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feat: Healthcare Onboarding

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This commit is contained in:
Rucha Mahabal 2020-05-19 12:07:23 +05:30
parent b8db275a35
commit 0799c679d4
13 changed files with 304 additions and 1 deletions
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3
erpnext/healthcare/desk_page/healthcare/healthcare.json
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@ -63,10 +63,11 @@
"idx": 0,
"is_standard": 1,
"label": "Healthcare",
"modified": "2020-05-18 12:41:04.288871",
"modified": "2020-05-19 11:47:42.118464",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Healthcare",
"onboarding": "Healthcare",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,

35
erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.js
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@ -144,3 +144,38 @@ cur_frm.set_query('item_code', 'items', function() {
}
};
});
frappe.tour['Clinical Procedure Template'] = [
{
fieldname: 'template',
title: __('Template Name'),
description: __('Enter a name for the Clinical Procedure Template')
},
{
fieldname: 'item_code',
title: __('Item Code'),
description: __('Set the Item Code which will be used for billing the Clinical Procedure.')
},
{
fieldname: 'item_group',
title: __('Item Group'),
description: __('Select an Item Group for the Clinical Procedure Item.')
},
{
fieldname: 'is_billable',
title: __('Clinical Procedure Rate'),
description: __('Check this if the Clinical Procedure is billable and also set the rate.')
},
{
fieldname: 'consume_stock',
title: __('Consume Stock'),
description: __('Check this if the Clinical Procedure utilises consumables. Click ') + "<a href='https://docs.erpnext.com/docs/user/manual/en/healthcare/clinical_procedure_template#22-manage-procedure-consumables'>here</a>" + __(' to know more')
},
{
fieldname: 'medical_department',
title: __('Medical Department'),
description: __('You can also set the Medical Department for the template. After saving the document, an Item will automatically be created for billing this Clinical Procedure. You can then use this template while creating Clinical Procedures for Patients. Templates save you from filling up redundant data every single time. You can also create templates for other operations like Lab Tests, Therapy Sessions, etc.')
}
];

35
erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.js
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@ -108,3 +108,38 @@ frappe.ui.form.on('Healthcare Practitioner', 'employee', function(frm) {
});
}
});
frappe.tour['Healthcare Practitioner'] = [
{
fieldname: 'employee',
title: __('Employee'),
description: __('If you want to track Payroll and other HRMS operations for a Practitoner, create an Employee and link it here.')
},
{
fieldname: 'practitioner_schedules',
title: __('Practitioner Schedules'),
description: __('Set the Practitioner Schedule you just created. This will be used while booking appointments.')
},
{
fieldname: 'op_consulting_charge_item',
title: __('Out Patient Consulting Charge Item'),
description: __('Create a service item for Out Patient Consulting.')
},
{
fieldname: 'inpatient_visit_charge_item',
title: __('Inpatient Visit Charge Item'),
description: __('If this Healthcare Practitioner works for the In-Patient Department, create a service item for Inpatient Visits.')
},
{
fieldname: 'op_consulting_charge',
title: __('Out Patient Consulting Charge'),
description: __('Set the Out Patient Consulting Charge for this Practitioner.')
},
{
fieldname: 'inpatient_visit_charge',
title: __('Inpatient Visit Charge'),
description: __('If this Healthcare Practitioner also works for the In-Patient Department, set the inpatient visit charge for this Practitioner.')
}
];

34
erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.js
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@ -39,3 +39,37 @@ var set_query_service_item = function(frm, service_item_field) {
};
});
};
frappe.tour['Healthcare Settings'] = [
{
fieldname: 'link_customer_to_patient',
title: __('Link Customer to Patient'),
description: __('If checked, a customer will be created for every Patient. Patient Invoices will be created against this Customer. You can also select existing Customer while creating a Patient. This field is checked by default.')
},
{
fieldname: 'collect_registration_fee',
title: __('Collect Registration Fee'),
description: __('If your Healthcare facility bills registrations of Patients, you can check this and set the Registration Fee in the field below. Checking this will create new Patients with a Disabled status by default and will only be enabled after invoicing the Registration Fee.')
},
{
fieldname: 'automate_appointment_invoicing',
title: __('Automate Appointment Invoicing'),
description: __('Checking this will automatically create a Sales Invoice whenever an appointment is booked for a Patient.')
},
{
fieldname: 'healthcare_service_items',
title: __('Healthcare Service Items'),
description: __('Set up the Healthcare Service Items for billing. Click ') + "<a href='https://docs.erpnext.com/docs/user/manual/en/healthcare/healthcare_settings#2-default-healthcare-service-items'>here</a>" + __(' to know more')
},
{
fieldname: 'sb_in_ac',
title: __('Set up default Accounts for the Healthcare Facility'),
description: __('If you wish to override default accounts settings and configure the Income and Receivable accounts for Healthcare, you can do so here.')
},
{
fieldname: 'out_patient_sms_alerts',
title: __('Out Patient SMS alerts'),
description: __('You can set up Out Patient SMS alerts here. Click ') + "<a href='https://docs.erpnext.com/docs/user/manual/en/healthcare/healthcare_settings#4-out-patient-sms-alerts'>here</a>" + __(' to know more')
}
];

45
erpnext/healthcare/module_onboarding/healthcare/healthcare.json Normal file
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@ -0,0 +1,45 @@
{
"allow_roles": [
{
"role": "Healthcare Administrator"
}
],
"creation": "2020-05-19 10:32:43.025852",
"docstatus": 0,
"doctype": "Module Onboarding",
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/healthcare",
"idx": 0,
"is_complete": 0,
"modified": "2020-05-19 11:48:08.746918",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Healthcare",
"owner": "Administrator",
"steps": [
{
"step": "Create Patient"
},
{
"step": "Create Practitioner"
},
{
"step": "Create Practitioner Schedule"
},
{
"step": "Setup Schedule and Employee for Healthcare Practitioner"
},
{
"step": "Explore Healthcare Settings"
},
{
"step": "Book a Patient Appointment"
},
{
"step": "Explore Clinical Procedure Templates"
}
],
"subtitle": "Patients, Practitioner Schedules, Appointments and more.",
"success_message": "Yayy! The Healthcare Module is all set up!",
"title": "Let's Setup the Healthcare Module",
"user_can_dismiss": 1
}

19
erpnext/healthcare/onboarding_step/book_a_patient_appointment/book_a_patient_appointment.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-19 11:39:54.975372",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-19 11:39:54.975372",
"modified_by": "Administrator",
"name": "Book a Patient Appointment",
"owner": "Administrator",
"reference_document": "Patient Appointment",
"show_full_form": 1,
"title": "Book a Patient Appointment",
"validate_action": 1
}

19
erpnext/healthcare/onboarding_step/create_patient/create_patient.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-19 10:32:27.648902",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-19 10:32:27.648902",
"modified_by": "Administrator",
"name": "Create Patient",
"owner": "Administrator",
"reference_document": "Patient",
"show_full_form": 1,
"title": "Create Patient",
"validate_action": 1
}

19
erpnext/healthcare/onboarding_step/create_practitioner/create_practitioner.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-19 10:39:55.728057",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-19 10:39:55.728057",
"modified_by": "Administrator",
"name": "Create Practitioner",
"owner": "Administrator",
"reference_document": "Healthcare Practitioner",
"show_full_form": 0,
"title": "Create Practitioner",
"validate_action": 1
}

19
erpnext/healthcare/onboarding_step/create_practitioner_schedule/create_practitioner_schedule.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-19 10:41:19.065753",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-19 10:41:19.065753",
"modified_by": "Administrator",
"name": "Create Practitioner Schedule",
"owner": "Administrator",
"reference_document": "Practitioner Schedule",
"show_full_form": 1,
"title": "Create Practitioner Schedule",
"validate_action": 1
}

19
erpnext/healthcare/onboarding_step/explore_clinical_procedure_templates/explore_clinical_procedure_templates.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Show Form Tour",
"creation": "2020-05-19 11:40:51.963741",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-19 11:46:35.085270",
"modified_by": "Administrator",
"name": "Explore Clinical Procedure Templates",
"owner": "Administrator",
"reference_document": "Clinical Procedure Template",
"show_full_form": 0,
"title": "Explore Clinical Procedure Templates",
"validate_action": 1
}

19
erpnext/healthcare/onboarding_step/explore_healthcare_settings/explore_healthcare_settings.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Show Form Tour",
"creation": "2020-05-19 11:14:33.044989",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2020-05-19 11:14:33.044989",
"modified_by": "Administrator",
"name": "Explore Healthcare Settings",
"owner": "Administrator",
"reference_document": "Healthcare Settings",
"show_full_form": 0,
"title": "Explore Healthcare Settings",
"validate_action": 1
}

19
erpnext/healthcare/onboarding_step/explore_lab_test_template/explore_lab_test_template.json Normal file
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@ -0,0 +1,19 @@
{
"action": "Show Form Tour",
"creation": "2020-05-19 11:44:35.766626",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-19 11:44:35.766626",
"modified_by": "Administrator",
"name": "Explore Lab Test Template",
"owner": "Administrator",
"reference_document": "Lab Test Template",
"show_full_form": 1,
"title": "Explore Lab Test Template",
"validate_action": 1
}

20
erpnext/healthcare/onboarding_step/setup_schedule_and_employee_for_healthcare_practitioner/setup_schedule_and_employee_for_healthcare_practitioner.json Normal file
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@ -0,0 +1,20 @@
{
"action": "Show Form Tour",
"creation": "2020-05-19 10:43:56.231679",
"docstatus": 0,
"doctype": "Onboarding Step",
"field": "schedule",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-19 10:43:56.231679",
"modified_by": "Administrator",
"name": "Setup Schedule and Employee for Healthcare Practitioner",
"owner": "Administrator",
"reference_document": "Healthcare Practitioner",
"show_full_form": 0,
"title": "Setup Schedule and Employee for Healthcare Practitioner",
"validate_action": 0
}