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How to add Medical Services — Advanced Configuration

This article covers advanced and optional Medical Service configurations used for complex clinical, insurance, surgical, and operational workflows. Use these features only if they are relevant to your clinic’s setup.

Associated Services (Auto-Add Bundles)

What It Does

Automatically adds one or more child services when a parent service is selected (Reception, Doctor, or Nurse). Use this to bundle common add-ons (e.g., “Procedure” + “Pre-op Consult” + “Required Investigation”).

Navigation

Control Panel → EMR Settings → Medical Services → Edit Parent Service → Associated Services

Setup

  1. Ensure all child services already exist in medical services list

  2. Open the parent service

  3. Click + Add and select Associated services to auto-add

  4. Save

Behavior

  • Child services are added automatically when parent service is selected during admission

  • Users can remove child services if not required

  • Each child service keeps its own pricing, tax, and reporting logic

Common examples

  • Minor Surgery (parent) → auto-adds Consultation (child) + Clinic Investigation (child)
  • IV Therapy (parent) → auto-adds IV Cannulation (child)
  • Skin Procedure (parent) → auto-adds Post-care Review (child)

Associated Consumables (Branch Stock Warning)

What It Does

Checks branch stock for associated consumables of a service and shows a non-blocking warning if items are out of stock or expired.  This helps you avoid surprises, decide whether to proceed (late billing/exception cases), and cut billing rework.

Trigger Points

  • Reception Add Service

  • Doctor Page

  • Nurse Page

Configuration

Control Panel → EMR Settings → Medical Services → Add/Edit → Associated Consumables

Behavior

  • Warning never blocks adding the service

  • Users can confirm and continue or cancel

  • Stock is checked across all branch stores and substores

Medical Service Classification for Insurance & Reporting

Correct classification directly impacts:

  • Insurance co-pay calculations

  • Approval logic

  • Department-wise revenue reporting

  • Profitability analysis

Critical Fields

  • Service Type

  • Department

  • Investigation Type (if applicable)

  • Fixed and Variable Costs

Incorrect classification may result in incorrect insurance or reporting outcomes.

Service-Based WhatsApp Messages

Supported Messages

  • Pre-service (sent on booking)

  • Post-service (sent on discharge)

  • Follow-up reminders (scheduled after invoicing)

Prerequisite

WhatsApp Business integration and approved CRM templates.

Configuration

Control Panel → EMR Settings → Medical Services → Add/Edit

  • Assign templates via dropdowns

  • Follow-up reminders are triggered based on weeks after invoicing

  • Multiple follow-ups can be configured per service

  • Automated notifications for reminders can be configured

DRG Services (Hospitals / Day-Care)

Where to Configure

Control Panel → MR Settings → Medical Services
Tabs:

  • DRG-DC (Day Care)

  • DRG-IP (Inpatient)

Rules

  • Rate must be 0

  • DRG Relative Weight is mandatory

  • DRG pricing uses relative weight with global DRG settings configured elsewhere

Follow-up Switch (KSA Clinics)

Flags the service as a follow-up service for insurance submission without changing the service type.

Require Consent Switch

What It Does

Blocks clinicians from starting service documentation until consent is signed.

Behavior

  • Enabled per service

  • Access is automatically unlocked once consent is signed

Service Visibility Controls

Inactivate Switch

  • Hides the service from booking, billing, and proformas

  • Service is not deleted and can be reactivated later

Okadoc Switch

  • Controls whether a service appears on Okadoc

  • Applies only if Okadoc integration is enabled

Per-Doctor Pricing Schemes

Allows doctor-specific pricing for the same service without duplication.

Behavior

  • Base price applies if no doctor-specific rate exists

  • Requires logout/login to refresh pricing picklists

Variable Costs (Surgery Packages)

What It Is

Defines internal cost structures for surgeries (not patient pricing).

Key Points

  • Multiple cost packages per service

  • One package can be marked as default

  • Users can switch packages at billing

  • Affects profitability and Services Cost reports

Notes (Mobile App – APEX)

Allows adding a patient-facing service description for the Helix mobile app.

Best Practices

  • Clear, factual, and non-promotional

  • Use simple language

  • Avoid abbreviations unless necessary

When to Use Advanced Configuration?

Use advanced features if your clinic:

  • Bundles services

  • Tracks consumables per service

  • Performs surgeries or hospital workflows

  • Relies heavily on insurance logic

  • Uses WhatsApp automation or the Helix mobile app