Separate IP document; counter billing workflow remains unchanged
Separate THL billing function. Select an Olive patient, then add or edit bill items as needed.
THL IP Billing Register
Finalized bills and print
Invoice
Layout
Date
Patient
OP / IP No.
Doctor
Total
Created by
Print
Open Billing to load claims.
THL Payment Receipt
Multiple advances and final payment; not bill-wise
Patient Route Map
No-break handover from lead to discharge
1. Meta LeadTelecaller calls, qualifies need and budget.2. ConsultationOnline or OP consult, prescription, admission advice.3. Courier / VisitMedicine dispatch or appointment/admission date confirmed.4. PackageVilla, therapies, food, tea/juice and payment terms explained.5. IP StayDaily food and therapy status checked before complaints happen.6. DischargeSummary, medicines, bill, follow-up and feedback closed.
Journey Control Board
0 active
Lead / Patient
Stage
Package
Follow-up
Courier
Food
Therapy
Risk
Action
Message History
0 messages
Date
Patient
Type
Phone
Status
Action
Templates for Approval
Category: Utility · Language: English
Full Hospital Report
Complete hospital summary with all metrics
Daily Detailed Report
Doctor, patient, medicine, service wise
Section
Name
Count
Amount
Total RevenueRs.0
Total Income
Total ExpensesRs.0
All Expenses
SalariesRs.0
Staff Payroll
Net ProfitRs.0
Revenue - Expenses
Daily Accounts Close
Match hospital collections, Pine Labs / Paytm settlements and Kotak credits
Ready for CSV files
Exact duplicate files are blocked automatically.
1. Import Upload Pine Labs, Paytm, settlement, Kotak and RPOS files.2. Check Refresh and review only dates showing Check.3. Close Prepare the day, confirm ledgers, then export Tally XML.
Direct patient bank receipt — use only when a patient deposits cash, cheque, NEFT or IMPS directly into Kotak. It is shown separately and is not treated as a Pine settlement. Post it once through Bank Tally to the patient / advance ledger.
Import needs attention
The file could not be imported safely.
#
Date
Reference
Patient Name
Description
Mode
Direction
Gross Amount
Net Amount
Status / Error
Hospital ElectronicRs.0Latest displayed dayPine / Paytm GrossRs.0Not checkedDirect Bank ReceiptsRs.0Patient cash / cheque depositsExpected CashRs.0Cash receipts less expensesSettlement DifferenceRs.0Not checked
Date
Hospital Electronic
Pine Gross
Collection Diff.
Direct Bank Receipts
Cash
Expenses
Expected Cash
Pine Net
Bank Credit
Settlement Diff.
Import files or choose dates to calculate the daily close.
Prepare & Confirm Daily Close
Review only items requiring a ledger decision. Confirmation creates a TallyPrime-ready XML file; it does not post to Tally automatically.
Choose a date
Imports are checked before any close can be confirmed.
Tick one or more Pine receipt(s) and one or more RPOS receipt(s), then confirm.
Result
Pine / Paytm receipt
RPOS cashflow receipt(s)
Difference
Action
Choose a date and prepare the match register.
Type
Description
Mode
Amount
Ledger for TallyPrime
Status
Choose a date and prepare the close.
Suspense is allowed when saving for later, but final confirmation requires completed ledgers.
Monthly Profit & Loss
Enter closing stock and monthly expenses, then save the reviewed result
Draft
Total IncomeRs.0All incomeCost of Goods SoldRs.0Opening + purchases - closingGross ProfitRs.0Before indirect expensesNet Profit / LossRs.0Expenses Rs.0
Trial Balance
Generated only from posted accounting vouchers
No posted vouchers
Total DebitRs.0Posted vouchersTotal CreditRs.0Posted vouchersDifferenceRs.0Must be zero
Code
Ledger
Group
Debit
Credit
Balance
No posted accounting vouchers yet.
Suppliers List
0 records
Name
Contact
Mobile
GSTIN
Purchase Orders
0 records
PO No
Supplier
Date
Total
Net
Status
Action
Recent Payments
0 records
Date
Payee
Type
Amount
Mode
Salary Management
Staff Payroll
Staff
Month
Basic
Allowances
Deductions
Net
Status
Security Deposit Balance
0 employees
Employee
Collected
Refunded
Balance
Status
Employee Master
0 employees
Employee
Bio ID
Designation
Basic Salary
Food
Carry Forward
Bank Account
Bank
IFSC
Payable Ledger
Expense Ledger
Status
Action
Bank Details Import
Paste from Google Sheet Bank Transfer tab
ESSL Attendance Import
Foundation for biometric sync
Employee
Bio ID
Present Days
Punches
First Punch
Last Punch
No attendance loaded.
Monthly Payroll
Generate from salary master, then edit attendance and deductions
Employee
Basic
Gross
Additions
Deductions
Net Pay
Action
Generate or select a payroll month.
Employees0Rows readyDebitRs.0Payroll expenseCreditRs.0Payables/deductionsDifferenceRs.0Must be zero
Employee
Tally Ledger
Debit
Credit
Status
Security Deposit Refund
Use when employee resigns and balance is returned
Monthly Payroll to Tally
Paste salary register rows, review ledgers, export XML
Employees0Rows readyDebitRs.0Payroll expenseCreditRs.0Payables/deductionsDifferenceRs.0Must be zero
Employee
Tally Ledger
Debit
Credit
Status
No payroll preview yet.
Supplier Payable Summary
0 suppliers with pending
Supplier
Contact
PO Count
Total Purchases
Paid
Balance Payable
Action
Kotak Bank to Tally
Review every bank transaction before manual TallyPrime import
Ready
Nothing is posted automatically. Check every orange Suspense row before importing the XML into TallyPrime.
Transactions0Selected datesMatched0Ledger identifiedSuspense0Must be reviewedPayments / ReceiptsRs.0 / Rs.0Bank movement
Date
Description
Reference
Bank effect
Amount
Selected Ledger
Match
Choose dates and read transactions.
Hospital Records to Tally
Exports Olive bills and recorded payments—not Kotak bank transactions