Professional Documents
Culture Documents
Contents
1. Welcome
2. Installing Medical
1. Installing OpenERP
2. Creating the Medical Database
3. Installing Medical
3. Introduction to Medical
4. The Demo Database
5. The Main Screen
6. The Partner Concept
7. Patients
8. Families
9. Institutions
10. Doctors
11. Medicaments
12. Laboratory
13. Pathologies
14. Operational Areas
15. Insurance
16. Genetics
17. Appointments
18. Misc
19. Billing
20. Reports
different indicators and their combinations ( etary groups, diseases, socio-economic levels,
locations, education levels, ....)
Medical is focused in family and preventive medicine. The goal is to provide all the
nations, their institutions and doctors a free health information system which facilitates health
promotion campaigns and prevent diseases. Many developing countries face epidemics
(HIV/AIDS, Malaria, Chagas, ...) that, in many cases can be linked to the socioeconomic
status. In this sense, Medical is a valuable tool for social and health agents, who get the
information about the habitants of a specific village / city. So, in the personal / family record
we can find, among others :
Educational level
Housing Conditions (running water, gas, sewers, ...)
Members of the family
Addictions
Working conditions
Eating habits and nutritional level
Diseases
Immunization history
Genetic risks
Lab Tests and screening
Prescriptions and medication history
All this information is key for making the right decision in the promotion, prevention and
treatment of the patient and family.
One key aspect of Medical that differentiates it from other system is the holistic way of
dealing with the patient. We designed Medical so we can have all the factors that influence
their health status. By this we firmly believe in the World Health Organization (WHO)
definition of health : "Health is a state of complete physical, mental and social well-being
and not merely the absence of disease or infirmity."
Community
The team of the Medical project is a fast-growing community of medical doctors, nurses,
computer scientists, hospitals and universities around the world, contributing to make the
most versatile and universal open source EMR / HIS
License
Medical is distributed under the GNU Public License (GPL).
Get Started With Medical
To get start with Medical check the Wiki Contents
These pages will contain all the necessary information to get the system up and running. It's a
community effort, so all registered users can, and are encouraged to, contribute to the
documentation project.
Welcome to Medical!
GNU / Linux
If you are using a Linux distribution, you are probably better off downloading the server
source, instead of the package, since the latter might be outdated. After you have installed all
the requirements (see the OpenERP wiki) you are ready to install the server.
OpenERP v 6.0 : In addition to the packages required on v5.x, you will need the pythonyaml , python-mako and python-hippocanvas libraries
Debian GNU/Linux Squeeze locales : If you installed debian in another language other than
english, you want to generate the locales for en_US.UTF-8. Uncoment the line in
/etc/locale.gen and and then run locale.gen as root. So :
## FOR DEBIAN SQUEEZE
root@beastie:~# locale-gen
Generating locales (this might take a while)...
en_US.UTF-8... done
es_ES.UTF-8... done
Generation complete.
root@beastie:~# locale -a
C
en_US.utf8
es_ES.utf8
POSIX
For example, one quick way of installing and booting the server can be :
mkdir openerp5
cd openerp5
tar -xzvf ../openerp-server-5.0.0_rc3.tar.gz
cd openerp-server-5.0.0_rc3/bin/
./openerp-server.py
If you had all the requirements met, then you should see something like this :
/
apps/trac/medical/attachment/wiki/MiscWikiFiles/openerp_server.png/apps/trac/m
edical/attachment/wiki/MiscWikiFiles/openerp_server.png
At this point, your OpenERP server is ready to accept connections. Of course, you can /
should start the server in the background.
On Ubuntu 9.04
Please use the latest OpenERP Server( >= 5.0.2 ) to avoid known issues with python 2.6
and OpenERP.
Windows
Developers or single users using Medical on a single machine will need the client & server
OpenERP. (If you want the server to reside on a distant machine check the OpenERP
documentation to see how to setup OpenERP).
Download "All-in-one for windows" from http://openerp.com/downloads.html
Launch the installer. This will install the ERP Client, Server and PostgreSQL.
Launch the OpenERP server. You can configure that the server runs as a Window
Service hence automatically launch when you start your machine.
Launch the OpenERP client.
The default installation directory is "C:\Program Files\OpenERP AllInOne" we will
assume that you used it.
Note: OpenERP is a client/server application hence you need to setup your firewall to accept
OpenERP to access localhost.
Note: On my machine the installation used ~440 Mo.
The next screen will bring up the main parameters to create the database. The fields
are :
OpenERP Server : The OpenERP server where the kernel is running and listening. If
you are running it on the same machine, choose localhost. Don't change the protocol and
port number unless you know what you are doing.
Super Administrator Password : "admin" is the default password. Please change it
immediately under File -> Databases -> Administrator Password
New Database Name : Now we need to pick a database name, that is concordant with
the role of the system. In our case, we chose "development", since it's a database that
will not hold production data.
Load Demonstration Data : Please enable this option, specially for development and
training databases. A lot of demo information (patients, drugs, doctors, institutions, ... )
will be loaded, so you don't have to input every time.
Default Language : Choose the language you want to run the system in. Before
changing it, make sure that Medical has been translated to your local language. Choose
English if you are not sure. You can later import your language.
Installing Medical
On Linux
o
cd openerp5/openerp-server-5.0.1/bin/addons/
On Windows
o
Check at the OpenERP documentation Wiki how to create a Database. There is a nice
wizard that will guide you through the installation.
To ease the installation of Medical, we have created a profile that contains the most
relevant modules to run a health center ( from a private office to a hospital ). When you
start the installation wizard, make sure you choose the Medical Center Profile.
The system will start the Medical Module installation. Please wait, since there is a lot of
info ( like all the ICD-10 categories and pathologies ). You may see a "Connection
refused, Time out" error, that's ok. It's raised by the client, but the server is
working. Do not press anything until the installation has finished.
The openerp client has a default timeout (time without getting a response from the
server) of 5 minutes. When loading large amount of data (like the ICD-10 diseases or
the ICD10-PCS ) you might exceed this period of inactivity from the client side. To avoid
this you can override the client parameter file, $HOME/.openerprc
Locate the $HOME/.openerprc file and edit the [client] section
vi $HOME/.openerprc
Installation on Openerp 6
In OpenERP v 6.0, we don't have a "profile wizard", where we can choose the right /
custom set of modules to be loaded at DB creation time.
Under this scenario, this is what you need to do :
- When you start the OpenERP installation, instead of going through all the steps, skip
the next steps by choosing Use Directly option.
- Now, make sure you have the "Extended" view on the Interface, so you can have
access to the module section.
Main Menu -> User -> Preferences -> Interface -> Extended
Next you need to install the "Medical" module. In version 6, you do it via the modules
management.
Main Menu -> Administration -> Modules Management -> Modules ->
- Type in "medical" in the search / filter window, and it will show you the profile.
On this window you can select which additional modules will be installed. The default
modules have been preselected, and they fit most medical centers.
A Modular Design
For most cases, Medical is installed at this point. The modules that are included on the
Medical Center Profile are :
medical : The core module. This module contains the basic objects : patient,
doctor, medicament, medication, prescription, hospital, wards and admissions
medical_socioeconomics : This module has the functionality of all the socioeconomic factors that influence the health of the individual / family and society.
This module can track the living conditions, infrastructure, education, substance
abuse, hostile areas, working children, family affection...
medical_lifestyle : All about the way of living, eating habits, sleeping patterns,
addictions, safety measures and sexuality of the patient
Please note that Medical is a Health and Hospital Information System. This means that
many objects (ie, partner and medicaments ) are linked to the business objects and
processes of OpenERP, so one can, for example invoice the patient, make room
reservations, contact their relatives, make product orders, check the stock of the
medicaments, etcetera. For a proper functioning, and to get the most out of Medical, the
system should be configured with the right customization (localization, chart of accounts,
suppliers, products,...).
Update the modules via the main menu by clicking on Administration ->
Modules Management -> Update Modules List. This process will include
Medical in the repository.
Select "medical" from the modules list and double click on the module line.
Click on "Apply Scheduled Upgrades" (see the right of the image below)
The system will start the Medical Module installation. Please wait, since there is a lot of
info ( like all the ICD-10 categories and pathologies ). You may see a "Connection
refused, Time out" error, that's ok. It's given by the client, but the server is working.
Do not press anything until the installation has finished.
When the module installation is finished (the processing time depends on the hardware,
but it should be around 10 / 20 minutes ), your Medical module, is ready to go.
Note: OpenERP will integrate all the needed modules, based on the dependencies. If
your Medical module is not fully installed it might be because you didn't install the
dependencies modules. In that case check the dependencies tab it should show you
that Medical needs the modules base, sale, account and product. To install them you
simply need to click on "Apply Scheduled Upgrades" again.
Close the modules tab and press CTRL+R to refresh the view. Your OpenERP
client should look something like this
A patient-centric approach
Medical puts the patient as the most important element of the system.
Most of the information can be gathered from the patient main view. This gives us the
big picture. This design facilitates navigation, and the physician has always the important
elements in front. It's an holistic way of practice medicine. Moreover, the information
gathered in the daily practice will be easy to export and/or analyze for epidemiology
studies.
OLAP : This is very important for epidemiology. We can use the OLAP
functionality to do epidemiology analysis. We can build infocubes in real-time and
graphically represent the status and trends of an specific outbreak.
Web browser
GTK client
Both clients have basically the same features, so the choice is more a matter of taste.
The web client might be better for low-bandwidth connections. It also has the advantage
of not having to install anything on the computer, just use the web browser of choice. On
the other hand, the GTK client might better suit the LAN environment.
To connect via the GTK client, you have to download the client from the OpenERP
download area. Make sure the client version matches the one of the server.
Once you have downloaded the client, you need to specify the following parameters :
Connection type : Normally you want to use the NET-RPC (faster) connection
When using the web client, you only need to specify the port as part of the URL . for
example http://medical.example.org:8080
Next : The Demo Database
Female patient
Married
Diabetes type 1
Allergic to penicillin
Other info : Has traveled to malaria endemic area 4 months ago and did not take
any anti-malarial prophylaxis.
From that point, you can play with the other resources, such as :
Hospitalizations
Family members
Lifestyle
Surgeries
Sexuality
Vaccinations
Once you feel comfortable with the use of Medical, you can create a new database,
without the demo data.
Next : Partners
The Medical screen is divided into 2 main sections. The left area shows the main
functionality areas, modules and or business processes. In this screenshot we have :
Partners, Products, Human Resources, Financial Management, Stock, Purchase, Sales
and Medical. When you click on one of these section, it will show on the right area the
navigation menu for this specific module functionality.
In this example, we have highlighted the Medical menu on the left hand side. In the
main area (right), we have all the menus and sub-menus of Medical (Configuration,
Patients, Appointments, Laboratory... ).
Doctors
Patients
Institutions
Hospitals
Insurance Companies
Employees
In the main partner form, you include all the administrative and contact information :
Address, ID number, contacts, associated insurances, ... Note one of the tabs is called
"Medical". In that tab you select whether the partner is a patient, a doctor or an health
institution. In that tab you also include the patient insurance information..
Note: This is a nice way to divide roles within the company. When assigning the
permission profiles, a person from the administrative office will enter all the patient
contact and administrative data, without having to enter the patient clinical record.
How to create a Partner:
1. Go to Administration Module
2. Select Partner option
3. Click on New Partner
4. Complete the fields with the information required
Administration -> Partner -> New Partner
Required Fields
In Medical, the fields with a blue background are required. You must fill in those fields in
order to be able to save the record. In this example, the fields Name and ID Number
are required.
The ID Number is the national identification or passport of the patient. Don't put here
the patient ID from the health center. When we get to the patient form, you will have the
specific field for the internal number.
Contact Information
You can have as many contacts per patient as you want. Just press on the new resource
icon (
) and enter the information. As a general rule, put as much information as you
can about the patient contacts. Remember that in a case of emergency, those are the
only links you have. Please make sure you double check periodically the contact
information about the patient. Today the email is as important (if not more) than the
telephone number, so make sure to collect that information.
Type of partner : You should check whether the partner is a patient, a doctor,
both or a health center.
Insurance list : In this section you can enter all the insurances the patient is
affiliated. She or he can have a state issued insurance and a private, so multiple
insurances plans can be stored per patient.
Insurances
To add a new insurance, click on the new resource icon (
To modify an existing insurance, double click on the line of the insurance itself and it will
open the resource for editing.
Number : The affiliation number of the patient, provided by the insurance company.
Required field
Owner : The person who has the contract with the insurance company. Normally it's the
same as the patient, but in some cases (like kids) the owner is the parent.
Company : Enter the insurance company that has provided the plan. You choose the
insurance company from the partner list.
Finally, enter the start of the membership; the plan or category of the insurance and
the expiration date and notes related to the insurance.
Important: Remember to save the changes every time you add or change information.
PATIENTS
In order to create Patients, Medical offers you the possibility to complete the New
Patient form. You will be able to add information about the patient. For example:
- Personal information: Date of birth, ethnic group, blood type, marital status, age,
family, etc.
Attachments
FAMILIES
Medical offers you the possibility to create Families. You can assign a code or name to a
group of patients and you will be able to check all their reports and information with only
one click.
How to create a Family:
1. Enter to Medical.
2. Go to Patient Module.
3. Select Family option.
4. Click on "New".
5. Complete with the information required
Institutions
Medical allows you to add a list of Institutions such as Hospitals, Health Care Centers,
Laboratories, etc. Once you have this record, you can associate a doctor or patient to an
institution.
How to create an Institution:
1. Enter to Medical
2. Go to Menu Partners > New Partner
3. Follow steps to create a partner
4. Open Medical Tab an ckeck the Institutions box
Partners > Partners > New Partner > Medical Tab
Important: Remember to save the changes every time you add information.
DOCTORS
Medical allows you to create a list of doctors according their specialties. Once you have
this record, you will be able to associate a pacient/family with a doctor.
To Create a Doctor, please follow this steps:
1.
2.
3.
4.
5.
Enter to Medical
Go to Configuration Module
Select Physicians option
Click on New
Complete the fields with the information required
Attachments
Medicaments
You can find the Vademecum List inside Medical. You will be able to:
- Create New Medicaments
- Classify Medicaments by Name, Active Component, Therapeutic effect, Indication, etc.
- Edit Medicaments
- Delete Medicaments
- Add a filter to find a Medicament
- Search Medicaments
If you wish to create a Medicament, please follow this steps:
Medical > Administartion > Medicament > New
You will have the chance to add a text with extra information such us:
- Therapeutic effect
- Indication
- Presentation
LABORATORY
You will have the option to save lab tests information in this chart. You can add, edit,
search or save main and extra information about lab analysis. Besides, you will be able
to codify the test so you can identify it easily.
In order to create a new lab test, please follow the steps:
Administration > Laboratory > New type of lab test > New
Important: Remember to save the changes every time you add information!
PATHOLOGIES
You will find two subdivisions inside Pathologies:
- Pathology Info
- Pathology Categories
Pathology Info includes plenty of information such us:
- Name
- Category
- ICD-10 code (This is an International designation for Pathologies so it will be the same
all over the world).
- Affected Chromosome
- Gene
- Protein involved
- Extra Information
When you complete this chart, you will have all the details regarding pathologies and its
characteristics.
- Recreational Drugs: You will be able to add medicaments according its toxicity,
addiction level and legal status.
- Occupations: You will find a list of jobs and careers and its codes here. You will have
the chance to add or delete too.
- Ethnic Groups: You can define the ethnic group that the patient belongs to. You will find
the list with all of them and its codes.
Billing in Medical
(required module : medical_invoice)
In Medical you can create invoices on services or medicaments provided. This is usually
done through the Financial Management or Point of Sale modules.
With appointments, however, there is an easier way to do this. You have to install the
medical_invoice module.
In order to configure the billing, you first have to associate the doctor with the service
provided in a medical appointment.
Configuration
1. Go to Partners > Partners and open the doctor form.
2. Go to the "Sales & Purchases" tab and associate a "Dedicated Salesman" to the
doctor. This "Dedicated Salesman" is an internal user related with the partner/doctor:
create a system user for the doctor, if it doesn't exists, and associate it here. Save the
form.
3. Go to Human Resources > Employees > New Employee.
4. Add the doctor as a new employee: in the "Employee" field write the doctor's name.
In the "Related User" field load the same system user you loaded in the Partner form.
5. Go to the "Timesheet" tab and add a new product, as a service. This is the service to
be invoiced when invoicing one of this doctor's consultations. Asign a "Category" and a
"Sale price" to the service.
Now, you can make appointments as usual with different patients and the doctor you
configured this way.
When you want to invoice an appointment you can open it an run the action called
"Create Invoice". An invoice to the patient will be created in draft status, with the service
defined for the doctor as the line to be charged. You have to open the invoice and
"Validate" it as usual, in order to charge the patient.
In the patient's partner form, in the "Accounting" tab, you can see now the "Total
Receivable" charged with the service sale price. This information is also available in
Medical > Patients > Edit Patients, in the "General Information" tab, as "Receivable".
Invoicing multiple appointments
It's possible also to invoice multiple appointments at a time.
You have to go to Medical > Appointments and select the appointments you want to
invoice. To make multiple selections in a list you have to keep pressed the "Ctrl" key.
A single invoice will be created for all the appointments to a patient. You will be able to
invoice multiple appointments only if they belong to the same patient and they are in "To
be invoice" status.