SwilERP ABHA Integration Guide: M1 Registration, M2 Invoice & M3 Consent

SwilERP ABHA Integration Guide: M1 Registration, M2 Invoice & M3 Consent

Step-by-Step Guide to ABHA Integration in SwilERP – M1 (Registration/Verification), M2 (Invoice Upload) & M3 (Consent/Prescription)


ABHA Integration Flow in SwilERP – M1 (Registration/Verification), M2 (Invoice Upload), M3 (Consent/Prescription)


SwilERP Version 5.5 & Build 07 or later now supports ABHA (Ayushman Bharat Health Account), a government initiative under the ABDM (Ayushman Bharat Digital Mission) ecosystem. This feature enables pharmacies and healthcare providers to register or verify patients, manage prescriptions and consent, and upload invoices directly to the ABHA portal from within the software.

The ABHA integration in SwilERP helps healthcare organizations maintain digital patient records securely and streamline the sharing of health information. The complete workflow is divided into three modules: M1 – Registration/Verification for creating or verifying ABHA accounts, M2 – Invoice Upload for uploading sales invoices to the ABHA portal, and M3 – Consent/Prescription for managing patient consent, viewing prescriptions, and creating invoices based on prescribed medicines.

What is ABHA?

ABHA is a 14-digit unique health ID for patients. It helps store and share medical records digitally in a safe and secure way across India.

Where Can You Use It?

You can use this feature in:
  • Pharmacies
  • Clinics
  • Hospitals
  • Pathology Labs
  • Any healthcare setup using SwilERP

Step 1: Enable ABHA Integration in SwilERP

Before using ABHA features, first enable the ABHA integration in SwilERP.
  1. Go to Options → Integration.
  2. The Integration window will open, showing multiple available services.
  3. Locate the ABHA option in the list.
  4. Tick (✔) the checkbox next to ABHA to enable it.
  5. Click OK to save the changes.
  6. Log out from SwilERP.
  7. Log in again to activate the ABHA menu.

ℹ️ Important
 Re-login is mandatory after enabling Integration → ABHA selection for the ABHA menu to appear properly.

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Step 2: Configure ABHA Details in Branch Master

Before using ABHA features, you must link your registration details to your specific branch.

  • Navigate to Masters → Others → Branch.

  • Select and open the required Branch.

  • Go to the Additional Details tab.
  • Enter the ABHA Registration Number in the HFR ID field.
  • Click Save.
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Step 3: M1–Registration/Verification (Registering a Patient for ABHA)

This process is used when the patient does not already have an ABHA registration. In such cases, you must first register the patient in the ABHA ecosystem before proceeding with invoice upload or consent management.
  • Navigate to Sales → ABHA → Registration.
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  1. Select Customer:

    • Existing Customer: Select their name from the dropdown list.

    • New Customer: Click the ➕ Add button to create a new customer profile before proceeding.

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  1. Once the customer is selected, the system automatically fills available details such as Address, State, Mobile Number, etc.
  2. Now click the green Register button.

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Aadhaar Authentication:

  1. Enter the Aadhaar Number (Format: XXXX-XXXX-XXXX).
  2. Tick the mandatory checkboxes to confirm that both the customer and the pharmacy have provided consent.
  3. Click Register.
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OTP Verification & Profile Generation 

  1. A Confirm OTP window will appear. An OTP will be sent to the mobile number linked to the Aadhaar.
  2. Enter the OTP and verify the mobile number. (Use Resend OTP if not received).

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  1. After clicking OK:

    • The system automatically generates the patient’s ABHA Address ID.
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  1. Click Register New to finalize the ABHA registration process.
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  • The OTP Verification window will open again for confirmation.
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  1. The system displays the newly created ABHA Profile.
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Step 4: M2-Invoice Upload (Create Sales Invoice & Upload to ABHA Portal)

After successful ABHA registration, the customer’s ABHA details will start appearing automatically in the Sales Billing window.

Follow these steps to create the invoice:

  1. Open the Sales Billing window.
  2. Select the ABHA-linked customer from the customer list.
  3. Verify that the customer’s ABHA Number is visible in the Sales Billing window. (If the ABHA details are not displayed, first complete the ABHA Registration/Verification process before creating the invoice.)
  4.  Add the required medicines/products in the invoice.
  5. Enter quantity, batch, rate, and other required billing details.
  6. Click on Save to save the sales invoice.

Automatic Invoice Upload on ABHA Portal

After saving the invoice:
  • The invoice uploads automatically to the customer’s ABHA portal account
  • Billing records sync successfully with the ABHA system
  • The transaction becomes available in the customer’s digital health records

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Step 5: M3 – Consent/Prescription

Consent is required to securely access and share the patient’s prescription and health records through the ABHA system. This process allows the seller to view the doctor’s prescription, create the invoice according to prescribed medicines, and upload the invoice automatically to the ABHA portal.
  1. Go to Sales → ABHA → Consent Form.
  2. Select the Customer from the dropdown menu.
  3. Click OK.
  4. A notification message will appear confirming that the Consent Request has been successfully sent to the patient’s mobile device.
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After sending the consent request:
  1. Go to Sales → ABHA → Invoice.
  2. Select your Date Range and click View.
  3. Click the Eye (View) Icon to check the status of the consent request. Initially, it will show as "Requested."
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Patient Action (Mobile App):

The customer must now approve the consent request from the ABHA Mobile Application.
  1. Open the ABHA Mobile App.
  2. Go to the Consents section.
  3. Select the pending consent request.
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ABHA Mobile App Image
  1. The patient reviews the details and clicks Grant Consent.
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After the patient grants consent:

  1. Return to the Invoice screen in SwilERP.
  2. View the records again.
  3. Click the Eye (View) Icon to check the updated status.

Now the status will change from Requested to Granted.


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Create Invoice from Prescription

  1. Click the ➕ (Add) Icon to generate the invoice.
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  1. You can also view the Doctor’s Prescription from this screen to ensure the invoice is created according to the prescribed medicines.
  2. Add the required medicines/products as per the prescription and Save the invoice.
  3. After saving, the invoice will automatically upload to the customer’s ABHA portal account.

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📌 Important Note:

  • Re-registration is not required if the customer already has an ABHA account.
  • You can directly verify and fetch ABHA details using:
    • Existing ABHA Number, or
    • Registered Mobile Number linked with ABHA.
  • This process helps avoid duplicate ABHA registrations and saves time during billing.

Verify Existing ABHA Number During Sales Billing (Without Re-Registration)

Step 1: Select Customer in Sales Billing

  1. Go to the Sales Billing window and select the required customer from the customer list.
  2. If the customer informs you that their ABHA registration is already completed, press Alt + F2 to open the Customer Master directly from the billing screen. (You can also create a new customer from here if required.)
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Step 2: Open Additional Details & Click Verify

In the Customer Master window:

  • Navigate to the Additional Details tab.
  • In the ABHA Details section, click on the Verify button.
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Step 3: Verify Existing ABHA Details

The Verify ABHA window will open.

Now complete the verification using either of the following methods:

  • Enter the customer’s existing ABHA Number and complete the OTP verification process.

OR

  • If the customer does not remember the ABHA Number, select the Mobile No. option.
  • Enter the mobile number that is registered with the customer’s ABHA account.
  • Complete the OTP verification process to fetch the customer’s ABHA details automatically.

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  1. Once verification is completed successfully, the customer’s ABHA Number will automatically update in the Customer Master.
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Step 4: Continue Sales Billing

After successful verification:

  • The customer’s ABHA Number will start appearing in the Sales Billing process.
  • You can now create the sales invoice normally.
  • The invoice will sync with the ABHA portal automatically (if all ABHA configurations are completed properly).

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Note:

  • If a customer already has an ABHA Number updated in the Customer Master and the HFR ID is configured properly in the Branch Master, then invoices created directly from the normal Sales Billing screen will automatically sync with the customer’s ABHA/Government portal.
  • This means users are not required to create invoices only through the M3 (Create Invoice) process.
  • Any regular Sales Invoice generated for an ABHA-linked customer will also be uploaded automatically to the ABHA system.
  • Automatic invoice sync will work only if all ABHA settings and configurations are completed properly. 




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📱 Mobile/WhatsApp: +91 9116013874

📧 Email: swilerp@swindia.com

🌐 Add a support ticket at: www.swildesk.com

SwilERP – Support Team

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