Admin Doctors and Consultants - hmislk/hmis GitHub Wiki

Creating and Managing Doctors and Consultants

Overview

Doctors and consultants are staff members who can be assigned to channelling schedules, linked to bills, and listed in fee configurations. This page covers creating, editing, and managing doctor and consultant records.

When to Use

  • Registering a new doctor or consultant joining the hospital
  • Updating a doctor's speciality, registration number, or contact details
  • Managing the list of active consultants for channelling scheduling
  • Uploading a large batch of doctors or consultants from a spreadsheet

Navigating to Doctor/Consultant Management

  1. Click AdministrationManage Staff
  2. In the left index panel, click Doctors (Including Consultants), Doctors (Excluding Consultants), or Consultant depending on what you need

Required privilege: AdminStaff

Creating a New Staff/Doctor Record

  1. Click Add New Staff from the index
  2. Fill in the tabs:

Personal Details Tab

Field Description
Name Display name used in autocomplete searches and on bills
Code Short identifier code
NIC / Passport National Identity Card or passport number
Full Name Legal full name
Name with Initials E.g. "Dr. A.B. Fernando"
Initials E.g. "A.B."
Surname Family name
Last Name Last name (may differ from surname in some naming conventions)
Date of Birth Date of birth
Details Free-text notes

Contact Details Tab

Field Description
Address Home or work address
Fax Fax number
Email Email address
Mobile Mobile phone
Phone Office phone

Employment Details Tab

Field Description
Status Employment status (Active, On Leave, Resigned, etc.)
Date Joined Joining date
Registration Medical registration number
Qualification Academic qualifications
Designation Job title — type to search
Staff Category Category classification — type to search
Order Number Display order in lists (lower numbers appear first)
Speciality Primary medical speciality — select from dropdown
Institution The institution the doctor belongs to — type to search
Department Department within that institution — auto-filtered
  1. Click Save

Welfare Tab

Field Description
Credit Limit Qualified Maximum staff welfare credit the staff member is entitled to
Current Credit Value Current outstanding credit (read-only)
Annual Welfare Qualified Annual welfare entitlement amount
Annual Welfare Utilized Amount already used this year (read-only)

Leave Tab

Contains leave and overtime settings for HR management.

Managing the Consultant List

Consultants are a subset of doctors who perform scheduled channelling sessions. Navigate to Consultant from the staff index to see the consultant-specific view and manage their records.

Bulk Upload

For importing many doctors or consultants at once:

  1. Click Upload Consultants or Upload Doctors from the Setup section
  2. Prepare a spreadsheet in the required format
  3. Upload the file

Exporting Doctor-Speciality Data

From the Doctor Speciality management screen, click Excel to download the current list as a spreadsheet.

Technical Notes (Admin/Developer)

Doctors and consultants are stored as Staff entities (extending Person) in the database. The distinction between a "doctor" and a "consultant" is based on properties on the Staff entity (e.g. isConsultant flag or staffCategory). The speciality field links to the Speciality entity. The staffController.saveCurrentStaff() method handles persistence.

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