Service catalog and categories
Add, edit, activate and deactivate the services your hospital offers, group them into categories and manage service types.
The service catalog is the master list of everything a patient can be booked or billed for: consultations, lab tests, scans, procedures and so on. Every booking, walk-in counter, package and price in LeapHealthOS points back to a service in this list. This page is for administrators who set up and maintain the catalog.
Where to find it
Open SettingsPlatform ConfigurationService Catalog. The menu is visible only to administrators.
The screen has two tabs:
- Items lists your services.
- Categories lists the categories that group them.
Before you begin
The Add service dialog is not a fixed form. It shows the form your implementation team has published for the Service Catalog — Add Service placement. If no form is published, the dialog shows "No Add service form is configured" and you cannot add services; ask your implementation team to publish one. See Clinical forms and placements for how placements work.
Check your first service
After you add your first service, check that the Price column shows the amount you expect. If it does not, ask your implementation team to review your published form before you add more services. Do the same for your first package on the Packages screen.
The Items tab
The list shows one row per service with these columns:
Column | What it shows |
|---|---|
Code | The service code. LeapHealthOS generates it from the name when the service is created. It cannot be changed later. |
Name | The service name shown in booking, billing and on invoices. |
Type | The service type, from your tenant's service types. |
Category | The category the service belongs to. |
Price | The service's own price, shown in rupees. A dash means no price is set. |
Status | Active or Inactive. |
Use the controls above the list to narrow it down:
- Type pills: All plus one pill per active service type. Select a pill to show only that type.
- Search: type in Search code or name… to match on code or name.
- Load more: select Load more at the bottom of the list to see more services.
Services are listed by their Rank value, lowest first.
Adding a service
Open the Add service dialog
AdministratorSettings > Platform Configuration > Service Catalog
On the Items tab, select Add service.
Fill in the form
Complete the fields your published form shows. Most forms include the fields listed in the next section. Pick at least one centre: every new service is made available at the centres you choose.
Save
Select Add service at the bottom of the dialog.
Expected result: A "Service added to catalog" message appears and the service is listed as Active.
A form can include a repeating "one row per service" section. In that case one submission creates several services at once, all mapped to the centres you chose.
Fields you can set from the form
Field | What it does |
|---|---|
Service name | Required. Shown everywhere the service appears. |
Service type | Must be one of your tenant's active service types once you have any defined. |
Category | The category the service is listed under. |
Sample type | For lab tests. Must be one of your tenant's sample types. If your hospital creates tasks for this service's bookings, a sample type makes them lab collection tasks instead of service delivery tasks. |
Requires referral / Requires prior appointment | Saved on the service for information only. Booking does not check them. |
Default duration (min) | The slot length used when no doctor or centre duration overrides it. Defaults to 15. |
Patient instructions | Preparation notes for the patient, such as "Bring previous reports". |
Fasting required / Fasting hours | Records whether the patient must fast and for how long. |
Price (₹) | The service's own price, used by bookings and bills when no doctor or centre price applies. See How a price is resolved. |
GST rate (%) | Tax percentage for this service. Needs a price. |
Tax inclusive | On: the price already includes GST. Off: GST is added on top. |
HSN/SAC code | Printed on bill lines and invoices for this service. |
Display order / Rank | Ordering values. Rank sets the order of the catalog list. |
Centres | The centres where the service is offered. Required when you create a service. |
Fields that are saved but do nothing yet
- Requires referral and Requires prior appointment are not enforced. Staff can book the service without a referral or earlier visit.
- Patient instructions and Fasting required are not added to booking confirmations or reminders automatically. If patients need these instructions, include them in your notification templates. See Templates and variables.
- Some forms show a Requires doctor option. It has no effect. Whether a service is booked with a doctor is set up by your implementation team.
Editing a service
Select the edit icon on the service's row. The dialog title changes to Edit service and the button to Save changes.
- Editing changes only that one service. It does not change which centres offer it. To offer the service at another centre, add it from that centre's Services tab. See Centres and clinic configuration.
- Only the name, type, category and price are filled in when you reopen a service. Other fields, such as GST rate, Tax inclusive and HSN/SAC code, may appear blank. Leaving a field blank keeps the value already saved. Enter a new value only when you want to change it.
- After saving, check that the Price column still shows the amount you expect.
- The service code never changes.
Activating and deactivating a service
Select the activate or deactivate icon on the row and confirm.
- Deactivate: "It will be hidden from booking and selection flows. You can reactivate it later." Existing appointments and bills are not changed.
- Activate: the service becomes available in booking and selection lists again.
Services are never deleted, so history and reports stay intact.
Service types
Service types classify services (for example Consultation, Lab, Imaging). They are a tenant list, so each hospital defines its own.
To add one from the catalog, select + Type next to the type pills:
- Enter a Type code: uppercase letters, digits and underscores only, such as
LAB_TEST. It must not already exist. - Enter a Label, the name users see.
- Select Add type.
To rename, reorder or deactivate types, use the Tenant Registry. See Tenant registry and vocabularies.
Why a service is rejected for its type
Once your tenant has at least one service type, every new or edited service must use an active type from that list. A service with an unknown type is rejected. The same rule applies to sample types.
Categories
Categories group services in pickers and reports, for example "Diagnostics" with "Pathology" and "Radiology" under it.
The Categories tab shows:
Column | What it shows |
|---|---|
Category | Category name. |
Code | Category code. |
Parent | The parent category, or Top level. |
Order | Display order. |
Items | How many services use this category. |
Status | Active or Inactive. |
Adding or editing a category
Open the dialog
On the Categories tab, select Add category, or the edit icon on a row.
Enter the details
Enter a Category name (at least 2 characters) and a Category code (uppercase letters, digits and underscores; it must be unique). Choose a Parent category, or leave No parent — top level. Set a Display order of 0 or more.
Save
Select Add category or Save.
Expected result: "Category created" or "Category updated" appears.
Things to know:
- The parent list offers only top-level categories, so you can build two levels in LeapHealthOS (a category and its sub-categories).
- You can change a category code after creating it.
- Deactivating a category hides the category. It does not deactivate the services in it.
Moving a sub-category back to top level
Changing a sub-category's parent back to No parent — top level may not save; the old parent stays. If you need to move a sub-category to the top level, ask your implementation team.
Settings with no screen yet
Some service settings exist but cannot be set from the catalog form. They must be set up by your implementation team:
- How the service is booked: per doctor (the default), against a centre-wide capacity, or against a pool of rooms or machines at the centre.
- Staff and resource requirements, which decide how many tasks are created when a booking is confirmed.
- Default department, which links the service to a department when it is added to a centre.
- Per-centre overrides such as a centre price, slot duration, slots per hour and overbooking. See How a price is resolved.
Related pages
- How a price is resolved
- Packages: lifecycle, redemption and refunds
- Service counters
- Centres and clinic configuration
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