SAP Patient Mgt

EHP5 for SAP ERP 6.0 September 2011 English

Patient Management(647) Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

Patient Management(647): Configuration Guide

Copyright © 2011 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Patient Management(647): Configuration Guide

Icons Icon

Meaning Caution Example Note or Tip Recommendation Syntax External Process Business Process Alternative/Decision Choice

Typographic Conventions Type Style

Description

Example text

Words or characters that appear on the screen. These include Field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation.

Example text

Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT

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Example text

Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT

Keys on the keyboard, for example, function keys (such as ENTER key.

Example text

Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.



Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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F2)

or the

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Patient Management(647): Configuration Guide

Contents Patient Management................................................................................................................. 8 1

Purpose............................................................................................................................. 8

2

Preparation........................................................................................................................ 8 2.1

3

Prerequisites............................................................................................................ 8

Configuration..................................................................................................................... 8 3.1

Basic Settings.......................................................................................................... 8

3.1.1

Settings for Object Manager to Define Your Own Scenario.................................8

3.1.2

Activating PPO Requests for Platform Objects....................................................9

3.1.3

Activating Creation of Postprocessing Orders.....................................................9

3.1.4

Defining Hospital Types.....................................................................................10

3.1.5

Creating Institution............................................................................................10

3.1.6

Maintaining Institution-Specific Basic Control....................................................11

3.1.7

Maintaining Client-Specific, Time-Independent Parameters..............................12

3.1.8

Defining Customer Pricing Procedure for IS-H..................................................13

3.1.9

Maintaining Client-Specific, Time-Dependent Parameters................................14

3.1.10

Maintaining Institution-Specific, Time-Independent Parameters........................14

3.1.11

Defining Catalog Types.....................................................................................18

3.1.12

Defining Assignment Types...............................................................................19

3.1.13

Maintaining Institution-Specific, Time-Dependent Parameters..........................19

3.1.14

Assigning Systems to Applications....................................................................20

3.1.15

Defining Application Parameters.......................................................................21

3.1.16

Determining Periods.......................................................................................... 22

3.1.17

Maintaining Sex.................................................................................................22

3.1.18

Maintaining Identification Document Types.......................................................23

3.2

Hospital Basic Data............................................................................................... 23

3.2.1

Maintaining Number Range Intervals 01 for Business Partner..........................23

3.2.2

Maintaing Number Range Intervals for Object ISH_NPAT and ISH_NGPA......23

3.2.3

Dfining Number Ranger.....................................................................................24

3.2.4

Defining Number Ranges for Objects................................................................25

3.2.5

Defining Organizational Unit Categories............................................................27

3.2.6

Maintaining Hierarchy of Organizational Unit Categories..................................27

3.2.7

Defining Facilities..............................................................................................28

3.2.8

Defining Blocking Reasons................................................................................28

3.2.9

Assigning Building Unit Categories to Org. Unit Categories..............................29

3.2.10

Maintaining Ranks for Persons..........................................................................29

3.2.11

Defining Catalog Columns.................................................................................29

3.2.12

Maintaining Service Categories.........................................................................30

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3.2.13

Diagnoses - Defining Catalog Categories..........................................................31

3.2.14

Diagnoses - Maintaining Codes.........................................................................31

3.3

Number Range for Business Partner.....................................................................34

3.3.1

Defining Groupings and Assign Number Ranges..............................................34

3.3.2

Maintaining Business Partner Grouping for Patients and Next of Kin................34

3.3.3

Assigning Number Ranges to Account Groups.................................................34

3.3.4

Defining Number Assignment for Direction BP to Customer..............................35

3.4

Patient Management.............................................................................................. 35

3.4.1

Maintaining Relationships..................................................................................35

3.4.2

Defining Case Types.........................................................................................36

3.4.3

Defining Case Categories..................................................................................36

3.4.4

Defining Movement Categories.........................................................................37

3.4.5

Defining Movement Types.................................................................................37

3.4.6

Maintaining Assignments to Case Categories...................................................40

3.4.7

Activating Case Categories...............................................................................40

3.4.8

Assigning Organizational Categories to Case Types.........................................41

3.4.9

Defining Functions of a Case-to-Case Assignment...........................................41

3.4.10

Defining Visit Statuses (Outpatient)...................................................................42

3.4.11

Maintaining Emergency Services......................................................................42

3.4.12

Maintaining Modes of Arrival.............................................................................42

3.4.13

Defining Disposition at Time of Discharge.........................................................43

3.4.14

Maintaining Cancellation Reasons....................................................................43

3.4.15

Setting up Preregistration Status.......................................................................44

3.4.16

Setting up Priority for Preregistration.................................................................44

3.4.17

Setting up Inpatient Scheduling Types..............................................................44

3.4.18

Defining Functions of a Service-to-Business Partner Asgmt.............................45

3.5

Patient Accounting.................................................................................................45

3.5.1

Assigning Function to Position in Service Entry................................................45

3.5.2

Defining Rule Types and Maintain Check Procedure........................................46

3.5.3

Definingsurance Provider Types........................................................................47

3.5.4

Maintaining Contract Schemes..........................................................................48

3.5.5

Maintaining Default Values for Contract Scheme by IP or IP Type....................49

3.5.6

Propose Values for 'Create Customer'...............................................................49

3.5.7

Defining Processing Mode for Transactions......................................................49

3.5.8

Configure Down Payment..................................................................................49

3.5.9

Maintaining Parameters for Down Payment Requests......................................50

3.5.10

Defining Billing Types........................................................................................ 51

3.5.11

Determining Billing Types..................................................................................51

3.5.12

Determining Billing Catalog...............................................................................52

3.5.13

Assigning Distribution Channels to Case Types................................................53

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3.5.14

Determining Divisions........................................................................................ 53

3.5.15

Determining Customer Pricing Procedure.........................................................53

3.5.16

Determining Pricing Procedure..........................................................................54

3.5.17

Set Billing Parameters.......................................................................................54

3.5.18

Copying Control: Sales Document to Billing Document.....................................55

3.5.19

Copying Control: Billing Document to Billing Document....................................56

3.5.20

Setting up Cash Desk........................................................................................ 57

3.5.21

Setting Up Payment Types................................................................................57

3.6

Work Organizer Management (Printing)................................................................57

3.6.1

Assigning Events to Work Organizer Types (Customer)....................................57

3.6.2

Configuring Output Conditioned by Ins. Provider and IP Type...........................58

3.6.3

Assigning Output Devices to Input Devices (Printer - Terminal)........................60

3.7

Integration with Materials Management.................................................................60

3.7.1

Maintaining Basic Settings................................................................................60

3.7.2

Assigning Plants to Institutions..........................................................................61

3.7.3

Determining Procurement Types and Document Types....................................61

3.8

Information Systems..............................................................................................61

3.8.1

Defining Age Grouping......................................................................................61

3.8.2

Determining Catalog Columns...........................................................................62

3.9

Essential Master Data............................................................................................62

3.9.1

Creating Organizational Unit.............................................................................62

3.9.2

Releasing Organizational Structure...................................................................69

3.9.3

Creating Building Unit........................................................................................ 70

3.9.4

Releasing Building Structure.............................................................................72

3.9.5

Setting up Preregistration Types Based On Clinical Order Types......................72

3.9.6

Creating Insurance Provider..............................................................................74

3.9.7

Creating Customer for Insurance Provider........................................................75

3.9.8

Creating Physician............................................................................................75

3.9.9

Creating Patient (External Number Assignment Need to be Tested).................77

3.9.10

Creating Service................................................................................................ 78

3.9.11

Creating Service Group.....................................................................................85

3.9.12

Creating User.................................................................................................... 86

3.9.13

Maintaining User Password...............................................................................87

3.9.14

Maintaining User Favorites................................................................................87

3.9.15

Creating Variant for Clinical Process Builder....................................................88

3.9.16

Managing Work Environments for Clinical Work Station..................................90

3.9.17

Define Catalogs............................................................................................... 114

3.9.18

Assigning Material Catalogs to OUs................................................................115

3.9.19

Defining Closets............................................................................................... 116

3.9.20

Maintain Preapproved Insurance.....................................................................117

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SAP Best Practices 3.9.21 3.10

Patient Management(647): Configuration Guide

Maintain Default Values...................................................................................118 Patient Master Data............................................................................................. 127

3.10.1

Maintaining Assignment of Forms of Address..................................................127

3.10.2

Assigning Marital Statuses..............................................................................127

3.10.3

Setting Parameters for Diagnosis Documentation...........................................128

3.10.4

Define Input Help for Coding Diagnoses.........................................................129

3.10.5

Defining Identification Types............................................................................129

3.10.6

Assigning Equipment ID for Insurance Provider..............................................130

3.10.7

Defining Outpatient Scheduling Types.............................................................130

3.10.8

Creating Planning Object for Outpatient..........................................................131

3.10.9

Creating Planning Object for Inpatient.............................................................134

3.10.10 3.11

Status Profiles Management.......................................................................135

Screen Controlling............................................................................................... 136

3.11.1

Maintaining Screen Modification......................................................................136

3.11.2

Determining Variant for Clinical Process Builder.............................................138

3.12

Query for Medicine Recall from Patient...............................................................139

3.12.1

Option I: Uploading Query of Material for Patient............................................139

3.12.2

Option II: Creating Query of Material for Patient Manually..............................140

3.13

Maintaining Local Language Description.............................................................145

3.13.1

Maintaining Case Types Target Description.....................................................146

3.13.2

Maintaining Sex Targent Description...............................................................146

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SAP Best Practices

Patient Management(647): Configuration Guide

Patient Management 1 Purpose This configuration guide provides the information that you need to manually set up configuration of this building block. If you do not want to configure manually and prefer to use an automated installation process using BC sets and other tools, refer to the installation guide for this building block.

2 Preparation 2.1 Prerequisites Before you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_ [zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. HC refers to the SAP Best Practices Healthcare Package, [yy] depends on the language version, e.g. EN for English language, and [zz] depends on the country version, e.g. CN for China: Prerequisites_Matrix_HC_EN_CN.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the SAP Best Practices version and [zz] depends on the country version).

3 Configuration If you need to run this scenario in a Chinese language (ZH) environment, you can refer to the Chinese object descriptions in brackets.

3.1 Basic Settings 3.1.1

Settings for Object Manager to Define Your Own Scenario

Use The purpose of this step is to set for object manager to define your own scenario for healthcare customers.

Procedure 1. Access the activity using one of the following navigation options: Transaction code

SPRO

IMG menu

Personnel Management  Global Settings in Personnel Management  Settings for Object Manager  Define Your Own Scenario

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2. Choose Enter to confirm the message Caution: The table is cross-client by twice. 3. On the Change View “Scenario Definition (Object Manager)”:Overview screen, choose New Entries. 4. Make the following entries: Scenario

Selection

ISH_OM

S

Comment -

Single selection only

5. Choose Enter. 6. Choose Enter to confirm the warning message if necessary. 7. Choose Save. 8. If workbench request needed, create or choose a workbench request and choose Enter. 9. Choose Back to previous Change View “Scenario Definition (Object Manager)”:Overview screen screen. 10. Select item ISH_OM and then choose Search Nodes in left subtree area by double click. 11. Choose Enter to confirm the information message if necessary. 12. On the Change View “Search Nodes”:Overview screen, choose New Entries. 13. Make the following entries: Scenario

Search Node Key

Position

ISH_OM

ISH_BU

2

ISH_OM

ISH_OU

1

Comment

14. Choose Save. 15. If workbench request needed, create or choose a workbench request and choose Enter.

3.1.2

Activating PPO Requests for Platform Objects

Procedure 1. Access the activity using one of the following navigation options: Transaction code

SPRO

IMG menu

Cross-Application Components Master Data Synchronization  Synchronization Control Synchronization Control Activate PPO Requests for Platform Objects

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2. On the Change View “Activation of the PPOs in the Dialog for Platform Objects screen, choose New Entries. 3. Make the following entries Syn.Object

PPO Active

BP

X

4. Choose Save.

3.1.3

Activating Creation of Postprocessing Orders

Procedure 1. Access the activity using one of the following navigation options: Transaction code

SPRO

IMG menu

Cross-Application Components General Application Functions Postprocessing Office Business Processes Activate Creation of Postprocessing Orders

2. On the Change View “Activation Creation of Postprocessing orders”: Overview screen, choose New Entries. 3. Make the following entries Component

Business Process

Act.

AP-MD

CVI_01

X

AP-MD

CVI_03

X

4. Choose Save.

3.1.4

Defining Hospital Types

Use The purpose of this step is to define a hospital type for healthcare customers.

Procedure 1. Access the activity using one of the following navigation options: Transaction code

SPRO

IMG menu

SAP Healthcare - Industry-Specific Components for Hospitals  Hospital Basic Data Business Partners  Define Hospital Types

2. On the Change View “IS-H: Physician Ranks”:Overview screen, choose New Entries. 3. Make the following entries: Type

Public

1

X

2

© SAP AG

PRiv.

X

Hospital type description - EN

Hospital type description - ZH

Public

公立

Private

私人

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4. Choose Save.

3.1.5

Creating Institution

Use The purpose of this step is to define a institution for healthcare customers.

Procedure 1. Access the activity using one of the following navigation options: Transaction code

ONVA

IMG menu

SAP Healthcare - Industry-Specific Components for Hospitals  Basic Settings  Create Institution

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Patient Management(647): Configuration Guide

2. On the Change View “IS-H: Institutions”: Overview screen, choose New Entries. 3. On the New Entries: Details of Added Entries, make the following entries: Field name

Description

User action and values

Institution

1000

Short Name

BP Hospital

Inst. Name

BP Hospital

Language

ZH

Comment

Target Lanuage Key

House Address Street/No.

金科路 1001 号

Country

CN

PCode/City

201203/上海

Communication Telephone

58580123

Organization/Assignments Company Code

1000

Business Area

1000

Hospital Type

1

Sales Org.

1000

Plant

1000

Org. Unit

Choose Create button next to Org. Unit.

Choose a change request number, choose Enter.

Indicators Inst. Ind.

BP000001

Hospital No.

BP0001

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4. Choose Save.

3.1.6

Maintaining Institution-Specific Basic Control

Use The purpose of this step is to define a institution-specific basic control for healthcare customers.

Procedure 1. Access the activity using one of the following navigation options: Transaction code

ON01

IMG menu

SAP Healthcare - Industry-Specific Components for Hospitals  Basic Settings  System Parameters  Maintain Client-Specific Basic Control  Maintain Institution-Specific Basic Control

2. On the Change View “IS-H: Institution-Specific Control Parameters”: Overview screen, choose New Entries. 3. On the New Entries: Details of Added Entries, make the following entries: Inst

PCD

CCD

1000

BD

X2

AD

HSC

C

Characters Excluded at Name Entry

X

X

X

X

X

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