Healthcare Settings

Healthcare Settings

The Healthcare Settings page allows users to change the majority of the global settings for the Healthcare module.

Go to: to examine and modify the settings.

Home > Healthcare > Settings > Healthcare Settings

For your User to access this page, make sure the "Healthcare Administrator" role is enabled.

1. Out-Patient Settings

Patient Name By: Patient documents are named by naming series by default, however you can alter this to "Patient Name" if necessary.
Link Customer to Patient: By selecting this option, the system will be able to create and attach a Customer each time a new Patient is produced. All transactions are booked using this Customer. There will be patient invoices made for this customer. Also, when creating a patient, you can choose an existing customer. you can choose an existing customer.
Default Medical Code Standard: You are able to use many Medical Code Standards with ERPNext Healthcare. The default Medical Code Standard is also available for selection here.
Collect Fee for Patient Registration: If you turn this on, all newly created Patients will initially be disabled and won't become active until the registration fee has been invoiced. Use the Invoice Patient Registration button in the Patient document to generate an invoice and record the payment receipt. Additionally take note that deactivated patient records are filtered out of any ERPNext Healthcare papers.
Registration Fee: If "Collect Fee for Patient Registration" is ticked, you can choose to collect the registration fee here.
Automate Appointment Invoicing: You can enable this option to automatically generate a sales invoice (including the consultation fees for the chosen Practitioner). This function is especially useful if your business accepts payments when customers make appointments. You can choose the Payment Method and Amount Received on the Patient Appointment form. Also, when an appointment is canceled, the invoices are automatically cancelled.
Enable Free Follow-ups:Several medical facilities don't charge for follow-up appointments that happen soon after the initial visit (Patient Registration). If you want to enable free follow-ups, check this box. Set the number of free follow-ups (Patient Encounters in Valid Days) and the duration (Valid number of days) for free consultations here after this is checked.

2. Inpatient Settings

Allow Discharge Despite Unbilled Healthcare Services: Some medical facilities release the patient in order to free up the room for other admissions, and they afterwards produce the bill. If option is checked, the system will not validate unbilled services against the patient when discharging them.
Do Not Bill Patient Encounters for Inpatients: Some hospitals do not individually bill inpatients for patient encounters. If option is checked, the system will not retrieve patient encounters that are related to an inpatient record when utilizing the Sales Invoice's Obtain Items From > Healthcare Services capability.

3. Default Healthcare Service Items

The Accounts module in ERPNext Healthcare is used to bill patients. Here, you may set the default "Items" for invoicing things like procedure consumption and consultation charges. As long as the Keep Stock option is not selected, the "Inpatient Visit Charge Item" and "Out-Patient Consultation Charge Item" are service items.

4. Default Accounts

You can configure the Income and Receivable accounts for healthcare here if you want to override the default account settings.

Income Account: If a healthcare practitioner hasn't set up default income accounts, those accounts will be used to book appointment fees.
Receivable Account: Accounts with default receivables should be used to record appointment fees.

5. Out-Patient SMS Alerts

In this part, you can create a message and activate SMS notifications for patient appointment booking, patient registration, etc.

Patient Registration: When a new Patient is created in your instance, this message will be sent.
Appointment Confirmation: When a patient's appointment is scheduled, this message will be sent.
Avoid Confirmation: If you don't want the notice about appointment booking to be sent when an appointment is scheduled for the same day, check this box.
Appointment Reminder: This message will be delivered as a reminder the day of the appointment.
Remind Before: The window of time before all reminder messages should be sent can be configured.

6. Laboratory Settings

Create Lab Test(s) on Sales Invoice Submit: You can enable this option to automatically create Lab tests for all the Tests that are billed if your facility creates Invoices and receives money from Patients prior to completing the Lab Test. A Sample Collection document will also be created if the "Create Sample Collection document for Lab Test" option is enabled and the Lab Test has a Sample set up in the Lab Test Template.
Create Sample Collection document for Lab Test: If you enable this flag, a Sample Collection document will be generated each time you create a Lab Test.
Employee Name and Designation in Print: If you wish the name and title of the Employee connected to the User who submits the document to be printed in the Lab Test Report, enable this option.
Do not print or email Lab Tests without Approval: If you select this, printing and sending of lab test results will be prohibited unless they have the status of approved. This flag can be used to guarantee that each Test result leaves your facility after being verified.

7. Laboratory SMS Alerts

You can set up ERPNext Healthcare to send SMS notifications to patients when the lab test results are ready (submit) and when the results are emailed. Here, you can set up the SMS templates that you subscribed for with your supplier.

This Form has been Changed in Version 13