This guide helps system administrators and authorized staff navigate the HMIS Administration module. All administrative features are accessed through the main Administration menu. Many functions require specific administrative privileges.

How to Access:

• Administration → Manage Users → Add New User
• Administration → Manage Users → View Staff Users
• Administration → Manage Users → View Non Staff Users
• Administration → Manage Users → View Retired Users

When to Use:

• Creating new system user accounts
• Managing existing user accounts
• Reviewing user account status
• Managing retired or inactive accounts

How to Access:

• Administration → Manage Users → User Roles
• Administration → Manage Users → Add Privileges to Users by Role

When to Use:

• Defining user role categories
• Assigning system privileges to users based on their roles
• Managing access permissions for different user types

How to Access:

• Administration → Manage Users → View User Logins
• Administration → Manage Users → Remove Multiple Users

When to Use:

• Monitoring user login activity
• Managing multiple user accounts simultaneously
• Security auditing and user access review

How to Access:

• Administration → Manage Users → Send Bulk SMS to Patients
• Administration → Manage Users → Send SMS for Phone Numbers
• Administration → Manage Users → Bulk Messaging

When to Use:

• Sending system notifications to patients
• Broadcasting important messages
• Managing communication campaigns

How to Access:

• Administration → Manage Institutions → Manage Institutions
• Administration → Manage Institutions → List Institutions
• Administration → Manage Institutions → Institution Branch

When to Use:

• Setting up hospital branches or affiliated institutions
• Managing institutional hierarchies
• Configuring multi-site operations

How to Access:

• Administration → Manage Institutions → Manage Departments (Own)
• Administration → Manage Institutions → Manage Departments (All)
• Administration → Manage Institutions → List Departments

When to Use:

• Creating and organizing hospital departments
• Managing department-specific settings
• Coordinating interdepartmental operations

How to Access:

• Administration → Manage Institutions → Application Preferences
• Administration → Manage Institutions → Department Preferences
• Administration → Manage Institutions → Application Options
• Administration → Manage Institutions → Institution Options
• Administration → Manage Institutions → Department Options
• Administration → Manage Institutions → User Options

When to Use:

• Configuring system-wide preferences
• Setting department-specific options
• Customizing user experience settings
• Managing institutional policies

How to Access:

• Administration → Manage Institutions → Collecting Centres
• Administration → Manage Institutions → Credit Companies
• Administration → Manage Institutions → Manage Areas
• Administration → Manage Institutions → Manage Routes

When to Use:

• Managing off-site sample collection centres
• Setting up insurance and credit company relationships
• Organizing geographical service areas
• Planning service delivery routes

How to Access: Administration → Manage Institutions → Manage Bank Account
When to Use: Configuring institutional banking relationships and payment processing

How to Access:

• Administration → Manage Staff → Add New Staff
• Administration → Manage Staff → Staff List
• Administration → Manage Staff → Staff List (Setup)

When to Use:

• Registering new hospital staff members
• Maintaining comprehensive staff directories
• Managing staff information updates

How to Access:

• Administration → Manage Staff → Doctors (Excluding Consultants)
• Administration → Manage Staff → Doctors (Including Consultants)
• Administration → Manage Staff → Consultant
• Administration → Manage Staff → Other Staff
• Administration → Manage Staff → Doctors & Staff

When to Use:

• Organizing medical staff by specialization level
• Managing consultant scheduling and availability
• Coordinating non-medical staff assignments

How to Access:

• Administration → Manage Staff → Doctor Specialities
• Administration → Manage Staff → All Specialities

When to Use:

• Defining medical specialties offered by the institution
• Organizing doctors by their areas of expertise
• Managing referral patterns and expertise matching

How to Access:

• Administration → Manage Staff → Connect staff to user
• Administration → Manage Staff → Add Channelling Consultants to Institutions

When to Use:

• Linking staff records to system user accounts
• Enabling channelling services for consultants
• Managing multi-institutional consultant relationships

How to Access:

• Administration → Manage Staff → View Staff Signatures
• Administration → Manage Staff → Add Signature for staff

When to Use:

• Managing digital signatures for medical reports
• Setting up electronic approval workflows
• Ensuring document authenticity and traceability

How to Access:

• Administration → Manage Staff → Upload Consultants
• Administration → Manage Staff → Upload Doctors
• Administration → Manage Staff → Upload Staff
• Administration → Manage Staff → Bulk Delete Staff

When to Use:

• Importing staff data from external systems
• Managing large-scale staff updates
• System migration and data cleanup operations

How to Access: Administration → Manage Staff → Adjust Staff Welfare Eligibility
When to Use: Managing staff benefit eligibility and welfare program participation

How to Access: Administration → Manage Lab Services
When to Use: Configuring laboratory tests, equipment, and service offerings

How to Access: Administration → Manage EMR
When to Use: Setting up clinical forms, templates, and electronic documentation systems

How to Access: Administration → Manage Items
When to Use: Managing hospital inventory, medical supplies, and consumables

How to Access: Administration → Manage Inpatient Services
When to Use: Configuring ward management, bed allocation, and inpatient care workflows

How to Access: Administration → Pharmaceutical Management
When to Use: Setting up pharmacy operations, drug formularies, and dispensing protocols

How to Access: Administration → Manage Store
When to Use: Configuring central stores, procurement, and supply chain management

How to Access: Administration → Manage Pricing
When to Use: Setting service fees, insurance rates, and payment structures

How to Access: Administration → Membership Administration
When to Use: Managing patient membership programs, loyalty schemes, and special pricing

How to Access: Administration → Manage Metadata
When to Use: Managing system metadata, data structures, and database configurations

How to Access: Administration → Manage HR
When to Use: Comprehensive human resources management and payroll integration

• Regularly review user access privileges
• Monitor login activity for security threats
• Implement role-based access controls appropriately
• Keep user accounts updated when staff changes occur

• Document all system configuration changes
• Test configuration changes in development before production
• Maintain backup configurations for critical settings
• Coordinate configuration changes with system upgrades

• Keep staff information current and accurate
• Ensure proper integration between staff records and user accounts
• Maintain proper documentation of staff qualifications and specializations
• Regular audit staff access and privileges

• Maintain accurate institutional hierarchies
• Keep department information synchronized across modules
• Regular review of institutional policies and preferences
• Coordinate multi-site configurations carefully

All administrative functions require specific user privileges. The system enforces strict access controls to protect sensitive configuration and user data.

Administrative functions handle sensitive staff and institutional data. Always follow data protection protocols and maintain confidentiality.

Administrative changes can affect entire system operations. Always:

• Document changes before implementation
• Test configurations in non-production environments when possible
• Communicate changes to affected users
• Maintain rollback capabilities for critical configurations

For administrative issues:

1. Verify you have appropriate administrative privileges
2. Review system documentation for configuration options
3. Test changes in controlled environments when possible
4. Consult with technical support for complex configurations
5. Document all administrative procedures for future reference

Administrative functions are powerful tools that affect all users. Use them responsibly and maintain proper documentation of all changes.