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Set up Labs, Procedures and Drugs and Consumables.

Setting Up Labs (Lab Test Templates)

Whenever you create a new Lab Test, the Lab Test document is loaded based on the template configured for that particular test. This means, you will have to have separate templates configured for each Lab Test.

Here's how you can configure various types of templates.

Healthcare > Setup > Lab Test Template > New Lab Test Template

After providing the Name for the Test you will have to select a Code and Item group for creating the mapped Item.  Lab Test (every other billable healthcare service) will be mapped to an Item with "Maintain Stock" set to false. This way, the Accounts Module will invoice the Item and you can see the Sales related reports of Selling Module. You can also set selling rate of the Lab Test here - this will update the Selling Price List.

The Is Billable flag in Lab Test Template creates the Item, but as Disabled. Likewise, unchecking this flag will Enable the Item.
Result Format

Following are the result formats available 

  • Single: select this format for results which require only a single input, result UOM and normal value
  •   Compound: allows you to configure results which require multiple input fields with corresponding event names, result UOMs and normal values
  •   Descriptive: this format is helpful for results which have multiple result components and corresponding result entry fields.
  •   Grouped: You can group test templates which are already configured and combine as a single test. For such templates select Grouped.
  •   No Result: Select this if you don not need to enter or manage test result. Also, no Lab Test document will be created. e.g., Sub Tests for Grouped results.

    Setting Up Clinical Procedures (Procedure Templates)


You can configure templates with various properties of Clinical Procedures to ease out the Procedure creation process. You can create templates so that you don't have to enter the consumables, rates and linked items every time you create a Clinical Procedure for a Patient

You can create new Clinical Procedure Templates by going to:
    Home > Healthcare > Consultation Setup > Clinical Procedure Template

  1.   Enter a unique name for the Template.
  2.   The Clinical Procedure Template automatically creates an Item linked to it for billing purposes. For this reason, enter an Item Code, Item Group and Description for the item.
  3. Optionally select the Medical Department for which the Clinical Procedures will be conducted.
  4.   Check "Is Billable" if you want to bill the procedure like a Knee Surgery. If you check this, set a rate for the Procedure. You may not want to bill procedures like Wound Cleaning.
  5. Save