Re: [Health] How to handle corporate patients?

[Luis Falcon]

Thanks Ronald. Let's see if in 1.6 becomes clearer.

Best

On Sat, May 26, 2012 at 3:40 PM, ronald munjoma <address@hidden> wrote:
> Hi Luis,
>
> On 26 May 2012 17:37, Luis Falcon <address@hidden> wrote:
>>
>> Hi Russel / Ronald
>>
>> On Wed, May 23, 2012 at 2:54 AM, Russel Mahmud <address@hidden>
>> wrote:
>> > Hello everybody,
>> > Hope, you all are doing well. Recently i have installed gnuhealth 1.4.5
>> > and
>> > checking out it's functionalities and workflows. I am planning to
>> > customise
>> > it for a hospital here. In that hospital there is a special kind of
>> > patient
>> > called corporate patient. Hospital and corporate make a deal that all
>> > employees of that corporate will take all services on credit. At the end
>> > of
>> > month hospital will send an invoice to corporate office including
>> > expenses
>> > of all employees that taken services from that hospital.
>> > I have tried to implement this case on existing gnuhealth. I have
>> > approached
>> > following steps:
>> >
>> > 1) Create a payment term "On Credit" where Payment Term Lines was:
>> > (Type:
>> > Remainder, Number of Days: 30, Condition: End of Month)
>> > 2) Create a new patient, whose Invoice Payment Terms: "On Credit". (But
>> > couldn't find any a way to choose company/corporate where patient works
>> > for)
>> > 3) Create a new appointment including a consultation service whose value
>> > say: BDT 500
>> > 4) Then create an invoice against that appointment. Now invoice status
>> > is
>> > Draft.
>> > 5) Now On the | Financial Menu --> Invoices ---> Draft Invoices | there
>> > are
>> > a lot of draft invoices including Normal patients and Corporate
>> > Patients. I
>> > have to find out which draft invoices are for corporate patients. Then i
>> > can
>> > create Credit Note from Launch Action for that patient with Refund
>> > yes/no.
>> > 6) After creating Credit Note with Refund yes, that invoice status
>> > become
>> > Paid and it creates Both Invoice and Credit Note type
>> >
>> > My questions are:
>> > 1) Since i have to search for which patient is corporate or normal on
>> > Draft
>> > Invoices, then what are the reasons behind Payment Term against each
>> > Party?
>> > There is a payment term "On Credit". How can i use it then?
>> > 2) Am i missing something? Is there any specific way to handle this
>> > special
>> > kind of corporate patient? or what i followed here is all right and only
>> > way
>> > to handle it?
>> > 3) How can i create an invoice against the Corporate at the end of month
>> > for
>> > services of all corporate patients?
>> > 4) For normal patients, on the opened invoices, sometime i see "Pay"
>> > button,
>> > but not for all invoices. For which conditions "Pay" button shows or
>> > not?
>> > 5) Is there any way to make Many2One Field autocomplete including Search
>> > and
>> > Create a new record beside the field? For example: On the Appointment
>> > form,
>> > i want to make Patient field autocomplete.
>> >
>> I think things become much easier in the upcoming 1.6 services module.
>> This module allows you to place all the services for a specific
>> patient, and choose which ones to invoice.
>>
>> Under this schema, it would be easy to customize it to do the following :
>> a) split the services in "n" invoices, to different parties
>> b) choose a percentage of the amount depending on the insurance
>> company and/or insurance plan
>>
>> Just a couple of examples, but the idea of the services module was
>> giving more flexibility and create a mid-point that permits these type
>> of operations.
>>
>> Regarding linking the patient with a specific company as an employee,
>> you can do it via
>>
>> Patient -> Party -> Configuration -> Companies -> Employees
>
>
> If I am not mistaken Russell is asking how does he associate a patient
> (party) to a Corporate Client (party) based on the below definitions:
>
> In Tryton, a company is an entity that is “internal” to the system (in other
> words, a company whose data is being stored in Tryton); any “external”
> company would be represented as a party.
>
> Regards and thanks
> Ronald Munjoma
>
>>
>> Hope it helps.
>>
>> Bests,
>> >
>> > Warm Regards,
>> > Russel Mahmud
>> > 8801710378515
>> > Dhaka, Bangladesh
>>
>>
>>
>> --
>> Luis Falcon
>> GNU Health
>> http://health.gnu.org
>>
>



-- 
Luis Falcon
GNU Health
http://health.gnu.org