Channel Managing Consultants and Specialities - hmislk/hmis GitHub Wiki

Managing Consultants and Specialities

This article covers the admin tasks of creating, editing, and organising the consultants and specialities used in channelling.

Navigation

Menu → Channelling → Management

From the Management index page, expand the Staff tab to access:

  • Manage Specialities → /channel/maintanance/doctorSpeciality/List
  • Manage Consultants → navigates to the admin consultant management page

The Consultants tab also provides:

  • Add Channelling Consultants to Institutions — assigns consultants to specific institution branches

Managing Specialities

Specialities are the clinical disciplines used to group and filter consultants (e.g., Cardiology, Paediatrics, Neurology, General Surgery).

View All Specialities

Management → Staff → Manage Specialities

A list of all configured specialities is shown with their names and any associated details.

Add a New Speciality

  1. Click Create (or the Add / New button).
  2. Fill in:
    • Name — full speciality name (e.g., Cardiology)
    • Code — short code if required (e.g., CARD)
    • Description — optional longer description
  3. Click Save.

Edit a Speciality

  1. Click the Edit button next to the speciality.
  2. Update the name or other fields.
  3. Save.

Editing a speciality name updates it everywhere it is referenced, including on booking screens and reports.

View Speciality Details

Click View to see the full details of a speciality including linked consultants.

Managing Consultants

Consultants are the doctors who hold channelling sessions. Each consultant is linked to one or more specialities.

Access Consultant Management

Management → Staff → Manage Consultants

This opens the consultant administration page where you can:

  • Create new consultant profiles
  • Edit existing profiles
  • View consultant details
  • Link consultants to specialities

Creating a Consultant Profile

  1. Click Create / Add.
  2. Fill in the consultant's details:
Field Description
Title Dr., Prof., etc.
First Name Consultant's first name
Last Name Surname
Qualifications Academic and professional qualifications (displayed on Doctor Card)
Primary Speciality The main clinical speciality
Additional Specialities Any secondary specialities
Phone / Contact Contact details
Photo Upload a photo (used on Doctor Card)
Registration Number Professional registration number
Active Whether the consultant is currently active
  1. Click Save.

Linking a Consultant to an Institution

To allow a consultant to hold sessions at a specific branch or institution:

Management → Consultants → Add Channelling Consultants to Institutions

  1. Select the consultant.
  2. Select the institution (branch/site).
  3. Save the assignment.

Only consultants linked to an institution appear in the Channel Booking View when logged into that institution.

Doctor-Speciality Links

Management → Staff → Manage Specialities (in the doctor-speciality list, /channel/maintanance/doctorSpeciality/List)

This screen manages the many-to-many relationship between doctors and specialities. Use it to:

  • Add an additional speciality to a consultant
  • Remove a speciality link that is no longer needed

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