Overview Of OPD Management In Marg Software

Process To Enable OPD Management In Marg Software

Process Of OPD Management In Marg Software

OVERVIEW OF OPD MANAGEMENT IN MARG SOFTWARE

• Out Patient Department (OPD) Software is used in appointment based services like hospitals or clinics. The user can easily manage the appointments and can keep track of the patient records in a single click.
• With the use of OPD System in Marg ERP Software, the user need not enter the information manually which thereby reduces work stress and the time required in entering the information manually is saved.

PROCESS TO ENABLE OPD MANAGEMENT IN MARG SOFTWARE

• Go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.

• The user will select ‘Search in all’. 

• A 'Controls' window will appear in which the user will search 'Opd Management'.

• Now click on ‘Accept’.

• An 'Opd Management' window will appear.
• In 'O.P.D. Management (Addon)', option the user will select 'Y'.

• The user will now press 'ESC' key twice.

• Now click on ‘Yes’ to save the changes.

PROCESS OF OPD MANAGEMENT IN MARG SOFTWARE

• Now go to Accounts > O.P.D. Management.

• A ‘Choose Business Type’ window will appear in which the user will select the ‘Business Type’ Opd/ Spa/ Gym/ Saloon as per the requirement.

• Suppose select ‘OPD’.

• Click on ‘Ok’.

• The user can view the Opd Management will get Enabled in Marg Software.

• The user will select the ‘Setup’.

• A ‘Setup’ window will appear.
• Click on ‘Edit’.

Now, the user will select the options as per the requirement.

a. Show Doctors in doctor Master who: The user can place the check-mark if needs to view the doctor (who left the job) in doctor’s list.

b. Total shifts for a Doctor in a day: The user will mention the number’s of shift for a doctor in day.

Note: Maximum shift the user can mention are 4.

c. Titles for a Receipt: The user will mention the details of Address/Contact No. /E-mail Id...Etc, as per the requirement.

d. Display Company Logo in Receipt: The user will select ‘Yes’ if needs to set Logo for the company, otherwise keep it as ‘No’.

e. Default Printer: The user will select the default printer.

The user will click on ‘Save’.

• The user will click on ‘close’ icon to exit from the window.

Now, the user will mention the details for ‘Miscellaneous Master’.

a. Degree Master: The user can Add Doctor’s Degree Name.

b. Specialization: The user can Add Doctor’s Specialization.

c. Facility Available: The user can Add facility/Test available for Patients.

d. Insurance Master: The user can Add details of Insurer.

e. Department Master: The user can Add Department Name of the OPD.

f. Exit: The user will select the option to Exit from Miscellaneous Master.

• A ‘Main Menu’ window will appear.

• The user will select the ‘Doctor Master’.

A ‘Doctor Master’ window will appear.

a. Doctor Name: The user will mention the Doctor’s Name.

b. Id Number: The Id Number will auto pick by the software.

c. Father Name: The user will mention the Doctor’s Father Name.

d. Gender: The user will select the Gender of the Doctor.

e. Date of Birth: The user will mention the Doctor’s Date of Birth.

f. Joining Dt: The user will mention the Doctor’s joining Date.

g. Reg No.: The user will mention the Reg No. as per the requirement.

h. Chamber no.: The user will mention the Chamber No. as per the requirement.

i. Leaving Date: The user will mention the Leaving Date of the Doctor as per the requirement.

j. Local Address: The user will mention the Local Address of the Doctor.

k. City & Pin code: The user will mention the City and pin code of the Doctor.

l. State: The user will mention the State of the Doctor.

m. Perm. Add: The user will mention the Permanent Address of the Doctor.

n. City & Pin code: The user will mention the Permanent Address’s City and pin code of the Doctor.

o. State: The user will mention the Permanent Address’s State of the Doctor.

p. Contact Nos.: The user will mention the contact no. of the Doctor.

q. Mobile Nos:  The user will mention the Mobile no. of the Doctor.

r. Degree & Special: The user will mention the Degree & Speciality of the Doctor.

s. E-mail Id: The user will mention the E-mail Id of the Doctor.

t. Salary & Comm.: The user will mention the Salary & Commission of the Doctor.

u. Consult Fees: The user will mention the Consult Fees of the Doctor.

v. Picture: The user will add the Image of the Doctor.

• Now the user will click on 'Shift Details'.

• A 'Shift Details of Doctor' window will appear.
• The user will set Shift details of doctor as per the requirement.
• Click on 'Save'.

• Now the user will click on 'Save'.

• Click on 'Cancel' to exit from the window.

• A Marg Compusoft 'Are you sure to Exit' window will appear.
• Click on 'Yes'.

• A ‘Main Menu’ window will appear.
• The user will select ‘Duty Schedule Process’.

• A ‘Duty Schedule’ window will appear.
• In ‘Select’ option, the user will select the month for which doctor’s duty needs to be scheduled.
• Suppose select ‘November’.

• The user will click on ‘Show’.

• The user can uncheck on the shifts on which the doctor will not be available.

• Now, the user will click on ‘Save’ to save the changes.

• Now the user will Add Patient details.
• Select ‘Patient Master’.

A ‘Patient Details’ window will appear.

a. Patient Name: The user will mention the Patient’s Name.

b. Date of Reg.: The user will mention the Date of Registration of the Patient.

c. Address: The user will mention the Address of the Patient.

d. Id Number: The user will mention the Id Number of the Patient.

e. Age: The user will mention the Age of the Patient.

f. Gender: The user will mention the Gender of the Patient.

g. Telephone no.: The user will mention the Telephone No. of the Patient.

h. DOB: The user will mention the Date of Birth of the Patient.

i. Mobile No.: The user will mention the Mobile number of the Patient.

j. Income: The user will mention Income of the Patient.

k. Picture: The user will add the image of the Patient.

• Now, the user will click on ‘New Appointment’.

A ‘Appointment Details’ window will appear.

a. Appointment Date: Enter the date on which patient neeeds appointment.

b. Today: The software will auto pick the current date.

c. Time: The software will auto pick the current time.

d. Doctor Name: Select the doctor’s name with whom the appointment needs to be book.

e. Time Preferred: Select the time preferred by the doctor.

f. Patient Time: Mention the time at which the patient will be available.

g. Payment Mode: Select the option by which mode patient will pay the fees.

h. Consultation Fee: The software will auto pick the consultation fee according to the selected doctor.

i. Appointment No.: The software will auto pick the Appointment No.

j. Primary Symptoms: Mention the patient symptoms.

Then the user will click on ‘Okay’.

• Now the user will select ‘Appointment Details’.

A ‘Appointment Process’ window will appear.

a. Date From: Enter the date from which the user needs to view the appointment details.

b. Date To: Enter the date upto which the user needs to view the appointment details.

Then, click on ‘Show’.

• The user can view the appointment of the patient will appear.

If the user needs to 'Add / Edit' the appointment or Add patient then it can be done with the given Tab (as shown in below image).

a. Add New appointment: Select the option if user needs to add new appointment.

b. Edit Appointment: Select the option if user needs to modify the appointment.

c. Add New patient: Select the option if user needs to add new patient.

• After the desired changes the user will click on ‘Save’ to save the changes.

• A Marg Compusoft alert of ‘Records Saved Successfully’ will appear.
• Click on ‘Ok’.

• Now, the user will click on ‘Exit’.

• Again Marg Compusoft alert of ‘Wish to Exit Appointment Procedure’ will appear.
• Click on ‘Yes’.

• Now select the ‘Prescription Process’.

• In ‘Date’ option, the user will mention the date for which prescription needs to be mentioned.
• Then, click on ‘Show’.

• Doctor and Patient detail will appear.
• Click on 'Edit' for which prescription needs to be mention.

• In ‘Prescription’, the user will mention the prescription suggest by the Doctor for his patient.

• Now, the user will click on Medicine column and select the medicine name.

• In ‘Remarks’ option, the user will mention the dose for medicine.

• Now the user will press 'PageDown' key to add second medicine and remark.

• Click on 'Save'.

• The user will click on ‘Cancel’ to exit from the window.

• A Marg ERP 9+ alert of 'Are you Sure to Exit Prescrption Details' will appear.
• Click on 'Yes'.

• Now the user will select the ‘Receipt Printing’.

• A ‘Receipt Printing’ window will appear.
• In ‘Date’ option, the user will mention the date and click on ‘Show’.

• The user will place the Check-mark on receipt which needs to print.
• Click on ‘Print’.

• A ‘Print Port’ window will appear where user will select the port through which receipt needs to print.
• Click on ‘Okay’.

• Now, the user will click on ‘Cancel’ to exit from the window.