Operations
Record operations done at outside hospitals on the patient's file, with income, every cost and the net profit, and book the post-op review
Surgeons who operate at outside hospitals can record each operation on the patient's file: what was done, where, what it brought in and what it cost. Docistra works out the total cost and the net profit, and the clinic sees every operation together in Finance → Operations.
The Operations card sits on the Overview tab of the patient profile.
Add an operation
Tap Add operation
On the patient's Operations card, tap Add operation.
Describe the operation
- Type of operation and Hospital. Types and hospitals you used before show as chips you can tap.
- Operation date.
- Surgeon. It starts on you if you're a doctor, or on the clinic's only surgeon. Owners and admins can pick another doctor when the clinic has several.
- Insurance case, if an insurer pays for it.
- Payment: Received or Pending.
Enter the money
Total income, then each cost: Hospital fee, Instruments, Assistant fee, Anaesthesia, Nurse fee and Other cost (with a line for what it was). Total cost and Net profit update as you type.
Tap Save
The operation appears on the card with its type, date, hospital and net profit. A net profit below zero shows in red.
If the doctor already noted the operation in the surgery section of a visit, a new record starts from that procedure and day.
Tap an operation to see its cost lines, the surgeon, notes and its post-op reviews. Edit changes it, and Delete removes it after you confirm. Reviews already booked from a deleted operation stay booked.
Schedule the post-op review
Open the operation and tap Schedule post-op review. The normal booking sheet opens. The visit is booked with the surgeon as a follow-up and linked to the operation, so it shows under Post-op reviews on that operation.
Finance → Operations
Owners and admins see every operation in Dashboard → Finance → Operations. The tab shows when the clinic has a doctor who operates (surgery, orthopaedics, gynaecology, urology, andrology, ENT or ophthalmology) or already has operations recorded.
For the selected date range (by operation date):
- Operations income with the number of operations, Total cost, Net profit, and Pending from insurance.
- Insurance vs Cash: the count, income and net profit of each.
- A table of every operation: date, patient, surgeon, operation, hospital, income, cost and net profit, with Insurance and Pending chips. Filter by surgeon, hospital and case type (All, Insurance or Cash).
- Where the cost went: hospital fee, instruments, assistant, anaesthesia, nurse and other, added up.
Download CSV gets the same rows with every cost line.
Operation money is paid at the hospital, so it is not part of Revenue or Income statement.
Who can see operations
| Role | What they see |
|---|---|
| Owner and admins | Every operation on every patient, and the Finance tab |
| Doctors | The card when their specialty operates or they already operated on the patient, and only the operations they did |
| Reception | Nothing. The card and the numbers are hidden |