Archives February 2022

FORMAT FOR REQUIREMENT GATHERING AND PROCESS COMPREHENSION

Note: to be filled by the hospital authorities

Define the following in as much detail as possible (this is to understand the patient workflow and information flow within the hospital, so that the same can be mapped in the software)

Patient Registration

 New Patient – Walk-in & Online

 Process to check whether patient is already registered

 Mandatory patient and relative details that are captured

 Patient category and insurance type

 Various patient and attendant related IDs that may be generated

OPD Billing

 Process of Deposits and Refunds

 Bill format

 Modes of payment

 Acceptance of partial payment

 Report-on-Hold flag

 Credit and Refund Memos, Free Service Memos

 Discount process and categories

 Discount request with Authorization

 Amendments allowed in bill and authorization process

 Bill Settlement

 Cash transfer between shifts

 Cancellation of unfulfilled services

 Cancellation of bills

 Multiple rate lists management

ADT

 Bed allotment process

 Emergency / Triage admission process

 Re-admission

 Patient Transfers within the same facility – Upgrade / Downgrade (Bed Type / Class of Service)

 Patient discharge process

 Admission sheet format

 Electronic medical records format

 Authorization and consent forms

 Nursing charts

 Medico-legal documentation

 Discharge Summary Format and preparation

IPD Billing

 Process of Deposits and Refunds

 Charges for mid-day transfers + Manual

 Billing process of services from bill desk

 Billing process of services from within the ward / bedside

 Charging of consumables

 Pending bill amount write-off

 Amendments allowed in bill and authorization process

 Corporate billing process

 Insurance approval process and payer limit

 Interim bill generation and formats

 Bill format

 Modes of payment

 Acceptance of partial payment

 Credit and Refund Memos, Free Service Memos

 Discount process and categories

 Discount request with Authorization

 Bill Settlement

 No dues process from labs, pharmacy, and other departments

 Cash transfer between shifts

 Cancellation of unfulfilled services

 Cancellation of bills

 Multiple rate lists management

 Medicine ordering from ward

 Package billing of services

 Package billing of procedures

Labs

 Sample Collection functionality – barcoding, etc.

 Sample reprocessing requests for Redo/Repeats

 Result entry

 Result authorization and proceed for printing

 Abnormal Value Alteration

 Report formats

 Report sharing with treating doctor

 Interfacing of equipment with software

Radiology

 Report formats

 Result authorization and proceed for printing

 Report sharing with treating doctor

 Interfacing of equipment with software

Physicians

 Doctors performance and compensation

 Follow-up policies

 Prescription – Manual and e-prescription formats

 Viewing of patient medical records

 Scheduling availability and appointment calendar maintenance

 Transfer of patients from one doctor to another

Operation Theatre

 Capturing Pre- and Post-operative Notes

 OT Scheduling

 Interfacing with equipment

Inventory and Material Management

 Number and structure of stores

 Indenting process

 Dispensing / distribution process

 Consumption record keeping

 Purchasing process, vendor management and ordering

 GRN Process

 Update GRN process and authority

 Expiry management

Pharmacy

 Number and structure of stores

 Indenting process

 Drug issue process

 In-patient medication issue and billing processes

 Distribution to wards and nursing departments

 Purchasing process, vendor management and ordering

 Expiry management

 Receiving orders from OPD and Ward

 Generic / brand dispensing

 Substitute drug issue

 Billing format

 Discounting – item-wise or bill-wise or either

 Discount authorization

 Bill cancellation

 Refund / credit memo

 Modes of payment

 Cash transfer between shifts

 Purchase return policy

 Sale return policy

 GRN Process

 Update GRN process and authority

 OT package billing

 Stock write-off and adjustment process

Reports and MIS

 Report formats in excel so as to replicate them in software

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