setup_laboratorySetting +setup_inpatient +setup_laboratory setup_pharmacy diff --git a/foundation/www/docs/user/manual/en/healthcare/setup/setup_inpatient.md b/foundation/www/docs/user/manual/en/healthcare/setup/setup_inpatient.md new file mode 100644 index 00000000..e91c09b3 --- /dev/null +++ b/foundation/www/docs/user/manual/en/healthcare/setup/setup_inpatient.md @@ -0,0 +1,23 @@ + +# 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` + +ERPNext Healthcare + +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) + +ERPNext Healthcare + +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. + +{next} diff --git a/foundation/www/docs/user/manual/en/healthcare/setup/setup_laboratory.md b/foundation/www/docs/user/manual/en/healthcare/setup/setup_laboratory.md index 9b591d39..1803de0c 100755 --- a/foundation/www/docs/user/manual/en/healthcare/setup/setup_laboratory.md +++ b/foundation/www/docs/user/manual/en/healthcare/setup/setup_laboratory.md @@ -1,9 +1,9 @@ -# 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. -Read [Healthcare Settings](https://erpnext.org/docs/user/manual/en/healthcare/setup/healthcare_settings) for setting up the Healthcare module. +Read [Healthcare Settings](/docs/user/manual/en/healthcare/setup/healthcare_settings) for setting up the Healthcare module. ### 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. @@ -16,7 +16,7 @@ After providing the Name for the Test you will have to select a Code and Item gr > 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 Following are the result formats available in ERPNext Healthcare @@ -24,7 +24,7 @@ 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". +* 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 diff --git a/foundation/www/docs/user/manual/en/healthcare/setup/setup_pharmacy.md b/foundation/www/docs/user/manual/en/healthcare/setup/setup_pharmacy.md index 0a483ab0..643fdbd1 100755 --- a/foundation/www/docs/user/manual/en/healthcare/setup/setup_pharmacy.md +++ b/foundation/www/docs/user/manual/en/healthcare/setup/setup_pharmacy.md @@ -1,15 +1,15 @@ -# Pharmacy -ERPNext Healthcare do not have a Pharmacy module as such. However, [ERPNext Stock](https://erpnext.org/docs/user/manual/en/stock), [Buying](https://erpnext.org/docs/user/manual/en/buying) and [Accounts](https://erpnext.org/docs/user/manual/en/accounts) Module will do all that's needed to seamlessly manage your Pharmacy Stock as well as other supplies, their billing and purchases. +# Setting Up Pharmacy +ERPNext Healthcare do not have a Pharmacy module as such. However, [ERPNext Stock](/docs/user/manual/en/stock), [Buying](/docs/user/manual/en/buying) and [Accounts](/docs/user/manual/en/accounts) Module will do all that's needed to seamlessly manage your Pharmacy Stock as well as other supplies, their billing and purchases. -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. +You can also consider creating multiple [POS Profiles](/docs/user/manual/en/setting-up/pos-setting) for each Pharmacy user. ERPNext Stock module features like [Items](/docs/user/manual/en/stock/item) with Reorder Levels and [Auto Reordering](/docs/user/manual/en/stock/item/reorder), [Batch Number and Expiry Dates](/docs/user/manual/en/stock/batch) 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](https://erpnext.org/docs/user/manual/en/healthcare/setup/healthcare_settings) for setting up default Items, Accounts etc. +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) for setting up default Items, Accounts etc. ERPNext Healthcare -> Note that these fields are made available only if your setup has Healthcare domain enabled. +>Note that these fields are made available only if your setup has Healthcare domain enabled. -Moreover, all the three modules comes with exhaustive reports, and you can even configure auto email to to have reports emailed automatically emailed to you. +Furthermore, all the three modules comes with exhaustive reporting and you can also configure auto email to have reports emailed automatically to you. {next} diff --git a/foundation/www/docs/user/manual/en/healthcare/setup/setup_practice.md b/foundation/www/docs/user/manual/en/healthcare/setup/setup_practice.md index c18cc2a2..d6f8ae4c 100755 --- a/foundation/www/docs/user/manual/en/healthcare/setup/setup_practice.md +++ b/foundation/www/docs/user/manual/en/healthcare/setup/setup_practice.md @@ -1,30 +1,54 @@ -# Clinic / Practice +# Setting Up Clinic / Practice -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. +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) for setting up the Healthcare module. -### Medical Department +## 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. 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. 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. +## 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. + +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` -### Prescription Dosage & Duration +### 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 [Setup Inpatient Facility](/docs/user/manual/en/healthcare/setup/setup_inpatient.html) for more details. + +## 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. `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. +## 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 > 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 is 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. + {next} diff --git a/foundation/www/docs/user/manual/en/healthcare/vital_signs.md b/foundation/www/docs/user/manual/en/healthcare/vital_signs.md index 7cfe9b6e..de15f83d 100755 --- a/foundation/www/docs/user/manual/en/healthcare/vital_signs.md +++ b/foundation/www/docs/user/manual/en/healthcare/vital_signs.md @@ -2,7 +2,7 @@ # Vital Signs 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` ERPNext Healthcare