medical openerp


1. Welcome 2. Installing Medical 1. Installing OpenERP 2. Creating the Medical Database 3. Installing Medical 3. Introduction to Medical 4. The Demo Database 5. The Main Screen 6. The Partner Concept 7. Patients 8. Families 9. Institutions 10. Doctors 11. Medicaments 12. Laboratory 13. Pathologies 14. Operational Areas 15. Insurance 16. Genetics 17. Appointments 18. Misc 19. Billing 20. Reports

Welcome to the Medical Documentation Project¶
Medical is a free, centralized Health and Hospital Information System that provides the following functionality : - Electronic Medical Record (EMR) - Hospital Information System (HIS) - Health Information System Electronic Medical Record : The doctor will be able to keep all his patient's clinical history, evaluations, prescriptions, billings, allergies, family history, socio-economic status, education level, ... Hospital Information System (HIS) : Medical is a great tool to run a Hospital or Health institution. You can manage the resources of the institution: Human resources (employees), Invoicing, Sales Management, Purchase Management, Stock control, ... Health Information System : The information encoded in Medical uses industry standards ( ICD-10 , HL7, SNOMED and ICD-10-PCS ). That information could either be exported to a National Health Ministry for analysis, or be used in realtime using the Data Warehousing / Business Intelligence functionality of OpenERP. We can have realtime graphics of many different indicators and their combinations ( etary groups, diseases, socio-economic levels, locations, education levels, ....) Medical is focused in family and preventive medicine. The goal is to provide all the nations, their institutions and doctors a free health information system which facilitates health promotion campaigns and prevent diseases. Many developing countries face epidemics (HIV/AIDS, Malaria, Chagas, ...) that, in many cases can be linked to the socioeconomic

status. In this sense, Medical is a valuable tool for social and health agents, who get the information about the habitants of a specific village / city. So, in the personal / family record we can find, among others :  Educational level  Housing Conditions (running water, gas, sewers, ...)  Members of the family  Addictions  Working conditions  Eating habits and nutritional level  Diseases  Immunization history  Genetic risks  Lab Tests and screening  Prescriptions and medication history All this information is key for making the right decision in the promotion, prevention and treatment of the patient and family. One key aspect of Medical that differentiates it from other system is the holistic way of dealing with the patient. We designed Medical so we can have all the factors that influence their health status. By this we firmly believe in the World Health Organization (WHO) definition of health : "Health is a state of complete physical, mental and social well-being and not merely the absence of disease or infirmity." Community The team of the Medical project is a fast-growing community of medical doctors, nurses, computer scientists, hospitals and universities around the world, contributing to make the most versatile and universal open source EMR / HIS License Medical is distributed under the GNU Public License (GPL). Get Started With Medical To get start with Medical check the Wiki Contents These pages will contain all the necessary information to get the system up and running. It's a community effort, so all registered users can, and are encouraged to, contribute to the documentation project. Welcome to Medical!

Downloading and installing OpenERP¶
Medical is built as an OpenERP module, so the first thing you should do is to download and install OpenERP. Check the OpenERP documentation wiki at to install OpenERP for your favorite operating system. Make sure that you download version >= 5.0 The latest version can be found at :

GNU / Linux¶
If you are using a Linux distribution, you are probably better off downloading the server source, instead of the package, since the latter might be outdated. After you have installed all the requirements (see the OpenERP wiki) you are ready to install the server. OpenERP v 6.0 : In addition to the packages required on v5.x, you will need the pythonyaml , python-mako and python-hippocanvas libraries Debian GNU/Linux Squeeze locales : If you installed debian in another language other than english, you want to generate the locales for en_US.UTF-8. Uncoment the line in /etc/locale.gen and and then run locale.gen as root. So :
## FOR DEBIAN SQUEEZE root@beastie:~# locale-gen Generating locales (this might take a while)... en_US.UTF-8... done es_ES.UTF-8... done Generation complete. root@beastie:~# locale -a C en_US.utf8 es_ES.utf8 POSIX

For example, one quick way of installing and booting the server can be :
mkdir openerp5 cd openerp5 tar -xzvf ../openerp-server-5.0.0_rc3.tar.gz cd openerp-server-5.0.0_rc3/bin/ ./

If you had all the requirements met, then you should see something like this :
/apps/trac/medical/attachment/wiki/MiscWikiFiles/openerp_server.png/apps/trac/medical/attach ment/wiki/MiscWikiFiles/openerp_server.png

At this point, your OpenERP server is ready to accept connections. Of course, you can / should start the server in the background. On Ubuntu 9.04 Please use the latest OpenERP Server( >= 5.0.2 ) to avoid known issues with python 2.6 and OpenERP.

Developers or single users using Medical on a single machine will need the client & server OpenERP. (If you want the server to reside on a distant machine check the OpenERP documentation to see how to setup OpenERP).  Download "All-in-one for windows" from  Launch the installer. This will install the ERP Client, Server and PostgreSQL.  Launch the OpenERP server. You can configure that the server runs as a Window Service hence automatically launch when you start your machine.  Launch the OpenERP client.

open your OpenERP client and select Databases -> New database . and processed by the OpenERP kernel. All is done via the OpenERP / Medical frontend. Creating the medical database¶ The first thing we need to do is to create a database that will hold all the information of our Medical system. Note: OpenERP is a client/server application hence you need to setup your firewall to accept OpenERP to access localhost. All Medical information is stored in a Postgresql database. Note: On my machine the installation used ~440 Mo. We don't need to do anything at the operating system level to create or manage the Database. To create a Database.The default installation directory is "C:\Program Files\OpenERP AllInOne" we will assume that you used it.

The user administrator has full control over the system. Super Administrator Password : "admin" is the default password. that is concordant with the role of the system. and OpenERP ) are properly installed and secured. The fields are : OpenERP Server : The OpenERP server where the kernel is running and listening.. drugs. we chose "development". since it's a database that will not hold production data. make sure that Medical has been translated to your local language. . Medical information is very sensitive. database.. If you are running it on the same machine. Default Language : Choose the language you want to run the system in. A lot of demo information (patients. Administrator Password : Pick a strong password. In our case. so you don't have to input every time. institutions. so you have to make sure that all the resources involved (operating system. choose localhost. You can later import your language. specially for development and training databases. Load Demonstration Data : Please enable this option.The next screen will bring up the main parameters to create the database. Before changing it. Please change it immediately under File -> Databases -> Administrator Password New Database Name : Now we need to pick a database name. Don't change the protocol and port number unless you know what you are doing. . Choose English if you are not sure. ) will be loaded. doctors.

.0.1/bin/addons/ tar -xzvf $HOME/medical_1.gz On Windows o o Extract the zip in "C:\Program Files\OpenERP AllInOne\Server\addons" which will create a folder named "C:\Program Files\OpenERP AllInOne\Server\addons\medical" Check at the OpenERP documentation Wiki how to create a Database.Next step: Installing the Medical Module Installing Medical¶  Download the Medical module from Sourceforge : The latest Medical development will be found at Sourceforge. so. Extract the contents under the "addons" directory of the server. Standard Configuration (OpenERP v 5): Medical Center Profile¶  OpenERP v 6 : The profile wizard is no longer available in openERP v6.0. make sure you choose the Medical Center   Download and install it on your home directory. There is a nice wizard that will guide you through the installation. as an example. we have created a profile that contains the most relevant modules to run a health center ( from a private office to a hospital ). starting at your home directory o On Linux o o o cd openerp5/openerp-server-5.1. Please check the section "Installation on Openerp 6" To ease the installation of Medical. When you start the installation wizard.tar. at https://sourceforge.

where we can choose the right / custom set of modules to be loaded at DB creation time. .The system will start the Medical Module installation. that's ok.On Windows you can find this file on C:\Document and Settings\<your_username>\. Please wait. It's raised by the client.openerprc ..0. You can set it to 1800. timeout = 300 <-.openerprc Locate the $HOME/.. but the server is working. Installation on Openerp 6¶ In OpenERP v 6. we don't have a "profile wizard". .This value is in seconds.openerprc file and edit the [client] section vi $HOME/. Time out" error. since there is a lot of info ( like all the ICD-10 categories and pathologies ).. Under this scenario. so you don't have to do anything at this point if you have this version. instead of going through all the steps. When loading large amount of data (like the ICD-10 diseases or the ICD10-PCS ) you might exceed this period of inactivity from the client side. skip the next steps by choosing Use Directly option. You may see a "Connection refused.. To avoid this you can override the client parameter file. that it would be 30 minutes. Do not press anything until the installation has finished.openerprc Edit the section [client] [client] . this is what you need to do : . The following will apply to versions <= 5x The openerp client has a default timeout (time without getting a response from the server) of 5 minutes. $HOME/.When you start the OpenERP installation. Avoiding the time-out error  OpenERP v 6 : OpenERP v 6 already has a 3600 secs (1 hour) timeout period.

so you can have access to the module section. Main Menu -> User -> Preferences -> Interface -> Extended . make sure you have the "Extended" view on the Interface..Now.

From OpenERP v6 on. you do it via the modules management.Type in "medical" in the search / filter window. . In version 6.Double click on the module. .Next you need to install the "Medical" module. and it will show you the profile. we have the choice of selecting which modules we want to include to fit our needs.Click on "Schedule for Installation" . instead of having a "profile" with pre-assigned modules. depending on the capacity of your computer. . Main Menu -> Administration -> Modules Management -> Modules -> .Apply Scheduled Upgrades Remember that this process takes a while.

which include the Procedure Code System dataset. A Modular Design¶ For most cases.10th revision . substance abuse. This module can track the living conditions. This module contains the basic objects : patient. You might want to include later on the medical_icd10_pcs module. medical_surgery : Keeps track of the patient surgeries. addictions. doctor. medication. medical_socioeconomics : This module has the functionality of all the socioeconomic factors that influence the health of the individual / family and society. In this module we include the NCBI and Genecard information. Medical is installed at this point. infrastructure. as well as puerperium. with over 100000 different medical procedures (not only surgical).       .. medicament. more than 4200 genes associated to diseases. medical_lifestyle : All about the way of living. hospital. working children.On this window you can select which additional modules will be installed. and they fit most medical centers. education.. eating habits. Both gynecological and obstetrics. family affection. Perinatal Information and monitoring. medical_gyneco : Brings the functionality related to the woman.International Classification of Diseases for MEDICAL . sleeping patterns. prescription. wards and admissions medical_icd10 : World Health Organization . hostile areas. The default modules have been preselected. The modules that are included on the Medical Center Profile are :  medical : The core module. safety measures and sexuality of the patient medical_genetics : Family history and genetic risks.

suppliers. for example invoice the patient. sale. make product orders. Advanced and Custom Installation¶ For now Medical requires at least the dependencies modules base. . contact their relatives. products. so one can. the system should be configured with the right customization (localization. check the stock of the medicaments.. etcetera.. You can either install them now or later.). ) Please note that Medical is a Health and Hospital Information System. make room reservations. For a proper functioning.. chart of accounts. hepatogram.. and to get the most out of Medical. . This means that many objects (ie. account and product. stools.  Update the modules via the main menu by clicking on Administration -> Modules Management -> Update Modules List. partner and medicaments ) are linked to the business objects and processes of OpenERP.. medical_lab : It has the functionality of the laboratory and patient tests ( hemogram. This process will include Medical in the repository. semen.

Click on the "Schedule for Installation" and finally.   Select "medical" from the modules list and double click on the module line. Click on "Apply Scheduled Upgrades" (see the right of the image below) .

To install them you simply need to click on "Apply Scheduled Upgrades" again. Your OpenERP client should look something like this . If your Medical module is not fully installed it might be because you didn't install the dependencies modules. Do not press anything until the installation has finished. Click on "Start Upgrade" The system will start the Medical Module installation. sale. your Medical module. but it should be around 10 / 20 minutes ). When the module installation is finished (the processing time depends on the hardware. In that case check the dependencies tab it should show you that Medical needs the modules base. but the server is working. Please wait. Time out" error. It's given by the client. You may see a "Connection refused.  Close the modules tab and press CTRL+R to refresh the view. that's ok. based on the dependencies. since there is a lot of info ( like all the ICD-10 categories and pathologies ). Note: OpenERP will integrate all the needed modules. is ready to go. account and product.

It's an holistic way of practice medicine. the information gathered in the daily practice will be easy to export and/or analyze for epidemiology studies. Most of the information can be gathered from the patient main view.Next step: Introduction to Medical A patient-centric approach¶ Medical puts the patient as the most important element of the system. This gives us the big picture. and the physician has always the important elements in front. . Moreover. This design facilitates navigation.

suppliers. PoS. Some examples :   Partners : Doctors. patients.. insurance companies. probably the most versatile and robust ERP / CRM engine today. so we can storage them. so we can transact with them ( invoice. . associate them to a supplier. We can build infocubes in real-time and graphically represent the status and trends of an specific outbreak. know at anytime the quantity of medicines. Medical has been designed to take advantage of the ERP and CRM features of OpenERP. On the other hand.   How to access Medical¶ You can connect to Medical in two different ways   Web browser GTK client Both clients have basically the same features. It also has the advantage of not having to install anything on the computer. so the choice is more a matter of taste. We can use the OLAP functionality to do epidemiology analysis. .Data model and business process¶ Medical runs on top of OpenERP. CRM : When using the Customer Relationship Management engine. institutions. The web client might be better for low-bandwidth connections. etc.. ). so most of the objects are linked to the business processes.. All what's needed to run a Hospital Products : Medications and vaccines are linked to the product.. just use the web browser of choice. have a stock forecast. we would be able to have the patient check for availability and make the reservation for the next appointment with her / his doctor OLAP : This is very important for epidemiology. the GTK client might better suit the LAN environment. All are partners. buy medicaments.

Make sure the client version matches the one of the server.To connect via the GTK client. like : medical. By default is 8070 .example. Once you have downloaded the port : the port where the medical server is listening. you need to specify the following parameters :   hostname : the host where the Medical server is running. you have to download the client from the OpenERP download area.

it's a good idea to start up with some demo data. Connection type : Normally you want to use the NET-RPC (faster) connection When using the web client. The institution : GNU Solidario Hospital The doctor : Cameron Cordara The insurance Company : Insurator Other info : Has traveled to malaria endemic area 4 months ago and did not take any anti-malarial prophylaxis.example. One premature. … ) Surgeries Genetic risks and family history Other lab tests (eg. CBC) Sexuality Vaccinations Once you feel comfortable with the use of Medical. you only need to specify the port as part of the URL .Having this demo data will help you to get an idea of the basic elements. The demo data circles around the Next : The Demo Database The Demo Database¶ If you are new to Medical. Next : Partners The Main Screen¶ Now you have installed the Medical database and you are ready to get started. "Ana Betz" and her family. for example http://medical. . From that point. without the demo data. you can create a new database. The basic data includes :           Female patient Married Diabetes type 1 Using an insulin pump Allergic to penicillin Mother of 2 infants ( G2P2A0). living conditions. such as :           Hospitalizations Family members Lifestyle Perinatal and puerperium information Socioeconomics ( patient occupation. and their relationships. You should get familiar with the main screen and navigation of the HIS. you can play with the other resources.

Human Resources.The Medical screen is divided into 2 main sections. but be careful of not forgetting to save your work or open two of the same type. You can have as many open tasks as you want. Financial Management. we have all the menus and sub-menus of Medical (Configuration.. In the main area (right). Stock. It's advisable to keep onle a small number. multi-task system. When you click on one of these section. . ). You can have multiple tasks open at the same time. Laboratory. Purchase. Patients. any new task will open a tab.. Appointments. we have highlighted the Medical menu on the left hand side. Starting from the main menu. Tabs and concurrent tasks¶ Medical is a multi-user. modules and or business processes. In this screenshot we have : Partners. In this example. Sales and Medical. Products. The left area shows the main functionality areas. Look at the screenshot and you can see at the top of the navigation area two tabs ( "Menu" and "New Patient" ). it will show on the right area the navigation menu for this specific module functionality.

The Partner Concept In Medical. Note: This is a nice way to divide roles within the company. a Partner represents an entity with whom you do transactions. Note one of the tabs is called "Medical". a doctor or an health institution. Go to “Administration” Module . In that tab you also include the patient insurance information... you include all the administrative and contact information : Address. a person from the administrative office will enter all the patient contact and administrative data.. contacts. When assigning the permission profiles. ID number. without having to enter the patient clinical record. . Examples of partners are:       Doctors Patients Institutions Hospitals Insurance Companies Employees In the main partner form. In that tab you select whether the partner is a patient. How to create a Partner: 1. associated insurances.

In this example. there is some medical specific information that will be stored in the partner. Medical Related Information of the Partner¶ The partner object is mainly for administrative data. However. The ID Number is the national identification or passport of the patient. put as much information as you can about the patient contacts. a doctor. so make sure to collect that information. those are the only links you have. This information is related to :  Type of partner : You should check whether the partner is a patient. so multiple insurances plans can be stored per patient. Don't put here the patient ID from the health center. Click on “New Partner” 4. When we get to the patient form. You must fill in those fields in order to be able to save the record. Insurance list : In this section you can enter all the insurances the patient is affiliated. Complete the fields with the information required Administration -> Partner -> New Partner Required Fields¶ In Medical. you will have the specific field for the internal number. Today the email is as important (if not more) than the telephone number. Just press on the new resource icon ( ) and enter the information. located in the "Medical" tab of the partner form. She or he can have a state issued insurance and a private. the fields with a blue background are required.2. Contact Information¶ You can have as many contacts per patient as you want. Select “Partner” option 3. Remember that in a case of emergency. As a general rule. both or a health center. the fields Name and ID Number are required. Please make sure you double check periodically the contact information about the patient.  .

. double click on the line of the insurance itself and it will open the resource for editing.Insurances¶ To add a new insurance. click on the new resource icon ( ) To modify an existing insurance.

Number : The affiliation number of the patient.Diseases: Medical conditions. food. age.Socioeconomics: Work. ethnic group. . Important: Remember to save the changes every time you add or change information. Smoking frequency.Lifestyle: Frequency of physical exercise. blood type. etc. date of diagnosis. Family issues. Treatment. You will be able to add information about the patient. For example: . Educational level. Finally. alcohol.Personal information: Date of birth. marital status. the plan or category of the insurance and the expiration date and notes related to the insurance. Normally it's the same as the patient. Family APGAR. . provided by the insurance company. Housing conditions. etc . enter the start of the membership.etc. family. but in some cases (like kids) the owner is the parent. Company : Enter the insurance company that has provided the plan. Medical offers you the possibility to complete the “New Patient” form. You choose the insurance company from the partner list. PATIENTS In order to create Patients. status of disease. . Required field Owner : The person who has the contract with the insurance company. Pregnancy warning. etc. Drug addictions.

. ICD-10 Code. week. etc. gravida. description of surgery. full term. 4. date. Enter to Medical.Medications: Allergy history. dominance. menarche age. . menopausal.Surgeries: ICD-10 .Gineco/Obs. abortions. next evaluation. affected chromosome. Complete with the information required. All these information will be extremely helpful for doctors. menopause age. . born alive.PCS Code. age first encounter. anticonceptive method.. Official Long name. 2. Pathology category. currently pregnant. premature. deceased after 2nd. etc. dose number. . Besides. course completed. medicament. perinatal information. obstetric information (GPA. sexual practices. etc. discontinued. generic family disease. chief complaint. deceased during 1st.Generic Risk: Official symbol. How to create a Patient: 1.Evaluations: Date of evaluation. start and end of treatment. derived to doctor. relative. it will be vital for statistics.Sexuality: Sexual partners. sexual preferences. date of surgery. etc. presumptive diagnosis.Vaccinations: Name of vaccine. active. surgery classification. Select “New Patient” option. etc. . Go to “Patients” Module. week).: Fertile or not. derived from doctor. etc. 3. etc. base condition. . Medical > Patients > New¶ Important: Remember to save the information before closing the chart. .

.Attachments  New Patient.3 KB) .png (94.added by jcatalano 13 months ago.

How to create a Family: 1.FAMILIES Medical offers you the possibility to create Families. Enter to Medical. Go to “Patient” Module. You can assign a code or name to a group of patients and you will be able to check all their reports and information with only one click. . Complete with the information required Medical > Patient > Family > New¶ Important: Remember to save the information before closing the chart. 3. 4. 5. Click on "New". 2. Select “Family” option.

Institutions Medical allows you to add a list of Institutions such as Hospitals. Laboratories. Follow steps to create a partner 4. Enter to Medical 2. etc. Open Medical Tab an ckeck the “Institutions” box Partners > Partners > New Partner > Medical Tab . you can associate a doctor or patient to an institution. Health Care Centers. Go to Menu Partners > New Partner 3. How to create an Institution: 1. Once you have this record.

Once you have this record. Enter to Medical Go to “Configuration” Module Select “Physicians” option Click on “New” Complete the fields with the information required Medical > Configuration > Physicians > New Important: Remember to click on SAVE every time you add information'' .¶ Important: Remember to save the changes every time you add information. To Create a Doctor. please follow this steps: 1. 5. 3. you will be able to associate a pacient/family with a doctor. 4. 2. DOCTORS Medical allows you to create a list of doctors according their specialties.

added by jcatalano 13 months ago.png (78.7 KB) . etc. You will be able to: . .Search Medicaments . Therapeutic effect.Delete Medicaments . Active Component.Edit Medicaments . Medicaments You can find the Vademecum List inside Medical.Classify Medicaments by Name. Indication.Add a filter to find a Medicament .¶ Attachments  Physicians.Create New Medicaments .

If you wish to create a Medicament.Presentation .Therapeutic effect .Extra info LABORATORY .Dosage (instructions and overdosage) .Indication .Adverse reactions . please follow this steps: Medical > Administartion > Medicament > New You will have the chance to add a text with extra information such us: .Storage conditions .

Basic Search . search or save main and extra information about lab analysis.Name . .Category . you will have all the details regarding pathologies and its characteristics. You can add.Protein involved . In order to create a new lab test. edit.ICD-10 code (This is an International designation for Pathologies so it will be the same all over the world).Extra Information When you complete this chart. you will be able to codify the test so you can identify it easily.You will have the option to save lab tests information in this chart. Besides.Active (Yes/No) .Gene .Parent Category . And Pathology Categories involves the following items: .Pathology Info .Pathology Categories Pathology Info includes plenty of information such us: .Affected Chromosome .Adverse Search . please follow the steps: Administration > Laboratory > New type of lab test > New¶ Important: Remember to save the changes every time you add information! PATHOLOGIES You will find two subdivisions inside Pathologies: .

Location . If you decide to add an Insurance you should follow this root: Medical > Admimistration > Insurance > New Important: Remember to save the changes every time you add information.Insurance Number . In order to create an Operational Area.Expiration date You can also create/edit Insurance data. you should select the option "Search". You will have the possibility to add the following items: . INSURANCE Medical offers you the possibility to add Insurance Information inside the system. You would be able to complete with details such as: . If you want to search for an specific operational area.You can find the list of Pathologies and you will be able to select the information according to the patient.Member Since . Important: Remember to save the information every time you add information'' OPERATIONAL AREAS In this chart. Besides.Type of Insurance . GENETICS Medical provides you a list of genes. you should follow these steps: Medical > Configuration > Operational Areas > New Important: Remember to save the changes every time you add or modify the information. you will have the chance to assign a name for it and also additional information.Insurance Company .Official Symbol . you will be able add or search operational areas involved.

Urgency level You will be able to check the calendar and the doctor's appointments.Occupations: You will find a list of jobs and careers and its codes here.ID .Name of the Patient .Gene ID You can have a record of genes that affect every patient.Date .Official Long name .Dominance . You will have the chance to add or delete too.Doctor . . You will have the possibility to add or delete items too. . .Ethnic Groups: You can define the ethnic group that the patient belongs to. MISC You will find different items inside this chart: .Recreational Drugs: You will be able to add medicaments according its toxicity. And you will have the possibility to define who is the member of the family that is affected. APPOINTMENTS Medical allows you to establish appointments by adding the following information: .Medical Specialties: You can design a code and description of a medical specialty. Billing in Medical¶ (required module : medical_invoice) . addiction level and legal status. . You will find the list with all of them and its codes..Medicament Drugs: Here you will have the chance to add or delete medicaments and its drugs (units) and descriptions. You can add new components to the System by following this root: Medical > Administration > Genetics > New Important: Remember to save the changes every time you add information.

Save the form. . In the "Related User" field load the same system user you loaded in the Partner form. in order to charge the patient. You have to install the medical_invoice module. Go to Human Resources > Employees > New Employee. 4. This is usually done through the Financial Management or Point of Sale modules. Add the doctor as a new employee: in the "Employee" field write the doctor's name. Go to the "Timesheet" tab and add a new product. In the patient's partner form. 5. This is the service to be invoiced when invoicing one of this doctor's consultations. Go to Partners > Partners and open the doctor form. you can make appointments as usual with different patients and the doctor you configured this way. there is an easier way to do this. 2. you first have to associate the doctor with the service provided in a medical appointment. This "Dedicated Salesman" is an internal user related with the partner/doctor: create a system user for the doctor. with the service defined for the doctor as the line to be charged. in the "General Information" tab. An invoice to the patient will be created in draft status. Asign a "Category" and a "Sale price" to the service. if it doesn't exists. and associate it here.In Medical you can create invoices on services or medicaments provided. Now. you can see now the "Total Receivable" charged with the service sale price. in the "Accounting" tab. as a service. Go to the "Sales & Purchases" tab and associate a "Dedicated Salesman" to the doctor. To make multiple selections in a list you have to keep pressed the "Ctrl" key. When you want to invoice an appointment you can open it an run the action called "Create Invoice". With appointments. 3. In order to configure the billing. Configuration 1. You have to open the invoice and "Validate" it as usual. This information is also available in Medical > Patients > Edit Patients. You have to go to Medical > Appointments and select the appointments you want to invoice. however. as "Receivable". A single invoice will be created for all the appointments to a patient. You will be able to invoice multiple appointments only if they belong to the same patient and they are in "To be invoice" status. Invoicing multiple appointments It's possible also to invoice multiple appointments at a time.

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