HH/COMPLAINT_INQUIRY_FORM_DUPLICATE_FIELDS_FIX.md

Complaint & Inquiry Form Duplicate Fields Fix

Overview

Fixed duplicate fields in the Create New Complaint and Create New Inquiry forms. Removed redundant form sections since classification fields (Severity, Priority, Source) will be auto-filled by AI analysis.

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Issues Fixed

1. Complaint Form (templates/complaints/complaint_form.html)

Duplicate Fields Removed:

• ✅ Duplicate Patient Information section (appeared twice in form)
• ✅ Duplicate Category field (appeared in both Classification and Complaint Details sections)
• ✅ Duplicate Subcategory field (appeared in both Classification and Complaint Details sections)

Classification Sidebar Removed:

• ✅ Severity dropdown (AI will analyze and auto-set)
• ✅ Priority dropdown (AI will analyze and auto-set)
• ✅ Source dropdown (AI will analyze and auto-set)
• ✅ Channel dropdown (AI will analyze and auto-set)

Remaining Fields:

• Patient Information (single occurrence)

  • Patient selection (search by MRN or name)
  • Encounter ID (optional)

• Organization

  • Hospital (required)
  • Department (optional)
  • Staff (optional)

• Classification

  • Category (dynamic, hospital-specific - kept for user input)
  • Subcategory (dynamic, category-specific - kept for user input)

• Complaint Details

  • Description (required)

• Sidebar

  • SLA Information (display only)
  • Create/Cancel buttons

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2. Inquiry Form (templates/complaints/inquiry_form.html)

Duplicate Fields Removed:

• ✅ No duplicate fields found in original form

Classification Sidebar Removed:

• ✅ Priority dropdown (AI will analyze and auto-set)
• ✅ Source dropdown (AI will analyze and auto-set)
• ✅ Channel dropdown (AI will analyze and auto-set)

Remaining Fields:

• Organization

  • Hospital (required)
  • Department (optional)

• Contact Information

  • Patient search (optional)
  • Contact Name (if no patient)
  • Contact Phone (if no patient)
  • Contact Email (if no patient)

• Inquiry Details

  • Category (hardcoded options - kept for user input)
  • Subject (required)
  • Message (required)

• Sidebar

  • Due Date (optional)
  • Help Information (display only)
  • Create/Cancel buttons

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Changes Summary

Files Modified:

1. templates/complaints/complaint_form.html - Fixed duplicates and removed classification sidebar
2. templates/complaints/inquiry_form.html - Removed classification sidebar

What Was Removed:

Complaint Form:

<!-- REMOVED: Duplicate Patient Information section (lines 128-150) -->
<!-- REMOVED: Duplicate Category field in Complaint Details -->
<!-- REMOVED: Duplicate Subcategory field in Complaint Details -->

<!-- REMOVED: Entire Classification sidebar containing:
  - Severity dropdown
  - Priority dropdown  
  - Source dropdown
  - Channel dropdown
-->

Inquiry Form:

<!-- REMOVED: Entire Classification sidebar containing:
  - Priority dropdown
  - Source dropdown
  - Channel dropdown
-->

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AI Auto-Classification Workflow

How It Works:

1. User creates complaint/inquiry with minimal fields
2. AI Analysis Service analyzes the description/message
3. Auto-sets classification fields:
   • Severity (Complaint): Based on content analysis (Low/Medium/High/Critical)
   • Priority (Complaint/Inquiry): Based on urgency (Low/Medium/High/Urgent)
   • Source (Complaint/Inquiry): Based on submission method/context
   • Channel (Inquiry): Based on submission method

Benefits:

• ✅ Consistent classification - AI applies same rules to all submissions
• ✅ Faster submission - Users don't need to select classification manually
• ✅ Better accuracy - AI can analyze content more objectively
• ✅ Reduced errors - No manual classification mistakes
• ✅ Scalability - Classification rules can be updated in AI model

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Form Structure After Changes

Complaint Form Structure:

Page Header
├── Patient Information (once)
├── Organization
├── Classification (Category/Subcategory - dynamic)
├── Complaint Details (Description only)
└── Sidebar
    ├── SLA Information (display)
    └── Action Buttons

Inquiry Form Structure:

Page Header
├── Organization
├── Contact Information (Patient OR Contact details)
├── Inquiry Details (Category/Subject/Message)
└── Sidebar
    ├── Due Date (optional)
    ├── Help Information (display)
    └── Action Buttons

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Testing Checklist

Complaint Form Testing:

• Verify no duplicate fields visible on form
• Verify Classification sidebar is removed
• Verify Patient Information appears only once
• Verify Category/Subcategory fields work (dynamic loading)
• Verify form submission works without classification fields
• Verify AI auto-classification works after submission

Inquiry Form Testing:

• Verify Classification sidebar is removed
• Verify form submission works without classification fields
• Verify Due Date field still works
• Verify Patient search works
• Verify AI auto-classification works after submission

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Backend Integration Notes

What Needs to Happen on Form Submission:

1. Complaint Creation View (apps/complaints/ui_views.py):

   • Receive form data without classification fields
   • Call AI analysis service on description
   • Auto-set severity, priority, source from AI response
   • Save complaint with AI-assigned classifications

2. Inquiry Creation View (apps/complaints/ui_views.py):

   • Receive form data without classification fields
   • Call AI analysis service on message
   • Auto-set priority, source, channel from AI response
   • Save inquiry with AI-assigned classifications

Example AI Integration:

# In ComplaintCreateView
def form_valid(self, form):
    complaint = form.save(commit=False)
    
    # AI Analysis
    ai_result = ai_analyzer.analyze_complaint(
        description=complaint.description,
        hospital=complaint.hospital
    )
    
    # Auto-set classification
    complaint.severity = ai_result['severity']
    complaint.priority = ai_result['priority']
    complaint.source = ai_result['source']
    
    complaint.save()
    return super().form_valid(form)

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Migration Path

For Existing Forms:

1. ✅ Template changes completed
2. ⏳ Update backend views to handle missing classification fields
3. ⏳ Integrate AI analysis service
4. ⏳ Test form submission with AI auto-classification
5. ⏳ Deploy to production

For New Forms:

• ✅ Forms already updated to work without classification fields
• ⏳ Ensure AI analysis service is active
• ⏳ Test end-to-end workflow

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Benefits Summary

User Experience:

• ✅ Simpler forms - Fewer fields to fill out
• ✅ Faster submission - No manual classification needed
• ✅ Less confusion - No duplicate fields

System Benefits:

• ✅ Consistent classification - AI applies same rules
• ✅ Better data quality - Objective classification
• ✅ Easier maintenance - Classification logic centralized in AI

Business Benefits:

• ✅ Reduced training - Staff don't need classification training
• ✅ Faster processing - Automated classification speeds up workflow
• ✅ Better insights - Consistent classification enables better analytics

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Files Changed

File	Changes	Lines Removed	Lines Added
templates/complaints/complaint_form.html	Removed duplicates & classification sidebar	~80	0
templates/complaints/inquiry_form.html	Removed classification sidebar	~50	0

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Implementation Date: January 12, 2026 Status: ✅ Complete - Frontend forms fixed and ready for AI integration