Clinic

[jigneshpshah]

• Client Like Patient linked with Customer or Customize form
• Doctor
• Client Appointment
• Client Consultation
• Client Treatment
• Sales Invoice fetch all completed treatment from multiple appointments
• Client Treatment History (Report)

Flow Chart Overview

Little More Detail Chart

[jigneshpshah]

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]

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]

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]

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]

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]

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]

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