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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, address and inistitution

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 between providers and the requester
  • View all appointments for all cases

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
  • Download recommendation details.

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