ERPNext Healthcare (Clinical Procedure)

ERPNext Healthcare Clinical Procedures Implementation Expert, Union Mercantile Solutions

You can use this document to map all the clinical procedures, for example, wound cleaning or a cataract surgery. ERPNext allows you to preconfigure Clinical Procedure Templates, so that you do not have to set the default properties like the consumables every time you order a procedure.

You can lookup and book Patient Appointment from the ordered procedures for a patient by using the Get Prescribed Procedures button available in Patient Appointment. The performing practitioner can easily create a new procedure from a booked appointment using the Create > Procedure button.

You can also create a Clinical Procedure by going to

Healthcare > Patient Care > New Clinical Procedure

If you are creating a Clinical Procedure manually, you may want to select a Patient Appointment for the procedure so that all details as provided by the Practitioner while ordering the procedure will be made available. Or you can also select a Clinical Procedure template so as to fetch the details of the procedure as configured in the template.

Procedure Actions

The Practitioner can update the procedure status of the Procedure to In Progress by clicking the Start button. For the procedure to start, adequate quantity of all consumables in the Healthcare Service Unit’s Warehouse. If this fails, you can easily record a Stock Transfer from the same screen.

When the procedure is completed, the practitioner can update the Consumables table with the actual values of the stock quantity that are used. The Consume and Complete button will record consumption by booking a stock entry and the update the status of the Clinical Procedure to Completed. If the Procedure does not have any stock items in the Consumables table, you can merely Complete the procedure.


You can create Invoices for procedures performed on a patient by going to Sales Invoice > Get Items From > Healthcare Services. This way the billing officer need not access the Healthcare module documents and the un-billed services for a Patient will be listed which the officer can chose from.

If the Invoice Consumables Separately option is turned on, the charges for the consumable Items will be added to the Sales Invoice separately.