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The Surgery List screen provides a comprehensive overview of all scheduled, completed, or cancelled surgeries within a selected date range. It helps the surgical and administrative team manage procedures and monitor patient statuses efficiently.

Example
  • At the top of the screen, filters are available to narrow down the list:
    • Patient Type Filter: A dropdown allows you to choose between All Patients, Insurance Patients, or Cash Patients.
    • Date Range Selector: You can choose a specific range of dates to filter the surgeries.
    • Filter by Patient Name/ Doctor Name/ UHID/ IP No.
  • Each row in the list provides details about a surgery including:
    • Date & Time: Shows the scheduled date and time of surgery.
    • Doctor: Name of the doctor assigned to perform the procedure.
    • Patient Name: Name of the patient undergoing surgery.
    • Eye: Indicates whether the surgery is for the left or right eye.
    • UHID: Unique Hospital Identification number for the patient.
    • IP No: The inpatient number linked to the surgery admission.
    • Procedure: Name of the surgical procedure.
    • Refund/Due Amount: Displays the financial status, showing either a refund or due amount with value.
    • Surgery Status: Indicates the current status of surgery (Confirmed, Pending, Cancelled, Discharged).

    • Update Button: For Insurance Patients.​

Example
  • Click Update Button at the left of the corresponding row.
  • Opens up an Insurance Status Page.
  • Patient Details Section: Name, Address, Education, Age, Gender, Occupation, Referra, Phone Number, UHID, Email, Patient Insurance Name, Patient Insurance Policy Number and IP Number.
  • Procedre Details with Price:
    • Procedure Name: Added by the Doctor/Counselor
    • Price of the Procedure: Can be edited
    • CGST, SGST: Can be Edited
    • Total: Auto calculated according to the input added.
  • Billing Summary Section: Includes Gross Amount, SGST Amount, CGST Amount, Net amount and Grand Total.
  • Insurance Details
    • This screen displays detailed insurance information for a patient and allows billing and refund actions based on the insurance claim status.
    • Insurance Name: Name of the insurance provider.
    • Insurance Status: Shows the current claim status.
      • Click the Pencil Icon to change the Insurance Status.
      • Opens up Insurance Notify Screen with:
        • Status (Auth partial Approved/Auth Approved).
        • Claim ID: Auto filled from previous Insurance screen.
        • Approval Amount: Can be edited.
        • Discount: Can be Edited.
        • Co-pay: View Co-pay type (Flat/%), Co-pay amount, Payment Status (Paid/Not Paid/Settle From Advance).
        • Click Confirm button to save the changes.
        • Click Close button to close the Insurance Notify page.
    • Insurance No. and Claim ID: Unique identifiers for the Insurance and Claim.
    • Approved Amount: The amount approved by the Insurance Company.
    • Insurance Expiry: The date until the insurance is valid.
    • Insurance Due Amount: The amount not covered by insurance.
    • Copay: The fixed amount to be paid by the patient.
    • Patient Deposit: Amount deposited by the patient, if any.
    • Copay Payment Status: Whether the copay is paid.
    • Patient Refund Amount: Displays any excess paid amount that is refundable to the patient.
    • Total Discount Amount: Any discounts applied (if applicable).
  • Downloads Section
    • Copay Download: A PDF icon is available for downloading Co-pay Receipt.
    • Insurance Invoice: Download for Insurance Invoice available only after Generate Insurance Claim.
  • Click Submit button to update the Insurance Details.
  • Click Generate Insurance Claim Button to initiates Insurance Claim.
    • Billing Screen will appears. Edit the details if needed.
    • Click Print Bill to Generate Bill.
  • Claim Processing
    • Insurance Claim Sent: Checkbox indicating whether the insurance claim has been sent. Fill the required fields such as:
      • Claim Filed Date: The date the claim was submitted.
      • Status: Current status of the claim (Claim Pending/ Approved/ Rejected).
      • Approval Amount (including Copay): Approved amount inclusive of the copay (Can be edited).
      • Approval Date: Date on which the claim was approved.
    • Queries: A text field to enter any insurance-related queries or notes.
    • Insurance Settlement: Checkbox to indicate that the insurance settlement process is completed. (Ensure the insurance claim is printed before checking this). Fill the required fields such as:
      • Scheduled Settlement Date: Planned date for the insurance settlement.
      • Actual Settlement Date: Actual date on which the insurance settlement occurred.
      • Required Settlement Amount: Amount expected from the insurance company for settlement.
      • Actual Settlement Amount: Amount actually received from the insurance provider (Actual Settlement amount should not be greater than the total amount).
  • Action Buttons
    • Re-Fund: Triggers a refund process for the patient.
    • Submit: Saves the current form and updates all changes.
      • Click Submit button after updating Insurance settlement.
      • This will be the final submit.
      • After that Submit button and Cancel Surgery buttons will be disabled.
    • Cancel Surgery: Cancels the associated surgery for this record.
    • Final Bill: It leads to Billing screen. Can Print the final bill in Estimate Format/ Normal Bill format.
    • Close: To close the screen.
    • Generate New Bill: For extra payments after printing the final bill.
      • This screen provides all the patient details (Patient Name, Address, Patient UHID, Age, Gender, Phone number, Patient Status: Inpatient).
      • Click New Bill button. It leads to Billing Screen.
  • Discharge Summary
    • Patient Received Discharge Summary:
      • A toggle switch to confirm whether the patient has received the discharge summary.
      • Select date at which discharge summary is received from date picker.
      • A save icon next to it allows saving this status.
      • It will be enabled only after printing Discharge Summary.

  • View Button: For Cash Patients​

    • Click View button at the left of the corresponding patient.
Example
  • Patient & Referral Information At the top of the screen, the patient's key information is displayed:
    • Name, Age, Gender, Address, Education, Occupation.
    • UHID, Referral contact, Phone number, Email, IP NUmber.
  • Admission & Surgery Details
    • Doctor: Dropdown to select consulting doctor.
    • Admit Date / Discharge Date: Calendar input to select dates.
    • Eye: Specifies whether the right or left eye is involved.
    • Lens, Systemic, Power: Text inputs for medical details.
    • Reporting Time: Time selector to log time of report.
    • Room/Bed: Dropdown to select the bed/room.
    • OT Room: Dropdown to select the Operation Theatre room.
    • Insurance Toggle: Disabled.
  • Surgery Procedure Details: View the Procedure Name, Price, Discount Type, Discount Amount,CGST, SGST, Total Amount.
  • Billing Summary (Right Panel)
    • Gross Amount: Original cost before discounts or taxes.
    • Discount Amounts: Shows how much discount is applied.
    • SGST / CGST Amounts: Shows tax values.
    • Net Amount: Total after discount, before tax.
    • Grand Total: Final total including tax.
  • Payment Info & Remarks
    • Pending Amount: Shows pending amount if any.
    • Reason for Admit: Can edit/view reason for admit.
    • Comment: Optional remarks by billing staff.
    • Camp Patient Checkbox: Flags if the patient was seen in a medical camp.
    • Notes Section: Space for adding additional notes.
  • Discharge Summary Confirmation: At the bottom of the screen.
    • Discharge Summary Checkbox: Tick if the patient received the discharge summary
    • Select the date from date picker.
    • Save Button: To confirm that discharge summary was given.
  • Action Buttons
    • Close: Exit the screen without saving.
    • Cancel Surgery: Cancels the surgery with reason.
    • Final Bill : Generates and finalizes the surgical bill.

  • Reschedule Button​

    • Click Reschedule button at the right of the patient to reschedule surgery.
    • Reschedule Surgery Screen Interface is same as that of View Details screen.
    • Change the details (Date/Time).
    • Click Reschedule button at the bottom right and Click OK to confirm the data.

  • Download​

    • Download Excel for Surgery List.