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OneHash Healthcare

All-in-one cloud-based solution for hospitals and clinics to manage patients, billing, appointments, inventory, and clinical workflows efficiently.
By Frappe Content licensed CC-BY-SA 3.0
• 40 articles

Healthcare : Clinical Procedure

Clinical Procedure OneHash helps you create and map Clinical Procedures for patients like Wound Cleaning or a Cataract Surgery. The system allows you to preconfigure Clinical Procedure Templates, so that you do not have to set the default properties like the consumables, rates, items every time you conduct a Clinical Procedure. | 1. How to Create a Clinical Procedure To create a Clinical Procedure go to: ++Home > Healthcare > Consultation > Clinical Procedure ++ 1.1 Create a Clinical Procedure Manually 1. Select a Naming Series for the procedure. 2. Select a Procedure Template. The Warehouse, Medical Department and Consumables will be fetched automatically. 3. If you have created an appointment for the Clinical Procedure, you can select the Appointment. It will fetch the Procedure Template, Patient, Start Date and Time, etc. automatically. 4. Select a Service Unit if it is not set and the Procedure will be conducted in that unit. 5. Enter or edit details of consumables in the Consumables section. 6. If some Sample will be collected during or after the Clinical Procedure, create a Sample Collection document and link it. 7. Save. 8. Submit. 1.2 Create a Clinical Procedure from an Appointment You can lookup and book Patient Appointment from the procedures that have been ordered for a patient in the previous Patient Encounter by using the Get Prescribed Procedures button available in Patient Appointment. After the Appointment is booked, the performing practitioner can easily create a new procedure from a booked appointment using the Create > Clinical Procedure button. | 2. Features 2.1 Procedure Actions 2.1.1 Start Procedure The Practitioner can update the procedure status to In Progress by clicking the Start button. If the procedure has consumables, for the procedure to start, an adequate quantity of all consumables must be present in the Healthcare Service Unit's Warehouse. If this fails, the system will ask you to confirm Stock Transfer. After you confirm, a Stock Entry with Entry Type "Material Transfer" will be created and displayed. Validate the Stock Entry auto-created document, Save and Submit. Then you can start the Procedure. 2.1.2 Complete Procedure When the procedure is completed, the practitioner can update the Consumables table with the actual values of the stock quantity that are used. The Complete and Consume button will record consumption by booking a stock entry and update the status of the Clinical Procedure to Completed. If the Procedure does not have any stock items in the Consumables table, the Complete button will be displayed. 2.2 Billing You can create Invoices for procedures performed on a patient by going to ++Home > Selling > Sales > Sales Invoice > Get Items From > Healthcare Services++ This way the billing user need not access the Healthcare module documents and the un-billed services for a Patient will be listed which the user can choose from. If the Invoice Consumables Separately option is turned on, the charges for the consumable Items will be added to the Sales Invoice separately.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare Practitioner

Healthcare Practitioner OneHash Healthcare allows you to create multiple practitioners and link to a User with appropriate Roles. You can create a Practitioner by going to, ++Healthcare > Masters > Healthcare Practitioner++ To enable access rights to OneHash , you may want to attach a User with Healthcare Practitioners such as doctors, nurses, ward boys, lab technicians, etc. who are serving the hospital unit in one way or another. You can also link a Healthcare Practitioner to an Employee to track Payroll, Attendance or other Human Resource Management activities. ||| Note: Selecting the Employee field will fetch in all relevant fields as configured in the Employee document to help you easily setup the Practitioner | 1. How to Create a Healthcare Practitioner 1. Go to the Healthcare Practitioner list and click on New. 2. Select the Naming Series. 3. Enter basic details like First Name, Last Name, Gender, Mobile number. 4. Optionally, select a Medical Department. 5. Save. | 2. Features 2.1 Track Payroll, Attendance, Roles and Permissions In order to track all Human Resource Management activities for the Practitioner, you need to create and select the Employee in the "Employee" field in practitioner. This will help run Payroll and also track availability and attendance for booking appointments by setting appropriate Holiday List and Practitioner Schedule. You can then create an OneHash User linked to the Employee document. This will help track permissions for the Practitioner. || Note: Selecting the Employee field will fetch in all relevant fields as configured in the Employee document to help you easily set up the Practitioner If the Healthcare Practitioners are not employees in your Healthcare Units you can link User to the Practitioner and assign them the required roles. 2.2 Practitioner Availability You can select multiple Practitioner Schedule for each practitioner and optionally set a service unit at which the practitioner will be available. 2.3 Healthcare Practitioner Charges You can select or create the service items for consulting charges and set them in "Out-Patient Consulting Charge Item" and "In-Patient Consulting Charge Item". These will be fetched in Sales Invoices. You can set the consultation charges which are applicable to the practitioner. If required, you can also select an Income Account for a Physician to book all Consultation charges into separate accounts. || Note: Make sure that the Items you create for services have "Maintain Stock" and "Include Items in Manufacturing" unchecked since they are service items. 2.4 Referring Physicians You may also want to manage a list of Doctors who refers Patients to your facility. You can manage such data in the Healthcare Practitioner document itself by leaving out the Employee and User links. 2.5 Link Multiple Addresses and Contacts Suppose the Practitioner works at various hospitals, you can link multiple contacts and addresses for that Practitioner.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Inpatient ADT

Inpatient ADT Managing ADT (Admission, Discharge, Transfer) in a busy Hospital is quite a tricky function and OneHash Healthcare eases this to a great extent. In OneHash Healthcare every patient admission is managed using the Inpatient Record document. Admission A Practitioner can order a patient for admission from the Patient Encounter screen using the Order Admission. As part of the Admission Order, the practitioner can provide necessary details as to which type of ward bed the Patient needs to be admitted to, and any other admission instructions for the staff. On ordering a patient for admission, OneHash Healthcare creates an Inpatient Record for the Patient with all instructions provided by the Practitioner. Any prescribed medications and investigations or procedure orders as part of the ordered Encounter will be carried to the IP record. || Note: Field Level permissions are by default applied so that Diagnosis information, Admission Instructions and other details are only visible to users with roles Physician and Nursing User enabled Inpatient admission officer can see the Inpatient Record with status Admission Scheduled and allot the Patient the Ward as per the availability. The Admit button in the Inpatient Record will allow the admission officer to select a ward bed for the Patient and process the admission. Once a Service Unit is assigned for the patient, the Inpatient Record status will be updated to Admitted. Discharge Similar to the Schedule Admission, Patient Encounters for admitted Patients will have the option to Order Discharge triggering the status of the impatient Record to Discharge Scheduled. The Practitioner can order an inpatient's discharge through a Patient Encounter or the Inpatient Record. The Discharge Order allows Practitioner to select the contents of the Discharge Notes (or the Discharge Summary) which gets updated in the patient's Inpatient Record document. The practitioner can select the investigations, medications and procedures which were included in the Patient's treatment at the facility which are to be printed in the discharge notes and optionally add his comments to print. The admission officer can print the Discharge Notes from the Inpatient Record and use the Discharge button to record patient's leave and marking the status to Discharged ||| Note: OneHash healthcare validates that all services availed during the stay at the facility are Invoiced to successfully complete the Discharge option. However, note that this validation does not consider the Invoice status. Transfer The Inpatient Record holds all data related to the Patient's stay at the facility including all the wards beds (Service Unit) utilized. You can always transfer a patient from one Service Unit to another using the Transfer button. This will allow you to select the Service Unit to which the Patient is being transferred.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Sample Collection

Sample Collection It's critical for a Laboratory to manage collected samples and print labels for those samples, automate sample collection, etc. | How to create a Sample Collection To create a Sample Collection go to ++Healthcare > Laboratory > Sample Collection++ 1. Enter the name of the Patient. All the patient details will be auto-fetched. 2. Select the Lab Test Sample in the Sample field. You can configure the Lab Test Sample master as per your requirements. The Sample UOM is automatically fetched from the Lab Test Sample doc. 3. Set the Quantity of the sample collected. 4. Select the user who collected the sample in the "Collected By" field. 5. Set the Date and Time of sample collection in the "Collected On" field. 6. Save and Submit. | Features Sample Collection automation You can also automate the creation of Sample Collection document for each Lab Test by enabling the 'Create Sample Collection document for Lab Test' option in Healthcare Settings and configure samples in the Lab Test Template. Sample labeling Printing of sample identification tags is also possible in OneHash. By default a print format called "Sample ID Print" is made available, but you can always customize this directly using the Print Format Builder or even create a custom Print Format if required. The number of labels required has to be set in the "No. of prints" field in the Sample Collection document. Accordingly, those many labels will be generated in the print view.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Lab Test

Lab Test Lab Test allows recording multiple laboratory test details including organism, sensitivity, etc. OneHash Healthcare allows you to manage a clinical laboratory efficiently by allowing you to enter Lab Tests and print or email test results, manage samples collected, create Invoice etc. OneHash Healthcare comes pre-packed with some frequently ordered tests, you can reconfigure Lab Test Templates for each Test and its result format or create new ones as explained in Setting Up Laboratory. Once you have all necessary Lab Test Templates configured, you can start creating Lab Tests by selecting a Test Template every time you create a Test. 1. How to create a Lab Test To create a new Lab Test ++Home > Healthcare > Laboratory > Lab Test > New Lab Test++ 1. Set the Naming Series. 2. Select the Lab Test Template. Medical Department will automatically be fetched from the template. 3. Select the Patient. The patient details will be auto-fetched. 4. You can optionally select the Requesting Practitioner and the Lab Technician. 5. Save. 6. After saving all the data configured in the template will be fetched and set in the lab test document. 7. You can change the pre-configured data according to your requirements. Add comments if any, in the Comments section. 1. As the results get ready, you can enter the details of the results in the Lab Test document. All presets, Normal Values etc. as configured in the Lab Test Template are made available Lab Test for easy data capture. For example, Grouped Test: .. Descriptive Test: .. Components for which Allow Blank is not checked, will throw a validation if left blank on submit. In many Laboratories, approval of Lab Tests is a must before printing and submitting the document. OneHash Healthcare allows you to create Users with Role "Lab Test Approver" for this. You will also have to enable this in ++Healthcare Settings > Laboratory Settings > Require Lab Test Approval++ This will ensure that emailing or printing of Lab Tests can only be done after Approval of the Lab Test by the Lab Test Approver. 2. Features **2.1 Create multiple Lab Tests ** It is also possible to use the "Create Multiple" option from the Lab Test list view to create all the lab tests ordered or billed for a patient. You can create multiple lab tests from a previously created Sales Invoice or Patient Encounter. .. You can select the Patient and then the Encounter or Invoice from which you need to pull the tests without having to open the Encounter/Sales Invoice to look up the orders. .. The tests prescribed in the Investigations section of that Patient Encounter would be pulled. .. .. In the case of Sales Invoice, the items (Lab Test Template items) billed in the invoice will be pulled to create Lab Tests. **2.2 Automatic Sample Collection document creation ** If the Lab Test Template has sample collection configured, then on creating the Lab Test, sample collection document(s) will be created automatically. To create Sample Collection documents for every Lab Test, enable Create Sample Collection document for Lab Test option in Healthcare Settings and configure samples in the Lab Test Template. .. 2.3 Automatic Lab Test creation on Sales Invoice submission OneHash Healthcare also allows creation of Lab Tests automatically when any lab tests are billed (via Sales Invoice). To configure this enable Create Lab Test(s) on Sales Invoice Submission option in Healthcare Settings. **2.4 Organism Test Results ** Organisms are an optional entry for descriptive lab tests. You can select the organism, set the colony population and select the colony UOM. **2.5 Sensitivity Results ** In the case of Descriptive lab tests, if Sensitivity option is enabled in the template you can enter the sensitivity results of the sample against various antibiotics in the Sensitivity child table. The Sensitivity and Antibiotic masters are pre-configured in OneHash. You can extend or modify them as per your needs. .. **2.6 Format Test Result ** OneHash also allows you to format test result for each test/event in your result. .. .. **2.7 Laboratory SMS Alerts ** You can configure the messages for sending SMS alerts to patients whenever the lab test results are ready in the Healthcare Settings. For this, you must setup SMS Settings first. 3. Related Topics 1. Lab Test 2. Sample Collection

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Medical Record

Patient Medical History Maintenance of accurate and complete medical records of patients is one of the rudiments for healthcare practitioners and providers. Over and above, the ease at which the information is accessible by a practitioner is critical in rendering effective, high quality care. OneHash Healthcare helps you to draw up the medical history of a Patient anytime by quickly searching and selecting the Patient. To view the Patient History, you can go to: ++Home > Healthcare > Records and History > Patient History++ The history of patient interactions is maintained in the Patient Medical Record document type. These records are automatically created on submission of Patient Encounter, Vital Signs, Clinical Procedure, Lab Test, Therapy Session, and Inpatient Medication Order. From version 13 onwards, you can configure what all document types and fields should be a part of the Patient Medical Record and Patient History using Patient History Settings. View > Patient History button is available in all the forms which Healthcare Practitioners use so that they can easily switch to the "Patient History" page to view the patient history. 1. Sections - Patient Information: As soon as you select the Patient, all the information from the Patient record is fetched and displayed on the page's sidebar. - Patient Vitals: Based on the Vital Signs captured for the patient over, this section renders charts for visualizing how the Blood Pressure, Respiratory/Pulse Rate, Temperature, and BMI are varying with time. You can click on individual buttons render the required chart. - Documents for Patient Interactions: A timeline of documents fetched from the Patient Medical Records is shown in this section. You can see the doctype name, link to the document, and the date on which the record was created. On load, a summary of each document is shown. You can use the arrow below each document to get a detailed view. - **Filters| **: From version 13 onwards, you can also filter what all doctypes you want to see the interactions of using a multi-select list filter. Using the date range filter you can get the history feed between any two dates. 2. Adding Medical Records Manually Medical Record automatically keeps track of all Complaints, Diagnosis, and other information captured as part of a Patient Encounter, Vital Signs, Lab Investigations, ordered Clinical Procedures, Admissions, etc. In the Patient document Create > Medical Record will allow you to record notes to the Medical Record manually. You can also attach files when doing this, and the Medical Record will display links to the attached file alongside the notes. It's also possible to add Medical Records from the Patient Encounter. 3. Related Topics 1. Patient History Settings

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Setup Laboratory

Setting Up Laboratory If you wish to use features of Laboratory, you can create Users with Laboratory User. Lab Tests, Sample Collection etc. are only visible to users with this Role enabled. Read Healthcare Settings for setting up the Healthcare module. Lab Test Templates Whenever you create a new Lab Test, the Lab Test document is loaded based on the template configured for that particular test. This means, you will have to have separate templates configured for each Lab Test. Here's how you can configure various types of templates. ++Healthcare > Setup > Lab Test Template > New Lab Test Template++ After providing the Name for the Test you will have to select a Code and Item group for creating the mapped Item. OneHash Healthcare maps every Lab Test (every other billable healthcare service) to an Item with "Maintain Stock" set to false. This way, the Accounts Module will invoice the Item and you can see the Sales related reports of Selling Module. You can also set selling rate of the Lab Test here - this will update the Selling Price List. ||| The Standard Selling Rate field behaves similar to the Item Standard Selling Rate, updating this will not update the Selling Price List The Is Billable flag in Lab Test Template creates the Item, but as Disabled. Likewise, unchecking this flag will Enable the Item. Result Format Following are the result formats available in OneHash Healthcare - Single: select this format for results which require only a single input, result UOM and normal value - Compound: allows you to configure results which require multiple input fields with corresponding event names, result UOMs and normal values - Descriptive: this format is helpful for results which have multiple result components and corresponding result entry fields. - Grouped: You can group test templates which are already configured and combine as a single test. For such templates select Grouped. - No Result: Select this if you don not need to enter or manage test result. Also, no Lab Test document will be created. e.g., Sub Tests for Grouped results. Normal values For Single and Compound result formats, you can set the normal values. Sample You will have to select the Sample required for the test. You can also mention the quantity of sample that needs to be collected. These details will be used when creating the Sample Collection document for the Lab Test. Medical Department To organize your clinic into departments, you can create multiple Medical Departments. You can select appropriate departments in Lab Test Template and will be included in the Lab Test result print. ++Healthcare > Setup > Medical Department > New Medical Department++ Lab Test Sample You can create various masters for Samples that are to be collected for a Lab Test. ++Healthcare > Setup > Lab Test Sample > New Lab Test Sample++ Lab Test UOM You can create various masters for Unit of Measures to be used in Lab Test document. ++Healthcare > Setup > Lab Test UOM > New Lab Test UOM++ Antibiotic You can create masters for a list of Antibiotics. ++Healthcare > Setup > Antibiotic > New Antibiotic++ Sensitivity You can create masters for a list of Sensitivity to various Antibiotics. ++Healthcare > Setup > Sensitivity > New Sensitivity++

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Setup Inpatient

Setting Up Inpatient Facility OneHash Healthcare allows you to easily configure your Inpatient facility, Admit, Discharge and Transfer (ADT) patients and Invoice the Patient for the care services rendered. Here's how you can setup this. You can map your facility infrastructure (wards, beds etc.) in OneHash using the Healthcare Service Unit document. Healthcare Service Unit Type You can define the standard properties of Healthcare Service Units you create using the Healthcare Service Unit Type. By configuring various types of the service unit in your facility with respective rates and other properties, you can easily create multiple Healthcare Service Units by merely selecting the type. You can configure various types by going to, ++Healthcare > Setup > Healthcare Service Unit Type > New Healthcare Service Unit Type++ OneHash automatically creates an Item with the details you provide here, for the billing to function. You can also create Healthcare Service Units to map consulting rooms and other areas where appointment scheduling is possible by checking the Allow Appointments option. Such service units are not linked to Item master as billing will make use of the Item selected in the Healthcare Practitioner master or the ones configured in Healthcare Settings || Note that turning on the Allow Overlap will allow overlapping appointments for the Healthcare Practitioner available at service unit. This will be handy when you create service units where multiple Patients can be treated at the same time, for instance a yoga center or a physiotherapy room.

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• Last updated on Jun 18, 2025

Healthcare : Setting Up Clinic / Practice

Setting Up Clinic / Practice You can easily configure the masters for setting up OneHash Healthcare for your practice. Below are a list of documents which helps you speed up data entry. Also read Healthcare Settings for setting up the Healthcare module. Medical Department To organize your clinic into departments, you can create multiple Medical Departments. ++Healthcare > Setup > Medical Department > New Medical Department++ Appointment Type You can create masters for various type of Appointments. Appointment Type allows you to predefine the duration of the appointment so that while selecting Appointment Type, the duration gets set in the Appointment automatically. This will allow you to override the duration of appointments set by the Practitioner Schedule and the time slots will adjust to the next available time automatically. || Note: To disable this behavior, you can enable Always Use Slot Duration as Appointment Duration in the Practitioner master. This is will always set the slot duration configured in the Practitioner Schedule as the Appointment duration. You can also set a color for each Appointment Type which will help you identify the appointments of a particular type in the Calendar view. ++Healthcare > Setup > Appointment Type > New Appointment Type++ Healthcare Service Unit Type While setting up the schedule for Healthcare Practitioner, you can optionally select a Healthcare Service Unit at which the Practitioner will be conducting his consultations. You should have Allow Appointments option checked for Healthcare Service Unit for booking appointments. You can also define the properties of service units in Healthcare Service Unit Type, also read about Setting Up Inpatient Facility for more details. Masters to Ease Data Input OneHash Healthcare allows you to configure some of the frequently used masters to make the data entry more easy. 1. Dosage Forms Dosage Forms help you configure the form in which the medications are packaged, for example Capsules, Syrups etc. ++Healthcare > Setup > Complaints > New Dosage Form++ 2. Route of Administration The Route of Administration corresponds to the path by which the medication is induced into to Patient. For example, Oral, Intravenous etc. ++Healthcare > Setup > Complaints > New Route of Administration++ 3. Prescription Dosage & Duration You can configure different dosages to be used while prescribing medication to patients. You can name the Prescription dosage in anyway you want (for example, BID or I-0-I), and then set the strength of the drug and the times at which it should be administered. ++Healthcare > Setup > Prescription Dosage > New Prescription Dosage++ ++Healthcare > Setup > Prescription Duration > New Prescription Duration++ 4. Complaint and Diagnosis To ease the data entry while recording the encounter impression, OneHash Healthcare allows you to save every Complaint / Diagnosis data you enter, from the Patient Encounter screen itself. This way, the database keeps building a list of all complaints and diagnosis you entered. Later on, every time you start keying in, you will be able to select the previously entered word / sentence from the search field. You can also configure the masters manually by going to, ++Healthcare > Setup > Complaints > New Complaint++ ++Healthcare > Setup > Diagnosis > New Diagnosis++ Clinical Procedures Templates OneHash Healthcare allows you to configure templates with the various properties of Clinical Procedures to ease the Procedure creation process. You can create new Clinical Procedure Templates by going to, ++Healthcare > Setup > Clinical Procedure Template++ Templates allow you to manage the billable Item, rate etc. for a particular procedure. The Consumables section lets you set the consumable stock Items, default quantities etc. so that these items will preloaded in the Clinical Procedures created based on the template. This allows the performing practitioner can easily input the consumed quantities or add additional items which in reality has been consumed as part of the procedure. If the Invoice Consumables Separately option is turned on, the charges for the consumable Items will be added to the Sales Invoice separately in addition to the Billing Rate of the procedure. || Note that you can also enable Sample Collection for a Clinical Procedure if applicable. Also, possible is to add multiple stages to the Template so that the Clinical Procedure can be tracked by the various stages as configured in the template.

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• Last updated on Jun 18, 2025

Healthcare Settings

Healthcare Settings Most of the global settings for the Healthcare module can be done via the Healthcare Settings page. ++Healthcare > Setup > Healthcare Settings++ || Note: Ensure that you have Healthcare Administrator role enabled for your User to access this page. 1) Out-patient Settings - Patient Name By: By default Patient document uses naming series for naming but you can also opt to change this to "Patient Name" if required. - Link Customer to Patient: This option will enable the system to create and link a Customer whenever a new Patient is created. This Customer is used while booking all transactions. Patient Invoices will be created against this Customer. You can also select an existing Customer while creating a Patient. - Default Medical Code Standard: OneHash Healthcare allows you to use multiple Medical Code Standards. Here, you can also select the default Medical Code Standard. - Collect Fee for Patient Registration: If you enable this, all new Patients you create will be Disabled by default and will only be enabled after Invoicing the Registration Fee. To create an Invoice and record the Payment Receipt, you can use the Invoice Patient Registration button in the Patient document. Also note that all OneHash Healthcare documents, filter out Patient records that are disabled. - Registration Fee: You can set the Registration Fee to be collected here if you have checked "Collect Fee for Patient Registration". - Automate Appointment Invoicing: If you wish to automatically create a Sales Invoice (with the selected Practitioner's consultation charges), you can enable this option. This feature is particularly helpful if your facility collects payment while booking an appointment. The Patient Appointment form will allow you to select the Payment Method and Amount Received. Also, the invoices will be canceled automatically on Appointment cancellation. - Enable Free Follow-ups: Many healthcare facilities do not charge for follow-up consultations within a time period after the first visit (Patient Registration). Check this if you want to enable free follow-ups. After this is checked, configure the number of free follow-ups (Patient Encounters in Valid Days) allowed as well as the time period (Valid number of days) for free consultations here. 2) Inpatient Settings - Allow Discharge Despite Unbilled Healthcare Services: Some healthcare facilities discharge the patient to make the room vacant for new admissions and then generate the bill later. If this is checked then while discharging a patient, the system will not validate unbilled services against the patient. - Do Not Bill Patient Encounters for Inpatients: Some healthcare facilities do not bill Inpatients for Patient Encounters separately. If this is checked then while using the **Get Items From > Healthcare Services **functionality in the Sales Invoice, the system will not fetch patient encounters which have an Inpatient Record linked to them. 3) Default Healthcare Service Items OneHash Healthcare utilizes the Accounts module for billing Patients. You can configure default "Items" for billing consultation charges, procedure consumption items, etc. here. Make sure that the "Inpatient Visit Charge Item" and "Out-Patient Consulting Charge Item" are service items i.e they have Maintain Stock checkbox disabled. 4) Default Account - **Income Account: **Default Income Accounts to be used if not set in Healthcare Practitioner to book Appointment charges. - Receivable Account: Default Receivable Accounts to be used to book Appointment charges. ###5) Out-Patient SMS Alerts You can enable sending SMS alerts on Patient appointment Booking etc. and also configure SMS text in this section. - Patient Registration: This message will be sent when a new Patient is created in your instance. - Appointment Confirmation: This message will be sent when an Appointment is booked for the Patient. - Avoid Confirmation: Check this if you don't want to send the Appointment Booking message when the Appointment is booked on the same day. - Appointment Reminder: This message will be sent on the day of the appointment as a reminder. - Remind Before: You can configure the time before all reminder messages should be sent. 6) Laboratory Settings - Create Lab Test(s) on Sales Invoice Submit: If your facility creates Invoices and collects payments from Patients before performing the Lab Test, you can enable this option to create Lab tests automatically for all the Tests that are billed. If you have enabled the "Create Sample Collection document for Lab Test" and the Lab Test has a Sample configured in the Lab Test Template, a Sample Collection document will also be created. - Create Sample Collection document for Lab Test: If this flag is enabled, every time you create a Lab Test, a Sample Collection document will be created. - Employee Name and Designation in Print: Enable this option if you want the name and designation of the Employee associated with the User who submits the document to be printed in the Lab Test Report. - Do not print or email Lab Tests without Approval: Checking this will restrict printing and emailing of Lab Tests unless they have the status as Approved. You can use this flag to ensure that every Test result leaves your facility after verification. 7) Laboratory SMS Alerts You can configure OneHash Healthcare to alert Patients via SMS when the Lab Test result gets ready (Submit) and when you Email the result. You can configure the templates for the SMS as registered with your provider here.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Patient Encounter

Patient Encounter OneHash Healthcare allows you to record every encounter with patients through the Patient Encounter document. You can also create a Patient Encounter based on a previously booked Appointment. | 1. How to Create a Patient Encounter To create a Patient Encounter, go to: ++Home > Healthcare > Consultation > Patient Encounter++ 1. Select a Naming Series for the document. 2. If you select an Appointment, Patient details, Department and Healthcare Practitioner, etc will be fetched automatically. 3. Otherwise, you can separately select a Patient. Patient details will be fetched. 4. Select the Healthcare Practitioner. The Department will be fetched automatically. 5. Set the Encounter Date and Time. 6. Select the Symptoms and Diagnosis in the Encounter Impression section. You can opt to include the captured data in Patient Encounter print by checking "In Print". 7. Save. You can also create and record encounter details for a patient from Patient Appointment, the Patient Encounter or the Patient master documents by using the Create > Patient Encounter button. If you are creating a Patient Encounter manually, you can search for a Patient by name, email, phone number etc. | 2. Features 2.1 Medical Coding You can also attach one or more Medical Codes to designate the Diagnosis in the Medical Coding Section. You will have to select the Medical Code Standard with which you wish to encode the diagnosis and then select the Code by searching the Code itself or the Code Description. 2.2 Medication You can prescribe medicines in the Medication section by selecting the drug codes (Stock Item) and appropriate dosages. If you are not managing Stock, and Items are not configured, you can simply enter the Medicine name and strength in the Strength field which will be printed. You can optionally add a comment in the Medication table entry and select a Dosage Form (Tablet, Syrup). If you maintain stock, Inventory for medicines can be managed using the Stocks Module: 2.3 Investigations In the Investigations section, you can prescribe Lab Tests for the Patient. If you have Lab Test Templates configured, you can select from the list and add comments optionally. Lab Tests can be configured to be created automatically on Sales Invoice submission by checking Create Lab Test(s) on Sales Invoice Submission in Healthcare Settings. 2.4 Procedures You can also prescribe a Clinical Procedure to be performed for the Patient in the Procedures section. Select the Clinical Procedure Template and optionally assign a date for conducting the Procedure. 2.5 Rehabilitation If your Healthcare facility offers Rehabilitation and Physiotherapy services, you can prescribe therapies in the Patient Encounter and a Therapy Plan will be created automatically on submission of Patient Encounter. 2.6 Billing and Prescriptions The Pharmacy (Sales / Accounts) User can fetch medication and investigation (Lab Test) orders from Patient Encounter using the Get items from > Prescription in Sales Invoice. Clinical Procedure orders can be fetched using the Get Prescribed Clinical Procedures button while booking an Appointment for the procedure. These will then be available for billing via the Get items from > Healthcare Services. | 3. Actions || Note: User should have appropriate privileges (User Role) to view the buttons After you have completed filling up all the necessary sections, you can Submit the document. The Action buttons will be visible only after submission. - Vital Signs: Create > Vital Signs button will take you to the new Vital Signs screen to record the vitals of the Patient. - Medical Record: Create > Medical Record button will take you to the new Medical Record screen to record details. You can also attach some report to the record. - Clinical Procedure: Using Create > Clinical Procedure button you can create a Clinical Procedure. - Patient History: View > Patient History. - Schedule Admission: You can Schedule Admission using this button. This will create an Inpatient Record.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Healthcare : Patient

Patient In OneHash Healthcare, the Patient document corresponds to any individual who is the recipient of the healthcare services you provide. For every document, it is important to have a Patient associated with it. You can create a new Patient from ++ Home>Healthcare > Masters > Patient > New Patient++ | 1. How to Create a Patient 1. Go to the Patient list and click on New. 2. Enter the First Name, Gender, Blood Group, DOB, etc. 3. Enter the patient's mobile number. This is important if you have enabled SMS alerts for patients. 4. Enter the email address for the patient. 5. For the "Customer" field you can create a customer and select it here. If you don't create select a Customer and you have enabled "Link Customer to Patient" in Healthcare Settings, a customer will be automatically created and linked as soon as you save the document. 6. Save. || Note: Linking a Customer to the Patient is necessary for billing and invoicing. Switch to "Image" view from the list sidebar to view and edit multiple patients along with their photos. | 2. Features 2.1 Capture History Personal History You can optionally capture Personal History like Occupation and Marital Status along with Patient's Relations with existing patients. Capture Medical History Optionally capture Medical History like Allergies, Medications, Medical History and Surgical History. Capture Risk Factors and More Capture Risk Factors like Tobacco and Alcohol consumption habits, etc. Patient as a Customer OneHash, especially the Accounts module, makes use of Customer document for booking all transactions. So, you may want to associate every Patient to be associated with a Customer in OneHash. By default, OneHash Healthcare creates a Customer alongside a Patient and links to it - every transaction against a Patient is booked against the associated Customer. If, for some reason you do not intend to use the OneHash Accounts module you can turn this behavior off by unchecking this flag "Link Customer to Patient" in Healthcare Settings. In many cases, you may want to associate multiple Patients to a single Customer against whom you want to book the transactions. For instance, a Veterinarian would require the care services provided to different pets of an individual invoiced against a single Customer. Registration Fee Many clinical facilities collect a registration fee during Registration. You can turn this feature on and set the registration fee amount by checking this flag "Collect Registration Fee" in Healthcare Settings and set the registration fee amount. ++Healthcare > Setup > Healthcare Settings > Collect Fee for Patient Registration++ If you have this option enabled, all new Patients you create will be in Disabled mode by default and will only be enabled after Invoicing the Registration Fee. To create Invoice and record the payment receipt, you can use the** Invoice Patient Registration** button in the Patient document. || Note: "Disabled" Patients are filtered out in all OneHash Healthcare documents. Grant access to Patient Portal OneHash Healthcare allows you to create a portal user associated with a Patient by simply entering the user email id. A welcome email will be sent to the Patient email address to "Complete" registration. Actions You can use the document links in the dashboard to traverse the linked document list with Patient filter applied, or use the + icons to create new records. Apart from this, the Patient document allows you to, - View Patient's Health History, using View > Medical Record button. - Create > Vital Signs to record the vitals of the Patient. - Manually add data to a Patient's Medical Record, for instance a scanned copy of a Lab Test performed in an external Laboratory or a quick note on the Patient's condition, using** Create > Medical Record** button. - Record the details of an encounter by using Create > Patient Encounter button The Patient document holds the Patient barcode and can be used in any the default print formats or any Custom Print Formats that you create for printing patient identification tags. || Note: This Form has been Changed in Version 13. | 3. Related Topics 1. Healthcare Settings

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Healthcare : Patient Appointment

Patient Appointment OneHash Healthcare allows you to book Patient appointments for any date and alert patients via Email or SMS. You can easily organize appointments for each Practitioner based on their availability schedules. You can create a Patient Appointment from, ++Healthcare > Appointment Booking > Patient Appointment++ | 1. Prerequisites Before creating a Patient Appointment, these need to be created first: 1. Patient 2. Healthcare Practitioner 3. Practitioner Schedule You can book appointments for a registered Patient by searching for Patient by Patient ID, Name, Email or Mobile number. It is also possible to register a new Patient from the Appointment screen itself by selecting "Create a new Patient" in the Patient field. | 2. How to Create a Patient Appointment 1. Go to the Patient Appointment list, click on New. 2. Select the Patient for which you want to set up an Appointment. The Patient Name, Gender, and Patient Age will be auto-fetched on selecting the Patient. If the patient is an Inpatient (Admitted) then the Inpatient Record will also be auto-fetched for them. 3. You can optionally select the Service Unit where you would want to schedule the appointment. 4. If you need to book Appointment for Clinical Procedure select a Clinical Procedure Template. If you want to select a Clinical Procedure which has been prescribed for the patient in the previous Patient Encounter click on ++Get Prescribed Clinical Procedures++ button to select from a list of Clinical Procedures that are prescribed for the selected Patient. The same process applies to fetch the prescribed Therapy Types using the ++Get Prescribed Therapies++ button or just selecting a Therapy Type. 5. You can optionally select the "Appointment Type" and the "Duration (in minutes)". Note that, selecting the "Appointment Type" will automatically set the duration of the appointment as configured in the Appointment Type. This will allow you to override the duration of appointments set by the Practitioner Schedule and the time slots will adjust to the next available time automatically. 6. If you have checked "Automate Appointment Invoicing" in Healthcare Settings, setting the "Mode of Payment" and "Amount" fields in Patient Appointment is mandatory. 7. Then click on the ++Check Availability++ button. It will allow you to select the Medical Department, Healthcare Practitioner and Date for which the appointment is to be booked. On selecting the details, all the available time slots for the practitioner will be fetched from the Practitioner Schedule and displayed with status indicators for the selected date. You can select a time slot and hit ++Book.++ 8. Once booked, the scheduled time of the Appointment and the Service Unit as per the Practitioner and appropriate Status will be set in the document. | 3. Features 3.1 Patient Appointment Calendar You can click on "Calendar" view from the Patient Appointment list view. Types of Appointments can be differentiated by setting the "Color" field in Appointment Type 3.2 Appointment Rescheduling You can reschedule the Patient Appointment by clicking on the Reschedule button in the document and following the same steps. 3.3 Managing Schedules Patient Appointment booking considers any "Approved" Leave Applications for the Practitioner (Employee linked in the master) and does not allow booking Patient Appointments on such days. While booking it also checks for Appointment Overlaps and restricts the booking for the same slots. 3.4 Notes and Referrals In the "More Info" section of the Patient Appointment document, the user can add "Notes" and also select a "Referring Practitioner" to help track referrals. 3.5 Out Patient SMS Alerts Optionally, you can configure Healthcare Settings in OneHash to automatically send an SMS alert to the Patients about the booking confirmation via "Out-Patient SMS Alerts". 3.6 Automate Appointment Invoicing OneHash Healthcare automatically creates a Sales Invoice as soon as you book a Patient Appointment. To enable this, you can check "Automate Appointment Invoicing" in Healthcare Settings. If enabled, the Patient Appointment will prompt you to select the Mode of Payment and enter the Amount collected as the Consultation Charge. || Note: If you have not enabled this, you can always use Get Items From > Healthcare Services in Sales Invoice 3.7 Status Indications Status indicates the state of the Patient Appointment. The various Statuses are: - Scheduled: When the Patient Appointment has not yet started but scheduled on a future date. - Open: When the Patient Appointment has been scheduled for today. - Closed: When a Patient Encounter or Clinical Procedure has been created for the Patient Appointment. - Expired: When the Appointment date has passed and no Patient Encounter or Clinical Procedure has been created against it. - Cancelled: When the Appointment is Cancelled. | 4. Actions || Note: User should have appropriate privileges (User Role) to view the buttons - Vital Signs: Create > Vital Signs button will take you to the new Vital Signs screen to record the vitals of the Patient. - Encounter: From the Appointment screen you can directly create and record the "Patient Encounter" to record the details of the visit using the Create > Patient Encounter button. - To view the medical history of that patient click on View > Patient Medical History. - Reschedule: For rescheduling the Appointment. - Cancel: For canceling the Appointment

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Healthcare : Introduction

Introduction Here is what a patient appointment looks like in OneHash: Here are some analytics: OneHash Healthcare helps you manage your hospital, clinic, or practice efficiently by scheduling Appointments, capturing Vitals, and managing medication and investigation orders by recording Patient Encounters. You can easily pull out a Patient's Medical History anytime to review the patient's past conditions and treatments assisting you in providing effective, high-quality care. OneHash Healthcare allows you to manage multiple Medical Code Standards like the ICD 10 and easily search for Medical Codes simplifying the coding process. OneHash Healthcare also comes with a Laboratory module with predefined templates for recording common Lab Tests. Reports like Appointment Analytics and Lab Test Report help you get a thorough idea of the operations. **Contributors of OneHash Healthcare domain ** The Healthcare domain of OneHash is the first domain to be completely contributed by a OneHash community member, Earthians. Listen to Anoop, founder of Earthians on what motivated him to venture into Healthcare domain and how it benefit all stake holders of the community. With OneHash, Healthcare domain helps you define templates for Clinical Procedures, schedule appointments for procedures and also record the consumption of Stock while performing a procedure. Inpatient ADT and related Billing features are also made available. More importantly, all of it seamlessly integrated with the bulk of other useful features available in OneHash. Power your operations with OneHash Of course, a Healthcare institution needs lots more than just the Healthcare domain to operate efficiently - OneHash has all of it built-in, out of box! - You can track your books of accounts using Accounts module. - Manage your staff's payroll, leaves, recruitment, appraisals, claims and much more with HR module. - Organize your Purchases and place an approval system. - Track and manage your Pharmacy Stock and other supplies effectively. - Manage your Fixed Assets purchases and sales, depreciation and ensure timely maintenance. - Receive online payments and Integrations with other services including various Google Services

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Healthcare: Lab Test Template

Lab Test Template Lab Test Template in OneHash allows you to create all types of Lab Tests rapidly. You can pre-configure the events and result components for Single, Compound, Descriptive, or Grouped tests, so that, you don't have to fill in redundant data every single time. | 1. How to create a Lab Test Template To create a Lab Test Template, go to: ++Home > Healthcare > Laboratory > Lab Test Template > New Lab Test Template++ The following are the common fields in the Template of every result format. 1. Test Name: Specify the name of the Lab Test. 2. Item Code: For managing the billing workflow of lab tests, items are created automatically on template creation. Provide the Item Code for the test in this field. 3. Item Group: You can group the lab tests based on different criteria using this field. Create an Item Group or choose from the existing ones. 4. Department: Medical department for which this lab test is conducted. 5. Result Format: Specify the result format for the lab test: - Single: In this type of lab test only one result value is interpreted. - Compound: In compound lab tests, the sample is tested for multiple events. - Descriptive: These types of tests are used for testing multiple result components and you can also configure checking the sensitivity of the sample for various antibiotics here. - Grouped: These are a group of other test templates. - No Result: These are the tests that have no result values. 1. Description: You can provide a detailed description of the test here. 2. ** Is Billable:** Check this if the test is billable. 3. Rate: If Is Billable is checked, then you have to specify the rate for the lab test in this field. In this case, Item Price will be configured automatically upon saving the template. 1.1 Single Result Format In this result format, only one result value is interpreted. After filling up the details specified in the first step, the UOM, Secondary UOM, and Normal Range need to be set. For example, the Hemoglobin test is often used to check for anemia, usually along with a hematocrit or as part of a complete blood count (CBC). 1.2 Compound Result Format In this result format, the sample is tested for multiple events. These events need to be configured in the "Compound" table. You can set the Events and specify the UOM, Secondary UOM, Conversion Factor, and Normal Range for each event. If at all some event's result need not be specified in the Lab Test, you can check "Allow Blank" for that event. If this is not checked, the system will not let you submit the Lab Test unless all the result values are set. 1.3 Descriptive Result Format These types of tests are used for testing multiple result components. You can also configure testing the sensitivity of the sample for various antibiotics by enabling the "Sensitivity" option in the template. You can use the "Allow Blank" option to allow keeping result entries blank for certain components. 1.4 Grouped Result Format A grouped result format is used to create a Lab Test result as a group of other tests or events eg: Complete Haemogram. The Complete haemogram test is a group of tests performed on a sample of blood. Haemogram serves as a broad screening panel that checks for the presence of any diseases and infections in the body. Haemogram tests mainly the three components of blood: - The hemoglobin test is often used to check for anemia, usually along with a hematocrit or as part of a complete blood count (CBC). - A DLC blood test is one that measures the percentage of every single type of WBCs in the body. - TLC is a test that determines the number of WBCs in our bodies. - Neutrophils (Event) You can configure the UOM, Secondary UOM and, Normal Range in case of events. On selecting other tests in the table, the system automatically fetches the description and rate of those single/compound tests. | 2. Features 2.1 Automatic Item Creation for Templates Templates allow you to manage the billable item, rate, etc. for a particular lab test. The system automatically creates an Item linked to the template when it is saved. If the template is billable, then item price is also created for it. You can change the Item Code linked to the Lab Template if needed, using the Change Template Code button. 2.2 Disable Templates You can disable the templates when they are not being used by checking the "Disabled" checkbox. The linked item is also disabled on disabling a Lab Test Template. 2.3 Medical Coding You can also configure the Medical Code Standard and Medical Code for your templates in the Medical Coding section. 2.4 Configure Sample Collection You can configure the Sample that has to be collected while creating the Lab Test. Select the Lab Test Sample, set the UOM and quantity required. 2.5 Worksheet Print You can configure the instructions for Lab Technicians here. These instructions will be visible in the "Lab Test Print" format for Lab Test doctype only when it is not submitted. 2.6 Result Legend Print You can configure the sample that has to be collected while creating the Lab Test. Select the Lab Test Sample, set the UOM and quantity required. Select the position where you want to print this legend and configure the legend in the "Result Legend" field. Lab Test Print format:

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Patient History Settings

Patient History Settings ||| Introduced in Version 13 Using Patient History Settings, you can configure the doctypes and fields you want in the Patient Medical Record and Patient History. To update the Patient History Settings, go to: ++Home > Healthcare > Settings > Healthcare Settings++ 1. Standard Document Types The following Standard Document Types are pre-configured in Patient History Settings. - Patient Encounter - Clinical Procedure - Lab Test - Therapy Session - Vital Signs - Inpatient Medication Order You can add or edit all fields you want to record in the Patient Medical Record and Patient History. Click on the Add/Edit Fields button against the doctype you want to edit the config for. A dialog will be shown with all the currently configured fields checked. You can then select what all fields (including custom) should be a part of the Patient Medical Record and click on Save. Then save the settings. Depending upon your selection, a Patient Medical Record with the configured fields and values will be created on document submission and deleted on document cancellation. If you update the document, the corresponding medical record will also be updated. 2. Custom Document Types Similar to the Standard Document Type configuration, you can configure the Custom Document Types in this table. - Select the Custom DocType - Enter the fieldname for the date field of the DocType. This will be used while filtering medical records in Patient History according to dates. For example, the date fieldname for Patient Encounter is encounter_date. - Then, click on Add / Edit Fields button to configure the fields. | 3. Related Topics 1. Patient History

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Inpatient Medication Entry

Inpatient Medication Entry An Inpatient Medication Entry (IPME) is created to process Inpatient Medication Orders in bulk based on some filters and to optionally update stock on dispensing the drugs. To access the Inpatient Medication Entry list, go to: ++Home > Healthcare > Inpatient > Inpatient Medication Entry++ | 1. Prerequisites Before creating an Inpatient Medication Entry, you need to create the following records first: - Patient - Inpatient Record - Inpatient Medication Order | 2. How to Create an Inpatient Medication Entry 1. Go to the Inpatient Medication Entry list and click on New. 2. Select the Company. 3. Set the Posting Date. 4. There are various filters available to fetch the pending Inpatient Medication Orders: - Item Code (Drug) - Assigned To: You can select the user who is assigned for the Inpatient Medication Order completion. - Patient - Healthcare Practitioner who has prescribed the drugs. - Healthcare Service Unit where you want to dispense the drugs. You can use these filters whenever you are dispensing drugs in a particular HSU like an Isolation Ward, etc. - Date and Time filters 5. After setting the filters, click on the Get Pending Medication Orders button to fetch the pending orders which fall under the selected filters. 6. Optionally, check/uncheck Update Stock. If checked, specify the Warehouse from where drugs should be consumed. 2.2 On Submission of Inpatient Medication Entry The corresponding Inpatient Medication Order Entries are marked as completed. If Update Stock is checked, then stock validations are made and orders are processed to make Stock Entry with references updated against each entry. You can check the references for Inpatient Medication Entry in the Stock Entry, and in Stock Entry Detail table for the Patient and corresponding Entry. 2.3 On Cancellation of Inpatient Medication Entry The corresponding Stock Entry is cancelled and the linked Inpatient Medication Order Entry is marked as incomplete again. | 3. Features 3.1 Make Stock Entry for Drug Shortage If Update Stock is checked, and the required quantity of drugs is not available for consumption in the selected warehouse, on submission, you will see a summary of all the drugs and the shortage quantity. A Make Stock Entry button will be visible when the document is in the draft state and Update Stock is checked. On clicking this button, the system will check for drug shortage and create a new Stock Entry for Material Transfer by mapping all the drugs and the shortage quantity for each. The "To Warehouse" for this Stock Entry will be the Medication Warehouse that you have selected in the Inpatient Medication Entry. You can then set the "Source Warehouse", save, and submit the Stock Entry to proceed with the Medication Entry. | Related Topics 1. Inpatient Medication Order

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Inpatient Medication Order

Inpatient Medication Order An Inpatient Medication Order (IPMO) is created to make the nursing process easier. When patients are admitted to the hospital, there are medications that need to be provided to them according to the prescribed schedule. An Inpatient Medication Order is created to prescribe the medications to the admitted patient with the service unit information, the drug, dosage, dosage form, and the date and time when the drug has to be consumed. To access the Inpatient Medication Order list, go to: | Home > Healthcare > Inpatient > Inpatient Medication Order | 1. Prerequisites Before creating an Inpatient Medication Order, you need to create the following records first: - Patient - Inpatient Record | 2. How to Create an Inpatient Medication Order You can create an Inpatient Medication Order in two ways. 2.1 Manual creation 1. Go to Inpatient Medication Order list view and click on New. 2. Select the Patient. The patient list is filtered to only have inpatients as options here. 3. Optionally select the Healthcare Practitioner. 4. Set the Start Date for the order. The schedule for the prescribed drugs will be created starting from this date. 5. In the Medication Orders table, there is an Add Medication Orders button. Click on the button. A dialog box will be shown to fill up the prescription details. 6. Select the drug (item), dosage, period, and dosage form. Then click on Add. 7. Detailed schedule entries for the order beginning from the Start Date are added to the table. Close the dialog. 8. Save and Submit. The End Date will be set automatically based on the prescription duration. 9. You can see the Total Orders and Completed Orders in the Other Details section. 2.2 IPMO from Patient Encounter 1. After creating a Patient Encounter for an inpatient, with drugs prescribed in the Drug Prescription table, you can see an option for creating Inpatient Medication Order under Create > Inpatient Medication Order. 2. You can use this button to create the IPMO. IPMO with an expanded view of the schedule will be created. Save and Submit. 2.3 Statuses The statuses for IPMO are governed by the total completed order entries. The order entries are marked as completed when an Inpatient Medication Entry is created against that order entry. - Draft: A draft is saved but yet to be submitted to the system. - Pending: No order entry in the Medication Orders table has been completed. - In Progress: Some order entries in the Medication Orders table have been completed. - Completed: All order entries in the Medication Orders table have been completed. - Cancelled: The Inpatient Medication Order has been cancelled. | Related Topics 1. Inpatient Medication Entry 2. Healthcare : Patient Encounter

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Healthcare Service Unit Type

Healthcare Service Unit Type You can define the standard properties of Healthcare Service Unit using the Healthcare Service Unit Type. By configuring various types of service units in your facility with respective rates and other properties, you can easily create multiple Healthcare Service Units by merely selecting the type. Healthcare Service Unit Type is a generic type. For example, "Operation Theater" can be a Healthcare Service Unit Type and Neurology-OT, Procedure-Room-1, etc. could be Healthcare Service Units. To create a Healthcare Service Unit Type, go to: ++Healthcare > Setup > Healthcare Service Unit Type > New Healthcare Service Unit Type++ - **Service Unit Type: ** Enter a unique name for the Service Unit Type. Now there are two options: - **Allow Appointments: ** Check this if the unit type is for Out Patient facility. - Inpatient Occupancy: Check this if the unit type is for Inpatient facility. But "Consulting Rooms" can only allow Appointments and the following option shows up if you check "Allow Appointments": - **Allow Overlap: ** Check this if the unit type can be used by more than one patient or for more than one appointment at once. For example, Physical Activity Centers will allow Appointments with overlap: However, Consultation rooms will only allow Appointments without overlap: The following option shows up if you check "Inpatient Occupancy": - Is Billable: Check this if the unit type for IPD is billable like Hospital Beds. For example, Operation Theatres will have Inpatient Occupancy which will be billed. If you check "Inpatient Occupancy" and "Is Billable" the system asks for Item Details to create an item for the Service Unit Type which will be used for billing: The item is automatically created and linked to the document on save. If the Healthcare Service Unit Type is not being used, you can disable it. Disabling will not allow selecting the item created for it while billing. If you want to change the Item Code of the item created for the billable Healthcare Service Unit Type, click on Change Item Code button.

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Healthcare : Patient Assessment

Patient Assessment The Patient Assessments in Rehabilitation provide evidence to support the development of a rehabilitation plan, tailored to the client's needs, circumstances and goals. Healthcare Practitioners have to record assessments at regular intervals to track Patient Progress. There are various assessments that are conducted for the Patient like Motor Assessment Scale, Functional Mobility Scale, Stroke Rehabilitation Assessment of Movement (STREAM), etc. Patient Assessment DocType helps you capture these assessments at any point of time during the Therapy Plan. To create a Patient Assessment, go to: ++Home > Healthcare > Rehabilitation and Physiotherapy > Patient Assessment++ | 1. How to Create a Patient Assessment 1. Go to the Patient Assessment list, click on New. 2. You can optionally select a Therapy Session after which the evaluation is being conducted. Details like Patient and Healthcare Practitioner will be fetched automatically. 3. Select the Patient Assessment Template. The Assessment Description and all the Assessment Parameters will be fetched automatically. The scale for patient evaluation will be set in the "Score" field in the Assessment table. 4. You can then start the assessment by selecting the score against every parameter. 5. Save. 6. The Total Score Obtained will be calculated as a sum of all the individual parameter scores obtained. 7. You can also add Time and Comments while evaluating individual parameters in the Assessment table. 8. Submit.

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Healthcare : Patient Assessment Template

Patient Assessment Template There are over 20-25 evaluation forms that you will need to fill up during a patient's rehab therapy to track their progress. These evaluations have certain parameters based on which the Patient's progress will be evaluated. Different forms have different scales to rate progress. You can create all such Patient Assessment forms seamlessly in OneHash by creating Patient Assessment Templates. To create a Patient Assessment Template, go to: ++Home > Healthcare > Rehabilitation and Physiotherapy > Patient Assessment Template++ | 1. How to Create a Patient Assessment Template 1. Go to the Patient Assessment Template list, click on New. 2. Enter a unique Assessment Name. 3. Add all the Assessment Parameters that you want to examine in the Parameters table. Patient Assessment Parameter is a master that keeps a track of all the parameters based on which the Patient will be assessed. For example, in the Motor Assessment Scale, the patient's movements are evaluated by certain performance parameters like walking, advanced hand activities, hand movements and balance sitting to name a few. 4. For most of the Patient Assessments, the patient's movements or performance are evaluated based on some numeric scale. In the Assessment Scale section, you can set the Scale Minimum and Scale Maximum on the basis of which the Patient will be evaluated. 5. You can optionally add some Assessment Descriptions and instructions about the scoring rules. 6. Save.

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Healthcare : Therapy Session

Therapy Session OneHash helps you track every session conducted with the Patient in the Therapy Session DocType. Booking an appointment is optional for a Therapy Session. It helps you map the Patient's progress by keeping a track of the Targeted Counts, Counts Completed and the Assistance Level required for the Patient to complete each Exercise. To create a Therapy Session, go to: ++Home > Healthcare > Rehabilitation and Physiotherapy > Therapy Session++ | 1. How to Create a Therapy Session 1.1 Create a Therapy Session document 1. Go to the Therapy Session list, click on New. 2. Select the Naming Series. 3. If a Patient Appointment has been booked for the session, select the Patient Appointment. All the other details will be automatically fetched. 4. If no Appointment has been booked, select the Patient. 5. Select the Therapy Type and the Therapy Plan for that Patient. As soon as you select the Therapy Type, the Healthcare Service Unit, Rate, Duration Medical Department and all Exercises from the template will be automatically fetched. 6. If the session is being conducted by some therapist, select the therapist in the Healthcare Practitioner field. 7. You can select a Start Date and Time. 8. Save. 9. You can then increase the number of Counts Completed, and once a particular exercise has been completed, select the Level of Assistance required for that exercise. The count indicators are shown on the dashboard of the document. Green indicates completion, Orange indicates unreached goals. 10. Once you have recorded the entire session with the counts, you can submit the document. The Therapy Plan will then be updated with the number of sessions. 1.2 Create Therapy Session from Patient Appointment After booking an appointment for a Therapy Type, click on Create > Therapy Session to create a session from Patient Appointment. Refer Therapy Plan to understand the creation of Therapy Sessions from Therapy Plan. | 2. Features 2.1 Invoicing Therapy Sessions In order to invoice Therapy Sessions: 1. You can create a new Sales Invoice. 2. Select the Patient. 3. Click on Get Items From > Healthcare Services_. 4. The dialog will show you all the unbilled sessions of that particular patient. After selecting the items, the rates for the sessions will be fetched automatically from the Therapy Type template. 5. You can also manually add items in the "Items" child table for billing. 6. Save and Submit. | 3. Related Topics 1. Therapy Type 2. Healthcare : Therapy Plan 3. Healthcare : Patient Appointment

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Healthcare : Therapy Plan

Therapy Plan A Therapy Plan lists all the therapies required for the Patient along with the number of sessions which will be conducted for each therapy. It also keeps a track of the progress as per the number of sessions completed. To create a Therapy Plan, go to: ++Home > Healthcare > Rehabilitation and Physiotherapy > Therapy Plan++ | 1. How to Create a Therapy Type 1.1 Therapy Plan for billing Therapy Sessions individually 1. Go to Therapy Plan list, click on New. 2. Select the Naming Series. 3. Select the Patient. 4. Select the Start Date for the Plan. 5. In order to add therapies to the plan, click on Add Row button in the child table. Select the Therapy Type and set the number of sessions required to complete it. 6. Save. 1.2 Therapy Plan from Therapy Plan Template Therapy Plan Templates are used by some healthcare facilities for prescribing therapy plans as packages. In such cases, the number of sessions to be conducted, and the total cost is fixed. The Therapy Plan created using the Therapy Plan Template will not be billed for individual sessions but for the package as a whole. 1. Select the Naming Series. 2. Select the Patient. 3. Set the Start Date for the Therapy Plan. 4. Select the Therapy Plan Template from which you want to create the Plan. 5. The Therapy Types, and No. of Sessions will be fetched automatically. 6. Save. While fetching Healthcare Services for invoicing, the Therapy Plan is only available for billing if the plan is created using a Therapy Plan Template. If the Therapy Plan is not created from a Therapy Plan Template, individual Therapy Sessions are fetched during billing. | 2. Features 2.1 Automatic creation of Therapy Plan from Patient Encounter You can prescribe therapies in Patient Encounter and a Therapy Plan will be created automatically on submission of Patient Encounter. 2.2 Create and Track Therapy Sessions You can create Therapy Session from the Therapy Plan. It will give you options based on the Therapy Types prescribed in the current plan. Once the Therapy Session is submitted, the count for Sessions Completed for that Therapy is automatically updated in the Therapy Plan. 2.3 Create Sales Invoice from Therapy Plan If the Therapy Plan is created from Therapy Plan Template and is not invoiced yet, it will give you an option to create a Sales Invoice from the Therapy Plan.

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Healthcare : Fee Validity

Fee Validity Many healthcare facilities do not charge for follow up consultations within a time period after the first visit. You can configure the number of free follow-ups allowed as well as the time period for free consultations in Healthcare Settings. This will create a Fee Validity document. | 1. How to Enable Free Follow Up: To enable free follow-ups go to: ++Home > Healthcare > Settings > Healthcare Settings++ - Check "Enable Free Follow Ups". - Enter the "Number of Patient Encounters in Valid Days". - Enter "Valid number of days" For example, as shown below, a patient can have 3 free follow-ups within 30 days: After this is configured, as soon as you create an Appointment for a new patient, a Fee Validity document will be created. This Fee Validity document will be updated with every appointment: Status: Status is set as Pending till the number of free appointments is completed and the appointment dates are within the "Valid Till" deadline. Once all free appointments have been created the status is updated to Completed Max number of visits: The maximum number of free visits allowed. Visited: The number of free visits completed. Start Date: The first free appointment's date. Valid Till: The last date of Fee Validity. This is calculated as Start Date + Valid Number of Days (from Healthcare Settings). Reference Appointments: Links to all the appointments covered under the Fee Validity document.

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• Last updated on Jun 18, 2025

Clinical Procedures Template

Clinical Procedures Template OneHash Healthcare allows you to configure templates with various properties of Clinical Procedures to ease out the Procedure creation process. You can create templates so that you don't have to enter the consumables, rates and linked items every time you create a Clinical Procedure for a Patient. | 1. How to Create a Clinical Procedure Template You can create new Clinical Procedure Templates by going to: ++Home > Healthcare > Consultation Setup > Clinical Procedure Template++ 1. Enter a unique name for the Template. 2. The Clinical Procedure Template automatically creates an Item linked to it for billing purposes. For this reason, enter an Item Code, Item Group and Description for the item. 3. Optionally select the Medical Department for which the Clinical Procedures will be conducted. 4. Check "Is Billable" if you want to bill the procedure like a Knee Surgery. If you check this, set a rate for the Procedure. You may not want to bill procedures like Wound Cleaning. 5. Save. | 2. Features 2.1 Automatic Item Creation for Templates Templates allow you to manage the billable Item, rate, etc. for a particular procedure. The system automatically creates an Item linked to the template when it is saved. You can change the Item Code linked to the Procedure if needed using the Change Item Code button. 2.2 Manage Procedure Consumables The Consumables section lets you set the consumable Stock Items with default quantities etc. which will be needed during the Procedure so that these items will be preloaded in the Clinical Procedures created based on the template. This allows the performing practitioner to easily input the consumed quantities or add additional items that have been consumed during the actual procedure. 2.3 Invoice Consumables Separately If the "Invoice Consumables Separately" option is checked, the charges for the consumable Items will be added to the Sales Invoice separately in addition to the "Billing Rate" of the procedure. 2.4 Configure Sample Collection Note that you can also enable "Sample Collection" for a Clinical Procedure if applicable. Related Topics - Clinical Procedure - Sample Collection

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Therapy Type

Therapy Type As therapists, you might be prescribing a number of different therapies for a patient right from Intensive Upper Limb Training to Functional Mobility and so on. Every therapy might have a set of exercises. OneHash helps you templatize the therapies using the "Therapy Type" DocType. With this, you can create and link therapies to Healthcare Service Units, add standard rates and Item details for billing, and also add exercises according to Body Parts. To create an Exercise Type, go to: ++Home > Healthcare > Rehabilitation and Physiotherapy > Therapy Type++ | 1. How to Create a Therapy Type 1. Go to Therapy Type list, click on New. 2. Enter a unique Therapy Name. 3. Enter the Item details such as Item Code, Item Name, Item Group and optionally some description. 4. Check "Is Billable" if this Therapy Type will be billed and enter the rate for one therapy session. 5. You can optionally add the default duration for one therapy session which will be used while booking an appointment for it. 6. You can also add the Healthcare Service Unit and the Medical Department for the Therapy Type. 7. Save. | 2. Features 2.1 Add Exercises According to Body Parts Many times, you might need to prescribe exercises that are specific to the affected body parts for Patients. You can easily add these Body Parts in the Therapy For field and click on Add Exercises to add the Exercise Types for those body parts. For that, you will have to link Exercise Type to Body Parts in the Exercise Type document. For example: Exercise "Wall Pushups" is for Hand, Muscles and Joints. Exercise "Sit to Stand" is for Legs and Core. Exercise "Thera-band Upper Body" is for Muscles, Joints, Back, Legs. Then while creating the Therapy Type template, you can select the body parts in the "Therapy For" field and exercises for those Body Parts will be added to the Exercise table. 2.2 Disable Therapy Types You can also disable some Therapy Types if you are not conducting sessions for them. For example, your Physiotherapy Unit is under renovation and some Healthcare Service Units like the Aquatic Therapy pool are not available, then you can set the document as disabled and it will be filtered out while booking appointments or prescribing therapies in Patient Encounter, etc. 2.3 Change Item Code You can also change the Item Code which will be used for billing from the Therapy Type screen itself. Click on Change Item Code button, enter the new Item Code and click "Change Item Code" in the dialog. The Item will be renamed. 2.4 Prescribe Therapies in Patient Encounter You can prescribe therapies in Patient Encounter and a Therapy Plan will be created automatically on submit. 2.5 Book Appointment for Therapy Type For booking Patient Appointment for any Therapy Type, select the therapy in Therapy field. You can also use the Get Prescribed Therapies button to fetch all therapies prescribed for that Patient in the previous Patient Encounter. | 3. Related Topics 1. Exercise Type 2. Therapy Plan 3. Therapy Session 4. Patient Appointment 5. Patient Encounter

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025