HH/SIMPLIFIED_INTEGRATION_SUMMARY.md

Simplified Survey Integration - Implementation Summary

Overview

Successfully simplified the PX360 survey system to directly deliver surveys based on PatientType, removing the complexity of journey tracking while maintaining all essential functionality.

What Was Changed

1. HIS Adapter (apps/integrations/services/his_adapter.py)

Simplified Architecture:

• Removed journey and stage tracking logic
• Direct PatientType to SurveyType mapping
• Immediate survey creation upon patient discharge
• SMS delivery triggered automatically

Key Functions:

• map_patient_type_to_survey_type() - Maps HIS PatientType codes to survey types
• get_survey_template() - Selects appropriate survey template
• create_and_send_survey() - Creates survey and sends via SMS
• process_his_data() - Main processing entry point

PatientType Mapping:

• "1" → INPATIENT Survey
• "2" or "O" → OPD Survey
• "3" or "E" → EMS Survey
• Unknown → OPD (default)

2. HIS Simulator (apps/simulator/his_simulator.py)

Enhanced Features:

• Realistic PatientType distribution:
  • OPD: 60%
  • Inpatient: 30%
  • EMS: 10%
• Tracks PatientType in statistics
• Supports alternative codes (O for OPD, E for EMS)

3. Test Script (test_simplified_survey_integration.py)

Comprehensive Test Coverage:

1. ✅ OPD patients receive OPD surveys
2. ✅ Inpatient patients receive Inpatient surveys
3. ✅ EMS patients receive EMS surveys
4. ✅ Non-discharged patients don't receive surveys
5. ✅ Alternative PatientType codes work correctly
6. ✅ Survey metadata is stored correctly

4. Documentation (docs/SIMPLIFIED_SURVEY_INTEGRATION.md)

Complete Documentation Includes:

• Architecture overview (Before vs After)
• Data flow diagrams
• Configuration instructions
• Testing procedures
• Troubleshooting guide
• Best practices
• API endpoints
• Monitoring queries

Architecture Comparison

Before (Complex)

HIS Data → Patient Journey → Journey Stages → Visit Processing → 
Stage Completion → Survey Creation → SMS Delivery

Issues:

• Multiple database tables (PatientJourneyTemplate, PatientJourneyInstance, PatientJourneyStageInstance)
• Complex stage tracking logic
• OPD hardcoded in template selection
• Visit data processing overhead

After (Simplified)

HIS Data → PatientType Detection → Survey Template Selection → 
Survey Creation → SMS Delivery

Benefits:

• Direct survey creation
• PatientType-based template selection
• Minimal database operations
• Faster processing
• Easier maintenance

Key Features

1. Automatic PatientType Detection

patient_type = his_data['FetchPatientDataTimeStampList'][0]['PatientType']
survey_type = HISAdapter.map_patient_type_to_survey_type(patient_type)

2. Survey Template Selection

survey_template = SurveyTemplate.objects.filter(
    name__icontains=survey_type,
    hospital=hospital,
    is_active=True
).first()

3. Discharge-Based Triggering

Only discharged patients receive surveys:

if not discharge_date:
    return {'success': True, 'message': 'Patient not discharged - no survey sent'}

4. Duplicate Prevention

Checks existing surveys by admission_id:

existing_survey = SurveyInstance.objects.filter(
    patient=patient,
    hospital=hospital,
    metadata__admission_id=admission_id
).first()

5. SMS Delivery

Automatic SMS delivery upon survey creation:

delivery_success = SurveyDeliveryService.deliver_survey(survey)

Usage Examples

Running the Simulator

# Default settings (5 patients per minute)
python apps/simulator/his_simulator.py

# Custom settings
python apps/simulator/his_simulator.py --url http://localhost:8000/api/simulator/his-patient-data/ --delay 10 --max-patients 50

Running Tests

python test_simplified_survey_integration.py

Manual Testing

from apps.integrations.services.his_adapter import HISAdapter

his_data = {
    "FetchPatientDataTimeStampList": [{
        "PatientID": "123456",
        "AdmissionID": "ADM-001",
        "HospitalName": "Al Hammadi Hospital - Main",
        "PatientType": "2",  # OPD
        "DischargeDate": "05-Jun-2025 16:30",
        "PatientName": "Ahmed Al-Saud",
        "MobileNo": "0512345678",
        ...
    }],
    "FetchPatientDataTimeStampVisitDataList": [],
    "Code": 200,
    "Status": "Success"
}

result = HISAdapter.process_his_data(his_data)
print(f"Success: {result['success']}")
print(f"Survey: {result['survey']}")

Survey Template Requirements

Each hospital needs survey templates for each patient type:

# OPD Survey
SurveyTemplate.objects.create(
    name="OPD Survey",
    hospital=hospital,
    description="Outpatient Department Survey",
    is_active=True
)

# INPATIENT Survey
SurveyTemplate.objects.create(
    name="INPATIENT Survey",
    hospital=hospital,
    description="Inpatient Care Survey",
    is_active=True
)

# EMS Survey
SurveyTemplate.objects.create(
    name="EMS Survey",
    hospital=hospital,
    description="Emergency Medical Services Survey",
    is_active=True
)

Files Modified/Created

Modified Files

1. apps/integrations/services/his_adapter.py - Simplified to direct survey delivery
2. apps/simulator/his_simulator.py - Added PatientType distribution

Created Files

1. test_simplified_survey_integration.py - Comprehensive test suite
2. docs/SIMPLIFIED_SURVEY_INTEGRATION.md - Complete documentation
3. SIMPLIFIED_INTEGRATION_SUMMARY.md - This summary document

Benefits of Simplification

Performance

• ✅ Faster processing (no intermediate steps)
• ✅ Fewer database queries
• ✅ Reduced memory usage

Maintenance

• ✅ Simpler codebase
• ✅ Easier to debug
• ✅ Clearer logic flow

Functionality

• ✅ Direct survey delivery based on PatientType
• ✅ Automatic SMS delivery
• ✅ Duplicate prevention
• ✅ Metadata tracking
• ✅ Discharge-based triggering

Testing

• ✅ Comprehensive test coverage
• ✅ Easy to verify functionality
• ✅ Clear test results

Migration Notes

What to Keep

• Journey models (for potential future analytics)
• Survey templates
• SMS delivery service
• Patient records

What to Update

• Use new HISAdapter.process_his_data() method
• Remove journey creation logic
• Use direct survey creation

What to Remove

• Journey instance creation
• Stage tracking logic
• Visit data processing
• Post-discharge survey delay logic

Next Steps

Immediate Actions

1. ✅ Create survey templates for each patient type
2. ✅ Run test suite to verify functionality
3. ✅ Test with HIS simulator
4. ⬜ Configure SMS service
5. ⬜ Deploy to production

Optional Enhancements

1. Add survey response tracking
2. Implement survey analytics dashboard
3. Add email delivery option
4. Create survey reminder system
5. Add multilingual survey support

Support & Troubleshooting

Common Issues

Issue: Survey Not Created

• Check: Patient has discharge date
• Check: Survey template exists for PatientType
• Check: Hospital is active

Issue: Wrong Survey Type

• Check: Template name contains patient type (OPD, INPATIENT, EMS)
• Check: Template is active
• Check: Template belongs to correct hospital

Issue: SMS Not Delivered

• Check: Patient phone number is valid
• Check: SMS service is configured
• Check: Logs for delivery errors

Getting Help

1. Review documentation: docs/SIMPLIFIED_SURVEY_INTEGRATION.md
2. Run test suite: python test_simplified_survey_integration.py
3. Check logs for error messages
4. Verify survey templates exist and are active

Conclusion

The simplified survey integration successfully removes the complexity of journey tracking while maintaining all essential functionality:

✅ Direct Survey Delivery - Surveys created immediately upon discharge ✅ PatientType-Based - Correct survey template selected automatically ✅ SMS Delivery - Surveys sent via SMS to patient's phone ✅ Duplicate Prevention - No duplicate surveys for same admission ✅ Metadata Tracking - Patient information stored for analytics ✅ Easy Testing - Comprehensive test suite available ✅ Realistic Simulation - HIS simulator generates realistic patient data ✅ Well Documented - Complete documentation and usage examples

This simplified approach is production-ready and provides a solid foundation for future enhancements.

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Implementation Date: January 29, 2026 Status: ✅ Complete Test Coverage: 6/6 tests passing (100%)