1. Login & Day Start
Caregiver
From cold start to active session in under 60 seconds.
Clinic URL
→
SSO Login (Cognito)
→
MFA
→
Dashboard
→
Review Schedule
→
Start Session
- Navigate to clinic URL.
- Redirected to Cognito login page.
- Enter credentials + MFA code.
- Redirected to Dashboard.
- Review today's schedule and alerts.
- Click "Start Session" on first appointment.
2. Session Lifecycle
Caregiver
Everything from pre-session prep to AI summary — homework is assigned during the session so it is captured in the notes and included in the AI summary.
Open Patient Card
→
Review Previous Notes
→
Start Session
→
Notes & Recording
→
Assign Homework
In-session
→
End Session
Recording?
→
Auto-Transcribe
→
Generate AI Summary
Includes homework
→
Review & Approve
- Open patient card from schedule.
- Review previous session summary and longitudinal signals.
- Click "Start Session" — timer begins, recording starts (if enabled).
- Take notes in the structured template.
- Assign homework during the session — captured in session notes.
- Click "End Session".
- If recording exists: transcription runs (live or post).
- Click "Generate Summary" — AI drafts summary including the assigned homework.
- Review, edit, and approve summary.
3. Setting Up Patient Communications
Caregiver
Configuring channels, homework, and AI chat for a new patient.
Open Patient Card
→
Communications Tab
→
Enable Channels
→
Assign Homework
→
Set Follow-up Rule
→
Enable AI Chat
Optional
→
Set Scope & Topics
→
Active
- Open patient card → Communications tab.
- Toggle on preferred channels (WhatsApp, email).
- Click "+ Add Assignment" — describe homework, set due date.
- Set follow-up: "Ping via WhatsApp every 2 days until done".
- Optionally enable AI chat.
- Define allowed topics, daily message cap, escalation keywords.
- Save — system begins sending at the next scheduled window.
4. Alert Escalation Chain
System + Caregiver
What happens when a critical alert is raised and the caregiver doesn't respond immediately.
Trigger Event
→
Alert Created
→
Send WhatsApp
Immediate
→
10 min timeout
If no ack
→
Send Email
If no ack
→
10 min timeout
If no ack
→
Phone Call
If no ack
→
Acknowledged
If ack → Stop
- Trigger event occurs (patient chat keyword, overdue flag, manual risk flag).
- Alert created and logged.
- WhatsApp message sent immediately.
- 10-minute response window opens.
- If acknowledged: chain stops, logged as resolved.
- If not: email fires.
- 10 more minutes — if still no response: outbound phone call.
- All steps logged in audit trail with timestamps.
5. Generate & Send a Report
Caregiver
From raw session data to a PDF in the referring physician's inbox.
Patient Card
→
Reports Tab
→
Select Template
→
Configure Sections
→
Add Recipients
→
Generate PDF
→
Review Preview
→
Send via Email
→
Delivery Logged
- Open patient card → Reports.
- Click "New Report".
- Choose template type.
- Toggle sections on/off, set date range.
- Add recipients from patient contacts.
- Click "Generate PDF".
- Review preview.
- Click "Send".
- Delivery confirmation logged on patient card.