Medical Device Distribution & Sales Operations Management System For Catch Medical
1. Application Overview The Ancillary Surgery Management App is designed to provide a centralized system for managing ancillary surgery processes within the organization. The application allows authorized users to manage surgery records, submit cases, monitor surgery activity through dashboards, and control user access based on assigned roles. Automated workflows support notifications, updates, and communication with relevant vendor and operations contacts. The system also uses reference email lists and permission management to ensure that users receive appropriate access and that surgery-related communications are directed to the relevant contacts. 2. Master Surgery List Management The Master Surgery List serves as the main area for maintaining surgery records. Authorized users can perform the following operations: Create new surgery records View existing surgery records Update surgery information Delete surgery records The application provides list, form, and gallery views to support the management and review of surgery information. Access to these operations depends on the user's assigned permissions. 3. Case Submission Users with the appropriate role can submit surgery cases through the application. Case submission access is controlled through the application's permission structure so that only authorized users can perform submission-related activities. Submitted cases are connected with the overall surgery-management process and related automated workflows. 4. Dashboard and Surgery Monitoring The application includes a Dashboard that provides a visual overview of surgery activity and submitted cases. The dashboard displays: Key Surgery Metrics Charts KPIs Surgery and Case Information The dashboard operates as a read-only visual representation of the Master Surgery List and submitted cases, allowing authorized users to monitor activity without modifying the underlying information from the dashboard. 5. Role-Based Access Control The application controls functionality according to the user's assigned role. The defined roles include: Submit Cases Only – Access focused on case submission. Dashboard Only – Access to dashboard information for monitoring. Admin – Full Access – Full application access, including management of surgery and permission records. Role-based access is integrated with the Master Surgery List, Dashboard, and case submission functionality so that users only access the areas relevant to their assigned responsibilities. 6. User Permission Management The application includes a dedicated Permission List for managing user access and roles. Authorized administrators can: Create permission records View existing permissions Update user permissions Delete permission records Assign appropriate user roles This provides centralized control over who can submit cases, access dashboards, or perform administrative activities within the application. 7. Vendor Email Management A separate Vendor Email Address List is maintained to provide vendor contact information required by the application and its automated workflows. The list is used as a reference for notifications and is read-only from within the application. Users do not perform create, update, or delete operations on vendor email records through the app. 8. Operations Email Contacts The application also uses an Operations Email Contact List containing the contact information required for operational communication. Similar to the Vendor Email Address List, this information is read-only and is used as a reference when surgery-related communication needs to be directed to operations contacts. 9. Automated Workflows and Notifications Automated workflows support the surgery-management process by handling processing tasks, notifications, and triggers. The workflows are connected with the Master Surgery List and other application modules and can notify relevant users based on surgery updates or permission changes. Vendor and operations email information can be referenced by these processes to direct notifications and operational communication to the appropriate contacts. 10. Centralized Surgery and Access Management The application brings together surgery records, case submissions, user permissions, dashboards, and communication references within a single process. Administrators have full access to manage surgery and permission records, while other users receive functionality according to their assigned roles. Reference contact lists provide the email information required for vendor and operations communication without allowing those records to be modified through the application. Overall Application Workflow The process begins when a user accesses the Ancillary Surgery Management App. The system uses the user's assigned role and permissions to determine which functionality is available. Authorized users can submit surgery cases or access and manage records within the Master Surgery List. Surgery information and submitted cases are reflected on the dashboard, allowing permitted users to monitor key metrics and KPIs. Automated workflows support the process by responding to relevant surgery updates and permission changes and sending notifications where required. Vendor and operations contact lists provide the reference email addresses required for these communications. Administrators maintain overall control of surgery records and user permissions, while other users receive access according to their assigned roles. Access Application → Validate User Role & Permissions → Submit Case / Access Surgery Records → Manage Surgery Information → Trigger Automated Workflow → Send Relevant Notifications → Update Surgery Process → Monitor Activity through Dashboard
Project Summary
1. Application Overview The Ancillary Surgery Management App is designed to provide a centralized system for managing ancillary surgery processes within the organization. The application allows authorized users to manage surgery records, submit cases, monitor surgery activity through dashboards, and control user access based on assigned roles. Automated workflows support notifications, updates, and communication with relevant vendor and operations contacts. The system also uses reference email lists and permission management to ensure that users receive appropriate access and that surgery-related communications are directed to the relevant contacts. 2. Master Surgery List Management The Master Surgery List serves as the main area for maintaining surgery records. Authorized users can perform the following operations: Create new surgery records View existing surgery records Update surgery information Delete surgery records The application provides list, form, and gallery views to support the management and review of surgery information. Access to these operations depends on the user's assigned permissions. 3. Case Submission Users with the appropriate role can submit surgery cases through the application. Case submission access is controlled through the application's permission structure so that only authorized users can perform submission-related activities. Submitted cases are connected with the overall surgery-management process and related automated workflows. 4. Dashboard and Surgery Monitoring The application includes a Dashboard that provides a visual overview of surgery activity and submitted cases. The dashboard displays: Key Surgery Metrics Charts KPIs Surgery and Case Information The dashboard operates as a read-only visual representation of the Master Surgery List and submitted cases, allowing authorized users to monitor activity without modifying the underlying information from the dashboard. 5. Role-Based Access Control The application controls functionality according to the user's assigned role. The defined roles include: Submit Cases Only – Access focused on case submission. Dashboard Only – Access to dashboard information for monitoring. Admin – Full Access – Full application access, including management of surgery and permission records. Role-based access is integrated with the Master Surgery List, Dashboard, and case submission functionality so that users only access the areas relevant to their assigned responsibilities. 6. User Permission Management The application includes a dedicated Permission List for managing user access and roles. Authorized administrators can: Create permission records View existing permissions Update user permissions Delete permission records Assign appropriate user roles This provides centralized control over who can submit cases, access dashboards, or perform administrative activities within the application. 7. Vendor Email Management A separate Vendor Email Address List is maintained to provide vendor contact information required by the application and its automated workflows. The list is used as a reference for notifications and is read-only from within the application. Users do not perform create, update, or delete operations on vendor email records through the app. 8. Operations Email Contacts The application also uses an Operations Email Contact List containing the contact information required for operational communication. Similar to the Vendor Email Address List, this information is read-only and is used as a reference when surgery-related communication needs to be directed to operations contacts. 9. Automated Workflows and Notifications Automated workflows support the surgery-management process by handling processing tasks, notifications, and triggers. The workflows are connected with the Master Surgery List and other application modules and can notify relevant users based on surgery updates or permission changes. Vendor and operations email information can be referenced by these processes to direct notifications and operational communication to the appropriate contacts. 10. Centralized Surgery and Access Management The application brings together surgery records, case submissions, user permissions, dashboards, and communication references within a single process. Administrators have full access to manage surgery and permission records, while other users receive functionality according to their assigned roles. Reference contact lists provide the email information required for vendor and operations communication without allowing those records to be modified through the application. Overall Application Workflow The process begins when a user accesses the Ancillary Surgery Management App. The system uses the user's assigned role and permissions to determine which functionality is available. Authorized users can submit surgery cases or access and manage records within the Master Surgery List. Surgery information and submitted cases are reflected on the dashboard, allowing permitted users to monitor key metrics and KPIs. Automated workflows support the process by responding to relevant surgery updates and permission changes and sending notifications where required. Vendor and operations contact lists provide the reference email addresses required for these communications. Administrators maintain overall control of surgery records and user permissions, while other users receive access according to their assigned roles. Access Application → Validate User Role & Permissions → Submit Case / Access Surgery Records → Manage Surgery Information → Trigger Automated Workflow → Send Relevant Notifications → Update Surgery Process → Monitor Activity through Dashboard
Location: Doral, Florida (Miami metropolitan area, USA)
Industry: Healthcare / Medical Devices & Pharmaceuticals Distribution (Orthopedics, Cardiology, Spine, Dental, Transfusion, and Pharmaceutical products).
Challenge and Requirements
1.
Solution Delivered
CodeScale delivered a powerapps solution using Microsoft Power Apps, SharePoint Lists, Power Automate. for Healthcare / Medical Devices & Pharmaceuticals Distribution (Orthopedics, Cardiology, Spine, Dental, Transfusion, and Pharmaceutical products)..
Technology Used
- Microsoft Power Apps
- SharePoint Lists
- Power Automate.
Business Outcome and Impact
1. Application Overview The Ancillary Surgery Management App is designed to provide a centralized system for managing ancillary surgery processes within the organization. The application allows authorized users to manage surgery records, submit cases, monitor surgery activity through dashboards, and control user access based on assigned roles. Automated workflows support notifications, updates, and communication with relevant vendor and operations contacts. The system also uses reference email lists and permission management to ensure that users receive appropriate access and that surgery-related communications are directed to the relevant contacts. 2. Master Surgery List Management The Master Surgery List serves as the main area for maintaining surgery records. Authorized users can perform the following operations: Create new surgery records View existing surgery records Update surgery information Delete surgery records The application provides list, form, and gallery views to support the management and review of surgery information. Access to these operations depends on the user's assigned permissions. 3. Case Submission Users with the appropriate role can submit surgery cases through the application. Case submission access is controlled through the application's permission structure so that only authorized users can perform submission-related activities. Submitted cases are connected with the overall surgery-management process and related automated workflows. 4. Dashboard and Surgery Monitoring The application includes a Dashboard that provides a visual overview of surgery activity and submitted cases. The dashboard displays: Key Surgery Metrics Charts KPIs Surgery and Case Information The dashboard operates as a read-only visual representation of the Master Surgery List and submitted cases, allowing authorized users to monitor activity without modifying the underlying information from the dashboard. 5. Role-Based Access Control The application controls functionality according to the user's assigned role. The defined roles include: Submit Cases Only – Access focused on case submission. Dashboard Only – Access to dashboard information for monitoring. Admin – Full Access – Full application access, including management of surgery and permission records. Role-based access is integrated with the Master Surgery List, Dashboard, and case submission functionality so that users only access the areas relevant to their assigned responsibilities. 6. User Permission Management The application includes a dedicated Permission List for managing user access and roles. Authorized administrators can: Create permission records View existing permissions Update user permissions Delete permission records Assign appropriate user roles This provides centralized control over who can submit cases, access dashboards, or perform administrative activities within the application. 7. Vendor Email Management A separate Vendor Email Address List is maintained to provide vendor contact information required by the application and its automated workflows. The list is used as a reference for notifications and is read-only from within the application. Users do not perform create, update, or delete operations on vendor email records through the app. 8. Operations Email Contacts The application also uses an Operations Email Contact List containing the contact information required for operational communication. Similar to the Vendor Email Address List, this information is read-only and is used as a reference when surgery-related communication needs to be directed to operations contacts. 9. Automated Workflows and Notifications Automated workflows support the surgery-management process by handling processing tasks, notifications, and triggers. The workflows are connected with the Master Surgery List and other application modules and can notify relevant users based on surgery updates or permission changes. Vendor and operations email information can be referenced by these processes to direct notifications and operational communication to the appropriate contacts. 10. Centralized Surgery and Access Management The application brings together surgery records, case submissions, user permissions, dashboards, and communication references within a single process. Administrators have full access to manage surgery and permission records, while other users receive functionality according to their assigned roles. Reference contact lists provide the email information required for vendor and operations communication without allowing those records to be modified through the application. Overall Application Workflow The process begins when a user accesses the Ancillary Surgery Management App. The system uses the user's assigned role and permissions to determine which functionality is available. Authorized users can submit surgery cases or access and manage records within the Master Surgery List. Surgery information and submitted cases are reflected on the dashboard, allowing permitted users to monitor key metrics and KPIs. Automated workflows support the process by responding to relevant surgery updates and permission changes and sending notifications where required. Vendor and operations contact lists provide the reference email addresses required for these communications. Administrators maintain overall control of surgery records and user permissions, while other users receive access according to their assigned roles. Access Application → Validate User Role & Permissions → Submit Case / Access Surgery Records → Manage Surgery Information → Trigger Automated Workflow → Send Relevant Notifications → Update Surgery Process → Monitor Activity through Dashboard
Project Screenshots
