Channelling Navigation Guide - hmislk/hmis GitHub Wiki

Channelling Navigation Guide

Overview

This guide helps channelling staff navigate the HMIS Channelling module for managing doctor appointments and consultant services. All features are accessed through the main Channelling menu.

Patient Appointment Management

Appointment Booking

How to Access:

  • Channelling โ†’ Channel Booking View
  • Channelling โ†’ Channel Booking - By Dates
  • Channelling โ†’ Channel Booking - By Month

When to Use:

  • Booking new patient appointments with consultants
  • Searching appointments by specific dates
  • Monthly appointment planning and management

Important: May require active shift when shift-based billing is enabled.

Schedule Management

How to Access:

  • Channelling โ†’ Schedule Calendar
  • Channelling โ†’ Channel Queue
  • Channelling โ†’ Channel Display

When to Use:

  • Visual calendar view of consultant schedules
  • Managing patient queue on appointment days
  • Display screens for patient queue status

Past Appointments

How to Access: Channelling โ†’ Past Bookings
When to Use: Reviewing completed appointments and patient history

Bill Management

How to Access: Channelling โ†’ Channel Bill Search
When to Use: Finding channelling bills and payment records

Doctor and Consultant Management

Doctor Availability

How to Access:

  • Channelling โ†’ Doctor Leave โ†’ By Date
  • Channelling โ†’ Doctor Leave โ†’ By Service Session

When to Use:

  • Recording doctor leave and unavailability
  • Managing session-specific doctor absences
  • Planning appointment scheduling around doctor availability

Schedule Setup

How to Access: Channelling โ†’ Channel Scheduling
When to Use: Setting up new consultant sessions and schedules

Payment Management

Doctor Payments

How to Access:

  • Channelling โ†’ Payment โ†’ Pay Doctor
  • Channelling โ†’ Payment โ†’ Payment Due Search
  • Channelling โ†’ Payment โ†’ Payment Done Search

When to Use:

  • Processing payments to consulting doctors
  • Finding outstanding doctor payments
  • Reviewing completed doctor payments

Agent Payments

How to Access: Channelling โ†’ Payment โ†’ Pay Agent
When to Use: Processing payments to channelling agents and intermediaries

Financial Transactions

Cashier Operations

How to Access:

  • Channelling โ†’ Financial Transaction Manager โ†’ Start Shift
  • Channelling โ†’ Financial Transaction Manager โ†’ End Shift
  • Channelling โ†’ Financial Transaction Manager โ†’ My Drawer
  • Channelling โ†’ Financial Transaction Manager โ†’ My Shifts

When to Use:

  • Beginning and ending cashier shifts
  • Managing cash drawer operations
  • Reviewing personal shift history and performance

Cash Management

How to Access:

  • Channelling โ†’ Financial Transaction Manager โ†’ Float Transfer
  • Channelling โ†’ Financial Transaction Manager โ†’ Float Transfers for me to Receive
  • Channelling โ†’ Financial Transaction Manager โ†’ Withdrawals
  • Channelling โ†’ Financial Transaction Manager โ†’ Deposit to Safe/Bank

When to Use:

  • Transferring funds between cashiers or departments
  • Managing cash withdrawals and deposits
  • Maintaining proper cash float levels

Income and Expenses

How to Access:

  • Channelling โ†’ Financial Transaction Manager โ†’ Add Supplementary Income
  • Channelling โ†’ Financial Transaction Manager โ†’ Add Expenses
  • Channelling โ†’ Financial Transaction Manager โ†’ Trace Income & Expense

When to Use:

  • Recording additional income sources
  • Tracking departmental expenses
  • Monitoring income and expense patterns

Shift Reconciliation

How to Access:

  • Channelling โ†’ Financial Transaction Manager โ†’ Record Shift End Cash in Hand
  • Channelling โ†’ Financial Transaction Manager โ†’ Record Shift Shortage
  • Channelling โ†’ Financial Transaction Manager โ†’ Record Shift Excess

When to Use:

  • Recording actual cash count at shift end
  • Documenting cash shortages with explanations
  • Recording excess cash and investigating sources

Note: Some features require specific system configurations to be enabled.

Handover Management

How to Access:

  • Channelling โ†’ Financial Transaction Manager โ†’ Handover Current Shift
  • Channelling โ†’ Financial Transaction Manager โ†’ Handover By Period
  • Channelling โ†’ Financial Transaction Manager โ†’ Shift Handovers to Accept
  • Channelling โ†’ Financial Transaction Manager โ†’ My Handovers

When to Use:

  • Transferring cash responsibility between shifts
  • Processing handover transactions by time period
  • Managing incoming and outgoing handovers

Transaction Processing

Special Transactions

How to Access:

  • Channelling โ†’ Cashier Transaction โ†’ Income
  • Channelling โ†’ Cashier Transaction โ†’ Expenses
  • Channelling โ†’ Credit/Debit Note โ†’ Credit Note
  • Channelling โ†’ Credit/Debit Note โ†’ Debit Note

When to Use:

  • Recording miscellaneous income
  • Processing operational expenses
  • Issuing refund credit notes
  • Creating adjustment debit notes

Transaction Search

How to Access:

  • Channelling โ†’ Cashier Transaction โ†’ Income Bill Search
  • Channelling โ†’ Cashier Transaction โ†’ Expenses Bill Search
  • Channelling โ†’ Credit/Debit Note โ†’ Credit Note Search
  • Channelling โ†’ Credit/Debit Note โ†’ Debit Note Search

When to Use: Finding and reviewing specific transaction records

Schedule Administration

Schedule Management

How to Access:

  • Channelling โ†’ Scheduling โ†’ Channel Schedule Management
  • Channelling โ†’ Scheduling โ†’ Channel Session Management
  • Channelling โ†’ Scheduling โ†’ Channel Activity Management
  • Channelling โ†’ Scheduling โ†’ Retired Channel Schedules

When to Use:

  • Creating and managing consultant schedules
  • Setting up individual consultation sessions
  • Managing appointment activities and time slots
  • Reviewing and managing inactive schedules

Fee Management

How to Access: Channelling โ†’ Management โ†’ Channel Fee Update
When to Use: Updating consultation fees and pricing structures

Agency and Partner Management

Agency Operations

How to Access:

  • Channelling โ†’ Management โ†’ Agencies
  • Channelling โ†’ Management โ†’ Agency Credit Limit Update
  • Channelling โ†’ Management โ†’ Agency Credit Limit Update (Bulk)
  • Channelling โ†’ Management โ†’ Add Channel Book to Agency

When to Use:

  • Managing partnering channelling agencies
  • Setting and updating credit limits for agencies
  • Bulk credit limit management for multiple agencies
  • Providing appointment booking capabilities to agencies

Consultant Management

How to Access:

  • Channelling โ†’ Management โ†’ Manage Specialities
  • Channelling โ†’ Management โ†’ Manage Consultants
  • Channelling โ†’ Management โ†’ Add Consultants to Institutions
  • Channelling โ†’ Management โ†’ Editing Appointment Count

When to Use:

  • Defining medical specialties offered
  • Managing consultant profiles and information
  • Adding consultants to serve at different hospital locations
  • Adjusting available appointment slots for consultants

Reports and Analytics

Reporting

How to Access: Channelling โ†’ Reports
When to Use: Generating channelling performance and financial reports

Analytics

How to Access: Channelling โ†’ Channel Analytics
When to Use: Analyzing channelling trends, doctor utilization, and financial performance

Patient Services

Digital Services

How to Access:

  • Channelling โ†’ Patient Portal
  • Channelling โ†’ Doctor Card

When to Use:

  • Managing online patient appointment services
  • Processing doctor loyalty card programs

Management Dashboard

How to Access: Channelling โ†’ Management
When to Use: Overview dashboard for channelling operations management

Daily Workflow Guide

Morning Setup

  1. Start cashier shift if shift-based operations are enabled
  2. Review daily consultant schedules and availability
  3. Check for any doctor leave notifications
  4. Prepare cash drawer with appropriate float

Appointment Management

  1. Use Channel Booking View for new appointments
  2. Monitor Channel Queue for current patients
  3. Update Channel Display for waiting patients
  4. Handle any appointment changes or cancellations

Financial Management

  1. Process channelling payments as they occur
  2. Record any additional income or expenses
  3. Manage cash transfers and deposits as needed
  4. Document any cash discrepancies immediately

End of Day

  1. Complete shift reconciliation and cash count
  2. Process doctor payments for the day
  3. Generate daily reports for management review
  4. Execute proper shift handover procedures

Important System Features

Shift-Based Operations

When enabled, many channelling functions require an active cashier shift:

  • All financial transactions must occur within active shifts
  • Cash management requires proper shift procedures
  • Financial reports are organized by shift periods

Multi-Institution Support

Channelling can operate across multiple hospital locations:

  • Consultants can be assigned to different institutions
  • Schedules can vary by location
  • Payment processing can be location-specific

Agency Integration

External channelling agencies can be integrated:

  • Credit limits control agency booking capabilities
  • Channel books provide agencies with appointment scheduling access
  • Commission and payment structures can be customized

Best Practices

Appointment Management

  • Maintain accurate consultant schedules
  • Update doctor availability promptly when changes occur
  • Monitor appointment queues to minimize patient wait times
  • Keep patient information current and accessible

Financial Management

  • Perform cash reconciliation at every shift end
  • Document all discrepancies immediately with explanations
  • Process doctor payments regularly to maintain relationships
  • Maintain proper cash float levels throughout operations

Schedule Coordination

  • Coordinate with consultants on schedule changes
  • Plan for holiday and leave coverage
  • Monitor appointment demand to optimize scheduling
  • Communicate schedule changes to patients promptly

Getting Help

If you encounter issues:

  1. Verify cashier shift is active for financial operations
  2. Check consultant schedule configurations for appointment issues
  3. Ensure proper user privileges for the requested functions
  4. Review agency credit limits for booking problems
  5. Contact system administrator for configuration or technical issues

The channelling system integrates patient care with financial management, requiring attention to both clinical schedules and business operations.

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