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Delete service

ModuleServices
Suggested profileAdministration
PermissionSERVICES: ADMIN
StatusValidated

Objective

Delete a service from the system. This action is destructive and should only be used when the service has no history that must be preserved.

Before starting

  • Have SERVICES: ADMIN.
  • Confirm that the service is not being used in appointments, charges or studies. If it is, prefer deactivating it instead of deleting.

Step by step

  1. Enter the Services module.
  2. Locate the service.
  3. In the row, click the Delete icon (trash can).
  4. Confirm the deletion in the dialog.

Expected result

  • The service disappears from the list.
  • The system shows a success message.
  • If the service had dependencies, the system aborts the operation and shows an error message.

Pending: add screenshot of servicios-eliminar-01-confirmacion.png.

Common errors

SituationWhat to do
The Delete icon does not appearThe user does not have SERVICES: ADMIN.
The deletion fails with a dependencies messageDeactivate instead of deleting. Deactivation preserves the history.
The deleted service was the only one in a medical groupCoordinate with the team to create an equivalent service.

Suggested permissions

  • SERVICES: ADMIN.

Operational recommendations

  • Avoid deleting services that have already been charged or scheduled. In most cases, deactivating them is sufficient and preserves traceability.

Relation with other modules

  • Schedule: future appointments that used the service require updating.
  • Cash box: historical charges remain with the reference to the deleted service (they are not deleted, but the name may show empty).
  • Medical studies: studies that reference the service must be updated.