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Product Book · v1.0 · June 2025

Sherpii

Connected care management for mental health practitioners. Care Continuity for Humanity.

Start Reading → ▶ App Mockup Technical Plan

Platform at a Glance

12

Core Screens

5

Communication Channels

12

Phase A Modules

3

Personas

Sections

Overview & Personas

Platform vision, the three core personas — Caregiver, Patient, and Admin — and design principles.

The daily command centre — today's schedule, patient alerts, clinic stats, and recent activity in one view.

Calendar & Scheduling

External calendar sync, meeting creation, recurring sessions, and schedule management.

Session Management

One-click session start with structured notes, audio recording, auto-transcription, and AI session summaries.

Patient Management

Full patient profiles with session history, longitudinal signals, homework tracker, and extended contact directory.

WhatsApp, Telegram, email, and voice channels. Homework follow-up automation and patient-initiated AI chat.

Alerts & Notifications

Configurable alert rules and escalation chains — WhatsApp → email → phone — with quiet hours and emergency overrides.

Generate and send clinical documents — progress notes, session summaries, referral letters, and assessments — as PDF.

End-to-end flow diagrams for login, session lifecycle, patient communication setup, alert escalation, and reporting.

Additional Modules

Proposed Phase A additions (intake forms, consent, risk flags, assessments) and Phase B roadmap items.

Billing & Invoicing

One-click invoices from sessions, tax document types, patient and HMO receivables, financial reports, and accountant integration.

Security & Compliance

Data protection, consent, audit trails, and regulatory posture for clinical data.

Between-session signal analysis: the uncertainty-mapping engine, signal taxonomy, caregiver-controlled sensitivity, and prosody as an independent channel.

Interactive standalone mockup of the Sherpii app — dashboard, patients, the Bridge analysis screens, monitoring profiles, and voice-message views.

Sherpii Product Book · Confidential · June 2025 · No technical implementation details are included in this document — see Technical Plan for architecture and engineering guidelines.