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Locations

What they are for​

Locations organize patients and professionals within the account's operational structure.

When administration should use them​

  • When preparing the basic work structure.
  • When onboarding new professionals.
  • When organizing patients or teams by area, unit, or service.

Functional logic​

Locations and sub-locations allow for better organization of patients and professionals within the account:

  • a location groups related users or activity
  • it can correspond to an organization by area, service, or unit
  • it affects who sees or manages certain patients
  1. First define the structure you actually need to maintain.
  2. Create only the locations that have a clear use.
  3. Link users to the correct place.
  4. Afterwards, review the resulting visibility and operations.

What this screen allows you to do​

The Localizaciones screen allows you to create, edit, and delete locations from the administrative module itself.

In this section you should clearly review:

  • how to create a new location
  • how to edit its name or hierarchical relationship
  • what happens when deleting a location
  • how to check afterwards whether users are still correctly organized
Temporary placeholder for a future screenshot of the locations list

Temporary example for location management.

Pending screenshot: show the actual Locations list with the create button, main columns, and edit or delete actions in each row.

Step-by-step to create a location​

  1. Open Administration.
  2. Enter Otros.
  3. Select Localizaciones.
  4. Click the + icon.
  5. Complete the new location data.
  6. Save.
  7. Verify that it appears in the list and in the expected position within the structure.

Step-by-step to edit or delete​

  1. Locate the location row.
  2. Use the edit action to correct the name or configuration.
  3. Use the delete action only if you are certain it should no longer be part of the structure.
  4. Validate afterwards whether the user or patient organization is still correct.

Columns and visible data​

The list typically displays at least these elements:

  • name
  • description
  • number of patients
  • number of sub-locations
  • actions

Common risks​

  • Creating too many locations without a clear criterion.
  • Using ambiguous names.
  • Assigning professionals to locations that do not correspond to them.
  • Forgetting to review the impact on existing patients or teams.