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
- 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:
| Action | Allowed |
|---|---|
| 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:
| Action | Admin 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
