Services Management

Overview

The Services Management module in KiviCare enables healthcare facilities to define, organize, and manage medical services offered by doctors. This system handles service pricing, categorization, doctor-clinic assignments, and integration with appointments and billing.

How It Works

Core Functionality

• Service Catalog: Centralized repository of medical services
• Service Categories: Classification of services by medical specialty types
• Doctor-Service Mapping: Assign services to specific doctors and clinics
• Pricing Management: Set individual charges for each service
• Telemed Integration: Support for telemedicine services (with addon)
• Multi-Selection Support: Allow multiple service booking in appointments

System Architecture

1. Service Creation: Define services with name, category, and pricing
2. Doctor Assignment: Map services to specific doctors in clinics
3. Category Management: Organize services using predefined or custom categories
4. Status Control: Enable/disable services as needed
5. Integration: Connect with appointment booking and billing systems

Settings & Configuration

Basic Service Settings

• Service Name: Descriptive name for the medical service
• Service Category: Medical specialty classification (from static data)
• Charges: Price for the service
• Service Image: Optional image for service identification
• Status: Active (1) or Inactive (0)

Advanced Settings (KiviCare Pro)

• Duration: Time required for service delivery (in minutes)
• Telemed Service: Enable for online consultations (requires addon)
• Multi-Selection: Allow booking multiple services together
• Clinic Assignment: Assign services to multiple clinics
• Doctor Assignment: Assign services to multiple doctors

Usage Guidelines

When to Use

• New Service Setup: Adding medical services to the clinic catalog
• Price Management: Setting and updating service charges
• Doctor Assignments: Mapping services to qualified doctors
• Category Organization: Grouping services by medical specialties
• Status Management: Activating or deactivating services

Best Practices

• Use clear, descriptive service names
• Assign appropriate medical specialty categories
• Set realistic pricing based on market standards
• Ensure doctors are properly assigned to relevant services
• Regularly review and update service availability

Features by Role

Administrator

• Complete Service Control: Create, edit, and delete all services
• Global Management: Manage services across all clinics (Pro version)
• Category Management: Create custom service categories
• Bulk Operations: Mass delete and status updates
• Export Functions: Export service data in CSV, Excel, PDF formats
• Import Services: Bulk import service data (Pro version)

Clinic Admin (Pro Version)

• Clinic Services: Manage services within assigned clinic
• Doctor Assignment: Assign services to clinic doctors
• Pricing Control: Set service charges for clinic
• Status Management: Activate/deactivate services
• Service Monitoring: View service utilization

Doctor

• Personal Services: View and manage own assigned services
• Service Updates: Update personal service details
• Status Control: Enable/disable own services
• Service Information: View service pricing and details

Receptionist

• Service Viewing: Access service information for booking
• Price Information: View service charges for patients
• Service Search: Find services by category or name
• Availability Check: Verify service and doctor availability
• Appointment Booking: Book services for patients

Workflow Examples

Adding New Service

1. User navigates to Services > Add Service
2. Uploads optional service image
3. Selects or creates service category
4. Enters service name and charges
5. Configures telemed settings (if addon active)
6. Assigns to clinics and doctors
7. Sets duration (Pro version)
8. Configures status and multi-selection options
9. Saves service

Updating Service Information

1. User finds service in Services list
2. Clicks Edit action
3. Modifies service details as needed
4. Updates doctor/clinic assignments
5. Changes pricing or status
6. Saves updated information

Managing Service Categories

1. User accesses service form
2. Types new category name in category field
3. System creates new category automatically
4. Category becomes available for other services
5. Categories are stored in static data

Service Categories

Service categories are managed through the static data system with type “service_type”. Categories can be:

Default Categories

• Categories are predefined in the system
• Accessible through dropdown selection
• Can be filtered and searched

Custom Categories

• Users can create new categories on-the-fly
• Type category name in the service form
• Automatically saved to static data
• Immediately available for other services

Pricing Structure

Fixed Pricing

• Each service has a base charge amount
• Can vary by doctor-clinic combination
• Supports decimal pricing (e.g., 150.50)

Currency Support

• Configurable currency prefix/postfix
• Displays in service lists and forms
• Used in billing and invoicing
• Consistent across the system

Troubleshooting

Common Issues

• Duplicate Services: Same service name and category for same doctor-clinic
• Permission Errors: Users cannot access services outside their scope
• Category Issues: Categories not loading or saving properly
• Doctor Assignment: Services not showing for assigned doctors
• Status Problems: Services not activating/deactivating properly

Resolution Steps

1. Check for duplicate service-doctor-clinic combinations
2. Verify user roles and permissions
3. Ensure proper clinic and doctor assignments
4. Validate service category selections
5. Check service status settings
6. Clear browser cache and refresh

Benefits

For Healthcare Providers

• Centralized service catalog management
• Flexible doctor-service assignments
• Easy pricing updates
• Category-based organization
• Status control for service availability
• Integration with appointment booking

For Patients

• Clear service information during booking
• Transparent pricing display
• Multiple service selection options
• Telemed service availability
• Consistent service offerings

For Staff

• Role-based service access
• Easy service search and filtering
• Bulk operations for efficiency
• Export capabilities for reporting
• Import functionality for data migration (Pro)

Available Features by Version

KiviCare Lite

• Basic service creation and management
• Service categories
• Doctor-clinic assignments
• Pricing management
• Status control
• Search and filtering

KiviCare Pro

• Multi-clinic service assignments
• Service duration settings
• Import/Export functionality
• Advanced filtering options
• Bulk operations
• Enhanced reporting

Conclusion

The Services Management system in KiviCare provides essential tools for healthcare facilities to organize, price, and assign medical services to doctors and clinics. With features like category management, telemed support, and role-based access control, it ensures efficient service delivery and seamless integration with appointment booking and billing systems.