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Version: 1.0.70

ESI Monthly Lab Annexure

The ESI Monthly Lab Annexure produces the consolidated lab-test annexure that ESI dispensaries submit for AMO verification and Medical Director certification. It is available as a report in Bill Management.

At a glance​

fa-filter | Set filters: period, authority, ESI contract | We pick only what we want to see.
fa-circle-o | Group by | Here is what happens at this step.
fa-money | One block per bill/patient | This is the person we are helping.
fa-flask | Item-wise summary by test | Here is what happens at this step.
fa-file-text-o | Generate annexure | Here is what happens at this step.
fa-print | Print: paginated + certification block | Here is what happens at this step.
fa-download | Download as Excel | Here is what happens at this step.
fa-check | AMO & Medical Director sign-off | Here is what happens at this step.

Generating the Annexure​

Step 1: Set the filters​

  • Group by — choose Bills or Items (see below).
  • From Date / To Date — the reporting period (the period label collapses to a single date when both are the same).
  • Assigning Authority — the dispensary / location.
  • ESI Contract — the ESI contract to report against.

Step 2: Generate​

Click Generate. If no date range, authority and contract are selected you are prompted to pick them; if no billed lab tests exist for the period you see a clear message naming the period, location and contract.

Step 3: Print or download​

  • Print produces the paginated annexure with a per-page header (report title, contract, period and page number) and a Certification block on the final page with AMO and Medical Director signatory lines and the grand total in words/figures.
  • Download as Excel is available in Items grouping (see below).

Group by Bills​

The Bills view lists one block per bill/date, showing serial number, date, patient UHID, patient name, gender, age, ESI Card Number, doctor's name, each Test Name with its Rate, and the bill's Total Amount. Multiple tests on the same bill are grouped under a single patient row.

Group by Items (Item-wise)​

The Items view groups the same tests by test item instead of by bill. Each row shows serial number, CGHS Code, Description, unit Rate, Quantity (how many times the test was billed in the period) and the Amount. This gives a clean item-wise summary of everything billed for the period.

tip

The Download as Excel button appears only in the Items grouping, letting you export the item-wise annexure to a spreadsheet for further reconciliation.

Certification & Totals​

The annexure ends with a certification statement for the selected dispensary and period, the certified total amount (in figures, and in words when available), and the AMO / Medical Director signature lines, ready for sign-off and submission.