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

• How Hospital Operations Structured

• Tally.ERP 9 For Hospital Managements

• Business Process Flow

• Primary Requirement

• Tally.ERP 9- Fitment


Hospital Management -Overview

HOSPITAL MANAGEMENTAn Overview

INVES

TIGATI

ON

MANAGEM

ENT

ACCOUNTS/

ADMINISTRATION

IPD MANAGEMENT

(Inpatient )OPD M

ANAGEMENT

(Outp

atient )


How Hospital Operations StructuredHospital Management- Business Process Flow

IPD (Inpatient Department)OPD(Outpatient Department) Accounts/AdministrationInvestigation

Patient walks-in to hospital

Front office or customer service executive attend the patient

Patient ask for particular department doctor or suggest the doctors name or front desk ask the patient ID and keep it

ready for check up

Front office, check the doctors availability and collect the

consultation charges.

Doctor diagnose the patient

Doctor prescribe the medicine and suggest next date of check

up or consultation.

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).

Patient walks-in to hospital

Doctor check the history or diagnose the patient

Check the room or bed availability. PRO/Admin team explain the daily room charges, collect the advance and admit

the patient.

Doctor will do the further investigation and treatment

After treatment, doctor suggest to discharge the patient and

prepare the discharge summary and billing team will prepare

the final bill

Patient check the flexibility of payment options like insurance

card, cash, credit card etc.

Patient makes the payment against the bill and get

discharged

Doctor suggest to admit the patient for further Investigation

As suggested by doctors patient walk-in to lab

Front office or customer service executive attend the

patient and collect the money for investigation

Patient gives the doctors prescription and bill copy to lab attender and get the test

done (in-house or outside lab)

Based on the result doctor prescribe the medicine

Patient collect the result from lab and consult the doctor

again.

Patient database

Employee data base

Doctors database

Visiting doctors database

Total collection (OPD & IPD)

Total registration (OPD&IPD)

Cashier wise collection

Bed status

Discharge patient report

Patient investigation summary

Multiple payment modes

Daily room charges

Bank reconciliation

Multiple payment mode report

Balance sheet

P&L account

Daily collection report

Advance report

VAT

Service tax


Tally.ERP 9 For Hospital Management- Outpatient Department Management


INVES

TIGATI

ON MANA

GEMEN

T

ACCOUNTS/

ADMINISTRATION

IPD MANAGEMENT

(Inpatient )OPD

MANAGEMENT

(

Outpat

ient )


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).


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


Tally.ERP 9 For Hospital Management- Inpatient Department Management


INVES

TIGATI

ON MANA

GEMEN

T

ACCOUNTS/

ADMINISTRATION

IPD MANAGEMENT

(Inpatient )OPD M

ANAGEMENT

(Outp

atient )


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 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


Tally.ERP 9 For Hospital Management- Investigation Management


INVES

TIGATI

ON

MANAGEM

ENT

ACCOUNTS/

ADMINISTRATION

IPD MANAGEMENT

(Inpatient )OPD M

ANAGEMENT

(Outp

atient )


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


Tally.ERP 9 For Hospital Management – Accounts & Administration


INVES

TIGATI

ON

MANAGEM

ENT

ACCOUNTS/

ADMINISTRATION

IPD MANAGEMENT

(Inpatient )OPD M

ANAGEMENT

(Outp

atient )


Business Process Flow - Accounts and Administration Management

Accounts/Administration

Accounts Administration

Cash receipts

Cash payments

Receivable/payable

Balance sheet

Profit and Loss account

Bank reconciliation

Insurance cards

Multiple payments

Payroll

Service tax

Employee database

Patient data base

Reminders to patients

Doctors appointments

OPD handling

Room availability report


Tally.ERP 9 Fitment- Accounts and Administration 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- Accounts and Administration 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...

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