Import or use as storage

Step 4 of 7. For each entity: import a copy, or read it live and keep only a reference.

This screen answersDS-3

Acceptance criteria

DS-3 Entities and storage mode P1 ADDED BY SCOPE: DATA SOURCES NEW SCREEN

As a Super admin, I need to say, for each kind of record, whether RaneemHCP imports a copy or reads the hospital system live, so the portal never becomes a second system of record by accident.

Entities offered by a plugin: Patients, Practitioners, Payers and insurance plans, Facilities and departments, Service and price catalogue, Diagnosis codes, Coverage and members, Medications, Appointments (optional).
Each entity has exactly one mode: Import (a copy owned by the portal, fast, can drift), Use as storage (live reference: the source is the store, the portal keeps a key) or Stored here (no source, the default).
The choice screen explains each mode in plain words with its consequences.

Wireframe state

DefaultUse as storage

Step 4 of 7

Import or use as storage

Choose how each entity comes in. You can change it later, freely while there is no data and with a guard once there is.

ImportA copy lives here. It can drift from the source.

Hospital system
source

RaneemHCP
a full copy lives here

Fast screens, works when the hospital system is offline
The copy can drift from the source between runs
History stays here as it was when each request was made

Use as storageThe hospital system stays the source. We keep a reference and read the live record, nothing is duplicated.

Hospital system
source and store

RaneemHCP
only a reference key

Nothing is duplicated: one record, one place
A little slower, and the source must be up
History keeps the reference key and the values sent at that time

Mode per entity

Entity	Import	Use as storage	Stored here	Used for
Patients	Import	Use as storage	Stored here	Search and pick in every request
Practitioners	Import	Use as storage	Stored here	Care team picker
Payers and insurance plans	Import	Use as storage	Stored here	Payer step
Facilities and departments	Import	Use as storage	Stored here	Facility lists
Service and price catalogue	Import	Use as storage	Stored here	Service picker with prices
Coverage and members	Import	Use as storage	Stored here	Policy and member checks
Diagnosis codes	Import	Use as storage	Stored here	Left out in step 3

Free now, guarded later. The mode is free to change now. Once an entity has data, a change shows its impact and asks for a typed confirmation and a reason.