First-time Setup¶

Before the first patient, an administrator fills in the settings below, in this order. Each links to its page in this guide.

#	Where	What
1	Administration > Hospital Details	the hospital's name, address and phones (printed on every document), the bill number prefix, the GSTIN and state code, the UPI ID for payment QR codes, and the default district and state of patients
2	Administration > Roles	the menus of each role, and the largest discount each may give
3	Administration > Application Users	a user for everyone, with a role and a password. First give yourself the Administrator role and a password, to leave set-up mode.
4	Administration > Taxes	the GST on medicines and on services, if any
5	Masters > Units and Doctors	the O.P.D. departments with their rooms, and the doctors with their qualification and registration number
6	Masters > OP Charge Items	the registration fee
7	Masters > Cash Heads (Tariff)	every service with its rate
8	Masters > I.P. Wards and I.P. Bill Items	the wards with their beds and daily charges, and the charges of the I.P. bill
9	Masters > Empanelled Companies	the insurers, TPAs, companies and schemes, with their GSTIN
10	Appointments > Doctor Schedules	the clinic days and hours of each doctor
11	Investigation > Lab Test Settings and Normal Ranges	the specimen and tube of each test, and the ranges by age and sex
12	Pharmacy > Medicines	the medicines kept, added from the catalogue, and the opening stock of each batch
13	Finance > Packages and Schemes, Referrers, Share Rules	only if the hospital uses them
14	Finance > Ledger Settings	the accountant's ledgers, if the accounts are exported to Tally or Zoho Books
15	Masters > Message Templates	the words of the WhatsApp messages
16	Clinical > Form Templates	the hospital's own consent forms and letters, if they differ

Test before you start

Register a test patient, bill a test, sell a medicine and print each document. Check the letterhead, the numbers and the taxes, then cancel the test documents.