ERPNext Healthcare 2 (Healthcare Practitioner)

ERPNext Healthcare Practitioner Dashboard Implementation Expert, Union Mercantile Solutions

ERPNext Healthcare allows you to create multiple practitioners and link to a User with appropriate Roles. You can create a Practitioner by going to,

Healthcare > Masters > Healthcare Practitioner

ERPNext Healthcare

To enable access rights to ERPNext, you may want to attach a User with Physician role for the practitioner. Most Patient related documents like the Encounter, Vitals etc. offer only limited access to users with other roles. You should ideally link the User to Employee document for the user to access Human Resources module so as to utilize the many features like Leaves, Payroll etc.

Note: Selecting the Employee field will fetch in all relevant fields as configured in the Employee document to help you easily setup the Practitioner

ERPNext Healthcare

2. Features

2.1 Track Payroll, Attendance, Roles and Permissions

In order to track all Human Resource Management activities for the Practitioner, you need to create and select the Employee in the “Employee” field in practitioner. This will help run Payroll and also track availability and attendance for booking appointments by setting appropriate Holiday List and Practitioner Schedule. You can then create an ERPNext User linked to the Employee document. This will help track permissions for the Practitioner.

ERPNext Healthcare


Note: Selecting the Employee field will fetch in all relevant fields as configured in the Employee document to help you easily set up the Practitioner

If the Healthcare Practitioners are not employees in your Healthcare Units you can link User to the Practitioner and assign them the required roles.

2.2 Practitioner Availability

You can select multiple Practitioner Schedule for each practitioner and optionally set a service unit at which the practitioner will be available.

ERPNext Healthcare

2.3 Healthcare Practitioner Charges

You can select or create the service items for consulting charges and set them in “Out-Patient Consulting Charge Item” and “In-Patient Consulting Charge Item”. These will be fetched in Sales Invoices. You can set the consultation charges which are applicable to the practitioner. If required, you can also select an Income Account for a Physician to book all Consultation charges into separate accounts.

Note: Make sure that the Items you create for services have “Maintain Stock” and “Include Items in Manufacturing” unchecked since they are service items.

ERPNext Healthcare

2.4 Referring Physicians

You may also want to manage a list of Doctors who refers Patients to your facility. You can manage such data in the Healthcare Practitioner document itself by leaving out the Employee and User links.

Suppose the Practitioner works at various hospitals, you can link multiple contacts and addresses for that Practitioner.