CareLite.

From account to first bill

What actually happens between signing up and billing your first patient.

Onboarding a hospital onto CareLite runs in a set order because each step depends on the last: account and users, then masters, then tariffs, then a parallel run, then go-live. A hospital with its data ready can be billing live within days rather than months.

1. Account and administrator

CareLite creates the hospital account with its plan, bed and user limits and enabled modules, and issues one administrator login. That password is shown once and must be changed at first sign-in.

2. Masters, in dependency order

Departments and specialities, then doctors; wards, then rooms, then beds; service groups, then services; companies. Each level references the one above it, so loading them out of order produces rows that cannot resolve. Anything over about twenty rows should come in through the Excel template rather than being typed.

3. Tariffs

At least one general tariff is required — it is what the counter bills from. Corporate tariffs follow, either with their own rates or derived from the general one with a blanket discount. Bed charges are priced per ward.

4. Users and roles

Every person gets their own login with a role matching what they actually do. Discount ceilings are set per user at this point. This is the step hospitals are most tempted to shortcut with shared logins, and the one where that shortcut costs the most later.

5. Settings

Bed-charge basis, discount approval threshold, invoice and receipt header lines, and the communication channels — switched on only once credentials exist, otherwise messages queue and then fail.

6. Parallel run and acceptance

Run a day of real transactions and reconcile at the end of it: cash against the collection report, card against the bank, billed less received against outstanding. A written acceptance script covering OPD, IPD, emergency, corporate, payout, cancellation and audit is provided and should be signed off before go-live.

7. Go-live and support

Cut over during working hours so any problem is found and fixed the same day. Support runs during working hours; issues are raised from inside the application or by email.

Common questions

What do we need to prepare before onboarding?

Lists of doctors, wards and beds, services with rates, and companies with their tariffs and credit terms. Excel templates are provided for each. Having these ready is the single biggest factor in how quickly a hospital goes live.

In what order should masters be loaded?

Departments and specialities, then doctors; wards, then rooms, then beds; service groups, then services; then companies and tariffs. Each level references the one above it, so loading out of order produces rows that cannot resolve.

Can we import our existing patient list?

Master data — doctors, services, wards, beds, companies, tariffs — imports from Excel templates. Historical patient and transaction migration is handled case by case, because the shape and quality of the source data vary considerably.

What happens on the day we go live?

Cut over during working hours so any problem is found and fixed the same day, run a full day of real transactions, and reconcile at the end of it against the collection reports and the bank before signing off.

See it on your own workflow

Tell us your bed count and we will walk your team from registration to settlement.

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