Prophy Medical Physics Management System

Description

This application is a comprehensive web-based system designed for medical physics companies to manage their clients, schedule appointments, organize institutional materials, and handle billing efficiently.

This project is currently under development.

Technologies Used

• Backend: Django, Django REST Framework
• Frontend: React, Next.js, TypeScript
• Testing: Postman and Cypress
• Database: PostgreSQL
• State Management: Redux
• Data Fetching and Caching: RTK Query
• Form Validation: Zod
• Authentication: JWT (JSON Web Token)
• Styling: Tailwind CSS
• Design: Figma
• Deployment: DigitalOcean

Detailed Features

User Authentication and Authorization

• Secure user registration and login system.
• Role-based access control (RBAC) with the following user profiles:
  • Prophy Manager: Full access to all features.
  • Comercial: Access to clients data (read-only), reports (read-only) and proposal of contracts (add/edit/read)
  • Internal Medical Physicist: Access to most features, including client-specific data, institutional materials, and scheduling.
  • Client Manager: Access to their own institution's data, equipment information, schedules (read-only), and invoices (read-only).
  • Unit Manager: Assigned by clients to manage specific units, with access limited to their assigned units' data.
  • External Medical Physicist: Limited access to schedules (read-only) and client data (read-only) associated with their assigned appointments.

Client Management

• Client Registration Form:
  • Allows approved clients to submit their information and request services.
  • Data is stored in a separate table of proposals for tracking and follow-up of non-clients.
• Clients Dashboard:
  • Clients can register and manage their institution's information:
    • CNPJ (Brazilian company ID)
    • Institution details
    • Contact details
    • Units and responsible managers
    • Equipment inventory
  • Updating data needs approval from someone in the Prophy Staff
• Client Data Management (Internal Staff):
  • Internal staff can view, edit, and manage client data:
    • Client details
    • Units
    • Equipments
    • Invoices (including download options and payment status updates)
  • Advanced filtering options for efficient data retrieval.

Scheduling and Appointments

• Appointment Scheduling:
  • Internal staff can schedule appointments, specifying:
    • Date and time
    • Client
    • Equipment involved
    • Tests to be performed
    • Appointment status (scheduled, completed)
  • Google Calendar integration for seamless scheduling and reminders.
• Appointment Views:
  • Clients and assigned external physicists can view their scheduled appointments.
  • Notifications and reminders via email and Google Calendar integration.

Equipment and Test Management

• Equipment Inventory:
  • Clients can add and manage their equipment inventory if approved by internal staff, including details such as:
    • Modality
    • Brand, manufacturer, model
    • Serial number
    • ANVISA registration (Brazilian health regulatory agency)
    • Photos

Institutional Materials

• Material Management:
  • Internal staff can upload and manage institutional materials:
    • PDFs
    • Video links
    • Categorization by client profile and diagnostic modality
  • Access control to ensure only authorized users can view and download materials.

Billing and Invoices

• Invoice Generation:
  • System generates invoices based on services provided.
  • Internal staff can manage invoice details and payment status.
• Payment Tracking:
  • Clients can view their invoices, download copies, and upload payment confirmations.
  • Automated reminders for overdue payments.

Project Status and Future Development

The project is actively in development. There's 5 stages of development:

• 1: User authentication and client registration.
• 2: Client data management and viewing for both internal staff and clients.
• 3: Appointment scheduling and Google Calendar integration.
• 4: Equipment and test management, including report uploads and notifications.
• 5: Institutional materials management and access control.

Future development will include:

• Enhanced reporting and analytics.
• Mobile app for clients and staff.
• Continuous improvement based on user feedback.