From Tally to a Unified Hospital ERP
ERPNext HMS & Accounting Transformation at C.C. Shroff Memorial Hospital
The Client: C.C. Shroff Memorial Hospital
A charitable, multi-specialty tertiary care hospital established in 1976, serving Hyderabad for over four decades. The hospital operates OPD, IPD, ICU, NICU, emergency services, insurance treatments, and government-empanelled care.
- Sector: Healthcare
- Patients: Cash, Insurance, PSU & Charitable
- Operations: 24×7 OP/IP & Emergency Care
The Tipping Point
The hospital was operating on Tally for accounting, while HMS and billing processes were largely manual or semi-integrated. As OP/IP volumes, insurance claims, and compliance complexity increased, the legacy setup became unsustainable.
- Tally Isolation: Accounting disconnected from HMS billing.
- Insurance Complexity: Manual claim tracking & receivables.
- OP/IP Cash Flow: No real-time visibility of advances & settlements.
- Audit Pressure: Heavy manual reconciliation for GST & audits.
Tally to ERPNext Migration Strategy
The migration was executed as a controlled financial transformation, ensuring historical continuity, audit safety, and zero downtime.
Legacy System
- ❌ Standalone accounting disconnected from HMS
- ❌ Manual vouchers & reconciliation work
- ❌ Limited department-wise visibility
Transformed System
- ✅ Integrated HMS + Accounting
- ✅ OP/IP & Insurance automation
- ✅ Audit-ready real-time financial reports
The Implementation Journey
Clear role separation ensured fast execution without operational disruption.
Phase 1: Discovery
HMS workflows, OP/IP billing, insurance lifecycle, and Tally data analysis.
Phase 2: Financial Design
Department cost centers, OP/IP flows, insurance receivables & subsidies.
Phase 3: Configuration
Techunison implemented HMS; Exalix automated accounting & migration.
Phase 4: Go-Live
Parallel run, validation, training, and audit-ready stabilization.
The Grand Transformation
Financial control, clarity, and compliance across the hospital.
Accounting Modules Delivered
HMS Accounting Integration
Insurance & TPA Claims
OP/IP Cash Flow Management
Tally to ERPNext Migration
GST & Statutory Compliance
Collaborative Delivery Model
Techunison led the ERPNext HMS implementation, covering patient lifecycle, billing, and insurance workflows. Exalix Tech owned the complete accounting transformation including Tally migration, OP/IP automation, insurance receivables, cash flow control, GST, and audit readiness.