Services

Why

Every item needs a category (separate sets for courses, checks, diagnoses and reference values), used for grouping in reports. Course expiry counting is one shop-wide setting

How

1. 1Owner: User menu › Shop settings › Tags / categories, then open the Category tab
2. 2Press Add categoryAdd category window
3. 3Category Type: what the category is for (e.g. courses or checks) — each type has its own set
4. 4Category Name: e.g. laser, filler, blood tests
5. 5Press Save — repeat until both courses and checks have their categories
6. 6Shop settings › Course settings: in Course Expiration Counting choose the receipt date or first use (good when customers buy ahead), then Save

Why

Doctors pick checks in the exam room and they go on the bill at the OPD/IPD price; hand fees set here pay doctors/nurses automatically

How

1. 1Services › Examination list (Examination list tab): press Add Examination — shown only to roles allowed to addAdd examination window
2. 2Basic data: pick the type first — General, Lab, X-Ray, Item set or Package; the form below adapts and the code is generated
3. 3Category (required): one created in shop settings
4. 4Name list (required), e.g. Ferritin, and the Unit, e.g. time
5. 5Price & cost: enter the OPD and IPD prices — sets/packages cannot be priced here; the price comes from their items
6. 6Enter Cost price/Time and the per-time fees for doctor (DF), nurse (NR), physio (TR) and staff — OPD profit is shown below
7. 7Lab only — Specimen (Lab): Specimen type (for tube stickers) and an optional default reference value · X-Ray only — X-Ray information: modality, body part, view (sent to PACS)
8. 8Accounting & standard codes and E-Claim Pricing: fill them if you claim or use PEAK, otherwise skip
9. 9Press Save — if the footer says Still missing … fill that first · the item then appears as Active

Why

Linked supplies are deducted automatically when the service is confirmed, so profit reports use the right cost

How

1. 1On the examination row press ⋮ Row optionsRow menu
2. 2Choose View / items in set / drugs usedExamination items window
3. 3General/Lab/X-Ray — Drugs/supplies used every time: type in + Add drug/supply, pick the item and set the quantity per time — pulled in on every order, deducted on confirmation
4. 4Drug/equipment sets: type in + Add drug set — primary sets are pulled automatically, alternates can be switched when ordering
5. 5Sets/packages — Examinations in set: type 2+ letters of a name or code to add, and adjust each item’s price — the set price is the total (on save)
6. 6Press Save — removed rows show to remove and are deleted on save

Why

New shops with hundreds of items save time importing from Excel

How

1. 1On Examination list press Import / Export — shown only to roles allowed to import/exportImport / Export menu
2. 2Choose Import examinationsImport examinations window
3. 3Category to assign: every row in the file goes into it
4. 4Press Download Template and fill it in (.xlsx up to 5 MB)
5. 5Drop the file or press choose a file
6. 6Press Check — each row shows Correct/Incorrect; any bad row blocks the import — fix the file and press Choose a new file
7. 7Press Import n items — they appear in the examination list

Why

Doctors record diagnoses from this list (certificates, claims, report 202); reference values show beside lab results

How

1. 1On Examination list open the Diagnosis list tab
2. 2Press Add DiagnosisAdd diagnosis window
3. 3Code type: press ICD-10 (diseases) or ICD-9 (procedures) · Diagnosis Type principal/secondary is optional
4. 4Code ICD-10 (required), e.g. J00, and Category (required)
5. 5Diagnosis Name (Thai) (required) — English and short names are optional
6. 6Press Save
7. 7Open the Recommendations/reference values tab
8. 8Press Add recommendations/referencesAdd advice/reference window
9. 9Type: press Reference value (normal range beside lab results) or Advice (post-exam advice)
10. 10Name list (required), e.g. Hemoglobin · Gender applies to reference values only · choose the Category
11. 11Details: the range or advice text, e.g. Male 13-17 g/dL · Female 12-15 g/dL
12. 12Press Save

Why

Courses are sold on bills and used session by session; the system tracks balance and expiry (report 204_4)

How

1. 1Services › Course list: press Add a course — shown only to roles allowed to addAdd course window
2. 2Basic data: pick the Course type first — Normal (per session/bundle) · Item set · Unlimited (with expiry) · Package; the form adapts
3. 3Category (required): a course category from shop settings
4. 4Course name (required), e.g. Clear-skin laser ×10, and the Unit, e.g. session
5. 5Course usage: Course lifetime (days), 0 = no limit — unlimited courses need more than 0 · the hint shows when counting starts (shop course setting)
6. 6Lock drugs/supplies switch: only for courses used until the linked items run out — it cannot be turned off again; if unsure leave it Unlocked
7. 7Selling Price: OPD / IPD price per unit and Quantity/Sales Amount (e.g. 10 sessions) — totals are shown
8. 8Cost & staff fees: Cost price/Time and the per-session DF / NR / TR / staff fees
9. 9Press Save — if the footer says Still missing … fill that first · the course then appears as Active

Why

As with checks — linked supplies are deducted when the service is confirmed

How

1. 1On the course row press ⋮ Row optionsRow menu
2. 2Choose View items / drugs / courses in setCourse items window
3. 3Normal course — Drugs/supplies used every time: type in + Add drug/supply, pick the item and set the quantity per use · locked courses show Drugs/supplies in course with quantity per course
4. 4Drug/equipment sets: type in + Add drug set — primary sets are pulled automatically, alternates can be switched at use (not for locked courses)
5. 5Sets/packages — Courses in set: search courses to add — the set price is their total (on save)
6. 6Press Save — removed rows show to remove and are deleted on save