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ERP for Doctors

                       Management
                        Software for     Hospital
                          Clinic /     Administration
www.dnserp.com




                       Nursing home




                       Digital           Includes
                                         complete
                       Nervous          accounting
                       System             module




                 1
Outline

                   Major ERP modules
                   Integration of the Clinical data and
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                   the Management data
                   Presentation for Doctor as well as
                   for IT Professionals
                   Some use case (case study) used
                   to discuss details
About the author: Jyoti Zaveri


   Broad techno/commercial background, with over 36
   years experience in Information Technology.
   Worked on the Internet since its dawn period.
   Specializing    in   Digital   Platforms,  Internet
   Marketing, E-business, E-commerce and ERP
   solutions.
   IT professional since …..1975.
   Computer Engineer (Germany).




About Author Zaveri    www.dnserp.com      3
What is ERP FOR DOCTORS?

                     Enterprise Resource Planning software is a
                       fully integrated business management
                       software,   to  link  business   processes
                       automatically,    and  gives   real    time
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                       information to authorized users.        ERP
                       is a multi-user system of management.
                     ERP backed processes enable Doctors to
                       network 24 X 7 X 365 to access critical
                       information    across   multiple    clinics,
                       irrespective of geographical location of
                       Doctor or clinics.
                     ERP for Doctors is the software designed
                       and developed by Jyotindra Zaveri, Pune,
                       India.


www.dnserp.com
                 4
There is too much of unstructured data in most clinics, in the form
                 of prescriptions. ‘ERP for Doctors’ captures the entire cycle of a
                 patient’s treatment – right from prescription to treatment and the
                 follow ups.

                     Hospital/Clinic Management System
                       attempts to answer following questions
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                     • How many patients in last month?
                        – How many OPD?
                        – How many were indoor (admitted )?
                     • What is our Resource utilization: Rooms, ECG,
                       consultations?
                     • Stores: Are the Medicine given to patient billed to
                       patient? Are they accounted properly?
                     • How many outside Doctors Visited?
                        – Are their visits recorded and billed to the patient?
                     • Who are the Doctors referring to our clinic?

                 5
ERP software for Doctors
                 o Fully comprehensive software for
                   Doctors, Hospitals, and Clinics
                   including prescription writing and
                   storing, Electronic case papers
www.dnserp.com




                   records and medical practice
                   management.
                 o ERP for medical professional
                   focuses on helping the doctor
                   and automating tasks.
                 o ERP is simple to use,
                   customizable to your workflow
                   and suitable for both Specialists
                   and General Practitioners.




www.dnserp.com
                 6
Client / Server Architecture
                                                                • Server is always on
                                                                • Connect to static IP

                         Server                                 • All data is saved on
                                                                  the server
                           computer
                                                                • LAN or Wi-Fi LAN
www.dnserp.com




                             Dr. One         Dr. Two            Dr. Three
                 Reception             USERS COMPUTERS ARE CALLED
                                                 CLIENT PC
                                                                            Senior Doctor

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                 7
Clinic Management concept


                         E-Case Papers

                                                           Senior Doctor 1
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                        Reception          Dr. One
                                           First
                                           interview



                                         Take medicine &   Senior Doctor 2
                     ERP Server             payment
                       computer



                 8
C O M P L E T E     M A N A G E M E N T   S O F T W A R E




       Security                                                                  CRM
                                             Case paper         PATIENTS
                         Prescription                             DATA
                           writing



                                             Appointment                         Cash
       PURCHASE          Accounts            management
                                                                PAYROLL
                                                                              management

                                                                   HR


     Special units                              OPD                           Multi-user
    (Cancer Center)
                            Indoor                               AUDIT
                           patients                              TRAIL



       Medicine                                Doctor          Automatic       Resource
                       Multi-location
      Management                               Master                         Management
                                                                E-Mail


                                                                Alerts

     Send / Receive                           Resource                         Diagnosis
          data                                 Matrix                           records

                          SMS alerts                             Website




9
Business Automation

                 • Traditional accounting packages
                   are    ‘Financial reports-centric’.
                   They are primarily designed to
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                   inform the management about the
                   company’s financial condition long
                   after    it  has  conducted     its
                   business.

                 • On the other hand, ERP adopts a
                   day-to-day      perspective.     It
                   provides strategic information and
                   tools in REAL TIME, when you
                   need it the most.




                 10
Audit Trail

                               • What is audit trail?
                                 – Software will capture users
                                   information        automatically
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                                   from login ID and secret
                                   password

                               • Purpose
                                  – Management will know
                                     • Who entered?
                                     • When the transaction was
                                       saved?
                                     • Who printed?
                                  – Full accountability and full
                                    responsibility comes because
                                    mistakes can be traced
                                    easily


                 11
Advantages
                 •    Multi-user – Access by password. Simultaneously any number
                      of people can use the program on the network.

                 •    CRM
                       – better health care for patient
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                       – Paperless case gives improved and efficient patient
                         monitoring system
                       – Faster patient discharge time

                 •    Great help in case of emergencies.

                 •    Account integration ensures accurate billing.

                 •    Integration with inventory management of medicines ensures
                      availability of critical items such as ‘oxygen’, life saving drugs,
                      etc.

                 •    “Doctor Master” helps identifying specialists especially in case
                      of large hospitals.


                 12
Clinical Masters
                      • Doctor Master.
                        – Complete details about attending doctors.
                        – Complete details about referring/referral hospital.
                      • Hospital Master.
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                      • Service Master.
                        – Details about type of service availed in the hospital.
                      • Resource Master.
                        – Details about type of resource e.g., ECG, Pathology,
                          Sonography, etc.
                      • Account Master
                      • Item Master.
                        – Various types of medicines, Injections, etc to be
                          stored in item master, with sale price.

                 13
Doctor’s ERP captures:
                 (1) Clinical Master data & (2) Accounts master data
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                                        Both master information
                                        is linked for getting
                                        real-time MIS

                 14
Patient master
     Information
     tab




15
Patient master
     Address tab




16
Patient master
     Allergy tab




17
OPD Patient – Capture Visit charges, etc.
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                 18
Why ERP for Doctors?
                  • ERP software will automate
                    your daily activities, tasks,
                    record your clinical tasks
                    without any extra effort.
                  • assists you access easily
www.dnserp.com




                    clinical and medicine related
                    decisions, provide you with
                    integrated accounting and
                    make your practice much
                    more systematic, and error
                    free.
                  • As a byproduct your patients
                    will get a better sense of
                    professionalism           and
                    confidence in your practice.



                 19
Doctor master

20
Resource Master

                                                                       Master data,
                                                                       one time entry
                                                                       required
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                  To entered the detail of any new resource like
                  consultation etc.

                  This will be used at the time of patient treatment
                  detail entry.

                 21
Item Master

                                                            Item type
                                                            drop down list
www.dnserp.com




                  Item Master includes items which are from the stores & gets
                  consume during the treatment. For e.g. capsule, injection etc.

                  Stores expiry date information to generate ‘NEAR EXPIRY
                  REPORT’
                 www.dnserp.co
                 m
                        22
Patient’s scheme master (optional)
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                  • Useful for clinics where prolong treatment is given
                    to patient. E.g. Patient need not pay for every
                    visit, if covered under monthly scheme.

                 23
Treatment detail is captured


                      • Enter details of medicine
                        (Items) given
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                      • Resources used
                      • Date & Time of admission
                      • Date & Time of discharge
                      • Visiting Doctors details
                      • Treatment records



                 24
Breakup of medicine and treatment
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                 25
Overall summary – Indoor + OPD
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                 26
Indoor Patient’s Daily Treatment Entry - 1
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                 27
Indoor Patient’s Daily Treatment Entry - 2
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                 28
Discharge Detail


                                    You can go
                                      home
www.dnserp.com




                 29
Automatic Accounting


                      • ERP software captures data online.
www.dnserp.com




                      • Summary of money received by cash /
                        check.

                      • Outstanding balance computed .

                      • Real time reports / outputs.

                      • Prepare Patients Bill – ensures all the
                        charges are properly included in the bill.


www.dnserp.com
                 30
Management wants to know ‘Daily collection’ or
                 Amount received for a given period
                                                         Save in excel
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                                                     All reports-
                                                     From date
                                                       To date
                                           Display report for specific time
                                                        period
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                 31
Case-paper Data Record - 1
                      1. Complains
                          1. Chief Complaints
                          2. Associated Complaints
                      2. Appearance
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                          1. Height, Built, Gait, Comments
                      3. Mind
                          1. Emotional
                          2. Subconscious
                          3. Intellectual
                      4. Mental State
                          1. Anger, Love, Fear, Anxiety Agitate, Anxiety Depression, Conflict
                      5. General
                          1. Appetite, Habits, Aversion, Flatulence
                          2. Stool, Perspiration, Dreams, Others




                 32
Case Paper Data Record - 2

                      1. Systemic
                          1. Head, Eyes / Vision, Nose, Teeth / Gums
                          2. Respiratory, Extremities
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                      2. Thermal
                          1. Weather / Season, Ice, Cold Water, Hot Water
                      3. Fever
                          1. Chill, Heat, Sweat, thirst, Periodicity
                      4. Female
                          1. Menses: Menarche/ Menopause /Cycle
                          2. Menses Before, Menses During, Menses After, Leucorrhoea
                      5. Life Space
                          1. Developmental Landmarks
                          2. Life Situation




                 33
Case Paper Data Record - 3

                      1. History
                          1.Past History
                          2.Family History
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                      2. Examination
                          1.General
                          2.Systemic
                      3. Investigation
                      4. Notes / Observations




                 34
Diagnosis & prescription

                      • Entering Prescription in the ERP.
                      • In for Dr. there are two formats:
                         – 1). Free format like a notepad
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                         – 2). Structured format.




                 35
Diagnosis & prescription
                      •   Example of the ‘free format’ is given below:
                      •   Note: commands like bold, italics, font size etc., are available.
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                 36
Diagnosis Master:
                 Add, Update, export to MS excel

                      • Acidity
                      • Deafness
                      • Fever
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                      • Heart complains
                      • Kidneys
                        Inflammation
                      • Disease 1
                      • Disease 2
                      • Disease 3




                 37
Case
                 Report
                  • Page 1
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                 38
Case
                 Report
                  • Page 2
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                 39
Case Report   • Page 3
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                 40
Patient’s Bill
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                 41
Case taking
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                      • Note patient’s AGE &
                        Gender displayed
                        automatically




                 42
Case paper 1 – Senior
     Doctor - Prescription details




43
Case paper 2 – Senior
     Doctor – Billing details




44
Case paper in free format




45
Money collection report
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                 46
Bill data entry
www.dnserp.com




                 47
PATIENT ACCOUNTS LEDGER
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                 48
Money outstanding report
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                 49
Security Module: Access and password
www.dnserp.com




                               SECURITY




www.dnserp.com
                 50
Security in ERP

                      Authentication and Authorization is important in ERP

                      The user-manage menu allows the ERP coordinator to ‘allow’ or
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                      ‘deny’ access to the user

                      Each individual is given a unique log-in id and password


                      Each menu and sub-menu can be mapped with the individual

                      User ‘rights’ should be assigned depending on the role and
                      responsibility matrix

                      Authentication and Authorization is important in ERP



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                 51
Email alert module

     – Email id Master for sending auto         Automatic
       emails                                     EMAIL
     – Daily collection (Rs. Or $) or daily   Alerts to users
       Patient count, to TOP Management.
     – Near expiry date medicines – stock
       report
     – Alerts user for items falling below
       ReOrder Level (ROL)
     – Pending Purchase Order since
       defined days.
     – Pending customer outstanding Bills
       since defined days/Months.
     – Bank balance going below defined
       amount.
     – Non-Moving Items.



52
Automatic email alert from ERP
Enter email of Doctor who will receive instant email.




     Option – If Doctor has ‘Blackberry’ enabled mobile, will get report on the
                                      ‘move’.




53
Email alerts material manager – item < ROL




54
www.dnserp.com




                                         Appointment
                                           Management




                      Appointment Management
www.dnserp.com
                 55
Accounts Module
www.dnserp.com




                                   Accounts




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                 56
Accounts and Inventory is tightly
                 integrated
                      • Ensure that closing balance of asset and
                        liability is entered, debtor (patients) balance,
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                        supplier balance, etc. as on given date.

                      • Bank and cash balance is required to start the
                        cash book and bank book.

                      • Physical stock has to be taken and entered for
                        the same ‘cut-off’ date.

                      • Take location wise inventory.

www.dnserp.com
                 57
Accounts Masters
www.dnserp.com




                      • Account Group Master.
                      • Subgroup Master.
                      • General Ledger Account Head Master.
                      • Narration Master.
                      • Detail Account Master.
                      • Supplier Master
                      • Supplier Type Master
                      • TDS (Tax Deducted at Source) and % fields in the vendor /
                        address masters. Automatic posting in GL. ERP will create a
                        TDS JV automatically.

www.dnserp.com
                 58
Accounts Transactions

                      •   Cash receipt voucher.
                      •   Bank receipt voucher.
www.dnserp.com




                      •   Cash payment voucher.
                      •   Bank payment voucher.
                      •   Journal Voucher.
                      •   Contra-entry voucher.
                      •   Credit Note.
                      •   Debit Note.
                      •   Expense PO (for service provider, optional).
                      •   Expense voucher (for service provider bill
                          booking).



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                 59
Accounts Transactions
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                      • Adjust unlink receipt with open bills.
                      • Adjust unlink payment with open GRN
                        (Purchase bill / expense bill).
                      • Closing balance for master data (debtor,
                        creditor, and GL accounts).
                      • Rate of depreciation (as per company act).
                      • Rate of depreciation (as per I-Tax act).
                      • Asset installations slip.
                      • Asset sale transaction. (for asset register and
                        deprecation register).


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                 60
PURCHASE MODULE




     •   Purchase Order
     •   Goods Receipt Note
     •   Vendor Payment
     •   Vendor Ledger
     •   Automatic updating Stock
     •   Credit / Debit Note




61
BACKUP

                      • Purpose: To keep additional copy of database and
                        ERP EXE program in case of computer server
                        breakdown.
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                      • This is a routine operation carried out by the ERP
                        coordinator or IT support person. By clicking on
                        the backup button, ERP will automatically create a
                        database backup. A pop up message is displayed
                        “Backup is taken successfully.”
                      • Backup can be taken by authorized person only.




                 62
KEY BENEFITS
                      Reduced waiting time for patient

                      Improved inventory management
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                      Accurate and fast billing at the time of discharge

                      Hospitals can run in an efficient and cost-effective manner

                      ERP puts clinical and financial information at the fingertips

                      Helps Doctors and administrators in critical decision
                      making
                      Improved efficiency results in a better experience for the
                      patients as well


www.dnserp.com
                 63
Training


                      • Training ERP user
www.dnserp.com




                        –Jyoti Sir will give necessary hand holding
                        support. Train users at various levels to give
                        them necessary confidence in using the integrated
                        system.

                        –Yes, implementing a new system is a challenging
                        task, one that mandates changing existing
                        mindsets and procedures.




www.dnserp.com
                 64
Use Internet to manage your clinics / hospitals


                                              ERP Training
www.dnserp.com




                                      Doctor can have CLINICS
                                   anywhere in INDIA and yet be
                                     connected from anywhere
                                              anytime.


                                  Affordable technologies
                                  •Fix (static) IP address
                                  •With email send and receive data using
                                   standard dialup modem or USB modem




                 65
MANAGEMENT INFORMATION SYSTEM FOR DOCTORS



                  Patients
                  Records                                       Medicine
                                 Nursing staff
www.dnserp.com




                                                                           PATIENT
                                       DNS          DNS
                                              ERP         ERP



                                             Hospital




                 DOCTOR

                 www.dnserp.co
                 m
                 66
CONCLUSION: TOTAL FINANCE MANAGEMENT




               ERP FOR
             HEALTHCARE
             ENTERPRISE




 67
AND TOTAL CLINIC MANAGEMENT




              ERP FOR
            HEALTHCARE
            ENTERPRISE




68
The Digital Nervous System is the
                      ‘backbone’ for your patient management
                             Think of ERP for medical colleges too
www.dnserp.com




                                     Presentation by Jyotindra Zaveri

                      Main ERP e-Learning site
                      http://www.dnserp.com

                      • Your feedback will be appreciated j.zaveri@dnserp.com
                      • Hope you Like this presentation.
                      • If you find these tip useful please share with others.


                                              Health is Wealth
                                                Thank you


                 69
ERP - Additional Resource for further interaction.


                   • ERP Blog Subscribe
                   •   http://dnserp.wordpress.com
www.dnserp.com




                   • Join LinkedIn group ERP, E-business Forum
                   •   http://www.linkedin.com/groups/ERP-Ebusiness-Forum-1877952/about



                   • Follow on Twitter
                   •   http://www.twitter.com/followERP



                   • Facebook group Discuss ERP
                   •   https://www.facebook.com/groups/discuss.erp



                   • Like Facebook Page
                   •   https://www.facebook.com/dnserp

                 ERP Concepts by Prof.
                 Jyoti
www.dnserp.com




                        Connect with Prof. Jyoti
                      www.facebook.com/jyotindra
                    www.linkedin.com/in/jyotindrazaveri
                      Email j.zaveri@dnserp.com
                 Subscribe Video Channel             http://www.youtube.com/dnserp
                 Follow Presentations                http://www.scribd.com/eLesson
                 Follow Presentations With Video     http://www.slideshare.com/jzaveri
                 Follow Boards on Pinterest          http://www.pinterest.com/digitalpin




                                                   E-commerce examples
                 ERP Concepts by Prof. Jyoti

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ERP software for Doctor. Complete management software for hospital.

  • 1. ERP for Doctors Management Software for Hospital Clinic / Administration www.dnserp.com Nursing home Digital Includes complete Nervous accounting System module 1
  • 2. Outline Major ERP modules Integration of the Clinical data and www.dnserp.com the Management data Presentation for Doctor as well as for IT Professionals Some use case (case study) used to discuss details
  • 3. About the author: Jyoti Zaveri Broad techno/commercial background, with over 36 years experience in Information Technology. Worked on the Internet since its dawn period. Specializing in Digital Platforms, Internet Marketing, E-business, E-commerce and ERP solutions. IT professional since …..1975. Computer Engineer (Germany). About Author Zaveri www.dnserp.com 3
  • 4. What is ERP FOR DOCTORS? Enterprise Resource Planning software is a fully integrated business management software, to link business processes automatically, and gives real time www.dnserp.com information to authorized users. ERP is a multi-user system of management. ERP backed processes enable Doctors to network 24 X 7 X 365 to access critical information across multiple clinics, irrespective of geographical location of Doctor or clinics. ERP for Doctors is the software designed and developed by Jyotindra Zaveri, Pune, India. www.dnserp.com 4
  • 5. There is too much of unstructured data in most clinics, in the form of prescriptions. ‘ERP for Doctors’ captures the entire cycle of a patient’s treatment – right from prescription to treatment and the follow ups. Hospital/Clinic Management System attempts to answer following questions www.dnserp.com • How many patients in last month? – How many OPD? – How many were indoor (admitted )? • What is our Resource utilization: Rooms, ECG, consultations? • Stores: Are the Medicine given to patient billed to patient? Are they accounted properly? • How many outside Doctors Visited? – Are their visits recorded and billed to the patient? • Who are the Doctors referring to our clinic? 5
  • 6. ERP software for Doctors o Fully comprehensive software for Doctors, Hospitals, and Clinics including prescription writing and storing, Electronic case papers www.dnserp.com records and medical practice management. o ERP for medical professional focuses on helping the doctor and automating tasks. o ERP is simple to use, customizable to your workflow and suitable for both Specialists and General Practitioners. www.dnserp.com 6
  • 7. Client / Server Architecture • Server is always on • Connect to static IP Server • All data is saved on the server computer • LAN or Wi-Fi LAN www.dnserp.com Dr. One Dr. Two Dr. Three Reception USERS COMPUTERS ARE CALLED CLIENT PC Senior Doctor www.dnserp.com 7
  • 8. Clinic Management concept E-Case Papers Senior Doctor 1 www.dnserp.com Reception Dr. One First interview Take medicine & Senior Doctor 2 ERP Server payment computer 8
  • 9. C O M P L E T E M A N A G E M E N T S O F T W A R E Security CRM Case paper PATIENTS Prescription DATA writing Appointment Cash PURCHASE Accounts management PAYROLL management HR Special units OPD Multi-user (Cancer Center) Indoor AUDIT patients TRAIL Medicine Doctor Automatic Resource Multi-location Management Master Management E-Mail Alerts Send / Receive Resource Diagnosis data Matrix records SMS alerts Website 9
  • 10. Business Automation • Traditional accounting packages are ‘Financial reports-centric’. They are primarily designed to www.dnserp.com inform the management about the company’s financial condition long after it has conducted its business. • On the other hand, ERP adopts a day-to-day perspective. It provides strategic information and tools in REAL TIME, when you need it the most. 10
  • 11. Audit Trail • What is audit trail? – Software will capture users information automatically www.dnserp.com from login ID and secret password • Purpose – Management will know • Who entered? • When the transaction was saved? • Who printed? – Full accountability and full responsibility comes because mistakes can be traced easily 11
  • 12. Advantages • Multi-user – Access by password. Simultaneously any number of people can use the program on the network. • CRM – better health care for patient www.dnserp.com – Paperless case gives improved and efficient patient monitoring system – Faster patient discharge time • Great help in case of emergencies. • Account integration ensures accurate billing. • Integration with inventory management of medicines ensures availability of critical items such as ‘oxygen’, life saving drugs, etc. • “Doctor Master” helps identifying specialists especially in case of large hospitals. 12
  • 13. Clinical Masters • Doctor Master. – Complete details about attending doctors. – Complete details about referring/referral hospital. • Hospital Master. www.dnserp.com • Service Master. – Details about type of service availed in the hospital. • Resource Master. – Details about type of resource e.g., ECG, Pathology, Sonography, etc. • Account Master • Item Master. – Various types of medicines, Injections, etc to be stored in item master, with sale price. 13
  • 14. Doctor’s ERP captures: (1) Clinical Master data & (2) Accounts master data www.dnserp.com Both master information is linked for getting real-time MIS 14
  • 15. Patient master Information tab 15
  • 16. Patient master Address tab 16
  • 17. Patient master Allergy tab 17
  • 18. OPD Patient – Capture Visit charges, etc. www.dnserp.com 18
  • 19. Why ERP for Doctors? • ERP software will automate your daily activities, tasks, record your clinical tasks without any extra effort. • assists you access easily www.dnserp.com clinical and medicine related decisions, provide you with integrated accounting and make your practice much more systematic, and error free. • As a byproduct your patients will get a better sense of professionalism and confidence in your practice. 19
  • 21. Resource Master Master data, one time entry required www.dnserp.com To entered the detail of any new resource like consultation etc. This will be used at the time of patient treatment detail entry. 21
  • 22. Item Master Item type drop down list www.dnserp.com Item Master includes items which are from the stores & gets consume during the treatment. For e.g. capsule, injection etc. Stores expiry date information to generate ‘NEAR EXPIRY REPORT’ www.dnserp.co m 22
  • 23. Patient’s scheme master (optional) www.dnserp.com • Useful for clinics where prolong treatment is given to patient. E.g. Patient need not pay for every visit, if covered under monthly scheme. 23
  • 24. Treatment detail is captured • Enter details of medicine (Items) given www.dnserp.com • Resources used • Date & Time of admission • Date & Time of discharge • Visiting Doctors details • Treatment records 24
  • 25. Breakup of medicine and treatment www.dnserp.com 25
  • 26. Overall summary – Indoor + OPD www.dnserp.com 26
  • 27. Indoor Patient’s Daily Treatment Entry - 1 www.dnserp.com 27
  • 28. Indoor Patient’s Daily Treatment Entry - 2 www.dnserp.com 28
  • 29. Discharge Detail You can go home www.dnserp.com 29
  • 30. Automatic Accounting • ERP software captures data online. www.dnserp.com • Summary of money received by cash / check. • Outstanding balance computed . • Real time reports / outputs. • Prepare Patients Bill – ensures all the charges are properly included in the bill. www.dnserp.com 30
  • 31. Management wants to know ‘Daily collection’ or Amount received for a given period Save in excel www.dnserp.com All reports- From date To date Display report for specific time period www.dnserp.com 31
  • 32. Case-paper Data Record - 1 1. Complains 1. Chief Complaints 2. Associated Complaints 2. Appearance www.dnserp.com 1. Height, Built, Gait, Comments 3. Mind 1. Emotional 2. Subconscious 3. Intellectual 4. Mental State 1. Anger, Love, Fear, Anxiety Agitate, Anxiety Depression, Conflict 5. General 1. Appetite, Habits, Aversion, Flatulence 2. Stool, Perspiration, Dreams, Others 32
  • 33. Case Paper Data Record - 2 1. Systemic 1. Head, Eyes / Vision, Nose, Teeth / Gums 2. Respiratory, Extremities www.dnserp.com 2. Thermal 1. Weather / Season, Ice, Cold Water, Hot Water 3. Fever 1. Chill, Heat, Sweat, thirst, Periodicity 4. Female 1. Menses: Menarche/ Menopause /Cycle 2. Menses Before, Menses During, Menses After, Leucorrhoea 5. Life Space 1. Developmental Landmarks 2. Life Situation 33
  • 34. Case Paper Data Record - 3 1. History 1.Past History 2.Family History www.dnserp.com 2. Examination 1.General 2.Systemic 3. Investigation 4. Notes / Observations 34
  • 35. Diagnosis & prescription • Entering Prescription in the ERP. • In for Dr. there are two formats: – 1). Free format like a notepad www.dnserp.com – 2). Structured format. 35
  • 36. Diagnosis & prescription • Example of the ‘free format’ is given below: • Note: commands like bold, italics, font size etc., are available. www.dnserp.com 36
  • 37. Diagnosis Master: Add, Update, export to MS excel • Acidity • Deafness • Fever www.dnserp.com • Heart complains • Kidneys Inflammation • Disease 1 • Disease 2 • Disease 3 37
  • 38. Case Report • Page 1 www.dnserp.com 38
  • 39. Case Report • Page 2 www.dnserp.com 39
  • 40. Case Report • Page 3 www.dnserp.com 40
  • 42. Case taking www.dnserp.com • Note patient’s AGE & Gender displayed automatically 42
  • 43. Case paper 1 – Senior Doctor - Prescription details 43
  • 44. Case paper 2 – Senior Doctor – Billing details 44
  • 45. Case paper in free format 45
  • 50. Security Module: Access and password www.dnserp.com SECURITY www.dnserp.com 50
  • 51. Security in ERP Authentication and Authorization is important in ERP The user-manage menu allows the ERP coordinator to ‘allow’ or www.dnserp.com ‘deny’ access to the user Each individual is given a unique log-in id and password Each menu and sub-menu can be mapped with the individual User ‘rights’ should be assigned depending on the role and responsibility matrix Authentication and Authorization is important in ERP www.dnserp.com 51
  • 52. Email alert module – Email id Master for sending auto Automatic emails EMAIL – Daily collection (Rs. Or $) or daily Alerts to users Patient count, to TOP Management. – Near expiry date medicines – stock report – Alerts user for items falling below ReOrder Level (ROL) – Pending Purchase Order since defined days. – Pending customer outstanding Bills since defined days/Months. – Bank balance going below defined amount. – Non-Moving Items. 52
  • 53. Automatic email alert from ERP Enter email of Doctor who will receive instant email. Option – If Doctor has ‘Blackberry’ enabled mobile, will get report on the ‘move’. 53
  • 54. Email alerts material manager – item < ROL 54
  • 55. www.dnserp.com Appointment Management Appointment Management www.dnserp.com 55
  • 56. Accounts Module www.dnserp.com Accounts www.dnserp.com 56
  • 57. Accounts and Inventory is tightly integrated • Ensure that closing balance of asset and liability is entered, debtor (patients) balance, www.dnserp.com supplier balance, etc. as on given date. • Bank and cash balance is required to start the cash book and bank book. • Physical stock has to be taken and entered for the same ‘cut-off’ date. • Take location wise inventory. www.dnserp.com 57
  • 58. Accounts Masters www.dnserp.com • Account Group Master. • Subgroup Master. • General Ledger Account Head Master. • Narration Master. • Detail Account Master. • Supplier Master • Supplier Type Master • TDS (Tax Deducted at Source) and % fields in the vendor / address masters. Automatic posting in GL. ERP will create a TDS JV automatically. www.dnserp.com 58
  • 59. Accounts Transactions • Cash receipt voucher. • Bank receipt voucher. www.dnserp.com • Cash payment voucher. • Bank payment voucher. • Journal Voucher. • Contra-entry voucher. • Credit Note. • Debit Note. • Expense PO (for service provider, optional). • Expense voucher (for service provider bill booking). www.dnserp.com 59
  • 60. Accounts Transactions www.dnserp.com • Adjust unlink receipt with open bills. • Adjust unlink payment with open GRN (Purchase bill / expense bill). • Closing balance for master data (debtor, creditor, and GL accounts). • Rate of depreciation (as per company act). • Rate of depreciation (as per I-Tax act). • Asset installations slip. • Asset sale transaction. (for asset register and deprecation register). www.dnserp.com 60
  • 61. PURCHASE MODULE • Purchase Order • Goods Receipt Note • Vendor Payment • Vendor Ledger • Automatic updating Stock • Credit / Debit Note 61
  • 62. BACKUP • Purpose: To keep additional copy of database and ERP EXE program in case of computer server breakdown. www.dnserp.com • This is a routine operation carried out by the ERP coordinator or IT support person. By clicking on the backup button, ERP will automatically create a database backup. A pop up message is displayed “Backup is taken successfully.” • Backup can be taken by authorized person only. 62
  • 63. KEY BENEFITS Reduced waiting time for patient Improved inventory management www.dnserp.com Accurate and fast billing at the time of discharge Hospitals can run in an efficient and cost-effective manner ERP puts clinical and financial information at the fingertips Helps Doctors and administrators in critical decision making Improved efficiency results in a better experience for the patients as well www.dnserp.com 63
  • 64. Training • Training ERP user www.dnserp.com –Jyoti Sir will give necessary hand holding support. Train users at various levels to give them necessary confidence in using the integrated system. –Yes, implementing a new system is a challenging task, one that mandates changing existing mindsets and procedures. www.dnserp.com 64
  • 65. Use Internet to manage your clinics / hospitals ERP Training www.dnserp.com Doctor can have CLINICS anywhere in INDIA and yet be connected from anywhere anytime. Affordable technologies •Fix (static) IP address •With email send and receive data using standard dialup modem or USB modem 65
  • 66. MANAGEMENT INFORMATION SYSTEM FOR DOCTORS Patients Records Medicine Nursing staff www.dnserp.com PATIENT DNS DNS ERP ERP Hospital DOCTOR www.dnserp.co m 66
  • 67. CONCLUSION: TOTAL FINANCE MANAGEMENT ERP FOR HEALTHCARE ENTERPRISE 67
  • 68. AND TOTAL CLINIC MANAGEMENT ERP FOR HEALTHCARE ENTERPRISE 68
  • 69. The Digital Nervous System is the ‘backbone’ for your patient management Think of ERP for medical colleges too www.dnserp.com Presentation by Jyotindra Zaveri Main ERP e-Learning site http://www.dnserp.com • Your feedback will be appreciated j.zaveri@dnserp.com • Hope you Like this presentation. • If you find these tip useful please share with others. Health is Wealth Thank you 69
  • 70. ERP - Additional Resource for further interaction. • ERP Blog Subscribe • http://dnserp.wordpress.com www.dnserp.com • Join LinkedIn group ERP, E-business Forum • http://www.linkedin.com/groups/ERP-Ebusiness-Forum-1877952/about • Follow on Twitter • http://www.twitter.com/followERP • Facebook group Discuss ERP • https://www.facebook.com/groups/discuss.erp • Like Facebook Page • https://www.facebook.com/dnserp ERP Concepts by Prof. Jyoti
  • 71. www.dnserp.com Connect with Prof. Jyoti www.facebook.com/jyotindra www.linkedin.com/in/jyotindrazaveri Email j.zaveri@dnserp.com Subscribe Video Channel http://www.youtube.com/dnserp Follow Presentations http://www.scribd.com/eLesson Follow Presentations With Video http://www.slideshare.com/jzaveri Follow Boards on Pinterest http://www.pinterest.com/digitalpin E-commerce examples ERP Concepts by Prof. Jyoti