How to set up rooms and beds and admit an inpatient

You will set up the rooms and beds of your wards, admit a patient with the admission charge, an advance and a signed consent, and see the bed on the ward board.

Who it is forHospital administrator and admission clerkTime12 minutesProductHMSLevelIntermediate

Before you start

Steps

1

Open Rooms & Beds

Open Administration > Facility & Assets > Rooms & Beds. Each row shows the room, its type, workflow use, daily tariff, the number of beds, its operational status and whether it is active.

Rooms and Beds page listing every room with type, use, tariff, bed count and status
Rooms and Beds page listing every room with type, use, tariff, bed count and status
2

Add a building

Open the Buildings tab, press Add building, type the Name and a short Code and press Create building. The toast says "Building created".

Add building dialog with name and code
Add building dialog with name and code
3

Add a room

Press Add room. Enter the name, choose the Type and Workflow use (Inpatient for wards), the Daily tariff, Capacity, Floor and Building, then Create room.

Add room dialog with type, workflow use, tariff, capacity, floor, building and department
Add room dialog with type, workflow use, tariff, capacity, floor, building and department
4

Add the beds

Press the bed count of the room. For each bed set the name, Gender policy, Care level, Bed type, Anti-bedsore and Isolation bed, then Add.

Beds dialog with the bed list and the gender policy, care level and bed type choices
Beds dialog with the bed list and the gender policy, care level and bed type choices
Capacity guard refusing a seventh bed in a room with capacity 6
Capacity guard refusing a seventh bed in a room with capacity 6
5

Set the room capabilities

Press Room capabilities. Choose the Operational status (Available, Cleaning, Out of service) and add capabilities such as Step-free access so patients are routed to a suitable room.

Room capabilities dialog with the operational status and capability list
Room capabilities dialog with the operational status and capability list
6

Start a new admission

In Admissions press New admission. Pick the patient and the attending doctor. The department follows the doctor and sets the admission charge.

New admission dialog on the Patient step
New admission dialog on the Patient step
7

Fill in the clinical intake

Choose the admission source, the expected stay in nights, the reason and the attendant, and tick Confirm allergy list reviewed.

Clinical step with source, expected stay, reason, attendant and allergy confirmation
Clinical step with source, expected stay, reason, attendant and allergy confirmation
8

Choose the bed

Pick a room with free beds, then a bed. The bed label shows its type, isolation, gender policy and care level. Leave the bed empty to admit the patient as pending bed.

Bed step with the room and bed lists
Bed step with the room and bed lists
9

Take the charge and the advance

Check the Admission charge and Room rent / night, type the Advance payment, keep Collect admission charge now ticked and choose the payment method.

Financial step with admission charge, room rent, advance and payment method
Financial step with admission charge, room rent, advance and payment method
10

Get the consent signed

Type who signs and the relation, let them sign on the screen, tick the checklist items and press Admit patient. A typed name without a drawn signature is not accepted as signed.

Consent step with signature area and admission checklist
Consent step with signature area and admission checklist
11

Check the bill, the invoice and the day book

The chart opens and the toast says "Patient admitted" with the admission number. The Billing tab shows the running bill (the first night's room rent), the advance held, the Admission charge "Billed on the admission fee invoice" and the amount due. Click the Admission invoice link to open the fee invoice: it is Posted and Paid.

In the day book you see four entries: the fee sale (Accounts Receivable against Admission Income), its cash settlement, the advance (Cash in Hand against Patient Advances) and the first night's room rent.

Billing tab of the admission with running bill, advance held, admission invoice link and amount due
Billing tab of the admission with running bill, advance held, admission invoice link and amount due
Day book with the fee sale, its cash settlement, the advance and the first night's room rent
Day book with the fee sale, its cash settlement, the advance and the first night's room rent
12

See the bed on the ward board

Open Ward Board. The bed shows Occupied with the patient. Reserve holds a free bed for a number of hours (24 by default).

Ward board with every bed by room
Ward board with every bed by room
13

Assign a bed to a waiting patient

In the Pending bed tab press the bed icon on the patient. A bed whose gender policy or isolation flag does not fit asks for a Placement override reason. Pick a suitable bed and the toast says "Bed assigned"; room rent starts from that moment.

Assign a bed dialog showing a placement override request
Assign a bed dialog showing a placement override request

Check it worked

  • The toast says "Patient admitted" with the admission number, the bed shows Occupied on the ward board, and Amount due is Rs 0.00 when everything was paid.
  • The Admission invoice link on the Billing tab opens the paid fee invoice, and the day book shows the fee, the cash received, the advance and the first night's room rent.

Common mistakes

MistakeWhat you seeFix
Adding more beds than the room capacity"This room already has 6 beds and its capacity is 6..."Raise the room capacity, then add the bed
Choosing a bed whose gender policy does not fitA warning asking for an override reasonPick another bed or write the reason
Leaving the bed emptyThe patient shows Bed unassignedAssign a bed from the Pending bed tab

Quick reference

ItemMeaning / rule
Daily tariffRoom rent per night, editable at intake
Bed capacityA room cannot have more beds than its capacity
Admission chargeOwn invoice, linked from the Billing tab
AdvanceHeld for the patient, applied at discharge

Frequently asked questions

Can I admit a patient before a bed is free? Yes. Leave the bed empty and the patient waits in the Pending bed tab until a bed is assigned.

Can I add more beds than the room capacity? No. The app refuses the extra bed and tells you to raise the room capacity first.

Where does the room rent come from? From the room's daily tariff, which you can edit on the Financial step.

Do this in GridX HMS

GridX HMS runs this whole workflow. See what GridX HMS does and what it costs, or browse all step-by-step guides.