Etelmed Organization Management Module

Standard Operating Procedure (SOP)

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Module ID: ORG-01 Audience: Org admins and organization-level users Version 2.1
Scientifically Proven. Trusted by Doctors. Phone: 754-200-0574 Email: info@medicalartstelehealth.com 3801 North University Drive, Suite 313, Sunrise, FL 33351

1. Purpose

This SOP provides step-by-step guidance for operating the Organization Management module, including front desk registration, doctor mapping, appointment tracking, reporting, and profile administration.

2. Scope

  • Register and manage front desk users.
  • Map and administer doctors within an organization.
  • Track and review appointment history records.
  • Generate activity reports and monitor operations.
  • Manage organization profile and access details.

3. Features and Functionalities

Area Capability Operational use
Dashboard Overview of front desk users, mapped doctors, and activity insights. Monitor active/inactive users and operational health.
Front Desk Management Register staff, activate/inactivate status, and search records. Control user lifecycle and access assignments.
Doctor Management and Mapping Map doctors to front desk users and maintain associations. Limit scheduling operations to assigned teams.
Appointment History Searchable appointment logs by patient, doctor, and date. Support audits, trend review, and operational analysis.
Reports Daily, weekly, monthly operational report generation and export. Track staffing and appointment performance metrics.
Profile and Organization Details Update organization contact fields, referral code, and credentials. Maintain accurate administrative records.
Doctor-front desk mapping enforces accountability for appointment operations.

4. Standard Procedures

4.1 Register front desk users

  1. Open Front Desk section.
  2. Click Register and complete required fields.
  3. Submit and verify new user appears with active status.

4.2 Manage doctors

  1. Open Doctor Management.
  2. Select doctor record and click Add to FD.
  3. Confirm mapping and active status after save.

4.3 Update doctor-front desk mapping

  1. Open dashboard mapping view.
  2. Review existing associations.
  3. Use Inactivate when a mapping should be disabled.
  4. Confirm update and verify changed mapping state.

4.4 Manage appointment history

  1. Open Appointment History.
  2. Apply filters for patient, doctor, and date range.
  3. Review records for reporting and compliance checks.

4.5 Update organization profile

  1. Open My Profile.
  2. Edit contact details and referral code as needed.
  3. Save and verify profile updates.

5. Best Practices

  • Keep front desk and doctor contact data current.
  • Review mapping records frequently to enforce access integrity.
  • Use appointment history and reporting for performance tracking.
  • Inactivate dormant users promptly.
  • Maintain consistent naming and record-entry standards.

6. Security and Compliance

  • Only authorized administrators may modify organization-level records.
  • Keep doctor, staff, and patient information confidential.
  • Use inactive status for staff no longer requiring system access.
  • Audit activity logs and mapping changes on a regular schedule.
  • Follow Etelmed data privacy and protection policies.
Mapping and user status drift is a common risk; enforce recurring access reviews.