HH/SHCT_4_LEVEL_TAXONOMY_IMPLEMENTATION.md

SHCT 4-Level Taxonomy Implementation Summary

Overview

Implemented a comprehensive 4-level hierarchical taxonomy system for complaint classification based on the Saudi Healthcare Complaint Taxonomy (SHCT) standard.

Taxonomy Structure

Level 1: Domains (3 total)

1. CLINICAL / سريري - Clinical care and medical services
2. MANAGEMENT / إداري - Administrative and operational issues
3. RELATIONSHIPS / علاقات - Patient-staff interactions and communication

Level 2: Categories (8 total)

CLINICAL Domain

• Quality / الجودة
• Safety / السلامة

MANAGEMENT Domain

• Institutional Issues / القضايا المؤسسية
• Accessibility / سهولة الوصول

RELATIONSHIPS Domain

• Communication / التواصل
• Humanness / Caring / الإنسانية / الرعاية
• Consent / الموافقة
• Confidentiality / الخصوصية

Level 3: Subcategories (20 total)

Quality Category

• Examination / الفحص
• Patient Journey / رحلة المريض
• Quality of Care / جودة الرعاية
• Treatment / العلاج
• Diagnosis / التشخيص

Safety Category

• Medication & Vaccination / الأدوية واللقاحات
• Safety Incidents / حوادث السلامة
• Skills and Conduct / المهارات والسلوك

Institutional Issues Category

• Administrative Policies / السياسات الإدارية
• Environment / البيئة
• Safety & Security / الأمن والسلامة
• Finance and Billing / المالية والفواتير
• Resources / الموارد

Accessibility Category

• Access / الوصول
• Delays / التأخير

Communication Category

• Patient-staff communication / التواصل بين المريض والموظفين

Humanness / Caring Category

• Emotional Support / الدعم العاطفي
• Assault and Harassment / الاعتداء والمضايقة

Consent Category

• Consent Process / إجراءات الموافقة

Confidentiality Category

• Privacy / خصوصية المعلومات

Level 4: Classifications (75 total)

Detailed classifications for each subcategory providing granular categorization.

Database Schema Changes

ComplaintCategory Model

• Added level field (1=Domain, 2=Category, 3=Subcategory, 4=Classification)
• Added domain_type field (CLINICAL, MANAGEMENT, RELATIONSHIPS) for top-level categorization
• Maintained parent-child hierarchy through parent foreign key
• Bilingual support with name_en, name_ar, description_en, description_ar

Complaint Model

• Added domain foreign key (Level 1)
• Retained category foreign key (Level 2)
• Retained subcategory field (Level 3 - text field for backward compatibility)
• Added classification field (Level 4 - text field for backward compatibility)

Implementation Components

1. Management Command

Created load_shct_taxonomy management command to load the complete taxonomy structure with:

• Automatic creation of all 4 levels
• Proper parent-child relationships
• Bilingual labels (English/Arabic)
• Ordering support

2. Form Updates

• ComplaintForm: Updated with cascading dropdowns for 4-level selection
  • Domain selection → Category selection → Subcategory selection → Classification selection
  • AJAX-powered dependent dropdowns
• PublicComplaintForm: Simplified version with essential fields

3. Model Changes

• Enhanced ComplaintCategory with level tracking
• Enhanced Complaint with domain and classification fields
• Full backward compatibility with existing data

Taxonomy Statistics

• Total Entries: 106
• Domains: 3
• Categories: 8
• Subcategories: 20
• Classifications: 75

Benefits

1. Granular Classification: Enables precise categorization of complaints at 4 levels
2. Improved Analytics: Better reporting and trend analysis across hierarchy levels
3. Bilingual Support: Full Arabic/English support for Saudi healthcare context
4. Standardization: Aligns with SHCT healthcare complaint standards
5. Backward Compatible: Existing complaints continue to work

Usage Example

When creating a complaint:

1. Select Domain (e.g., CLINICAL)
2. Select Category (e.g., Quality)
3. Select Subcategory (e.g., Treatment)
4. Select Classification (e.g., Treatment Effectiveness)

This creates a clear, hierarchical classification path: CLINICAL > Quality > Treatment > Treatment Effectiveness

Next Steps

To complete the implementation, the following components need to be updated:

1. Views to handle 4-level form submission
2. API endpoints for cascading dropdown loading
3. Admin interfaces to display all 4 levels
4. Templates with JavaScript for dynamic dropdown behavior
5. Serializers for API responses

Loading the Taxonomy

python manage.py load_shct_taxonomy

This command loads the complete taxonomy structure into the database with proper hierarchical relationships.