Edit service

ModuleServices

Suggested profileAdministration

PermissionSERVICES: WRITE

StatusValidated

Objective

Update the data of an existing service: name, description, cost, type or medical group.

Before starting

• Locate the service in the table.
• Have SERVICES: WRITE.

Step by step

1. Enter the Services module.
2. Locate the service (use the search if the list is long).
3. In the row, click the Edit icon (pencil).
4. The dialog opens with the preloaded data.
5. Modify the necessary fields.
6. Confirm with Save.

Expected result

• The dialog closes.
• The table reflects the changes.
• If the cost changed, new charges use the updated value. Already made charges keep the cost from the moment.

Pending: add screenshot of servicios-editar-01-dialogo.png.

Common errors

Situation	What to do
The Edit icon does not appear	Verify the SERVICES: WRITE permission.
The changes are not saved	Check the connection and the mandatory fields.
The change of medical group affects the schedule	Future appointments still show the color of the previous group. Coordinate with the schedule team.

Suggested permissions

• SERVICES: WRITE.

Operational recommendations

• Avoid changing the cost of a service that has frequent charges; it could affect the reconciliation.

Relation with other modules

• Schedule: when changing the medical group, the color of future appointments may change.
• Cash box: the new cost applies to new charges; historical ones are preserved.
• Medical studies: studies that use the service keep their association.