⇢ Flows

User Flows

End-to-end journeys for the platform's core interactions. Each flow shows the actor, the trigger, every decision point, and the outcome.

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
  1. Navigate to clinic URL.
  2. Redirected to Cognito login page.
  3. Enter credentials + MFA code.
  4. Redirected to Dashboard.
  5. Review today's schedule and alerts.
  6. 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
  1. Open patient card from schedule.
  2. Review previous session summary and longitudinal signals.
  3. Click "Start Session" — timer begins, recording starts (if enabled).
  4. Take notes in the structured template.
  5. Assign homework during the session — captured in session notes.
  6. Click "End Session".
  7. If recording exists: transcription runs (live or post).
  8. Click "Generate Summary" — AI drafts summary including the assigned homework.
  9. 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
  1. Open patient card → Communications tab.
  2. Toggle on preferred channels (WhatsApp, email).
  3. Click "+ Add Assignment" — describe homework, set due date.
  4. Set follow-up: "Ping via WhatsApp every 2 days until done".
  5. Optionally enable AI chat.
  6. Define allowed topics, daily message cap, escalation keywords.
  7. 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
  1. Trigger event occurs (patient chat keyword, overdue flag, manual risk flag).
  2. Alert created and logged.
  3. WhatsApp message sent immediately.
  4. 10-minute response window opens.
  5. If acknowledged: chain stops, logged as resolved.
  6. If not: email fires.
  7. 10 more minutes — if still no response: outbound phone call.
  8. 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
  1. Open patient card → Reports.
  2. Click "New Report".
  3. Choose template type.
  4. Toggle sections on/off, set date range.
  5. Add recipients from patient contacts.
  6. Click "Generate PDF".
  7. Review preview.
  8. Click "Send".
  9. Delivery confirmation logged on patient card.