This playbook sets out what we find in most healthcare and pharmacy businesses before they move to a single system, what we set up, and the reports owners use once it is running.
Where the money leaks
- Charges are missed between the ward, the lab and the pharmacy
- Drugs expire on the shelf
- Insurance claims are rejected and never followed up
What we set up
- Patient records
- Registration, visits, vitals and history.
- Appointments
- Bookings by practitioner and department.
- Pharmacy
- Dispensing with batch and expiry, at the counter or to the ward.
- Laboratory
- Tests ordered, results recorded and billed.
- Billing and insurance
- Cash and insurer billing with claims tracked to payment.
- Medical stores
- Consumables issued to departments and counted.
How a normal day runs
- Patient registered and seen
- Tests and drugs ordered
- Charges collected onto one bill
- Claim submitted and followed up
Reports owners use
- Revenue per department and doctor
- Near-expiry drugs
- Outstanding insurance claims
- Patient visits
Modules involved
Point of Sale, Stock, Accounting, Procurement, HR and Payroll. They share one database, so every entry updates the accounts and the reports together.
Where to start
Most healthcare and pharmacy businesses start with point of sale, stock, accounting, then add the rest once the first phase is stable.
Questions we are often asked
- Does it handle insurance billing?
- Yes. A bill can be split between the patient and the insurer, and each claim is tracked until it is paid.
- Can a pharmacy use it on its own?
- Yes. The pharmacy counter, stock, expiry tracking and accounts work without the clinical modules.