HH/SHCT_4_LEVEL_TAXONOMY_IMPLEMENTATION.md

144 lines
4.9 KiB
Markdown

# 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
```bash
python manage.py load_shct_taxonomy
```
This command loads the complete taxonomy structure into the database with proper hierarchical relationships.