Clinical Procedure

User Story

As a physician, I want to perform and document clinical procedures so that consumable usage is tracked and the procedure is billable.

Entry Point

Service Request from Patient Encounter

Steps

1. Create procedure

   • API: service_request.make_clinical_procedure(service_request)
   • Data changed: Clinical Procedure record created

2. Verify stock availability

   • User action: Check consumables are in stock
   • API: clinical_procedure.get_procedure_consumables(procedure_template)

3. Start procedure

   • User action: Click "Start"
   • API: clinical_procedure.start_procedure() (instance method)
   • Data changed: Procedure status → In Progress

4. Complete procedure

   • User action: Click "Complete"
   • API: clinical_procedure.complete_procedure() (instance method)
   • Data changed: Procedure status → Completed

5. Consume stocks

   • Automatic: Stock entry created for consumed items
   • API: clinical_procedure.make_stock_entry(doc), set_stock_items(doc, ...)
   • Data changed: Stock Entry (Material Issue) created in ERPNext

Error States

• Insufficient stock → verify_stock shows warning
• Missing billing item → validation error on procedure template

Permissions

• Physician: Can create and perform procedures
• Nursing User: Can assist and update stock consumption

Related Code

• Backend: healthcare/healthcare/doctype/clinical_procedure/clinical_procedure.py
• Template: healthcare/healthcare/doctype/clinical_procedure_template/