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Transcript of 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
© Tally Solutions Pvt. Ltd. All Rights Reserved 3 3
Hospital Management -Overview
HOSPITAL MANAGEMENTAn Overview
FINANCE /ACCOUNTS
IPD MANAGEMENT(Inpatient )
OPD MANAGEM
ENT
(Outp
atient )
INVESTIG
ATION
MAN
AGEM
ENT
PHARMACY
MANAGEMENT
ADMINISTRATIONMANAGEMENT
© Tally Solutions Pvt. Ltd. All Rights Reserved 4 4
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 Solutions Pvt. Ltd. All Rights Reserved 5 5
Tally.ERP 9 For Hospital Management- Outpatient Department Management
HOSPITAL MANAGEMENTAn Overview
FINANCE /ACCOUNTS
IPD MANAGEMENT(Inpatient )
OPD M
ANAGEMENT (
Outpat
ient )
INVESTIGATION MANAGE
MENT
PHARMACY
MANAGEMENT
ADMINISTRATIONMANAGEMENT
© Tally Solutions Pvt. Ltd. All Rights Reserved 6 6
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
© Tally Solutions Pvt. Ltd. All Rights Reserved 7 7
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 Solutions Pvt. Ltd. All Rights Reserved 8 8
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
© Tally Solutions Pvt. Ltd. All Rights Reserved 9 9
HOSPITAL MANAGEMENTAn Overview
FINANCE /ACCOUNTS
IPD MANAGEMENT(Inpatient )
OPD M
ANAGEMENT (
Outpat
ient )
INVESTIGATION MANAGE
MENT
PHARMACY
MANAGEMENT
ADMINISTRATIONMANAGEMENT
Tally.ERP 9 For Hospital Management- Inpatient Department Management
© Tally Solutions Pvt. Ltd. All Rights Reserved 10 10
Business Process Flow –Inpatient Department ManagementPatient walks-in to hospital and front office or customer service
executive 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 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
© Tally Solutions Pvt. Ltd. All Rights Reserved 11 11
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 Solutions Pvt. Ltd. All Rights Reserved 12 12
Tally.ERP 9 Fitment- Inpatient 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 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 Solutions Pvt. Ltd. All Rights Reserved 13 13
Tally.ERP 9 Fitment- Inpatient Department Management
Sl No Requirement Tally.ERP 9 Customisable/ Integration
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
22 Cash receipt report Yes
23 Doctor transfer details Yes
24 Medical observation details Yes
25 Surgery scheduling details Yes
26 Drug issue to patient and billing Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved 14 14
HOSPITAL MANAGEMENTAn Overview
FINANCE /ACCOUNTS
IPD MANAGEMENT(Inpatient )
OPD M
ANAGEMENT (
Outpat
ient )
INVESTIGATION MANAGE
MENT
PHARMACY
MANAGEMENT
ADMINISTRATIONMANAGEMENT
Tally.ERP 9 For Hospital Management- Investigation Management
© Tally Solutions Pvt. Ltd. All Rights Reserved 15 15
Business Process Flow - Investigation / Laboratory ManagementPatient walks-in to hospital
front office or customer service executive 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 desk, prepare the patientrecord and collect the
consultation charges, provide the receipts to patient and consult
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)
© Tally Solutions Pvt. Ltd. All Rights Reserved 16 16
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 Solutions Pvt. Ltd. All Rights Reserved 17 17
Tally.ERP 9 Fitment- Investigation/Laboratory Management
Sl No Requirement Tally.ERP 9 Customisable/ Integration
1 Patient registration Yes
2 Patient data base Yes
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
8 Cash receipt report Yes
9 Multiple payment reports (Cash/Cards) Yes
10 Investigation report Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved 18 18
HOSPITAL MANAGEMENTAn Overview
FINANCE /ACCOUNTS
IPD MANAGEMENT(Inpatient )
OPD M
ANAGEMENT (
Outpat
ient )
INVESTIG
ATION
MAN
AGEM
ENT
PHARMACY
MANAGEMENT
ADMINISTRATIONMANAGEMENT
Tally.ERP 9 For Hospital Management- Pharmacy Management
© Tally Solutions Pvt. Ltd. All Rights Reserved 19 19
Tally.ERP 9 Fitment- Pharmacy Management
Sl No Requirement Tally.ERP 9 Customisable/ Integration
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 Solutions Pvt. Ltd. All Rights Reserved 20 20
Tally.ERP 9 For Hospital Management- Administration Management
HOSPITAL MANAGEMENTAn Overview
FINANCE /ACCOUNTS
IPD MANAGEMENT(Inpatient )
OPD MANAGEM
ENT
(Outp
atient )
INVESTIG
ATION
MAN
AGEM
ENT
PHARMACY
MANAGEMENT
ADMINISTRATIONMANAGEMENT
© Tally Solutions Pvt. Ltd. All Rights Reserved 21 21
Tally.ERP 9 Fitment- Administration Management
Sl No Requirement Tally.ERP 9 Customisable/ Integration
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 Solutions Pvt. Ltd. All Rights Reserved 22 22
Tally.ERP 9 For Hospital Management- Finance/Accounts Management
HOSPITAL MANAGEMENTAn Overview
FINANCE /ACCOUNTS
IPD MANAGEMENT(Inpatient )
OPD MANAGEM
ENT
(Outp
atient )
INVESTIG
ATION
MAN
AGEM
ENT
PHARMACY
MANAGEMENT
ADMINISTRATIONMANAGEMENT
© Tally Solutions Pvt. Ltd. All Rights Reserved 23 23
Tally.ERP 9 Fitment- Finance / Accounts Management
Sl No Requirement Tally.ERP 9 Customisable/ Integration
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 Solutions Pvt. Ltd. All Rights Reserved 24 24
Tally.ERP 9 Fitment- Finance / Accounts Management
Sl No Requirement Tally.ERP 9 Customisable/ Integration
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
© Tally Solutions Pvt. Ltd. All Rights Reserved 25 25
Thank You
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