Requirements of ERP solution for Health-care Industry


1.      Health Carer equirements

Higher quality patient care, stricter health-care requirements, reduction of costs and increased competitiveness are only some of the growing demands of this industry. ERP’s proven track record with health-care providers including HMO’s, central dental clinic management, and drug and health food outlets can help you meet these challenges and become more efficient in all dealings with doctors, patients, technicians and administrative tasks. ERP maintains detailed patient records with case management so that providers can focus on patient safety and quality of care as their main concerns.


2.      Industry Targeted Functionality

  • Patient record management (EMR)
  • Patient accounting
  • Case management (including medical history records, doctor visits, symptom history, diagnoses, treatment, medication medical/diagnostic records and lab reports)
  • Alert and notification capabilities when certain diagnostic conditions are met
  • Staffing and resource allocation, with drag-and-drop calendar synchronized with MS-Outlook
  • Staff reimbursement plans
  • Tracking of patient treatment plans and cross-clinic reimbursement
  • Tracking of clinical treatment, procedures and medications, as per attending physician’s recommendations
  • Costing of treatments and medication
  • Productivity reports on a department and/or individual level
  • Resource monitoring and tracking
  • Purchase planning and management of medications and equipment
  • Advanced reporting functionality and ability to conduct clinical analysis based on real-time data
  • Special utility to execute and monitor patient payments and debt collection

3.      Issues & Solutions

3.1.Assigning a Doctor to a Hospital and Department

When selling medications or medical equipment, you can maintain your final contact (e.g., a doctor) in the system, as well as the hierarchy above them (e.g., a department and hospital).

ERP enables you to create various contacts (doctors, nurses, etc.), assign them to a department, and assign the department to a hospital. Price quotes and orders can be issued in the names of any of the above agents, while maintaining their place within the hierarchy.

3.2.Graphic Interface for Assigning Resources to Tasks

ERP offers a fully integrated graphic calendar, in which you can define alerts and constraints, and which can be synchronized with MS-Outlook. Use this calendar to set up meetings, schedule appointments for technicians and sales people, and assign resources.

3.3.Assigning Technicians by Specialty/Geographic /Availability

Assigning Technicians by Specialty/Geographic Region/Available Work Days in a Heterogeneous Environment

ERP’s Customer Service module enables you to manage technicians by their area of expertise, the geographic regions in which they operate on any particular day of the week and their availability in respect to customer needs. You can then use the system’s graphic interface to schedule technicians for service calls.

3.4.Tracking unpaid customer debts

In companies that provide services to a wide range of customers, such as a chain of large medical clinics, where patients can move between many different treatment areas within each clinic, it is easy for customers to leave the premises without paying their debt. The challenge is to minimize outstanding customer debts, identify those customers who haven’t paid and restrict their access to future services.

This issue can be resolved in ERP by taking the following steps:

  • Prevent the debt from aging by collecting it in a timely fashion, run an aging report on a daily basis to identify those customers whose debts are still new (e.g., they have just left the clinic without paying), and collect those debts by phone.
  • Set up warning messages that appear when an appointment is scheduled for a customer with an outstanding debt.
  • Prevent the scheduling of an appointment for such customers in other clinics in the chain.

3.5.Managing Long-term Contracts with Set Payment Dates

ERP contains a unique utility for managing long-term contracts, which have an agreed price and fixed payment schedule. The agreements can be linked to varied exchange rates (in the dual currency package), and are invoiced automatically when a payment date is reached.

In a multi-customer environment, billing can be arranged in advance with the customer via a standing order, and charged to the customer’s bank account or credit card.

3.6.Multi-Dimensional Analysis of Profit Centers in the Organization

ERP’s profit center module enables measurement and analysis of profit centers in the organization by up to 5 different dimensions. For example: dimension 1 – analysis by activity sector, dimension 2 – analysis by department, dimension 3 – analysis by project, etc.

Each dimension is a kind of independent system of revenue and expense, receiving input directly from financial transactions (or partial transactions). A single financial transaction can take part simultaneously in all 5 dimensions operating in the system, according to predetermined rules, or when recording the transaction, or retroactively.

3.7.Reporting by Business Sector

In multi-company organizations, encompassing a variety of business sectors across companies, there is a need for reports and analysis of the organization’s activity by business sector.

ERP’s Profit Centers utility enables the simultaneous recording of accounting activities for each sector in both company ledgers and in the relevant profit center.

Using profit center attributes that are part of our financial transaction records, you can produce a consolidated profit and loss report (and analysis) across subsidiaries for a specific business sector that is shared by more than one subsidiary.

3.8.Using MS Word Templates to Format Documents in ERP

ERP resolves the common need for customized documents for external use by using MS Word templates.

You can design customized document templates in Word, add company logos, and, most importantly, implant “smart tags” for data exported from ERP in the appropriate places within the template. Once you have saved the template to the template library, you will be able to print documents in the new format.

3.9.Branch Management in ERP

ERP enables you to define and manage the company’s branches. Each branch can be linked to an area, enabling sales analysis by branch and by area. Each branch can be linked to the branch warehouse, and its inventory can be managed by the desired inventory levels, as defined for the branch.

Each employee is linked to the branch in which they work. Document numbering can be defined separately for each branch.

You can produce reports summarizing sales by branch (at the order, shipping document, or invoice level), determine separate numbering patterns for each branch’s documents, and attach a separate logo to printed documents for each branch.

System access can be limited by user branch, so that each user can access only data related to their own branch or to other branches for which they have been given privileges.



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