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Health Operations
Health operations cover patient registration, visits, clinical charting, orders, diagnostics, pharmacy, inpatient care, theatre, billing, claims, and governance review.
Patient Registration And Chart
Start from Healthcare -> Patient Administration -> Patient Registry & Chart.
- Search for the existing party before creating a new patient.
- Register the Health patient profile and identifiers.
- Open the patient chart to review active visits, visit history, observations, forms, allergies, conditions, orders, lab, imaging, pharmacy, notes, claims, and audit events.
- Use chart actions to open linked workspaces instead of copying internal IDs between pages.
The chart is a clinical view composed from Health and shared primitives. It is not a second party master file.
OPD Visit Flow
- Create an appointment or OPD queue entry.
- Call or start the patient visit.
- Record triage and vital observations.
- Open or update the encounter.
- Record consultation notes, conditions, allergies, forms, and orders.
- Generate visit-charge traces where registration, consultation, lab, pharmacy, or procedure charges apply.
- Close or transition the visit when clinical and billing readiness checks pass.
Clinical Orders
Clinical orders can contain medication, lab, imaging, procedure, referral, nursing, or mixed lines.
Use order sets for common workflows such as fever, ANC, or screening. Before release, order lines should resolve to the correct service profile, stock item, billing item, and downstream worklist target.
After release:
- lab lines create lab order details
- medication lines create pharmacy order details
- imaging lines create imaging order details
- procedure lines create procedure/theatre readiness records where configured
- charge defaults may create visit-charge traces
Laboratory
The Laboratory workspace handles:
- order detail review
- specimen collection, receipt, rejection, and chain of custody
- result entry as coded observations
- result validation and release
- critical result notification acknowledgement
- analyser and QC traceability
Released lab observations appear in the patient chart.
Pharmacy
The Pharmacy workspace handles medication profiles, order details, dispenses, administrations, returns, safety checks, reconciliations, and controlled-drug register entries.
Stock issue and return movements remain inventory-owned. Health should display movement numbers and statuses, not raw stock IDs.
Inpatient, Nursing, And Theatre
ADT and nursing workflows cover admission, bed assignment, movement, leave of absence, discharge, nursing assessments, care plans, tasks, flowsheets, handovers, and inpatient safety events.
Theatre covers procedure orders, theatre cases, teams, checklists, anaesthesia, operative notes, consumables, implants, PACU, and procedure charge handoff. Consumable and implant stock movements remain inventory-owned.
Billing, Cashier, Insurance, And Credit
Health records clinical charge intent as visit-charge traces. Billing creates the authoritative invoices and credit notes. Payments and POS handle cashier collection.
Common payment models:
| Model | Recommended owner |
|---|---|
| Walk-in cash or mobile money | Billing receipt, POS cashier, or Payments depending on local cashier setup. |
| Pharmacy counter sale | POS if counter-led, Billing if invoice-led, Health pharmacy for clinical dispense safety. |
| Lab or imaging prepayment | Billing invoice/receipt before or during diagnostic workflow. |
| Insurance claim | Health claim from posted invoice lines, then remittance and settlement through Billing and Payments. |
| Employer or corporate credit | Coverage and payer profile in Health, invoice and statements in Billing. |
| Inpatient bed-night charges | Health charge trace or scheduled billing source, invoice in Billing. |
GL posting follows Billing, Payments, POS, Stock, and Accounting posting rules. Health should not post GL directly.
Governance
Use Governance workspaces for consent, break-glass review, sensitive access audit, HMIS reporting, interoperability messages, offline sync, conflicts, and legal holds.
Signed notes, submitted forms, released results, critical notifications, chart access, amendments, voids, and break-glass access should leave audit events.