tally.erp 9 for hospital management. © tally solutions pvt. ltd. all rights reserved 2 2 agenda...

Tally.ERP 9 For Hospital Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2

Agenda

• Hospital Management -Overview

• Schematic Representation of HMS on Tally.ERP 9

• Tally.ERP 9 For Hospital Managements

• Business Process Flow

• Primary Requirement

• Tally.ERP 9- Fitment


Hospital Management -Overview

HOSPITAL MANAGEMENTAn Overview

FINANCE /ACCOUNTS

IPD MANAGEMENT(Inpatient )

OPD MANAGEM

ENT

(Outp

atient )

INVESTIG

ATION

MAN

AGEM

ENT

PHARMACY

MANAGEMENT

ADMINISTRATIONMANAGEMENT


Schematic Representation of HMS on Tally.ERP 9

· Patient database creation

· Doctors availability check

· Cash/credit card/ debit card payments

· User wise security for OPD billing

· Doctor database creation and maintenance

· User defined billing heads

· Doctor wise OPD billing

· OPD billing & receipt generation

· Daily OPD registration

· Patient registration

· Bed creation & allocation

· Patient admission

· Patient case record/history details.

· Handling of patient daily charges

· Bed shifting

· Operation summary

· IPD billing

· Discharge summary

· Daily IPD registration report

· List of admitted patients

· List of available bed

· Discharge patient report

· Patient history

· Insurance bill settlement

· Billing

· Patient case record updation (Diagnosis report)

· Patient wise daily billing report

· Patient wise investigation report

· Price structure handling (corporate/special price structure for investigation)

· Purchase of medicines and consumables

· Purchase returns of medicines and consumables

· Tracking of medicine manufacturing date and expiry date

· Pharmacy-billing

· Medicine expiry report

· User wise billing report

· User wise daily collection report

· Daily stock report

· Sales return report

· Patient wise outstanding report

· Patient database maintenance

· Employee database maintenance

· Doctor database maintenance

· Maintenance of visiting doctors database and referral fee

· Administrator dash board report

· Total patient registration report (OPD and IPD)

· Bed availability and occupancy report

· Patient discharge report

· Patient investigation summary

· Insurance payments & receipts

· Total collection from OPD and IPD

· Cashier wise collection

· User wise transactions report

· Multiple payment modes(cash/credit card/debit card)

· Periodical IPD and OPD collection summary

· Insurance payments & receipts

· Bank reconciliation

· Balance sheet

· Profit & Loss account

· Daily collection report

· VAT

· Service tax

· Payroll with income tax

OPD(Outpatient Department) IPD(Inpatient Department) Investigation Pharmacy Administration Finance/Accounts

Schematic Representation of Hospital/Nursing Home Management Solutions (HMS) on Tally.ERP 9


Tally.ERP 9 For Hospital Management- Outpatient Department Management


FINANCE /ACCOUNTS


OPD M

ANAGEMENT (

Outpat

ient )

INVESTIGATION MANAGE

MENT

PHARMACY

MANAGEMENT



Business Process Flow - Outpatient Department ManagementPatient walks-in to hospital and front office attend the patient

Patient

Patient ask for particular department doctor or patient

suggest the doctors name

Front desk, ask for the patient ID and check the previous consultation

summary and keep it ready for doctors reference

Front office, prepare the patientrecord and collect the

consultation charges, provide the receipts to patient and consult

the doctor

Doctor prescribe the medicine for the treatment or suggest further investigation and fix up the next

date for consultation.

As per doctors suggestion, patient buy the medicine and check the

flexibility of payment options like cash/card

Patient makes the payment and collect the medical bill.

As per the next consultation date, hospital may send the reminder to

patient (SMS/telecal).

Doctor diagnose the patient

Existing Patient

New Patient


Primary Requirement – Outpatient Department Management

Category/Module

Major Requirement

Explanation

OPD Patient registration

The patient management includes capturing of complete and relevant patient information. It should automate the patient administration functions to have better and efficient patient care process. This includes inpatient, out patient registration and easy retrieval of medical records of patients.

Doctors availability check

Checking the doctors availability is the major requirement for the front office team. They may receive calls or enquiries from patients regarding the doctors availability and for scheduling the consultation.

Patient case history record

Should get the visibility about the patient records including thepatient's contact details, admission records, and consultation

history anddischarge details. This should even take care of package deals

for a patientat a fixed cost.

Reminders to patient

Consultation reminders need to send to patient on periodical basis,

through various modes like, telecal, SMS and email etc. .


Tally.ERP 9 Fitment- Outpatient Department Management

Sl No Requirement Tally.ERP 9 Customisable/ Integration

1 Patient registration Yes

2 Patient data base Yes

3 Patient medical history Yes

4 Reference doctors details Yes

5 Consultation charges and receipts Yes

6 Billing counter user details Yes

7 OPD registration details Yes

8 User wise collections Yes

9 Cash receipt report Yes

10 Multiple payments Yes

11 Multiple payment reports Yes

12 Reminders (SMS/Telecal) Yes

13 Registration card Yes

14 Tracking of patient registration card Yes



FINANCE /ACCOUNTS


OPD M

ANAGEMENT (

Outpat

ient )


MENT

PHARMACY

MANAGEMENT


Tally.ERP 9 For Hospital Management- Inpatient Department Management


Business Process Flow –Inpatient Department ManagementPatient walks-in to hospital and front office or customer service

executive attend the Patient

Patient





Front office, prepare the patientrecord and collect the


the doctor

Doctor prescribe to admit for further treatment.

Doctor diagnose the patient

Doctor will do the further investigation and treatment

After treatment, doctor suggest to discharge the patient and prepare the discharge summary .Billing team will prepare the final bill

Patient check the flexibility of payment options like insurance

card, cash or card etc.

Patient makes the payment against the bill and get discharged

Existing Patient

New Patient


Primary Requirement-Inpatient Department Management

Category/Module

Major Requirement

Explanation

IPD Patient registration

The patient management includes capturing of complete and relevant patient information. It should automate the patient administration functions to have better and efficient patient care process. This includes inpatient, outpatient registration and easy retrieval of medical records of patients.

Doctors availability check

Checking the doctors availability is the major requirement for the front office team. They may received calls or enquiries from patients regarding the doctors availability and for scheduling the consultation.

Patient case history record

Should get the visibility about the patient records including thepatient's contact details, admission records, and consultation

history anddischarge details. This should even take care of package deals for

a patientat a fixed cost.

Bed/ Room availability and bed shifting

Before admitting the patient, it is necessary to check availability of rooms

or beds. Also categorization of beds and shifting of bed or rooms are also

important.


Tally.ERP 9 Fitment- Inpatient Department Management




3 Patient medical history Yes

4 Consulting doctors details Yes

5 Bed availability check Yes

6 Bed shifting Yes

7 Advance against admission Yes

8 Doctor reference details Yes

9 Daily charges Yes

10 Multiple payment mode (During admission) Yes

11 IPD registration fee Yes

12 Patient admission Yes

13 Patient investigation history Yes

14 IPD final billing Yes

Contd..


Tally.ERP 9 Fitment- Inpatient Department Management


15 Discharge summary Yes

16 Invoice (Medical Bill) Yes

17 Discharge slip Yes

18 IPD registrations Yes

19 Admitted patients report Yes

20 Bed availability report Yes

21 Provisional charges Yes


23 Doctor transfer details Yes

24 Medical observation details Yes

25 Surgery scheduling details Yes

26 Drug issue to patient and billing Yes



FINANCE /ACCOUNTS


OPD M

ANAGEMENT (

Outpat

ient )


MENT

PHARMACY

MANAGEMENT


Tally.ERP 9 For Hospital Management- Investigation Management


Business Process Flow - Investigation / Laboratory ManagementPatient walks-in to hospital

front office or customer service executive attend the patient

Patient





Front desk, prepare the patientrecord and collect the


the doctorDoctor diagnose the patient

Existing Patient

New Patient

Patient gives the doctors prescription and bill copy to lab

attender and get the test done (in-house or outside lab)

As per the result, doctor suggest the customer to take medicine or admit

Patient collect the result from lab and consult the doctor again.

Doctor prescribe for more investigation(in-house or outside

lab)


Primary Requirement- Investigation / Laboratory Management

Category/Module

Major Requirement

Explanation

Investigation/Laboratory

Investigation summary

This include the patient case history, general examination report,

personal history, medical history, allergy history etc..

Tracking of doctors reference

Investigation may be in-house or outsourced . The tracking of

doctors name against the patient is very important.


Tally.ERP 9 Fitment- Investigation/Laboratory Management




3 Reference doctors details Yes

4 Investigation charges and receipts Yes

5 Multiple payment mode Yes

6 Billing counter user details Yes

7 User wise collections Yes


9 Multiple payment reports (Cash/Cards) Yes

10 Investigation report Yes



FINANCE /ACCOUNTS


OPD M

ANAGEMENT (

Outpat

ient )

INVESTIG

ATION

MAN

AGEM

ENT

PHARMACY

MANAGEMENT


Tally.ERP 9 For Hospital Management- Pharmacy Management


Tally.ERP 9 Fitment- Pharmacy Management


1 Purchase of medicines and consumables Yes

2 Purchase returns of medicines and consumables

Yes

3 Tracking of medicine mfg. date and expiry date

Yes

4 Pharmacy billing Yes

5 Medicine expiry report Yes

6 User wise billing report Yes

7 User wise daily collection report Yes

8 Daily stock report Yes

9 Sales return report Yes

10 Patient wise outstanding report Yes


Tally.ERP 9 For Hospital Management- Administration Management


FINANCE /ACCOUNTS


OPD MANAGEM

ENT

(Outp

atient )

INVESTIG

ATION

MAN

AGEM

ENT

PHARMACY

MANAGEMENT



Tally.ERP 9 Fitment- Administration Management


1 Patient database maintenance Yes

2 Employee database maintenance Yes

3 Doctor database maintenance Yes

4 Maintenance of visiting doctors database and referral fee

Yes

5 Administrator dash board report Yes

6 Total patient registration report Yes

7 Bed availability and occupancy report Yes

8 Patient discharge report Yes

9 Patient investigation summary Yes

10 Insurance payments and receipts Yes


Tally.ERP 9 For Hospital Management- Finance/Accounts Management


FINANCE /ACCOUNTS


OPD MANAGEM

ENT

(Outp

atient )

INVESTIG

ATION

MAN

AGEM

ENT

PHARMACY

MANAGEMENT



Tally.ERP 9 Fitment- Finance / Accounts Management


1 Employee database Yes

2 Patient database Yes

3 Daily OPD registration Yes

4 Daily IPD registration Yes

5 Daily investigation Yes

6 Daily cash receipt from OPD Yes

7 Daily cash receipt from IPD Yes

8 Daily cash receipt from Lab/Investigation Yes

9 Daily admit report Yes

10 Daily reminder report Yes

11 Doctors availability report Yes

12 Multiple payment mode report (Cash/Cards) Yes

13 Insurance card payment report Yes

14 Daily discharge report Yes

Contd..


Tally.ERP 9 Fitment- Finance / Accounts Management


15 Outstanding receivable and payment Yes

16 Daily appointment report Yes

17 Patient consultation reminder reports Yes

18 Consultation charge master Yes

19 Revenue type master Yes

20 Service invoice with service Tax Yes

21 Service tax forms Yes

22 Payroll Yes

23 Balance sheet Yes

24 Profit and loss account Yes

25 Outstanding reports Yes

26 Bank reconciliation Yes


Thank You

For any queries please contact :- [email protected]

tally.erp 9 for hospital management. © tally solutions pvt. ltd. all rights reserved 2 2 agenda...

Documents

hospital management

patient records

patient admissionyes

patient registrationyes

patient consultation

tally solutions

patient medical historyyes

patient data baseyes