Health

All critical data at your fingertips to make data-driven healthcare decisions

Simpel ERP is an open, modern, DIV ERP software for hospitals, clinics, and dispensaries.

Simpel ERP is an open, modern, DIV ERP software for hospitals, clinics, and dispensaries.


Open Source ERP for the Healthcare Industry

With the growing competition in healthcare industries, businesses in the healthcare sector need to stand out. Leap ahead by leveraging next-gen enterprise technology. Simpel ERP is an open-source solution for healthcare that will help you maintain all critical data under one roof.

Patient History

With the patient history report, you can view any patient’s historical records – primary details, allergies, past medications, patient interactions with doctors, and so on. See the lifecycle of a patient, right from the beginning of their journey with your healthcare unit.

Billing and Pricing

Invoice your patients and chase receivable payments with payment requests and email/SMS notifications. Process bills faster with custom print format templates and one-time configuration.

Benefits of ERP Software for Healthcare Industry

The key advantages of implementing ERP solutions include:

  • – Better Patient Care
  • – Reduced operating costs
  • – Streamline healthcare processes and initiating best practices
  • – Patient Safety
  • – Electronic Storage of health-information
  • – Business Intelligence and Strategic Planning
Better Patient Care:

An ERP platform helps healthcare providers with remote access to keyresourcesandreports forpatients.It also helps the patients make informed and timely care decisions. An advanced, automated software makes it easier to schedule future tests and medical procedures. An ERP solution ensures vital patient information is accessible across multiple systems.

Reduced operating costs

ERP software forhealthcare will result in process efficiencies as part of the IT automation program. ERP carries different tasks, such as payroll, accounting, human resources, and puts them into a shared database. This helps automate various back-end processes such as payroll management, account management, and inventory handling.

Streamline healthcare processes and initiating best practices

This is accomplished by incorporating key facilities such as patient identification, electronic medical records management, radiology department, OPD, and emergency services. Healthcare institutions should efficiently monitor all policies and procedures relating to member benefits, payments, registration, and networks of providers, keeping them up to date with the best practices.

Patient Safety

By facilitating communication between physicians and patients, an ERP program helps healthcare providers to improve patient safety. Numerous organizations interpret an integrated ERP as an organizational imperative to bring about a culture of patient health.

Electronic Storage of health-information

Hospitals and healthcare providers store essential data on their business processes and their patient s. Implementing ERP software for healthcare is a good idea to ensure the protection and confidentiality of all the information. Users can conveniently update all the data placed within the program with an ERP system.

Business Intelligence and Strategic Planning

When you run a hospital, implementing an ERP program can provide better business knowledge to help you make better decisi ons. This software can calculate and assess the operational efficiency of a hospital. It offers information on budgeting, requisitions, and patient visit at ion.

ERP helps owners and administrators devise a business plan. It identifies and targets areas for improvements, thereby boosting the overall performance. If the areas requiring improvement are defined, it will be much easier for top management to track and determine whether or not the policies in place are beneficial.

Healthcare companies are quickly embracing ERP software to achieve a competitive advantage and increase their overall performance. Increasing accountability and transparency standards have hastened ERP adoption. In addition, leading health-care institutions exploit the ERP program to become compliant .

Social Login Keys

Social Login enables users to login to Simpel ERP via their Google, Facebook or GitHub account.

Enabling Social Logins

Checkout the following Video Tutorials to understand how to enable social logins on Simpel ERP

  • for FaceBook:
https://youtube.com/watch?v=zC6Q6gIfiw8%3Frel%3D0
  • for Google:
https://youtube.com/watch?v=w_EAttrE9sw%3Frel%3D0
  • for GitHub:
https://youtube.com/watch?v=bG71DxxkVjQ%3Frel%3D0

Product Page

Simpel ERP provides product pages for your Sales Items, they can be configured from the Item Master.

Product Page is built for an Item. If you haven’t created any Item go to:

Home > Stock > Items and Pricing > Item

1. How to configure a Product Page

  1. Enter the Item Code, Item Name, Item Group, and Selling Rate. New Item
  2. Click on Edit in full page button to open the form.
  3. Go to the Website section and enable Show in Website.
  4. Click on Save.
  5. View your Product Page by clicking on Show on Website in the sidebar.

Read Item documentation to learn more.

1.1 Items with Variants

If you have an Item that has multiple variants, for example, Apple iPhone XR with different colors and storage sizes, you can create a Template Item.

Go to the Variants section and enable Has Variants and add the attributes in the attributes table.

Item with VariantsItem with Variants

2. Features

2.1 Website Description

You can add a Website Description from the Website Specifications section. It will only show on your product page.

Item Website DescriptionItem Website Description

2.2 Image and Slideshow

You can add a different image and slideshow to show on your website from the Website Section.

Item Image and SlideshowItem Image and Slideshow

2.3 Item Specifications

You can add your Item Specifications in the Website Specifications section. It will show up as a table on your Product Page.

Item Website SpecificationsItem Website Specifications

2.4 Publish Item

To publish your item, go to the Website section and enable Show in Website.

Publish ItemPublish Item

You will now see the See on Website link in the sidebar. Click on it to view your product page.

Product PageProduct Page

2.5 Custom HTML

You can further customize your Product Page by adding Custom HTML in the Website Content field of the Website Specifications section.

Custom Website ContentCustom Website Content

Product Page with Custom ContentProduct Page with Custom Content

2.6 Website Warehous

This feature is available in the Item master. Select an existing or create a new warehouse for transactions via your website. This Warehouse will be different from your offline Warehouses. Stock for any online transactions will be deducted from the Warehouses set under Website Warehouse.

Product Listing

Simpel ERP provides a product listing page where your customers can discover your products. It is enabled by default if you have published Items on your website.

You can go to the product listing by clicking on the Explore button on your homepage or visiting the /all-products route. For example, https://apple.simpelerp.com/all-products

Product ListingProduct Listing

1. Products Settings

The Product Listing can be configured from Products Settings. Go to Website > Portal > Products Settings.

Products SettingsProducts Settings

Here are some of the configuration options:

  1. Home Page is Products: If checked, the default home page will be set to Product Listing.
  2. Products Per Page: Define how many products to show per page on the Product Listing.
  3. Hide Variants: Only show Item Templates on the Product Listing. You can hide variants only when Attribute Filters are disabled.

1.1 Filters

You can also add filters to your listing. There are two types of filters:

  • Field Filters
  • Attribute Filters

Field Filters 

Enable the Field Filters checkbox in Products Settings and add the fields based on which you want to have the filters.

Field FiltersField Filters

Attribute Filters 

Enable the Attribute Filters checkbox in Products Settings and add the attributes based on which you want to have the filters.

Attribute FiltersAttribute Filters

Go to your Product Listing, it should show filters on the sidebar.

Product Listing with Filters

Website Theme

Simpel ERP provides advanced theming capabilities to customize the look and feel of your website and make it match your brand.

Home > Website > Setup > Website Theme

1. How to create a Website Theme

  1. Go to the Website Theme list and click on New.
  2. Enter a Theme Name.
  3. Customize your theme.
  4. Click on Save.

Note: Make sure you set the Website Theme in Website Settings for the theme to be applied.

Select Website Theme in Website Settings

2. Features

2.1 Theme Configuration

The section “Theme Configuration” is there for bootstrapping a basic theme. Here you can choose your color scheme, font and button styles.

2.2 Stylesheet

If you know SCSS and Bootstrap 4 theming, you can manually write custom SCSS.

In the “Custom Overrides” field you can overwrite the variables defined by any app’s theme file. The content of this field will be included before importing any other SCSS. For example, the variable $spacer is set to 1rem by default. Just redefine it to $spacer: 2rem; to make all spaces twice as big.

In the “Custom SCSS” field you can add your own styles. This will be included after importing the app’s themes. You can also override any specific style. For example, if you don’t like our buttons, just include the following:

.btn-primary {
    background-color: $teal;
    color: $orange;
}

2.3 Included Theme Files 

If you take a look at the default theme generated by the configure dialog, it imports frappe/public/scss/website and erpnext/public/scss/website. These are the default theme files for frappe and simpel erp app. If you have any other apps installed, they might also provide their own website.scss file.

The section “Included Theme Files” lists all installed apps. Each app can bring it’s own theme file ([app]/public/scss/website.scss). A theme might be complete, providing styles for the entire website, or just an add-on. For example, it might style only the elements it introduces. By checking the boxes you can choose which theme should be included in your website.

Included Theme Files

2.4 Custom JS

You can also write custom JavaScript that will run when your theme is applied. Use it add/remove classes from elements, or any script that helps you change how your elements look.

Web Form

Stakeholders who are not part of your organization may need to interact with your Simpel ERP instance. You can authorize customers, suppliers, job applicants, students, and guardians to access certain information or even create certain transactions. For example, you can let anyone create an account on your website (created with Simpel ERP) and apply for a job. You can let your customers see the details of the complaints they have registered. These can be done using Web Forms.

There are two types of in-built interfaces available in Simpel ERP. The Desk View and the Web View. Desk is for users who regularly interact with Simpel ERP instance, like employees of your organization.

Web View is for users who need to interact with an Simpel ERP instance occasionally. Web forms are similar to the forms you generally fill in various websites on the internet. Webforms are part of the Web View interface in Simpel ERP.

To create a new Web Form go to:

Home > Website > Web Site > Web Form

New Web FormNew Web Form

Select the DocType based on which you want to build your Web Form. The Route will be set based on the Title of your Web Form. You can also add an Introduction text to show a friendly message above your form.

Add fields to your Web Form. These are the fields from the DocType you have selected. You can change the Label for these fields. Try to keep number of fields to be minimum as long forms are cumbersome to fill.

Web Form FieldsWeb Form Fields

Click on See on Website in the sidebar to view your Web form. Web FormWeb Form

Here is an explanation of each of the checkboxes on the right.

  1. Published: Web Form will be accessible only if this is enabled.
  2. Login Required: User can fill the Web Form only if they are logged in. When Login Required is checked,
  3. Route to Success Link: Go to Success Link after the form is submitted.
  4. Allow Edit: If this is unchecked the form becomes read-only once it is saved.
  5. Allow Multiple: Allow user to create more than one record.
  6. Show as Grid: Show records in a table format.
  7. Allow Delete: Allow user to delete the records that he/she has created.
  8. Allow Comments: Allow user to add comments on the created form.
  9. Allow Print: Allow user to print the document in the selected Print Format.
  10. Allow Incomplete Forms: Allow user to submit form with partial data.

2. Features

2.1 Sidebar

You can also show contextual links in a sidebar on your Web Form. Set it up in Sidebar Settings.

Web Form SidebarWeb Form Sidebar

Web Form with SidebarWeb Form with Sidebar

2.2 Creating Web Forms with Child Table

You can add child tables to your web forms, just like regular forms.

Web form Grid

2.3 Payment Gateway Integration

You can now add a Payment Gateway to the web form, so that you can ask users to pay against a web form. A good example for this is a conference ticket.

Web form payment

2.4 Portal User

We have also introduced roles for Website users. Before version 11, if you assigned any ‘Role’ to a user he would get access to ‘Desk View’. From version 11 you can assign a ‘Role’ but still disallow access to ‘Desk View’ by unchecking ‘Desk Access’ in Role.

Disallow Desk Access

In Portal Settings, you can set a role against each menu item so that only users with that role will be allowed to see that item.

portal settings

2.5 Custom Script

You can write custom scripts for your Web Form for things like validating your inputs, auto-filling values, showing a success message, or any arbitrary action.

To learn how to write custom scripts for your Web Forms, read Custom Scripts documentation.

2.6 Custom CSS

You can customize the look and feel of your Web Form by writing your own Custom CSS. Inspect the elements on the page to see what classes are available for styling. Learn more about CSS here.

2.7 Actions

You can add the text in ‘Success Message’ field and this text will be shown to user once he successfully submits the web form . And the user is redirected to the URL given at ‘Success URL’ when clicked on ‘Continue’ button. This is only applicable to webforms accessible without the user login(webforms with ‘Login Required’ checkbox unchecked).

Success Message

2.8 Result

When a website user submits the form, the data will be stored in the document/doctype for which web form is created.

Web Page Builder

Page Builder lets you quickly create web pages from pre-configured web templates.

1. How to create a page using Page Builder

  1. Follow the steps to create a Web Page.
  2. Enable full width by ticking the “Full Width” checkbox.
  3. Select Content Type as Page Builder.
  4. Click on Add Row in the Page Building Blocks Table.
  5. Select a Web Template.
  6. Click on the Edit Values button.
  7. Enter values in the dialog and click on Submit.
  8. Click on Save.
  9. The web page will be published only when Published is ticked.

New Web Page with Page BuilderNew Web Page with Page Builder

Page Builder Edit Values DialogPage Builder Edit Values Dialog

View your Web Page by clicking on See on Website in the sidebar.

Web PageWeb Page with Page Builder

1.1 Add Sections

You can add more sections to your page by adding more rows in the Page Building Blocks table. The framework comes with a great set of Web Templates for you to create all sorts of pages.

More SectionsWeb Page with another section

More Sections - PreviewWeb Page with another section – Preview

1.2 Section Options

If you click to expand a row in the Page Building Blocks table, you have the following additional options:

  • Add Container: If checked, the web template will be rendered in a centered constrained box.
  • Add Space on Top: If checked, it will add a decent amount of space above the section.
  • Add Space on Bottom: If checked, it will add a decent amount of space below the section.
  • Add Gray Background: If checked, it will add a gray background to the section.
  • Hide Block: If checked, it will hide the section block.
  • CSS Class: Add any CSS class and style it in the CSS field in the Style section.
Section Options

Web Page

Static Content like your Home Page, About Us, Contact Us, Terms pages can be created using the Web Page.

To access Web Page go to:

Home > Website > Web Site > Web Page

1. How to create a Web Page

  1. Go to the Web Page list and click on New.
  2. Enter a Title and add content in Main Section. The route will auto generated but you can change it.
  3. Click on Save.
  4. The web page will be published only when Published is ticked.

New Web PageNew Web Page

View your Web Page by clicking on See on Website in the side bar.

Web PageWeb Page

1.1 Tips on making a good Web Page

Title 

The first thing to set is the title of your page. The title has the maximum weight for search engines so choose a title that reflects the keywords that you are targeting for your audience. The route (URL) will be auto-generated from the title but you can change it.

Content 

You can write your content in Rich Text, Markdown or HTML. If you want to make simple content pages, Rich Text and Markdown are great options.

Learn markdown in a few minutes at Mastering Markdown.

Images 

For Rich Text Content, you can directly embed images using the editor. For Markdown and HTML, you must attach the images to the document first. Now get the URL of your image by right-clicking on your attachment and copying the address.

Image Link

Now, add them to your Markdown or HTML using the appropriate syntax.

<!-- markdown -->
![Alt Text](/path/to/image-url.png)

<!-- html -->
<img src="/path/to/image-url.png" alt="Alt Text">

2. Features

2.1 Slideshow

You can also add a Slideshow to your Web Page. Refer how to create a Slideshow at Homepage Slideshow

2.2 Scheduled Publishing

You can schedule your Web Pages for publishing if you set Start Date and End Date for your Web Page. They will be set as published within the date ranges and will be unpublished outside the range automatically.

Unpublished pages will throw an Error 404 when they are visited.

2.3 Javascript and CSS

You can add a JS script to your Web Page in the Script section. Make sure to write your script inside the frappe.ready callback.

frappe.ready(() => {
    // your script here
});

You can add CSS styling to your Web Page in the Style section. Inspect the elements to see what classes are available for styling. If you are using HTML Content, you can use your own classes and style them here.

2.4 Sidebar

You can add a Website Sidebar with custom links on your Web Page. In the Sidebar and Comments section enable Show Sidebar. Select an existing Website Sidebar or create a new one.

Web Page SidebarWeb Page Sidebar

Add links and their route in the Sidebar Items table. Website SidebarWebsite Sidebar

Web Page with SidebarWeb Page with Sidebar

2.5 Comments

You can enable comments on your Web Page where people can leave a comment with their Name and Email. Enable comments from the Sidebar and Comments section.

Web Page CommentsWeb Page Comments

2.6 Header

You can add a custom HTML for the header section of the page. This will override the title of the Web Page.

Web Page HeaderWeb Page Header

Web Page with Custom HeaderWeb Page with Custom Header

2.7 Breadcrumbs

You can add a list of breadcrumbs on your Web Page. These will be shown on top before the header.

Web Page BreadcrumbsWeb Page Breadcrumbs

Web Page with BreadcrumbsWeb Page with Breadcrumbs

2.8 Meta Tags

You can also add Meta Tags to your Web Page. You must add the property key and its value in the Meta Tag Table and it will auto-generate HTML meta tags on your Web Page.

Web Page Meta Tags

Homepage

A homepage is the default landing page of your website.

Simpel ERP’s Website Module generates a default landing page for your website. You can customize it in Homepage.

To access the Homepage page in Simpel ERP, go to:

Home > Website > Portal > Homepage

1. How to setup Home Page

  1. Select the Company.
  2. Set the Title. This will be shown in the Browser Tab.
  3. Configure the Hero Section as explained in the next section.

HomepageHomepage

Make sure your default ‘Home Page’ is set as home in Website Settings for this to work.

2. Hero Section

There are three ways in which you can customize the way the Hero Section looks:

  1. Tag Line and Description (Default).
  2. Homepage Slideshow.
  3. Custom Hero Section.

2.1 Tag Line and Description

After you set your Tag Line, Description and Hero Image you’ll have a decent looking front page. You can also change the URL for the Explore button under URL for “All Products”.

Website HomepageWebsite Homepage

2.2 Homepage Slideshow

Set the Hero Section Based On to Slideshow and the Homepage Slideshow field will appear.

Homepage Slideshow SettingHomepage Slideshow Setting

Now, select an existing Slideshow or create a new one shown as follows:

Website SlideshowWebsite Slideshow

For best results, make sure all of your slideshow images have same height and their width is greater than the height.

Website Homepage with Slideshow

2.3 Custom Hero Section

The third type of Hero Section allows you to write your own HTML.

Set Hero Section Based On to Hero Section.

Now create a new Hero Section. Set Section Based On as Custom HTML. Write your custom HTML in the Section HTML field.

Homepage SettingsHomepage Settings

You can write any valid Bootstrap 4 markup here.

New Hero SectionNew Hero Section

It will look something like this: Homepage Hero CustomHomepage Hero Custom

You can also show featured products on your Homepage by adding them to the Products table.

Homepage Products TableHomepage Products Table

It will look something like this: Featured Products on HomepageFeatured Products on Homepage

4. Homepage Section

You can add custom sections on your Homepage by creating new Homepage Sections.

Go to Website > Portal > Homepage Section

A homepage section can consist of cards or Custom HTML. Set Section Based On to Cards.

New Homepage SectionNew Homepage Section

Add details for each card like Title, Subtitle, Image, Content and Route in the Section Cards table.

It will look something like this: Homepage SectionHomepage Section

You can also control the order in which these sections appear by setting the Section Order. 0 will be shown first, followed by 1, and so on.

To add Sections with Custom HTML refer Custom Hero Section.

5. Custom Homepage

Simpel ERP allows you to have a completely different homepage if you don’t want to use the default one described above.

To setup a custom homepage:

  1. Create a Web Page.
  2. Go to Website > Setup > Website Settings.
  3. Set Home Page as the route of your Web Page. 

Portal Login

To login into the customer account, the customer has to use his Email Address and the password sent by Simpel ERP; generated through the sign-up process.

Website User Signup