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Activate or deactivate HCP ​

ModuleMedical and staff
Suggested profileAdministration
PermissionMEDICAL_STAFF: WRITE
StatusValidated

Objective ​

Change the availability of an HCP without deleting it. When deactivated, it stops appearing in the schedule and in the service selectors, but keeps its history.

Before starting ​

  • Locate the HCP in the table.
  • Have MEDICAL_STAFF: WRITE.

Step by step ​

  1. Enter the Medical and staff module.
  2. Locate the HCP.
  3. In the Status column, click the switch.
  4. Confirm the change.

Expected result ​

  • The HCP changes its status to active or inactive.
  • If deactivated: it stops being available in the schedule, in the service selectors and in the operational searches. Its history (past appointments, prescriptions, studies) is preserved.
  • If activated: it is again available in the flows that use it.

Pending: add screenshot of medicos-status-01-interruptor.png.

Common errors ​

SituationWhat to do
The switch does not respondVerify the MEDICAL_STAFF: WRITE permission.
The HCP still appears in the scheduleRefresh the page.
Existing appointments reference the HCPPast appointments are maintained. Coordinate with the schedule to reassign future ones.

Suggested permissions ​

  • MEDICAL_STAFF: WRITE.

Operational recommendations ​

  • Deactivate instead of deleting. Deactivation preserves the medical-legal history.
  • If the deactivation is temporary (for example, vacations), reactivate upon return.

Relation with other modules ​

  • Schedule: an inactive HCP stops appearing as a tab and as an option in selectors.
  • Prescriptions and studies: those already signed by the HCP keep their authorship.
  • Cash box: historical charges and payments are not affected.