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Admin Management

The Admin role in the Medical Second Opinion (MSO) Portal is responsible for overseeing institutions, users, services, cases, and patient records.
Admins have broad system access but do not participate in case communication and do not receive notifications.


1. Admin Role Overview

Admins are responsible for:

  • Managing all users across all institutions
  • Managing institutions (create, edit, update details)
  • Managing service prices
  • Assigning and overseeing cases
  • Managing patients
  • Creating appointments
  • Viewing all recommendations, return issues, and cases
  • Editing their own account

Admins do not have access to the chat between Requesters and Providers, and they do not receive system notifications.


2. Institution Management

Admins can create and edit institutions from the Institutions module.

2.1 Creating an Institution

When creating a new institution, the following fields are required:

  • Institution Name (Arabic)
  • Institution Name (English)
  • Registration Number
  • Institution Type (Hospital, Clinic, Pharmacy)
  • Business Sector (Primary Care, Secondary Care, Diagnostic)
  • Logo Upload
  • License Upload

2.2 Editing an Institution

Admins can update:

  • Institution names
  • Registration number
  • Type
  • Business sector
  • Logo
  • License
  • Contact information
  • Address

2.3 Using Institutions During User Creation

When creating a Requester user:

  • Admin can select an existing institution, or
  • Admin can create a new institution first from the Institutions tab.

3. User Management

Admins can view and manage all users in the system.

They can:

  • Create Requester, Provider, and Admin accounts
  • Edit user details (name, email, role, status)
  • Activate/deactivate accounts
  • Reset user passwords
  • Assign users to institutions (for requesters)

3.1 Creating Users

When creating a user, Admin enters:

  • First Name
  • Last Name
  • Email
  • Password
  • Role (Requester, Provider, Admin)
  • Additional fields depending on user type
  • Institution selection (for requesters)

Providers registered by an admin do not require email verification.


4. Case Management (Admin Capabilities)

Admins have full visibility over all cases across all institutions.

Admin can:

ActionAllowed
View all cases
Assign case to provider
Create appointment
View all recommendations
Create return issues
Edit/delete/resolve return issues
Change consultation status (via issue resolution)Indirectly
Access chat
Receive notifications

Admins cannot edit or delete recommendations but can view all of them.


5. Patient Management

Admins can:

  • Create new patients
  • Edit existing patient data
  • View all patients across institutions
  • Manage patient details including name, DOB, contact info, nationality, and address

Patients are not linked to a single institution, and the system currently allows duplicates.


6. Services & Pricing Management

Admins manage the predefined service pricing used to generate invoices automatically.

They can configure pricing for:

  • One Specialist (Routine / Urgent)
  • Multiple Specialists (Routine / Urgent)
  • Committee (Routine / Urgent)

Prices affect all future cases but do not change existing invoices.


7. Appointments

Admins can:

  • Create appointments
  • View all appointments for all cases
  • Accept or reject appointments (if applicable)

However:

  • Admin cannot join chat discussions
  • Admin does not receive appointment notifications

8. Viewing Recommendations

Admins can:

  • View all recommendations for any case
  • Access recommendation details including history, assessment, medications, and diagnosis
  • Monitor case quality and completeness

Admins cannot edit or delete recommendations.


9. Return Issues

Admins have full return issue management capabilities:

ActionAdmin Access
Create return issue
Edit return issue
Delete return issue
Resolve return issue
View all issues
Receive notifications

Admins can resolve issues, which may return the case to the status before it was marked as Returned.


10. Admin Account Management

Admins can manage their personal account by:

  • Updating name
  • Updating email
  • Updating contact details
  • Changing password
  • Updating profile image

11. Limitations of the Admin Role

To maintain confidentiality and workflow integrity:

  • Admin cannot access chat between requester and provider
  • Admin does not receive notifications
  • Admin cannot view or manage provider recommendations beyond read-only
  • Admin cannot execute clinical actions (provider-only features)

12. Example Interfaces

Admin Institutions List Admin Institutions List Admin User Management Admin Create User Admin Case Assignment