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Overview

Business units (Unidades de Negocio) represent different clinic locations or organizational divisions within your medical practice. Each business unit has its own address, tax information, and operational settings.
Business units are essential for multi-location practices and help organize patients, appointments, and billing by location.

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Accessing business units

1

Navigate to Business Units

From the main navigation menu, select Unidad de Negocio or the business units module.
2

View current units

The system displays all registered business units in a table showing:
  • Name (Nombre)
  • Address (Dirección)
  • City and state (Ciudad)
  • Tax ID (RFC)

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Business unit information fields

Each business unit contains the following information:

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Basic information

FieldDescriptionRequired
NombreBusiness unit nameYes
DescripciónDescription or purpose of the unitYes
idBuUnique identifier (auto-generated)Auto

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Address information

FieldDescriptionRequired
CalleStreet addressNo
ColoniaNeighborhood or colonyNo
CiudadCity nameNo
EstadoState or provinceNo
CPPostal code (5 digits)No

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Tax and compliance

FieldDescriptionRequired
RFCTax identification numberNo
dtVigenciaValidity dateAuto

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Creating a new business unit

The system stores business unit information in the tcBu table. Ensure you have proper permissions before creating or modifying business units.
To create a new business unit:
1

Click Add button

Click the Agregar button (if available) or contact your administrator to add a new business unit.
2

Enter basic information

Fill in the required fields:
  • Nombre: Enter a descriptive name for the business unit (e.g., “Clínica Centro”, “Consultorio Norte”)
  • Descripción: Provide details about this location or its purpose
3

Add address details

Complete the address information:
  • Enter the street address in Calle
  • Specify the neighborhood in Colonia
  • Add the city name in Ciudad
  • Select or enter the state in Estado
  • Enter the 5-digit postal code in CP
4

Add tax information

Enter the RFC (tax ID) if applicable for billing purposes.
5

Save the business unit

Click Guardar to create the new business unit.

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Editing business units

To modify an existing business unit:
1

Locate the unit

Find the business unit you want to edit in the table.
2

Click edit icon

Click the pencil icon in the Actions column.
3

Modify information

Update any field as needed. The form displays:
  • All basic information fields
  • Complete address information
  • Tax ID (RFC)
  • Business unit ID (read-only, displayed for reference)
4

Save changes

Click Actualizar to save your modifications.
The business unit ID (idBu) is displayed in the edit form but cannot be changed. This ensures data integrity across the system.

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Postal code validation

The postal code field (CP) has built-in validation:
  • Only accepts numeric digits
  • Automatically limited to 5 characters
  • Non-numeric input is filtered out automatically
This ensures compliance with Mexican postal code format.

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Business unit display format

In the business units table, addresses are displayed in a formatted manner:
  • Address column: Shows Calle, Colonia (or individual field if only one is available)
  • City column: Shows Ciudad, Estado (or individual field if only one is available)
  • Empty fields: Display as ”-” when no data is available

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Use cases for business units

Multi-location practices

Manage multiple clinic locations under one system. Each location can have separate schedules, staff, and patient assignments.

Departmental organization

Organize different departments or specialties within a single location (e.g., General Medicine, Pediatrics, Cardiology).

Billing and invoicing

Associate invoices and payments with specific business units for accurate financial reporting.

Resource allocation

Assign doctors, examination rooms, and equipment to specific business units.

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Business unit relationships

Business units are referenced throughout the system:
  • Users: Each user can be assigned to a business unit (stored in tcUsuarios.idbu)
  • Insurance providers: Insurance records can be linked to specific business units (stored in tcAseguradora.idBu)
  • Appointments: Appointments are scheduled within the context of a business unit
  • Patients: Patient records may be associated with their primary business unit

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Best practices

Descriptive names

Use clear, descriptive names that help staff identify the location or purpose quickly (e.g., “Clínica Plaza del Sol - Consulta General”).

Complete addresses

Fill in all address fields for accurate records and potential integration with mapping services.

Valid RFC

Ensure RFC information is accurate for tax compliance and proper invoicing.

Regular updates

Review and update business unit information when locations change or new units are added.

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Data storage

Business unit data is stored in the tcBu table with the following structure: 
Table: tcBu
- idBu (Primary Key, Text)
- Nombre (Text, Required)
- Descripcion (Text, Required)
- Calle (Text, Optional)
- Colonia (Text, Optional)
- Ciudad (Text, Optional)
- Estado (Text, Optional)
- CP (Integer, Optional)
- RFC (Text, Optional)
- dtVigencia (Integer, Optional)
- Especialidad (Text, Optional)

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Troubleshooting

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Cannot see business units

Issue: The table shows “No hay unidad de negocio registradas” Solution: No business units have been created yet. Contact your administrator to set up your first business unit.

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Error saving business unit

Issue: “Error al guardar la unidad de negocio” message appears Solution:
  • Verify all required fields (Nombre and Descripción) are filled
  • Check that your user account has proper permissions
  • Ensure postal code contains only numbers

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Business unit ID not updating

Issue: Cannot change the business unit ID in the edit form Solution: This is by design. The business unit ID (idBu) is read-only after creation to maintain referential integrity across the system.

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