Affected users: Clinic Administrators and Management teams managing service configurations, staff assignments, and portal accessibility.
Task affected: ADMINISTRATION module — Services / Combos section. Specifically, auditing, reviewing, and verifying the master list of services alongside their detailed configuration parameters (associated employees, modality, targeted clientele, portal settings, notification settings, etc.).
Impact: Major operational inefficiency and elevated risk of administrative error. Conducting regular audits or configuration reviews currently demands significant manual effort, making it time-consuming to verify portal settings, employee assignments, and service rules.
Current state: Clinic administrators must manually open each service item one by one to inspect its individual parameters, or copy-paste a surface-level list of service names (which lacks all underlying configurations like staff, modality, clientele, and portal settings) into an external Excel spreadsheet.
Competition consideration: N/A