Masters Configuration

Masters are the foundational data that the system uses across all modules. Set these up before you start day-to-day operations.

Medical Department

Medical Departments represent the clinical specialties in your facility.

To create a Medical Department:

Home → Healthcare → Masters → Medical Department → New

How to create:

1. Go to Medical Department list
2. Click + Add Medical Department
3. Enter the department name (e.g., Cardiology, Orthopedics, General Medicine)
4. Optionally set a company filter

Common departments: General Medicine, Pediatrics, Cardiology, Orthopedics, ENT, Ophthalmology, Dermatology, Gynecology, Neurology, Psychiatry

Healthcare Service Unit

Service Units represent the physical locations within your facility, organized in a tree hierarchy.

Examples of service units:

• Main Hospital
  • Ground Floor
    • OPD Room 1
    • OPD Room 2
    • Reception
  • First Floor
    • Ward A (General)
    • Ward B (Private)
    • ICU
  • Basement
    • Pathology Lab
    • Radiology

How to create:

1. Go to Healthcare Service Unit (uses a tree view)
2. Click Add Child to create units under a parent
3. Set the Service Unit Type, Company, and whether it is an Occupiable unit (for beds)

Healthcare Service Unit Type

To create a Healthcare Service Unit Type:

Home → Healthcare → Masters → Healthcare Service Unit Type → New

Defines the type of a service unit and links it to billing items.

Field	Description
Service Unit Type Name	e.g., Examination Room, General Ward Bed, ICU Bed, Laboratory
Item	The ERPNext Item linked for billing purposes
Item Group	The item category
Allow Appointments	Whether appointments can be booked for this unit type
Inpatient Occupancy	Whether this unit type supports bed occupancy
Is Group	Whether this is a group/category (not an actual service location)

Appointment Type

To create an Appointment Type:

Home → Healthcare → Appointment Type → New

Define the types of appointments your facility offers.

Field	Description
Appointment Type Name	e.g., General Consultation, Follow-up, Specialist, Emergency
Default Duration	Duration in minutes
Color	Calendar color coding
Service Items	Link appointment type to billable items with pricing

Tip: You can configure different prices for the same appointment type based on the service unit or department.

Clinical Procedure Templates

To create a Clinical Procedure Template:

Home → Healthcare → Clinical Procedure Template → New

Templates define reusable procedure configurations:

Field	Description
Template Name	e.g., ECG, Wound Dressing, Minor Surgery
Department	Medical department
Item	ERPNext Item for billing
Rate	Standard charge
Consumables	List of items consumed during the procedure
Description	Procedure description and instructions

Dosage Forms / Route / Duration

To create a Dosage Form:

Home → Healthcare → Masters → Dosage Form → New

Configure medication-related masters:

• Dosage Form — Tablet, Capsule, Syrup, Injection, Cream, Ointment, etc.
• Prescription Dosage — e.g., 1-0-1 (morning-afternoon-night), 1-1-1, 0-0-1
• Prescription Duration — e.g., 3 Days, 5 Days, 1 Week, 2 Weeks, 1 Month

To create a Route of Administration:

Home → Healthcare → Masters → Route of Administration → New

Complaint & Diagnosis Masters

To create a Complaint:

Home → Healthcare → Masters → Complaint → New

To create a Diagnosis:

Home → Healthcare → Masters → Diagnosis → New

• Complaint — Pre-defined symptoms/complaints (Fever, Headache, Cough, etc.) for quick selection during encounters
• Diagnosis — Pre-defined diagnoses that can be linked to medical codes (ICD-10, SNOMED)