Clinical setup & daily records

Complete the relevant master data and policies before staff begin daily clinical work. Tabs and actions appear only when the module and permission are available.

Clinical Dashboard

• Purpose: Gives a live overview of beds, roster, rounds, appointments, and daily clinical activity.
• Access: Module Hub → Clinical → Dashboard.
• Use: Review summary cards and recent appointments; select a record to continue work in its detailed page.
• After an action: Dashboard information refreshes as appointments, admissions, and other clinical records are created or updated.

Doctors

• Purpose: Register hospital doctors, define employment and fees, manage profiles, and review their activity.
• Access: Clinical → All Doctors. Select a doctor for Overview, Employments, Appointments, Earnings, and Ratings.
• Add a doctor: Select Add New Doctor and complete the four-step form.
• Required fields: Full Name, Email for a login-enabled doctor, Phone where requested, Medical License Number, Specialty, Employment Type, and the compensation fields required by that employment type.
• Employment options: Salary-Based, Rent-Based, Commission-Based, and Duty (per-shift). Salary requires monthly salary and hospital first-visit fee; Duty requires a per-shift fee. A duty doctor can be created without a login.
• Other fields: Department, sub-specialisation, first-visit/follow-up/online fees, follow-up window, commission percentage, monthly chamber rent, optional per-stream revenue shares, years of experience, bio, languages, degree, institution, graduation year, qualification specialization, LinkedIn, website, emergency availability, online consultation, weekly hours, and maximum patients per shift.
• Options: Degrees include MBBS, MD, MS, MCh, DM, DNB, FCPS, FRCS, MRCP, and Other. Languages include English, Bengali, Hindi, Urdu, and Arabic. An Employment Template can prefill employment and fee values.
• After saving: The doctor appears in the hospital list and relevant department. If a login is created, a temporary password is generated and communicated/shown according to the account flow. The doctor becomes available to scheduling and appointment workflows when their setup permits it.
• Edit/end employment: Open the doctor, edit profile, availability, employment, or compensation. Ending employment asks for a reason and warns about unresolved records; confirmed changes remain visible in employment history.

Departments

• Purpose: Organize doctors and clinical work by specialty.
• Access: Clinical → Departments.
• Fields: Name is required. Code, description, and display color are optional.
• After saving: The department becomes available when registering doctors and choosing an appointment specialty. A department card shows its doctor count.

Doctor Schedule

• Purpose: Manage weekly availability, date exceptions, recurring blocks, duty shifts, and leave-related blocking.
• Access: Clinical → Schedule. Doctors also use Doctor Portal → Schedule.
• Weekly availability: Select enabled days, start/end times, and patient capacity, then save.
• Date exception fields: Date, type, reason, optional replacement slots, and whether the window is blocked.
• Recurring block fields: Day of week, start/end, effective from/until, label/reason, and whether it applies to all employments.
• Leave fields: Leave type, start/end date, optional reason, and half-day choice. Approved HRM leave blocks the schedule automatically.
• After saving: Appointment availability is recalculated for the selected practice. Removing an exception or recurring block restores the underlying weekly schedule.

Appointments

• Purpose: Book and track hospital visits and process patient-submitted requests.
• Access: Clinical → Appointments. Search by patient or doctor and filter by dates/status where shown.
• Book Appointment: Select Book Appointment, find or create a patient, select Department/Specialty, Doctor, date, appointment time, visit/appointment type, practice context, and payment method. Reason for visit and symptoms are optional unless the screen marks them otherwise.
• Types shown across appointment screens: In-person, Online, Follow-up, Walk-in, and Emergency. Availability depends on the doctor and practice.
• Arrival details: The success view displays date/time, doctor, visit type, reason/symptoms, payment method, practice context, and arrival information.
• After booking: ZenhCare creates the appointment. Depending on hospital settings, an invoice is generated or marked pending, and payment may be required before consultation. The success view confirms the outcome.
• Actions: Confirm, check in, triage where used, start consultation, complete, cancel, or mark no-show as permitted. The visible action advances the appointment and updates OPD/doctor queues.
• Cancel: Confirm cancellation. The appointment becomes Cancelled; any payment/refund handling remains a separate action.

Patient Appointment Requests

• Purpose: Process hospital-visit requests submitted from the patient app.
• Access: Open the Appointment Requests view from the Appointments area.
• Approve fields: Appointment Date, Start Time, End Time, and optional Hospital Notes. Assign the appropriate doctor if not already requested.
• Reject field: Rejection reason is required and is shown to the patient.
• After approval: A real appointment is created/linked and the patient sees that it was approved and assigned. After rejection, the patient sees the rejected status and reason.

Consultations

• Purpose: Review all scheduled, walk-in, online, and staff-recorded consultations, including one-off visits with an unregistered/visiting consultant.
• Access: Clinical → Consultations. Search by patient/consultant and filter by doctor.
• Record a consultation: Select the create action. Choose the patient, consultant, mode, visit type, seen-at date/time, consultation fee, discount type/value where offered, fee-change reason when overriding a fee, consultation note, follow-up advice, patient notification, and whether to collect payment now.
• Payment fields when collected now: Method and optional transaction ID.
• Required fields: Patient, Consultant, Consultation Fee, and any conditional reason marked with an asterisk. Notes and follow-up advice are optional.
• After saving: The consultation appears in the list and may create a bill/payment record. The completion view offers the next available actions.
• Edit/void: Open a consultation drawer to review or edit it. Voiding requires a reason and attempts to cancel the linked invoice; it is refused if money has already been collected.

Prescriptions

• Purpose: Review prescriptions created by doctors.
• Access: Clinical → Prescriptions; doctors use Doctor Portal → Prescriptions.
• Use: Search by patient, doctor, diagnosis, or prescription ID; open a prescription to review or download/print the PDF.
• After an action: Newly finalized doctor prescriptions appear here automatically.

OT Scheduling

• Purpose: Manage operating rooms and the full surgical-case workflow.
• Access: Clinical → OT Scheduling. Configure rooms first in Clinical Settings.
• Schedule fields: Patient, Procedure Name, OT Room, Date & Time, Duration, surgeon or visiting surgeon, anaesthetist, staff roles/fees, Surgeon Fee, surgeon share, Theatre Charge, Anaesthetist Charge, Equipment Charge, and whether equipment charge is hospital revenue.
• Emergency OT: Procedure and surgeon name are required; procedure/theatre fees are optional. Saving immediately creates an emergency schedule.
• Case workflow: Move a case through Requested/Scheduled, Pre-op, In Progress, Recovery, and Completed as the permitted buttons appear. Cancel/Postpone are available where allowed.
• Safety and clinical fields: Surgical consent; ASA grade; anaesthesia type, start/end and record; WHO Sign In, Time Out, and Sign Out checklist items; diagnosis; estimated blood loss; specimens; implants (name/type/manufacturer/lot/serial); complications; post-op orders; recovery/PACU details; discharge criteria; and destination.
• Consumables: Search inventory, select an item, quantity, and optional unit charge. Saving records stock used and any patient charge; removing it restores stock.
• After completion: The case timeline is updated and related charges/invoice information become available.

Clinical Settings

• Purpose: Configure the master lists, hospital defaults, and policies used by clinical, laboratory, pharmacy, inpatient, and billing workflows.
• Access: Open Clinical → Clinical Settings. The available tabs depend on the hospital's enabled modules and the user's permissions.

Select the Patient Intake tab to define the hospital-wide defaults that connect patient intake with medication scheduling, inpatient billing, referrals, appointments, consultations, registration, and payment clearance.

Medication chart (MAR)

Use these settings to control how scheduled inpatient medicine doses appear on the Medication Administration Record (MAR).

• Late after (minutes): Enter how many minutes may pass after a scheduled dose time before the dose is marked Late.
• Missed after (minutes): Enter how many minutes may pass after a scheduled dose time before an uncharted dose is marked Missed.
• Hospital clock (minutes from UTC): Enter the hospital's offset from UTC in minutes. For example, Bangladesh Standard Time is 360 minutes from UTC. This clock is used when ZenhCare evaluates dose times and statuses.
• Pharmacist verifies orders before doses are charted: Turn this on when a pharmacist must verify a medicine order before clinical staff can chart its doses.
• Controlled drugs need a witness on every dose: Turn this on to require a witness whenever staff chart the administration of a controlled medicine.
• OD times: Set the default time for a once-daily medicine order.
• BD times: Set the two default times for a twice-daily medicine order.
• TDS times: Set the three default times for a three-times-daily medicine order.
• QID times: Set the four default times for a four-times-daily medicine order.

Enter dose times in 24-hour format. When a frequency needs multiple times, separate them with commas, for example 08:00, 20:00. These settings control scheduling and dose status only; medicine charging continues to follow the hospital's stock-issue and ward-store billing workflow.

IPD bed-day billing defaults

These settings provide the initial billing policy for newly created wards. A ward can override the defaults later from its own settings.

1. Choose how ZenhCare counts a billable bed day:
   • Per 24h: Charges each started 24-hour block from the admission time.
   • Per Date: Bills according to the calendar dates covered by the admission.
   • Per Night: Bills according to the nights the patient occupies the bed.
2. Enter the Default service charge (%) applied when a new ward inherits this policy. An individual ward or room may use its own service charge instead.
3. Under Short-stay / day-care packages, select Add package to create preset flat-fee packages for short admissions such as dialysis or observation. Staff can select a package during admission and may enter a custom fee when the workflow permits it.
4. Choose how Medicines & consumables on discharge are presented:
   • Separate Pharmacy Bill: Pharmacy raises its own bill when the patient is discharged.
   • Merged Into IPD Bill: Eligible medicine and consumable charges appear on the IPD bill, giving the patient one total to pay.
5. Enable Let staff choose per admission at discharge if discharge staff should be able to choose between separate and merged billing for an individual admission. The hospital default remains preselected.

IPD ancillary services

Choose whether common inpatient support services are billable to the patient by default:

• Bill housekeeping: Adds eligible housekeeping tasks to the patient's IPD charges by default.
• Bill laundry: Adds eligible linen and washing services to the patient's IPD charges by default.
• Bill kitchen / meals: Adds eligible patient meal services to the patient's IPD charges by default.

Each switch sets only the default. Staff can still mark an individual service task as billable or non-billable when their permissions and workflow allow it.

Referral Split

Use referral splits to record the amount owed to a referrer after an eligible patient invoice is collected.

1. Enable referral splitting separately for Lab orders, OT / surgery, and Pharmacy.
2. Enable Allow employees as paid referrers if hospital staff may receive a referral share. Leave it off to limit paid referrers to doctors.
3. Under Default split, choose the split method and enter its default value. For a percentage split, enter the percentage of the eligible amount that is owed to the referrer.
4. Staff can select a referrer and adjust the split from the invoice's action menu where permitted.

The referral amount accrues only after the related invoice is collected. Pending amounts and settlements are managed from Finance → Referral Payouts.

External Lab Tests

External laboratory arrangements are configured when creating or editing an outsourced test in the Lab Tests tab. The agreed cost or split becomes payable to the third-party laboratory after the related invoice is collected.

• Enable Show the external lab's name on the patient's report to display the third-party laboratory as the test provider.
• Leave it disabled to display the hospital as the provider on the patient report.

Appointment Booking

Doctors employed on a duty or per-shift basis are hidden from standard appointment booking by default because they are normally assigned through the duty roster.

• Enable Allow duty doctors to be booked for appointments to make duty doctors available for regular OPD appointment booking.
• Leave it disabled when duty doctors should receive patients only through their assigned shifts.

One-off Consultations

Use one-off consultations when staff need to record a standalone, billable consultation without first creating an appointment. This is also suitable for visiting consultants who do not have an employment record at the hospital.

1. Enable Allow billing visiting / unregistered consultants to permit these consultations to be billed.
2. Select the Default consultant share method, such as Percentage of fee.
3. Enter the Default percentage (%) or corresponding value for the selected share method. A value of 0 means that no amount is owed to the consultant by default.

The consultant and final share can be recorded on the consultation. Once the patient pays, the consultant's share is available for settlement in Finance.

Patient Registration Fee

Enable Enable registration fee to automatically bill a one-time registration fee for each patient-hospital relationship. The fee applies when a new hospital patient is registered or when an existing ZenhCare platform patient books their first appointment with the hospital.

When enabled, complete the displayed fee amount and billing options. Use them to decide whether the fee should be included in the patient's first bill and whether a platform patient's first appointment should trigger the charge.

Payment Before Doctor Chamber

• Enable Enforce payment before consultation to prevent an appointment from moving into consultation until the required payment has been cleared.
• Enable Allow staff bypass with audit reason if authorized staff may continue without cleared payment. Staff must enter a reason, and ZenhCare records the bypass for audit review.

If bypass is disabled, staff must resolve the payment before the consultation can begin.

Registration Card Template

Enable Enable registration card to generate a printable registration card for each new hospital patient. When enabled, configure the card options displayed below the switch, including its size or dimensions, patient photo, barcode, hospital logo, accent colour, front-side fields, tagline, helpline, and return address.

Preview the template before relying on it at reception. The saved template is used for cards generated after the change; previously downloaded or printed cards are not automatically replaced.

Save the settings

After reviewing every section, select Save Patient Intake Settings at the bottom of the page. The saved defaults apply to future clinical and billing activity. They do not rewrite historical appointments, admissions, invoices, MAR entries, or reports.

Lab Tests

Select the Lab Tests tab to build and maintain the catalogue of tests that staff can select when creating a laboratory order. At least one configured test must exist before the related ordering workflow can be completed.

Find and review a test

• Enter a test name or code in Search by name or code to narrow the catalogue.
• Use All categories to show every test or limit the list to one category.
• The result count beside the category filter shows how many tests match the current search and filter out of the full catalogue.
• Each row displays the test's Name, Code, Category, Sample, and Price. Use the Name column heading to follow the available sort order.
• Select the pencil action to edit a test. Select the delete action to remove a test from future catalogue use, then review any confirmation shown before continuing.

Choose how to add a test

• Select Start from Template to begin with a built-in test definition. A template can prefill common test details and measurable components; review all values for the hospital before saving.
• Select Custom Test to open a blank Add Lab Test form and configure the test manually.

Complete the test details

1. Enter the Test Name. This is the name staff see while ordering and patients see on supported reports.
2. Enter a Test Code. The code provides a shorter identifier for searching and operational use.
3. Enter a Category, such as Hematology or Biochemistry, to group the test in catalogue filters.
4. Enter the Sample Type, such as Blood (EDTA), Serum, Plasma, or Urine, so collection staff know which specimen is required.
5. Enter the patient-facing Price. Use 0.00 only when the test should have no catalogue charge or the price will be handled elsewhere.
6. Enter the Expected Turnaround (hours) to indicate the usual time required to complete the test.
7. Add an optional Description. This text is used in the patient's preparation instructions, so include concise guidance that is useful before sample collection.

Fields marked with an asterisk, including Test Name and Test Code, are required. Category, sample type, price, turnaround time, and description should still be completed wherever they apply so ordering, collection, billing, and patient instructions remain clear.

Configure an external or outsourced test

Enable External Lab (outsourced test) when a third-party laboratory performs the test. Complete the additional external-lab arrangement fields shown after enabling it, including the applicable cost or revenue split.

The external laboratory's amount accrues as a payable in Finance after the patient invoice is collected. Whether the patient's report shows the third-party laboratory or the hospital as the provider follows Patient Intake → External Lab Tests.

Add measurable components

Use Measurable Components when the result contains one or more analytes, such as haemoglobin, glucose, or creatinine.

1. Select Add Component for each analyte measured by the test.
2. Enter the component name, unit, and the normal/reference range fields shown in the component card.
3. Add critical limits when the component needs values that should be flagged as critically low or high.
4. Use the Default range for patients who share the same bounds.
5. Add gender- or age-specific overrides when the accepted range differs for a group, such as male and female haemoglobin ranges.

Each component card represents one analyte. Check component names, units, bounds, and overrides carefully because they guide result entry and the flags shown on laboratory reports.

Create, edit, or cancel

• Select Create Test to save a new test. It then appears in the catalogue and becomes available to permitted laboratory-order workflows.
• Select Cancel or close the panel to leave without creating the test.
• To revise an existing test, select its pencil action, update the necessary fields, and save. Changes affect subsequent use of the catalogue; already issued reports retain their recorded result data.

Medicines

Select the Medicines tab to create the hospital's medicine catalogue and then add physical stock for the medicines it carries. Catalogue setup and stock receiving are separate steps.

Catalogue and Stock views

• Catalogue shows the medicine definitions already created for the hospital. Its tab count indicates how many catalogue entries are available.
• Stock shows the medicines that have inventory records. Its tab count indicates how many medicine stock entries are available.
• If the catalogue is empty, ZenhCare displays No medicines and prompts you to add the first medicine.
• Select Add Medicine to open the medicine form.

Autofill from the BD Medicine Catalog

The Add Medicine panel can prefill information from the Bangladesh medicine catalogue.

1. Search by a brand or generic name, such as Napa or Paracetamol.
2. Select the correct catalogue result after checking the brand, generic, strength, dosage form, and manufacturer.
3. Review the populated fields and correct any hospital-specific details before creating the medicine.

Autofill is optional. If the required medicine is not available in the catalogue, skip the search and complete the fields manually.

Complete the medicine details

• Brand Name: Enter the commercial or trade name used to identify the product. This field is required.
• Generic Name: Enter the medicine's generic or active-ingredient name. This field is required.
• Manufacturer: Enter the company that produces the medicine.
• Dosage Form: Select the medicine form, such as the applicable tablet, capsule, syrup, injection, cream, or other available option. This field is required.
• Strength: Enter the amount of active ingredient in each unit, such as 500mg.
• Category: Enter the medicine group, such as Analgesic, Antibiotic, or another suitable category.
• Requires Prescription: Enable this when the medicine should be dispensed only against a prescription. Disable it only when the hospital permits the medicine to be issued without one.

Fields marked with an asterisk—Brand Name, Generic Name, and Dosage Form—must be completed before the medicine can be created. Completing the optional fields improves catalogue search, selection, dispensing, and reporting.

Create the medicine and receive stock

1. Review the medicine details and select Create Medicine. Select Cancel or close the panel to leave without creating it.
2. The new medicine is added to the Catalogue. Creating the catalogue entry does not add any on-hand quantity.
3. Open the Stock sub-tab and select Receive Stock for the medicine.
4. Complete the stock receipt details shown there, including any required batch, expiry, quantity, and pricing information, then save the receipt.

After stock is received, the available quantity can be used by permitted pharmacy and clinical workflows. Keep catalogue identity separate from batch-level stock details: update the medicine entry for naming or classification changes, and use stock receiving for quantities, batches, expiries, and purchase or selling prices.

Inventory

Select the Inventory tab to manage the shared item catalogue and stock ledger used across Pharmacy, Lab, OT, and IPD. This workspace covers consumables, reagents, medical gases, implants, supplies, instruments, and other stock that needs quantity, batch, expiry, or serial tracking.

Review the inventory summary

• Catalogue items: The total number of item definitions in the shared catalogue.
• Low / out of stock: The number of items whose available quantity is at or below the configured reorder level.
• Serialized / instruments: The number of catalogue entries tracked as individual serialized units or instruments.

These cards provide a quick status overview. They do not represent the value or quantity of every physical unit held in stock.

Use the inventory views

• Catalogue: Browse and maintain all shared item definitions.
• Low Stock: Review items that have reached their reorder threshold or have no available stock.
• Movements: Review the stock ledger, including recorded receipts, issues, transfers, returns, and adjustments.

In the Catalogue view, search by item name, code, or category, and use All types to limit the list to an item type. Select Refresh to reload the latest counts and catalogue data. If no entries exist, ZenhCare displays No inventory items and prompts you to create the first one.

Add an inventory item

1. Select Add item to open the Add inventory item panel.
2. Start typing in Name. Select a matching suggestion to prefill available details such as type, unit, category, expiry tracking, and price.
3. If there is no suitable suggestion, continue entering the item manually.
4. Choose the Type that best describes the item. Supported catalogue types include Medicine, Consumable, Reagent, Gas, Implant, Supply, Instrument, and Other.
5. Choose how the item is Tracking:
   • Batch: Tracks stock by lot or batch and supports expiry-sensitive items such as medicines, reagents, and implants.
   • Counter: Tracks the total interchangeable quantity without assigning a serial number to each unit.
   • Serialized: Tracks each physical unit separately and is suitable for reusable instruments or equipment with unique serial numbers.
6. Select the Unit used when counting or issuing the item.
7. Enter a Category to group similar items for search and reporting.
8. Select a Group when the hospital has created a relevant inventory group; otherwise leave it as none.
9. Enter the Reorder level. ZenhCare uses this threshold to identify low or out-of-stock items.
10. Enter the Default cost price and Default selling price. These defaults can reduce repeated data entry during receiving and patient charging.
11. Select Billable to patient when an issued quantity may be added to the patient's eligible clinical or inpatient charges.

Review the tracking method before saving. Changing from batch or serialized tracking after stock activity begins can make the physical stock and ledger difficult to reconcile.

Save and receive stock

• Select Save to add the item definition to the Catalogue. Select Cancel or close the panel to leave without creating it.
• Creating an item does not by itself add on-hand quantity. Use the item's stock-receiving action to select the destination store and enter the quantity.
• For batch-tracked stock, record the applicable batch number and expiry date. For serialized stock, record the required serial number for each tracked unit.
• Complete the cost, selling price, supplier, and location fields shown by the receiving workflow, then save the receipt.

After a receipt is posted, the destination's on-hand quantity increases and ZenhCare adds an entry to Movements. The item then becomes available to permitted store, pharmacy, laboratory, OT, and inpatient pickers according to its type and stock location.

Wards & Beds

Select the Wards & Beds tab to create the hospital's inpatient wards and manage the beds available for admission. A ward must be created before beds can be added to it or assigned to patients.

Review the ward list

• If no ward exists, ZenhCare displays No wards and prompts you to create the first one.
• After setup, each ward card shows the ward name, type, and the number of Total, Free, and Occupied beds.
• Select the pencil action to edit the ward's configuration.
• Select the ward or its expand action to open the bed-management area.
• Select Add Ward to create another ward.

The availability counts change as beds are added, assigned during admission, transferred between patients, or released after discharge.

Add a ward

1. Select Add Ward to open the Add Ward panel.
2. Enter the Ward Name, such as Male General Ward. This field is required and should make the ward easy to identify in admission and transfer forms.
3. Enter or select the ward Type. ZenhCare offers suggestions such as General, and a custom type can be entered when the hospital uses a different classification. This field is required.
4. Enter the Floor and Building so staff can identify the ward's physical location.
5. Add an optional Description for any useful operational or patient-allocation notes.
6. Enter the Service Charge (%) used by this ward for applicable inpatient billing. Enter 0 when no percentage-based service charge should be added.
7. Choose the ward's Bed-day billing method:
   • Per 24h: Charges every started 24-hour block from the patient's admission time.
   • Per Date: Calculates bed charges using the calendar dates covered by the admission.
   • Per Night: Calculates bed charges from the nights the patient occupies the bed.

The initial service charge and bed-day method come from the defaults configured in Patient Intake → IPD bed-day billing. Values selected in the ward form override those defaults for this ward.

Create the ward and add beds

• Select Create Ward to save the ward. Select Cancel or close the panel to leave without creating it.
• The new ward appears in the ward list with its current total, free, and occupied bed counts. A newly created ward has no usable capacity until beds are added.
• Open the ward and add its beds. Complete the bed number or name, bed type, daily rate, and available location details shown by the bed form. Apply a room-specific service charge when that bed or room should override the ward rate.
• Once a bed is created and available, it can be selected during an inpatient admission or transfer. Occupied beds remain unavailable for a second active assignment until they are released.

Check the ward, billing method, rate, and bed availability before admitting a patient. Changes to ward defaults affect subsequent billing activity and should not be treated as a rewrite of charges already recorded for an admission.

OT Rooms

Select the OT Rooms tab to create the operation theatre rooms used when scheduling surgical cases. Configure at least one room before staff begin the standard OT scheduling workflow.

Add an OT room

1. Open the OT Rooms tab and select Add OT Room.
2. Enter the Room Name, such as OT Room 1. This field is required and is the room label staff see while scheduling and managing a surgical case.
3. Select the room Type that best matches the theatre. Use General for a standard operation theatre, or choose another available type when the room has a more specific purpose.
4. In Equipment, enter the important equipment available in the room. Separate multiple items with commas, for example Anesthesia machine, Monitor, Cautery.
5. Review the information and select Create Room. Select Cancel or close the panel to leave without creating the room.

Only Room Name is marked as required in the form. Adding the type and equipment list is still recommended because it helps the scheduling team choose a suitable theatre for the planned procedure.

After creating the room

• The room becomes available to permitted users when they create or update an OT schedule.
• Use a clear, unique room name so staff do not select the wrong theatre when several rooms have similar capabilities.
• Keep the equipment list concise and update it when the room's permanent equipment changes. The list describes room capability; it does not issue consumables or change inventory quantities.
• Creating a room does not reserve it for a date or patient. The room is assigned through the OT scheduling workflow, where availability must still be checked for the planned time.

Report Templates

Select the Report Templates tab to create and manage the printable clinical documents a doctor generates during or after a visit. These templates can be used for prescriptions, consultation summaries, and other clinical reports.

How report templates are used

• Filled in automatically: ZenhCare pulls the patient, doctor, and visit details from the consultation when the document is generated. The template defines the presentation of that information; staff do not need to re-enter the linked record details for every report.
• Where it is used: Available templates can be selected from the consultation and prescription workflow, and generated documents become available in the patient's report history where permitted.

Review your templates

• The Your templates area lists the report templates created for the hospital.
• Open an existing template to continue working in the full-screen visual editor.
• If no templates exist, ZenhCare displays No report templates yet and offers the two setup paths: create a template in the editor or request a design from the ZenhCare team.
• Select New template at the top of the page, or New in the Your templates area, to start a hospital template.

Create a report template

1. Select New template or New to open the Create Report Template panel.
2. Enter a descriptive Template Name, such as Echocardiogram Report Sheet. The name should help doctors identify the correct document during consultation.
3. Select the template Scope. Choose Hospital when the template should belong to and be available within the current hospital.
4. Enter a Description that explains the report's purpose, intended audience, and when doctors should choose it during consultation.
5. Select Open Studio to continue to the full-screen visual editor. Select Cancel or close the panel to leave without continuing.

Opening Studio starts the design workflow; review and save the layout in the editor before relying on the template in clinical use. Check headings, patient and doctor placeholders, visit information, spacing, and print layout before making the template available to users.

Request a design

Select Request a design when the hospital wants the ZenhCare team to reproduce an existing document or prepare a new template.

• Describe the required document, its purpose, and its intended clinical use.
• Select the requested scope and attach available reference files when the request form offers them.
• Review the request before submitting so the design team can distinguish clinical content requirements from visual preferences.

The request does not immediately create a usable report template. Its progress and delivery depend on the design-request workflow; use a completed and delivered template only after reviewing it for the hospital's needs.

Before clinical use

Generate a sample document and confirm that automatically filled patient, doctor, and visit details appear in the correct places. Also verify the output at the hospital's normal print or PDF size. Editing a template changes documents generated afterward; previously generated patient documents retain the version already stored with their records.

Lab Report Templates

Select the Lab Report Templates tab to design the branded PDF used for laboratory results. This template controls the report's letterhead, watermark, page layout, and placed header or footer fields.

Lab report templates are separate from general Report Templates. A general report template is intended for prescriptions, consultation summaries, and other clinical documents; a lab report template is structured around patient information and the laboratory test-results table.

Create a lab report template

1. Start a new template to open the Create Lab Report Template panel.
2. Enter a clear Template Name that identifies the document or layout. For example, use a name that distinguishes a standard hospital lab report from a specialized report sheet.
3. Select the template Scope. Choose Hospital when the design should belong to and be available within the current hospital.
4. Enter a Description explaining the report's purpose, audience, and when laboratory staff should use it.
5. Select Open Studio to continue to the full-screen visual editor. Select Cancel or close the panel to leave without continuing.

Design the report in Studio

Use Studio to arrange the fixed visual elements of the PDF, including:

• Hospital letterhead and branding
• Watermark
• Page size and layout
• Header and footer fields
• Placement and spacing around the patient details and test-results table

Patient details and the test-results table are filled in automatically whenever a report is generated. Design around these dynamic areas instead of typing a specific patient's information or individual result values into the template.

Review before use

• Save the completed design in Studio before expecting it to be available for laboratory reports.
• Generate a sample with enough test components to check table width, long values, reference ranges, flags, and multi-page behavior.
• Confirm that the patient identity, test information, results, units, and report branding remain readable in both PDF and print output.
• Check header and footer placement on every page and make sure the watermark does not obscure clinical values.

Template changes apply to lab reports generated afterward. Reports that have already been generated remain attached to their patient records with the content and layout stored at that time.