Managing Specialties

Updated on: 09/17/2024

With Aente, it becomes significantly easier to manage the specialties of providers who are part of your account’s staff. It facilitates the separation and classification of these users by their respective specialties from the moment their accounts are created. In addition to organizing, the customer search by providers is streamlined when their specialties are clearly defined.

To start creating a specialty, you must first meet a few prerequisites, which are:

1. You must have a provider account.
2. Possess a root account.
3. Your provider account must be assigned a role with the appropriate permissions for creating specialties, including the following:

Click here to view the permissions.

1. Specialty Get Self / Get All
2. Specialty Show
3. Specialty Create
4. Specialty Update / Update All

Once all the necessary settings are in place, follow these steps to create a specialty:

1. Click on the module labeled “Operational.”
2. After entering the module, select the option “Specialties.”
3. Click the blue button to start creating a new specialty.
4. Upon accessing the creation form for associated laboratories, you can begin filling out the required fields. These fields are sufficient to correctly create a laboratory, and they include: Occupation Code | Name | Country.

Note: The country field is useful for precisely separating specialties in each country. For instance, if the United States is selected, only providers from the United States can be linked to that specialty, and so on.

5. After ensuring that all the required fields have been filled out, simply click the blue button labeled “Create Specialty”, and that’s it! Your specialty will be successfully registered in the system.

Editing a Specialty

To start editing a specialty, you must first meet a few prerequisites, which are:

1. You must have a provider account.
2. Possess a root account.
3. Your provider account must be assigned a role with the appropriate permissions to edit specialties, including the following:

Click here to view the permissions.

1. Specialty Get Self / Get All
2. Specialty Show
3. Specialty Update / Update All

Once all the necessary settings are in place, follow these steps to edit a specialty:

1. Click on the module labeled “Operational.”
2. After entering the module, select the option “Specialties.”
3. When you see the list of specialties, fill in the search field with the name of the specialty you want to edit.
4. If a specialty with the searched name exists, the system will return options that match the searched name.
5. After locating the specialty you want, click on it.
6. At this point, the system will show you the specialty form filled with the information provided when it was created.
7. Now, simply delete the information from the desired field and enter the new data.

Example: If the Name field needs to be changed because the specialty name has changed, just delete the old name and provide the new one.

8. Once all the necessary information has been edited, click the blue button labeled “Update Associated Labs”, and that’s it! Your laboratory will be successfully updated in the system.

Deleting a Specialty

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To start deleting a specialty, you must first meet a few prerequisites, which are:

1. You must have a provider account.
2. Possess a root account.
3. Your provider account must be assigned a role with the appropriate permissions to delete specialties, including the following:

Click here to view the permissions.

1. Specialty Get Self / Get All
2. Specialty Show
3. Specialty Delete All
4. Specialty Update All

Once all the necessary settings are in place, follow these steps to delete a specialty:

1. Click on the module labeled “Operational.”
2. After entering the module, select the option “Specialties.”
3. When you see the list of specialties, fill in the search field with the name of the specialty you want.
4. If a specialty with the searched name exists, the system will return options that match the searched name.
5. After locating the specialty you want, click on it.
6. At this point, the system will show you the specialty form filled with the information provided when it was created.
7. Now, simply click on the “Delete Specialty” option, and that’s it! The specialty is now properly deleted from your list of specialties.

Example: If the deleted specialty was associated with a provider, it will automatically be unlinked from them.

Restoring a Specialty

To start restoring a specialty, you must first meet a few prerequisites, which are:

1. You must have a provider account.
2. Possess a root account.
3. Your provider account must be assigned a role with the appropriate permissions to restore specialties, including the following:

Click here to view the permissions.

1. Specialty Get Self / Get All
2. Specialty Restore All
3. Specialty Show
4. Specialty Update All

Once all the necessary settings are in place, follow these steps to restore a specialty:

1. Click on the module labeled “Operational.”

2. After entering the module, select the option “Specialties.”

3. At this point, you will need to adjust the filter to display only deleted laboratories by selecting the option “Only Trashed.”

4. After executing the previous step, the system will show you all the specialties that have been deleted. Fill in the search field with the name of the specialty you wish to restore.

5. When you find the specialty, click on the option shown in the list.

6. Upon seeing the yellow card above the form, click “Restore”.

7. That’s it! Now the specialty that was previously deleted is back on your list of active specialties and can be used again without any issues.

Linking a Specialty to a Provider

To start linking a specialty, you must first meet a few prerequisites, which are:

1. You must have a provider account.
2. Possess a root account.
3. Your provider account must be assigned a role with the appropriate permissions for managing associated laboratories, including deletion.
4. Your account must have active, created specialties.

Once all the necessary settings are in place, follow these steps to link a specialty to a provider:

1. Click on the module labeled “Accounts.”
2. After entering the module, select the option “Providers.”
3. Click the blue button to create one or more providers.
4. When the provider’s creation form is displayed, look for the field named “Specialties” and click on it.
5. If your profile and account meet the prerequisites, a list of all specialties will be shown. Select the specialty you wish to link to the location.

That’s it! The specialty will now be linked to the main location of your choice.

Note: To ensure the specialty is properly linked, you must complete the creation of the provider. This means that other required fields, beyond just the “Specialties” field, must be filled in.

Linking a Specialty to Your Provider Account

To start linking a specialty to your own account, you must first meet a few prerequisites, which are:

1. You need access to the account creation page in the system.

Once all the necessary settings are in place, follow these steps to link a specialty to your provider account:

1. Go to the login page of the system.
2. Click on the option “New user? Create an account now!”
3. Click on the field “Register As” and select the option “Provider.”
4. Fill in all the remaining fields with your information in the respective fields.
5. Click “Next.”
6. After entering the module, select the option “Providers.”
7. Click on the “Specialties” field.
8. Select your desired specialty from the shown options.

That’s it! The specialty will now be linked to the main location of your choice.

Note: To have the specialty correctly linked to your account, you must complete the account creation process by filling out all the required fields, not just the specialties field.