ERPNext Healthcare 1 (Patient Repository)

ERPNext Healthcare Patient Repository Dashboard Implementation Expert, Union Mercantile Solutions


In ERPNext Healthcare, the Patient document corresponds any individual who is the recipient of healthcare services you provide. For every document ERPNext Healthcare, it is important to have a Patient associated with it. You can create a new Patient from

Healthcare > Masters > Patient > New Patient

ERPNext Healthcare

The Patient document holds most details that are required to identify and qualify a patient. You can enter as much information available while creating the Patient. All information in the patient document is presented on the Consultation screen for easy lookup and you can always update this information. Other data like observations, vital signs etc. are all linked to the Patient document. These could be recorded during patient encounters and will be available as part of the Patient Medical History.

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.

1. Features

1.1 Capture History

1.1.1 Personal History

You can optionally capture Personal History like Occupation and Marital Status along with Patient’s Relations with existing patients.

ERPNext Healthcare

1.1.2 Capture Medical History

Optionally capture Medical History like Allergies, Medications, Medical History and Surgical History.

ERPNext Healthcare

1.1.3 Capture Risk Factors and More

Capture Risk Factors like Tobacco and Alcohol consumption habits, etc.

ERPNext Healthcare

1.2 Patient as a Customer

ERPNext, especially the Accounts module, makes use of Customer document for booking all transactions. So, you may want to associate every Patient with a Customer. By default, the system creates a Customer alongside a Patient and links to it. If for some reason you do not intend to use the ERPNext Accounts module you can turn this behavior off by disabling the flag “Link Customer to Patient” in Healthcare Settings.

ERPNext Healthcare

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. In that case, select the same Customer in all these patients while creation.

1.3 Registration Fee

Many clinical facilities collect a registration fee during Patient Registration. You can enable this feature by checking the “Collect Registration Fee” in Healthcare Settings and set the registration fee amount.

ERPNext Healthcare

If you have this option enabled, all new Patients you create will be in the “Disabled” state 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.

ERPNext Healthcare

Note: “Disabled” Patients are filtered out in all ERPNext Healthcare documents.

1.4 Grant Access to Patient Portal

ERPNext 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.