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feat: Therapy Plan Template #23558

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merged 15 commits into from
Oct 24, 2020
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@ruchamahabal ruchamahabal commented Oct 8, 2020

Documentation PR: frappe/erpnext_documentation#182

  • Two ways in which therapies are billed

    • Some hospitals use pre-configured therapy plans which are prescribed as packages. No. of sessions to be conducted and the total cost is fixed. A therapy plan created using the Therapy Plan Template will not be billed for individual sessions but for the package as a whole.
    • In other cases, Therapy Plans are created only to keep a track of the number of sessions prescribed and total sessions completed. Sessions are billed individually.
  • Therapy Plan Template

    • An item will be created for the therapy plan template as a whole. The linked item details section is for specifying details about the linked item. On updating item_name, item_group, description fields the linked item will be updated automatically.
    • In the Therapy Types section, the therapy types can be selected. Their rate is fetched from the Therapy Type document. The amount is calculated as a product of no_of_sessions and rate. Item Price is created and updated for the Linked Item accordingly.

    therapy-plan-template

  • Therapy Plan

    • The Therapy Types are populated from the Therapy Plan Template.
      therapy-plan
  • Billing

    • While fetching healthcare services for invoicing, the individual Therapy Sessions of the Therapy Plan are only available for billing if the corresponding plan is created using a Therapy Plan Template. Instead, the whole Therapy Plan is available for as an item.

      therapy-plan-template-biiling

@ruchamahabal ruchamahabal force-pushed the therapy-plan-template branch from 3923c4d to b5c4f16 Compare October 8, 2020 14:47
@rohitwaghchaure rohitwaghchaure self-assigned this Oct 12, 2020
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@ruchamahabal

Some observations while testing your PR

  1. In therapy session, I can use same date, time and patient for the different sessions. (should have validation for overlap)

  2. Add option to make Sales Invoice from the Therapy Plan, also add sales invoice in the dashboard

  3. Therapy Plan Template, in the item code if I've put the existing item code then system not throws any error and also not save the template.

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@rohitwaghchaure

Validating duplication now, added Sales Invoice creation option. Docs added.

Also, if I add an existing item code:

item_code_already_exists

@ruchamahabal ruchamahabal force-pushed the therapy-plan-template branch from f1c11fe to d39882c Compare October 23, 2020 09:30
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@nabinhait nabinhait left a comment

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Test failing on travis

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3 participants