Healthcare Vertical Guide¶

RackPlane for Healthcare & Medical Supply Management¶

This guide covers how to configure and use RackPlane for healthcare facilities, clinics, and medical supply management.

Table of Contents¶

Overview
Healthcare vs Datacenter
Setting Up Healthcare Vertical
Healthcare Terminology
Healthcare-Specific Features
Expiration Tracking
Lot/Batch Number Tracking
Par Level Alerts
Compliance Considerations
Use Cases

Overview¶

RackPlane's Healthcare Vertical Pack transforms the platform from datacenter asset management to medical supply and device management. This makes it ideal for:

Hospitals & Medical Centers - Track medical devices and supplies
Clinics & Practices - Manage medical equipment inventory
Medical Supply Companies - Distribution and inventory management
Research Facilities - Laboratory equipment and consumables
Pharmacies - Medication inventory with expiration tracking

Key Healthcare Features¶

Feature	Description
Expiration Tracking	Track expiration dates with automated alerts
Lot/Batch Numbers	Full traceability for recalls
FEFO Ordering	First Expired, First Out picking suggestions
Par Level Alerts	Automatic reorder point notifications
Sterilization Tracking	Track sterilization dates and cycles
Healthcare Terminology	Medical supply-focused language throughout

Healthcare vs Datacenter¶

Terminology Comparison¶

Concept	Datacenter	Healthcare
Primary items	Assets	Supplies
Primary items (plural)	Assets	Supplies
Main location	Datacenter	Facility
Main locations (plural)	Datacenters	Facilities
Storage unit	Rack	Cabinet
Storage units	Racks	Cabinets
Deploy action	Deploy	Dispense
Return action	Return	Restock
Category	Asset Type	Supply Category
Status	Status	Supply Status
Storage area	Storage	Supply Room
Position	U-Space	Shelf

UI Differences¶

Datacenter View:

Dashboard > Datacenters > Primary DC > Racks > A01 > Assets
Button: "Deploy to Rack"

Healthcare View:

Dashboard > Facilities > Main Hospital > Cabinets > A01 > Supplies
Button: "Dispense from Cabinet"

Feature Differences¶

Feature	Datacenter	Healthcare
Power Efficiency Advisor	✅ Enabled	❌ Hidden
Rack Visualization	✅ Full U-slot view	⚡ Cabinet shelf view
Network Ports	✅ Enabled	❌ Hidden
Expiration Tracking	❌ Disabled	✅ Enabled
Lot/Batch Numbers	❌ Disabled	✅ Enabled
Par Level Alerts	Optional	✅ Enabled
FEFO Suggestions	❌ Disabled	✅ Enabled

Setting Up Healthcare Vertical¶

Method 1: During Onboarding¶

When creating a new tenant, specify the healthcare vertical:

POST /api/v1/tenants/onboard

{
  "company_name": "City General Hospital",
  "admin_email": "[email protected]",
  "admin_password": "SecurePassword123!",
  "vertical_pack": "healthcare"  # <-- Key setting
}

Method 2: Apply Preset to Existing Tenant¶

For existing tenants, apply the healthcare preset:

POST /api/v1/whitelabel/presets/apply

{
  "preset": "healthcare",
  "reset_terminology": true,    # Apply healthcare terminology
  "reset_features": true        # Enable healthcare features
}

Method 3: Via Settings UI¶

Navigate to Settings → White-Label
Click Vertical Pack tab
Select Healthcare from the dropdown
Click Apply Preset
Confirm terminology and feature changes

Healthcare Terminology¶

Complete Healthcare Preset¶

{
  "item": "Supply",
  "items": "Supplies",
  "location": "Facility",
  "locations": "Facilities",
  "bin": "Cabinet",
  "bins": "Cabinets",
  "check_out": "Dispense",
  "check_in": "Restock",
  "category": "Supply Category",
  "categories": "Supply Categories",
  "lifecycle": "Supply Status",
  "storage": "Supply Room",
  "stock": "Inventory",
  "container": "Storage Location",
  "containers": "Storage Locations",
  "unit": "Shelf",
  "units": "Shelves"
}

Customizing Terminology¶

You can further customize for your specific context:

PUT /api/v1/whitelabel/terminology

{
  "location": "Hospital",
  "locations": "Hospitals",
  "bin": "Med Cart",
  "bins": "Med Carts",
  "item": "Medical Supply",
  "items": "Medical Supplies"
}

Example UI After Customization¶

┌─────────────────────────────────────────────────────────────┐
│   City General Hospital - Medical Supply Management         │
├─────────────────────────────────────────────────────────────┤
│ 📊 Dashboard  │  📦 Medical Supplies  │  🏥 Hospitals  │      │
├─────────────────────────────────────────────────────────────┤
│  Medical Supplies Expiring Soon:  12                         │
│  Low Inventory Alerts:            5                         │
│  Supplies Dispensed Today:        47                        │
└─────────────────────────────────────────────────────────────┘

Healthcare-Specific Features¶

Enabling Healthcare Features¶

Healthcare features are plugin-based. Enable them via:

PUT /api/v1/whitelabel/features

{
  "expiration_tracking": true,
  "lot_batch_numbers": true,
  "par_level_alerts": true,
  "sterilization_tracking": true,
  "power_efficiency": false,        # Hide datacenter feature
  "rack_visualization": false       # Hide datacenter feature
}

Available Plugins¶

Plugin	Default	Description
`expiration_tracking`	✅ On	Track dates, get alerts
`par_levels`	✅ On	Minimum stock alerts
`sterilization`	Off	Sterilization cycle tracking
`compliance`	Off	FDA/HIPAA compliance features

Expiration Tracking¶

Overview¶

The Expiration Tracking plugin helps healthcare facilities: - Track expiration dates on all supplies - Receive automated alerts before expiration - Suggest FEFO (First Expired, First Out) picking order - Generate reports on expiring and expired inventory

Configuring Expiration Tracking¶

PUT /api/v1/plugins/expiration_tracking/config

{
  "warning_days": 30,              # Alert 30 days before expiration
  "critical_days": 7,              # Critical alert 7 days before
  "enable_email_alerts": true,
  "alert_recipients": [
    "[email protected]",
    "[email protected]"
  ],
  "enable_fefo": true,             # Show FEFO picking suggestions
  "track_lot_numbers": true        # Enable lot number field
}

Adding Expiration Dates to Supplies¶

When creating or editing a supply:

{
  "name": "Surgical Gloves - Medium",
  "type": "consumable",
  "quantity": 500,
  "custom_fields": {
    "expiration_date": "2025-06-15",
    "lot_number": "LOT-2024-001234",
    "manufacture_date": "2024-01-15"
  }
}

Expiration Dashboard Widgets¶

The healthcare dashboard includes:

Items Expiring Soon - Count by severity (warning/critical)
Expired Items - Items past expiration date
Expiration Calendar - Visual calendar view

┌─────────────────────────────────────────────────────────────┐
│  🔴 Expiring in 7 days:   8 items                           │
│  🟡 Expiring in 30 days:  23 items                          │
│  ⚫ Already Expired:      2 items                           │
├─────────────────────────────────────────────────────────────┤
│  [View Expiring]  [View Expired]  [Generate Report]         │
└─────────────────────────────────────────────────────────────┘

FEFO (First Expired, First Out)¶

When dispensing supplies, the system suggests picking order:

┌─────────────────────────────────────────────────────────────┐
│  FEFO Picking Order for: Surgical Gloves - Medium          │
├─────────────────────────────────────────────────────────────┤
│  1. LOT-2024-001234  |  Expires: 2025-01-15  |  Qty: 50    │
│  2. LOT-2024-001456  |  Expires: 2025-02-20  |  Qty: 100   │
│  3. LOT-2024-002789  |  Expires: 2025-06-15  |  Qty: 350   │
└─────────────────────────────────────────────────────────────┘

Expiration Reports¶

Available reports:

[
  {
    "id": "expiration_summary",
    "name": "Expiration Summary",
    "description": "Summary of items by expiration status"
  },
  {
    "id": "lot_traceability",
    "name": "Lot Traceability Report",
    "description": "Track all items by lot number"
  },
  {
    "id": "waste_analysis",
    "name": "Waste Analysis",
    "description": "Analysis of expired and disposed items"
  }
]

Lot/Batch Number Tracking¶

Purpose¶

Lot numbers enable: - Recall Management - Quickly find affected items - Traceability - Track item history - Quality Control - Identify problematic batches - Compliance - FDA 21 CFR Part 11 requirements

Adding Lot Numbers¶

{
  "name": "Medication XYZ 100mg",
  "custom_fields": {
    "lot_number": "LOT-ABC-2024-00567",
    "ndc_code": "12345-6789-01",
    "manufacture_date": "2024-06-01",
    "expiration_date": "2026-06-01"
  }
}

Recall Search¶

Find all items by lot number:

GET /api/v1/supplies/search?lot_number=LOT-ABC-2024-00567

Response:
{
  "items": [
    {
      "id": 123,
      "name": "Medication XYZ 100mg",
      "lot_number": "LOT-ABC-2024-00567",
      "location": "Pharmacy - Shelf B3",
      "quantity": 50,
      "status": "in_stock"
    },
    {
      "id": 456,
      "name": "Medication XYZ 100mg",
      "lot_number": "LOT-ABC-2024-00567",
      "location": "ER Supply Cabinet",
      "quantity": 10,
      "status": "in_use"
    }
  ],
  "total_quantity": 60,
  "locations_affected": 2
}

Par Level Alerts¶

Overview¶

Par levels define minimum inventory thresholds. When stock falls below par level, alerts are triggered.

Configuring Par Levels¶

PUT /api/v1/plugins/par_levels/config

{
  "enable_alerts": true,
  "check_frequency": "hourly",
  "alert_channels": ["email", "dashboard"],
  "alert_recipients": ["[email protected]"]
}

Setting Par Levels per Item¶

PUT /api/v1/supplies/{id}/par-level

{
  "par_level": 100,           # Minimum quantity
  "reorder_quantity": 200,    # How much to order
  "reorder_lead_days": 5      # Days to receive order
}

Par Level Dashboard¶

┌─────────────────────────────────────────────────────────────┐
│  ⚠️ Low Stock Alerts (Below Par Level)                      │
├─────────────────────────────────────────────────────────────┤
│  Surgical Gloves - Medium    |  Current: 45   |  Par: 100  │
│  Gauze Pads 4x4              |  Current: 20   |  Par: 50   │
│  Alcohol Swabs               |  Current: 150  |  Par: 200  │
├─────────────────────────────────────────────────────────────┤
│  [Generate Purchase Order]   [Dismiss All]                  │
└─────────────────────────────────────────────────────────────┘

Compliance Considerations¶

HIPAA Compliance¶

RackPlane supports HIPAA compliance for healthcare facilities:

Audit Logging - All access and changes logged
Role-Based Access - Limit data access by role
Data Encryption - Data encrypted at rest and in transit
Access Reports - Generate access audit reports

FDA 21 CFR Part 11¶

For facilities under FDA regulations:

Electronic Records - Complete audit trail
Electronic Signatures - User authentication
Data Integrity - Immutable audit logs
Traceability - Lot number tracking

Best Practices¶

Enable Audit Logging - Capture all inventory changes
Use Role-Based Access - Limit sensitive data access
Regular Backups - Automated daily backups
Lot Number Tracking - Always capture lot numbers
Expiration Management - Review expiring items weekly

Use Cases¶

Use Case 1: Hospital Central Supply¶

Scenario: Large hospital managing medical supplies across multiple departments.

Configuration:

{
  "terminology": {
    "location": "Hospital Wing",
    "bin": "Supply Cabinet"
  },
  "features": {
    "expiration_tracking": true,
    "par_level_alerts": true,
    "sterilization_tracking": true
  }
}

Workflow: 1. Receive supplies at Central Supply 2. Record lot numbers and expiration dates 3. Distribute to department cabinets 4. Track usage via dispense actions 5. Receive low stock alerts 6. Reorder before depletion

Use Case 2: Clinic Medical Supplies¶

Scenario: Multi-location clinic network tracking basic medical supplies.

Configuration:

{
  "terminology": {
    "location": "Clinic",
    "locations": "Clinics"
  },
  "features": {
    "expiration_tracking": true,
    "par_level_alerts": false  # Manual reordering
  }
}

Use Case 3: Pharmacy Medication Management¶

Scenario: Hospital pharmacy tracking controlled and non-controlled medications.

Configuration:

{
  "terminology": {
    "item": "Medication",
    "items": "Medications",
    "check_out": "Dispense"
  },
  "features": {
    "expiration_tracking": true,
    "lot_batch_numbers": true  # Critical for recalls
  }
}

Quick Reference¶

Healthcare API Endpoints¶

Endpoint	Description
`GET /api/v1/plugins/expiration_tracking/expiring`	Get expiring items
`GET /api/v1/plugins/expiration_tracking/expired`	Get expired items
`GET /api/v1/plugins/expiration_tracking/fefo/{category}`	Get FEFO order
`GET /api/v1/plugins/expiration_tracking/lot/{lot_number}`	Find by lot
`GET /api/v1/plugins/par_levels/alerts`	Get low stock alerts
`PUT /api/v1/supplies/{id}/par-level`	Set par level

Healthcare Dashboard Widgets¶

Expiring Items (30 days)
Expired Items Count
Low Stock Alerts
Recent Dispenses
Expiration Calendar

Terminology Quick Switch¶

# Switch to healthcare
POST /api/v1/whitelabel/presets/apply
{"preset": "healthcare", "reset_terminology": true}

# Switch back to datacenter
POST /api/v1/whitelabel/presets/apply
{"preset": "datacenter", "reset_terminology": true}

Next Steps¶

White-Label Configuration - Full customization options
Asset Management - General asset operations
Administrator Guide - User and tenant management
Warehouse Vertical Guide - Warehouse-specific features