Hospital Management System Project Overview

How It Works: Step-by-Step 

Create App Name: LifeCare Mult speciality Hospital 

Step 1: New Patient Registration 

• A Patient__c record is created with personal details such as name, contact, date of birth, gender, and address. 

• This entry is done by the receptionist through the “New Patient” interface. 

Step 2: Doctor Onboarding (Approval Process) 

• A Doctor__c record is added with name, degree, specialization, contact, and consultation fees. 

• A custom approval process is triggered. 

• Chairman/Approver reviews the doctor profile. 

• Upon approval, the doctor becomes available for appointments. 

Step 3: Book an Appointment 

• An Appointment__c record is created by selecting the patient, doctor, and appointment date. 

• Additional info like appointment type, reason, time slot, and status are filled. 

• A QR Code is generated for quick access during visit. 

Step 4: Patient Visit and Treatment 

• On the appointment date, a Visit__c record is created: 

• It links the doctor and patient. 

• Fields include visit charges, number of visits, and next visit date. 

• A notification email is automatically sent to the patient with the next visit date and instructions. 

Step 5: Medical History and Lab Records 

• A Medical_Record__c is created to store: 

• Allergies 

• Diagnosis 

• Rich text lab reports 

• Visit and doctor reference 

Step 6: Add Insurance Details 

• A Insurance__c record is added (if applicable). 

• Fields include: 

• Provider name 

• Coverage type and amount 

• Policy number and validity dates 

• Status (active/inactive) 

Step 7: Add Prescription 

• A Prescription__c record is linked to the visit: 

• Medicine name 

• Dosage 

• Frequency 

• Duration 

Step 8: Apply Discount (Reception Process) 

• Before discharge, the receptionist opens a discount request: 

• A picklist allows Army (25%), Corporate (20%), or General (15%) discount selection. 

• A flow triggers an approval process to the Chairman. 

• Only after chairman approval, the process continues. 

Step 9: Final Payment and Auto Invoice Generation 

• Once approved, the payment is collected from the patient. 

• A Record-Triggered Flow auto-generates the Invoice__c: 

• Includes total amount, discount, final amount. 

• A PDF copy is emailed automatically to the patient. 

Step 10: Reporting and Dashboards 

Admins and managers can monitor everything through Salesforce Reports & Dashboards, including: 

• Total number of visits by date or doctor 

• Most prescribed medicines 

• Revenue trends 

• Discount reports by category 

• Active insurance usage.