Initial Healthcare Configuration

Navigate to Healthcare Settings from the search bar or via Setup workspace > Healthcare Settings.

Healthcare Settings (General)

Setting	Description
Company	Select the company entity for your healthcare facility
Default Medical Code Standard	Choose the medical coding system (ICD-10, SNOMED CT, etc.)
Enable Free Follow-ups	Allow free follow-up visits within a validity period
Automate Appointment Invoicing	Automatically create invoices when appointments are booked
Link Customer to Patient	Automatically create an ERPNext Customer for each Patient
Collect Registration Fee	Charge a registration fee during patient creation
Registration Fee Amount	Set the registration fee amount
Manage Appointment Invoice Automatically	Auto-generate invoices on appointment creation

Setting	Description
Default Appointment Duration	Standard consultation time (in minutes)
Appointment Reminder	Enable automated appointment reminders
Send Registration Message	Notify patients on registration via SMS/email
Patient Encounter Required Fields	Configure mandatory fields for consultations

Setting	Description
Allow Discharge Despite Unbilled Items	Whether to permit discharge with pending bills
Auto Create Inpatient Medication Order	Automatically create medication orders from prescriptions

Setting	Description
Create Lab Test on Encounter Submit	Auto-create lab tests when encounter is submitted
Create Sample Collection on Lab Test Creation	Auto-trigger sample collection workflow
Employee Name in Lab Test Report	Show employee name or practitioner name in reports

Biograph integrates with ERPNext's Accounts module for all financial operations:

Configuration	Where to Set
Income Account	Healthcare Settings > Default accounts
Receivable Account	Healthcare Settings > Default accounts
Service Item for Consultations	Mapped via Item master in ERPNext
Tax Templates	Standard ERPNext tax setup applies

Setting	Description
Appointment Confirmation	Send confirmation when appointment is created
Appointment Reminder	Send reminder before appointment time
Registration Notification	Notify on new patient registration

Note: SMS and email notifications require configuring the ERPNext Email/SMS settings first.

Navigate to Patient History Settings to configure which documents appear in the patient's medical timeline:

Standard Document Types — Enable/disable visibility of Encounters, Lab Tests, Vital Signs, Procedures, etc. in patient history
Custom Document Types — Add any custom doctypes to appear in the patient timeline
Date field and patient link field must be specified for custom document types