How ABHA Works in SwilERP: Registration, Consent Form and Invoice

How ABHA Works in SwilERP: Registration, Consent Form and Invoice

Step-by-Step Guide to ABHA Features in SwilERP (Registration, Consent & Invoice)

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


SwilERP now supports ABHA (Ayushman Bharat Health Account), a government initiative under ABDM. This feature allows pharmacies and healthcare providers to register patients and manage their digital health records directly in the software.

The ABHA feature in SwilERP helps organize patient data digitally and ensures secure sharing of records. The process includes three main steps: Registration (adding patient details), Consent Management (taking patient permission), and Invoicing (linking bills with health records).


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, you must first activate the integration within 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 of the software.
  7. Log in again to apply the integration successfully.
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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.

  • Navigate to the Additional Details tab.

  • Enter your ABHA Registration Number in the HFR ID field.

  • Click Save to update the record.

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Step 3: Registering a Patient for ABHA (M1 – Registration/Verification)

Follow these steps to link a customer to the ABHA ecosystem:
  • 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 profile before proceeding.

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  1. Once selected, the system will auto-populate available details (Address, State, Contact, etc.). 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. Upon clicking OK, the system will automatically generate an ABHA Address ID.
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  1. Click Register New in the profile window to finalize the setup.
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  • The OTP Verification window will open for confirmation.
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  1. The system will display the ABHA Profile.
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  1. Verify all the details carefully before proceeding.
  2. Click on Verify.
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Final Verification 

  • You can choose from several verification methods:

    • Aadhaar / Mobile Number

    • ABHA Number (via Aadhaar or Mobile OTP)

    • ABHA Address (via Aadhaar or Mobile OTP)

  • Enter the required details, click Send OTP, and once verified, click Submit/Proceed.

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Step 4: Managing the ABHA Consent Form (M2 – Consent Form)

Consent is required to share health records or invoices digitally with the patient's ABHA app.
  1. Go to Sales → ABHA → Consent Form.
  2. Select the Customer from the dropdown menu.
  3. Click OK.
  4. A notification will confirm that the Consent Request has been successfully sent to the patient’s mobile device.
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Step 5: Invoicing & Digital Linking (M3 – Create Invoice)

This step ensures the transaction is recorded and visible to the patient.
  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)

  1. The customer must log in to their ABHA Mobile Application.
  2. Go to the Consents section and select the pending request.
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ABHA Mobile App Image
  1. The patient reviews the details and clicks Grant Consent.
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  1. In SwilERP, refresh the Invoice screen. The status will now update from "Requested" to "Granted."
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  1. Click the ➕ (Add) Icon to generate the invoice.
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  1. You can also view the Doctor’s Prescription within this screen to ensure the bill accurately reflects the prescribed medication.
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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. 




.📞 WhatsApp Support: https://zurl.co/j8tbr

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📧 Email: retailgraph@swindia.com

SwilERP – Retailgraph Support Team

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