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Register doctor or resource

ModuleMedical and staff
Suggested profileAdministration
PermissionMEDICAL_STAFF: WRITE
StatusValidated

Objective

Register a new HCP (doctor, lab technician or resource) with their personal data, type, medical groups and schedule availability.

Before starting

  • Have MEDICAL_STAFF: WRITE.
  • Have the required HCP types created.
  • Have the medical groups to which the HCP will be associated configured.
  • Have the HCP's data: name, surname, phone, email, specialty.

Step by step

  1. Enter the Medical and staff module from the side menu.
  2. Click New HCP (top toolbar).
  3. The creation dialog opens. Enter:
    • Name and surname.
    • Sex (affects the greeting: Dr. or Dra.).
    • HCP type (selector; must be registered previously).
    • Staff type (Internal or External).
    • Phone and email.
    • Medical groups in schedule (multiple selector; defines the services that can be scheduled).
    • Show in schedule tab (switch showInAgendaTab).
    • Custom tab name (optional; uses Dr./Dra. + name by default).
  4. Confirm with Save.

Expected result

  • The HCP is registered and appears in the table.
  • If showInAgendaTab was activated, it appears as a tab in the Schedule module.
  • The system shows a success message.

Pending: add screenshot of medicos-alta-01-dialogo.png.

Common errors

SituationWhat to do
The HCP does not appear in the scheduleVerify that showInAgendaTab is active and that they have at least one medical group.
The HCP type does not appearRegister it from the Staff types and actions module.
Mandatory fields are missingThe system highlights the fields in red.

Suggested permissions

  • MEDICAL_STAFF: WRITE.

Relation with other modules

  • Schedule: the HCP appears as a tab if it has showInAgendaTab.
  • Medical groups: the selected groups determine the availability.
  • Staff types and actions: the type determines the available actions.