Medical groups
Objective
Maintain the catalog of medical groups used to classify services and define the availability of HCPs in the schedule. Each group has a name, description and color (which is reflected in the calendar).
How the screen is organized
Table with search and the columns: name, color (chip), status, actions.
Available actions
- Create group: high dialog with name, color and status.
- Edit group: adjust name, color or status.
- Activate or deactivate: the group stops being available.
- Delete: requires
MEDICAL_GROUPS: ADMIN.
Permissions
MEDICAL_GROUPS: WRITEto create and edit.MEDICAL_GROUPS: ADMINto delete.
Before starting
- Define the groups that the clinic manages (for example: "Andrology", "Gynecology", "Assisted reproduction", "Laboratory").
- Assign representative colors for the schedule.
Step by step - Create
- Go to Catalogs -> Medical groups.
- Click New group.
- Enter: name, description, color, status.
- Confirm.
Expected result
- The group is registered.
- It appears as an option when associating with a service or an HCP.
- The system shows a success message.
Pending: add screenshot of
catalogos-grupos-medicos-01-dialogo.png.
Common errors
| Situation | What to do |
|---|---|
| The group does not appear when creating a service | Verify that it is active. |
| The color is not distinguishable | Choose a color with enough contrast. |
Suggested permissions
MEDICAL_GROUPS: WRITE.
Operational recommendations
- Limit the number of groups to those the clinic actually uses.
- Document the group - services - HCPs relationship.
Relation with other modules
- Services: each service belongs to one or more groups.
- Medical and staff: HCPs are associated with groups to define their availability.
- Schedule: the group color defines the appointment color in the calendar.
- Medical studies: groups determine which dialogs and services are used.