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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

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.

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.

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

 

 

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.

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.

After Booking, the scheduled time of the Appointment and duration will be updated and seved in the document.

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.

 

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

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.

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.

 

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.

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

 

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

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.

 

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

You can record the test results in the Lab Test document as the results gets ready.

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.

 

 

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.

 

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.

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.

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.

 

 

 

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

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.

 

 

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.