Recommendations Management

The Recommendations module allows Providers to document and submit the final medical second opinion for a case.
It includes structured medical sections such as brief history, assessment, prescribed medications, and diagnosis — ensuring consistency, traceability, and compliance with medical documentation standards.

1. Purpose

Recommendations represent the final professional medical opinion submitted by the assigned provider for a case.
Each recommendation includes essential medical details that support the requester’s understanding and the patient’s further treatment.

2. Access and Permissions

Role	Create	View	Edit/Delete
Provider (assigned to case)	✅	✅ (own only)	✅ (own only)
Admin	🔒	✅ (all)	🔒
Requester	🔒	✅ (all)	🔒
Other Providers (same case)	🔒	🔒	🔒

Only the provider assigned to the case can create and manage recommendations.
The requester and admin can view all recommendations but cannot modify them.
If multiple providers are assigned, each can create their own recommendation but cannot view others’ submissions.

3. Accessing the Recommendations Tab

Open the case from the Case List.
Click the Recommendations tab in the case view.
The tab displays all submitted recommendations for the case (visible to admin and requester).

4. Creating a Recommendation

Only the assigned provider can create a recommendation.

Open the case → Recommendations tab.
Click Add Recommendation to open the form.
Fill out the required fields as described below.

5. Recommendation Form Fields

Field	Required	Description
Brief History	✅	A short summary of the patient’s medical background relevant to this consultation.
Assessment	✅	Provider’s medical evaluation and interpretation of the case.
Description	✅	Detailed explanation of findings, rationale, and key observations.
Prescribed Drugs	✅	Add one or more SFDA-approved medications. Each entry includes:
		• Medication Name – SFDA listed name.
		• Dosage – Specific dose per administration.
		• Duration – Treatment duration (e.g., 7 days, 2 weeks).
		• Route of Administration – e.g., Oral, IV, Topical.
		Providers can duplicate or delete any medication before submitting.
Diagnosis (ICD-10)	Optional	Select one or more ICD-10 standard diagnoses relevant to the case.

The Submit button remains disabled until all required fields (Brief History, Assessment, Description, and Prescribed Drugs) are completed.

6. Submitting the Recommendation

After filling in all required information, click Submit Recommendation.
The recommendation is saved and displayed in the Recommendations tab.
The system sends notifications to the requester and admin indicating that a new recommendation has been added.

The requester and admin can view the new recommendation immediately from their dashboards.

7. Editing or Deleting a Recommendation

Only the recommendation creator (provider) can edit or delete their recommendation.
To edit:
1. Open the Recommendations tab.
2. Click Edit beside your recommendation.
3. Update the fields as needed.
4. Click Save Changes.
To delete:
1. Click Delete beside the recommendation.
2. Confirm the deletion action.

When a recommendation is edited or deleted, the Requester receives a notification.

8. Viewing Recommendations

User	View Permissions	Notes
Requester	✅	Can view all recommendations for their cases.
Admin	✅	Can view all recommendations across cases.
Provider (same case)	🔒	Cannot view other providers’ recommendations.
Recommendation Creator	✅	Can view and manage their own submission.

Recommendations appear in a table format displaying:

Provider name
Creation date
Last update date
Linked diagnosis codes
Number of prescribed medications

9. Notifications

Event	Recipients	Description
New Recommendation Added	Requester, Admin	Triggered when provider submits a new recommendation.
Recommendation Edited	Requester, Admin	Sent when provider updates an existing recommendation.
Recommendation Deleted	Requester, Admin	Sent when a provider deletes a recommendation.

Notifications appear as in-app alerts and desktop notifications for active users.