One Record, One Schedule, Faster Billing Across Three Clinics

A patient looked different at every clinic

Each clinic kept its own paper files and billed on a separate tool. 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.

One ERPNext record from booking to billing

We set up ERPNext Healthcare so each patient has one record across all three clinics, with appointments, encounters, pharmacy stock and billing connected. A visit now flows from booking to invoice without re-entry.

• One patient record shared across every clinic.
• Appointment scheduling the whole group can see.
• Billing posts straight from the encounter.
• Pharmacy stock tracked with batch and expiry.

Set up with patient privacy and clinic roles in mind

We configured roles so staff see only what their job needs, and trained front desk, clinical and billing teams on their own part of the flow. We piloted at one clinic, settled the billing setup, then brought the other two on.

Go-live took ten weeks across all three clinics.

Faster billing and one view of each patient

Billing now takes 60 percent less time because it posts from the encounter instead of being keyed again. Staff at any clinic see the same patient record, appointments stop clashing, and pharmacy stock is tracked before it expires.