ERPNext Healthcare Case Study: Records, Appointments and Billing in One Place

A patient seen at two sites had two records that never matched. Front desk staff booked appointments in notebooks, and pharmacy stock was counted by hand.

• Patient history was split across paper files at different clinics.
• Billing was manual, so claims and receipts took time and had errors.
• Appointments clashed because there was no shared schedule.
• Pharmacy stock ran short or expired with no central view.

A visit now flows from booking to invoice without re-entry.

• One patient record shared across every clinic.
• Appointment scheduling that the whole group can see.
• Billing posts straight from the encounter, so it is fast and accurate.
• Pharmacy stock tracked with expiry, visible across sites.

We piloted at one clinic, settled the billing setup, then brought the other two on.

Go-live took ten weeks across all three clinics.

Staff at any clinic see the same patient record, appointments stop clashing, and pharmacy stock is tracked before it expires.