Create storage plan
Objective
Create a commercial storage plan for gametes that is billed periodically to the patient. Plans define the billing frequency, monthly cost, maximum capacity and additional services.
Before starting
- Have
GAMETE_BANK_PLAN: WRITE. - Define the commercial conditions: sample type, billing frequency, cost and additional services.
- Have the services that will be offered as additional configured.
Step by step
- Enter the Gamete bank module and open the Plans sub-route.
- Click New plan (top toolbar).
- The creation dialog opens. Enter:
- Plan code.
- Descriptive name.
- Sample type (Oocytes, Sperm, Embryos).
- Billing frequency (Monthly, Quarterly, Semi-annual, Annual).
- Monthly cost.
- Maximum samples allowed.
- Grace period in days.
- Additional services (multiple selector).
- Active (switch).
- Confirm with Save.
Expected result
- The plan is registered and appears in the plans table.
- The plan can be associated with a patient when creating a sample or a plan charge.
- The system shows a success message.
Pending: add screenshot of
banco-gametos-plan-01-dialogo.png.
Common errors
| Situation | What to do |
|---|---|
| The plan does not appear when associating with a patient | Verify that it is active. |
| Mandatory fields are missing | The system highlights them in red. |
| The plan already exists | Verify the code and name; duplicates are not allowed. |
Suggested permissions
GAMETE_BANK_PLAN: WRITE.
Operational recommendations
- Create plans by sample type and duration to cover the patient's needs.
- Define the grace period clearly (days of tolerance before generating an overdue charge).
Relation with other modules
- Patients: the plan is associated with the patient when registering a sample or creating a charge.
- Cash box (CryoBank): the plan charges are generated and collected from Cash box.
- Services: the additional services of the plan must exist in the services catalog.