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jigneshpshah / greycube_helpmanual

Greycube Projects Help Manual
https://greycube.in
MIT License
9 stars 10 forks source link

Clinic #4

Open jigneshpshah opened 5 years ago

jigneshpshah commented 5 years ago

Flow Chart Overview clinic overview

Little More Detail Chart health clinic

jigneshpshah commented 5 years ago

Client

auto create customer with the same name and link it OR better customize customer form and add file no naming series field.

Fields File No - Naming Series can change (CID-YY.####) Client Name - Data Customer Group Address - Email- Cell Phone - Landline - Territory -

Customer History

Appointment Date Doctor Name Clinic
AP-001 13-05-2018 Dr. Farha Dentistry
jigneshpshah commented 5 years ago

Doctor

/ (like in Healthcare) Customize Employee Form

Designation = Doctor , Assistant Doctor ( Need to Show only Doctors & Asst Doctors in Dropdown ) so mostly better to have different Doctype Doctor Department= Clinic Name = Dentistry , Beauty , Skin

jigneshpshah commented 5 years ago

Client Appointment

( Used by Receptionist to book Appointment )

Appointment - naming series AP-YYMM.-.#### Client - (link) Doctor - (link) Clinic Name - doctor.clinicname (Readonly) Date Time - Status = Scheduled , Waiting , Closed , Cancelled , Under Treatment , To Bill, Billed

Refer the screenshot of Patient Appointment, show all available timeslots. https://erpnext.org/docs/user/manual/en/healthcare

Important :

  1. Show All Available Time Slots based on Doctor Schedule
  2. Available Slots in Blue and Already Booked Slots in Grey
  3. If Clicked on Already booked slots , Status = Waiting

Status Color Indicators

Waiting = DarkGrey Scheduled = Purple Closed = Blue Cancelled = Red Under Treatment = Yellow To Bill = Orange ( Default in ERPNext) Billed = Green

Fields in List View

Client Name Status Date & Time Doctor Clinic Type Appointment ID
Ajay Waiting 18-09-2018 16:20 Dr. Rahim Skin AP-1808-0001
jigneshpshah commented 5 years ago

Client Consultation

used by main doctor to assign treatment to other docotrs / self

Is Submit = True

Fields

Appointment ID - AP-YYMM.-.#### Client - Customer Name - Date Time - Client Treatment - Child Table Consultation Remark - Internal Remark ( not to be printed ) -

Client Treatment Table

Treatment (Item) Qty (default 1) Assigned to Note (data) Clinic Name (doctor.clinicname)
Item 1 Doctor (Link) Data Read Only

On Save of Consultation 1) Update Appointment as Closed

On Submit of Consultation , Logic 1) To create Client Treatment doctypes drafts
2) Update Appointment status as "Under Treatment" ( if atleast one treatment is prescribed , else "To Bill" with doctor consultation charge only)

jigneshpshah commented 5 years ago

Client Treatment

Is Submit = True

Fields

Naming Series : CT-.YY.MM.DD.-.### Client Name : Link (Read Only) Appointment : Link ReadOnly ) Doctor : Link (ReadOnly ) The one who prescribed Clinic Name : Readonly Date Time Medical Assitant = Link( Read Only ), The one who was assigned and executed the operation Treatment = (Link ReadOnly) Qty = Fetch and editable ( but not less than 1) Status = Pending (Default) , Completed, Cancelled Remarks = Small Text

Can Submit only if the status is Completed/ Cancelled.

On Submit Logic, 1) Update Appointment = "To Bill"

jigneshpshah commented 5 years ago

Sales Invoice

Get Items from Appointments

Show Appointments with Status in ( To Bill, Under Treatment)

Patient ID Appointment ID Date Status

Customize Sales Invoice Item Table New Fields ( for better linking) 1) Appointment No 2) Client Operation No

Fetch All Treatments (with Status = Completed) Linked to Selected Appointments , with Rate based on Price List in Item Table of Sales Invoice.

On Submit 1) Update Appointments in the Invoice Item Table to Status = "Billed" 2) Update All Client Treatment/Operation in the Invoice Item Table = "Billed"

jigneshpshah commented 5 years ago

Client Treatment History (Report)

Client # Appointment# Appointment Date Doctor# Clinic Consultation# Consultation Remarks Treatment# Treatment Date Medical Assistant # Treatment Status Cell No Email

/# will be link fields

Other Reports Appointment Analytics

Treatment Analytics