⇢ 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 (a caregiver-defined keyword appears in patient chat, 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.