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Workflows

Each workflow follows one patient (or, for the staff, one month) from the first screen to the last. The steps link to the pages that explain each screen.

An O.P.D. visit

  1. Appointment (optional). The patient phones. The desk books them in Book Appointment and prints or WhatsApps the slip.
  2. At the desk.
    • A new patient: New O.P. Registration. Type the mobile number first: the family appears if it is already registered.
    • A returning patient: Renew Registration. It is free within 15 days of the last visit.
    • The fee is taken in cash, by UPI QR or by card, and the O.P. slip is printed.
  3. The queue. In the diary, Arrived gives the patient a token.
  4. The doctor:
    • writes the consultation: vitals, complaints, diagnosis;
    • clicks Write Prescription to write the prescription, with the medicines and tests, then prints it;
    • marks the appointment Seen.
  5. Tests. The billing desk makes a cash bill and adds the tests of the prescription in one step. The laboratory makes the lab order from the bill.
  6. Medicines. The pharmacy makes a medicine bill and adds the medicines of the prescription in one step.
  7. The follow-up day set by the doctor appears in Follow-up Recall, to call or WhatsApp the patient.

A lab test

  1. New Lab Order: the doctor or the desk orders the tests. Or order them from the tests of a prescription or a bill.
  2. If the tests are not billed, Bill the Tests makes the cash bill.
  3. Collect the Samples and Print the Labels: one barcode per tube.
  4. Receive Samples: the laboratory scans each tube as it arrives.
  5. Enter the results, or let the analyser send them. Abnormal values are flagged; critical ones appear on the Home page.
  6. Verify and Release: the pathologist checks and releases the report.
  7. Print the Report, and WhatsApp the patient that it is ready.

From admission to discharge

  1. Find Patient, then Admit. Choose the ward and bed on the Bed Board. Add the package, if any, and the referrer.
  2. Take an advance.
  3. Print the admission consent from Forms (Consents and Forms).
  4. Every day:
    • the nurse writes the ward chart;
    • the doctor writes consultations on the rounds;
    • tests and services go on credit bills;
    • transfers are made on the admission.
  5. An operation: record it in Operations, and Charge to the Bill the implants and consumables used.
  6. At discharge:
    • the doctor writes the discharge summary (Fill from the Notes writes the course of the stay);
    • billing makes the I.P. final bill: Prepare Bill, add charges, Apply the Package, then Save Bill and Discharge.
  7. What is left to pay: Payments Received or Receive from a Patient.

A cashless (TPA) admission

  1. Planned operation? Open the claim first: Finance > Insurance Claims > New Claim, choose Or a Patient to Be Admitted and the insurer, and record Pre-authorisation sent.
  2. Admit the patient: the insurer or TPA as the Empanelment, a bed from the free beds, and the policy in the Insurance part (TPA, policy no., member no., co-payment, room rent allowed). Save opens the claim, or takes over the one opened before.
  3. Pre-authorisation. Send the insurer's form the usual way. Then on the admission, Open the Claim > Record a Step > Pre-authorisation sent, with the amount asked and the reference. (Skip this if step 1 did it.)
  4. The answer. Record Pre-authorisation approved with the amount, or the query, or the denial. Ask for an enhancement when the admission warns that the charges have passed the amount approved.
  5. Papers. Add the card, the ID, the forms and the letters to the claim's Papers as they come.
  6. Discharge. Make the I.P. final bill. It shows what the insurer pays and what the patient pays. Take only the patient's part at the counter, then Save Bill and Discharge.
  7. Claim sent. Send the file to the insurer, then record Claim sent with the bills. The amount claimed is the insurer's part unless you enter another.
  8. Settlement. When the money comes, record Settlement received: the amount, the UTR number, the TDS kept, and what was disallowed. Say whether the hospital writes the disallowed part off, or the patient pays it.
  9. Receivables Ageing shows what each insurer still owes, and the accounts keep it on the insurer's own ledger.

The end of the day

  1. Each counter: Day-End Closing. Count the notes, check the difference, Close the Day, and print the handover.
  2. Accounts:
  3. Monthly:

A month of the staff

  1. Before the month. Duty Roster: Fill from the Usual Week for each department, then change the days that differ.
  2. Every day. Attendance: mark who came, or load the machine's file. At the end of the day, Mark the Rest Absent.
  3. As it comes. Leave: allow or refuse what is asked. Allowed leave writes the roster and the attendance by itself.
  4. At the end of the month.