# Week 2+ Implementation Plan - Functional Specification V2.0 ## Strategic Roadmap to 100% Completion **Date:** January 9, 2025 **Current Status:** 75% Complete **Target:** 100% Complete **Estimated Timeline:** 8-10 weeks --- ## 📊 Current State Analysis ### ✅ Completed Systems (100%) 1. **Core Infrastructure** - Multi-tenant, authentication, permissions 2. **Patient Safety System** - Safety flags, crisis protocols, allergies 3. **MDT Collaboration** - Full workflow with dual-senior approval 4. **Appointment Management** - State machine, room conflicts, scheduling 5. **Documentation Tracking** - Delay monitoring, senior alerts 6. **Security & Safety** - Audit trails, role-based access 7. **Financial Systems** - ZATCA compliant invoicing 8. **Package Management** - Session ordering, auto-scheduling service 9. **Consent Management** - Expiry tracking, digital signatures 10. **Referral System** - Cross-clinic referrals with notifications ### ⚠️ Remaining Critical Gaps (25%) | System | Current | Target | Priority | |--------|---------|--------|----------| | **Clinical Forms** | 40% | 100% | 🔴 CRITICAL | | **Therapist Reports** | 10% | 100% | 🔴 CRITICAL | | **Visual Progress Tracking** | 10% | 100% | 🔴 CRITICAL | | **Therapist Dashboard** | 30% | 100% | 🟡 HIGH | --- ## 🎯 Strategic Implementation Phases ### Phase 1: Clinical Forms Expansion (Weeks 2-5) **Goal:** Complete all clinic-specific forms **Current:** 40% → **Target:** 100% **Effort:** 4 weeks #### Week 2: ABA Forms - [ ] Create ABA app structure - [ ] ABA Consultation Form (ABA-F-1) - [ ] ABA Intervention Form (ABA-F-2) - [ ] ABA Progress Report (ABA-F-3) - [ ] Admin integration - [ ] Form validation #### Week 3: SLP Forms - [ ] Create SLP app structure (already exists, needs completion) - [ ] SLP Consultation Form (SLP-F-1) - [ ] SLP Assessment/Reassessment Report (SLP-F-2) - [ ] SLP Intervention Form (SLP-F-3) - [ ] SLP Progress Report (SLP-F-4) - [ ] Admin integration #### Week 4: Medical & Nursing Forms - [ ] Create Medical app structure - [ ] Medical Consultation Form (MD-F-1) - [ ] Medical Follow-up Form (MD-F-2) - [ ] Create Nursing app structure - [ ] Nursing Assessment Form (MD-N-F-1) - [ ] Admin integration #### Week 5: Psychology Forms & OT Completion - [ ] Create Psychology app structure - [ ] Psychology Consultation Form - [ ] Psychology Assessment Form - [ ] Complete OT forms (OT-F-2, OT-F-3) - [ ] Cross-clinic form testing **Deliverables:** - 5 clinic apps fully functional - 15+ clinical forms implemented - All forms with validation and admin - Form versioning system - Auto-save functionality --- ### Phase 2: Therapist Reports & Assessments (Weeks 6-7) **Goal:** Complete report generation system **Current:** 10% → **Target:** 100% **Effort:** 2 weeks #### Week 6: Report Models & Templates - [ ] Create Report model (4 types: Initial, Progress, Re-Assessment, Discharge) - [ ] Create ReportTemplate model for each clinic - [ ] Report generation service - [ ] Session data aggregation service - [ ] Report versioning system #### Week 7: Report Generation & Export - [ ] Auto-populate report fields from sessions - [ ] Clinic-specific report templates - [ ] Visual summaries (tables) - [ ] PDF export for reports - [ ] Bilingual report support (Arabic/English) - [ ] Report approval workflow **Deliverables:** - Report model with 4 types - 5 clinic-specific templates - Report generation service - PDF export functionality - Session data aggregation - Bilingual support --- ### Phase 3: Visual Progress Tracking (Weeks 8-9) **Goal:** Implement comprehensive progress visualization **Current:** 10% → **Target:** 100% **Effort:** 2 weeks #### Week 8: Progress Metrics & Data Collection - [ ] Create PatientProgressMetric model - [ ] Define metrics for each clinic type - [ ] Data collection from session notes - [ ] Progress calculation algorithms - [ ] Historical progress tracking #### Week 9: Visualization & Charts - [ ] Integrate Chart.js library - [ ] Create progress dashboard - [ ] Line charts for progress over time - [ ] Bar charts for goal achievement - [ ] Color-coded improvement indicators - [ ] Export visual reports to PDF - [ ] Clinic-specific progress views **Deliverables:** - PatientProgressMetric model - Chart.js integration - Progress dashboard with 5+ chart types - Color-coded indicators - PDF export with charts - Clinic-specific metrics --- ### Phase 4: Therapist Dashboard (Week 10) **Goal:** Create centralized therapist workspace **Current:** 30% → **Target:** 100% **Effort:** 1 week #### Dashboard Components - [ ] Today's appointments widget - [ ] Pending documentation widget - [ ] Patient priority flags widget - [ ] Progress snapshot (latest 3 sessions) - [ ] Assigned tasks panel - [ ] Package sessions remaining widget - [ ] Overdue documentation alerts - [ ] Quick actions toolbar #### Filtering & Search - [ ] Filter by date range - [ ] Filter by clinic - [ ] Filter by patient - [ ] Search functionality - [ ] Saved filter presets **Deliverables:** - Complete therapist dashboard - 8+ dashboard widgets - Advanced filtering - Quick actions - Mobile-responsive design --- ## 📋 Detailed Implementation Tasks ### 1. Clinical Forms Implementation #### ABA Forms Structure ```python # aba/models.py class ABAConsultation(ClinicallySignableMixin): """ABA Consultation Form (ABA-F-1)""" # Patient & Session Info patient = FK(Patient) appointment = FK(Appointment) consultation_date = DateField() # Referral Information referral_source = CharField() referral_reason = TextField() # Developmental History birth_history = TextField() developmental_milestones = TextField() medical_history = TextField() # Current Functioning communication_skills = TextField() social_skills = TextField() adaptive_behavior = TextField() problem_behaviors = TextField() # Assessment Results assessment_tools_used = TextField() assessment_findings = TextField() # Treatment Plan target_behaviors = TextField() intervention_strategies = TextField() goals = ManyToMany(TherapyGoal) # Recommendations recommendations = TextField() frequency_duration = CharField() class ABAIntervention(ClinicallySignableMixin): """ABA Intervention Form (ABA-F-2)""" patient = FK(Patient) appointment = FK(Appointment) session_date = DateField() # Session Details target_behavior = FK(TherapyGoal) intervention_used = TextField() data_collected = JSONField() # Trial-by-trial data # Progress correct_responses = IntegerField() incorrect_responses = IntegerField() prompted_responses = IntegerField() accuracy_percentage = DecimalField() # Behavior Notes behavior_observations = TextField() antecedents = TextField() consequences = TextField() # Next Session Plan next_session_plan = TextField() class ABAProgressReport(ClinicallySignableMixin): """ABA Progress Report (ABA-F-3)""" patient = FK(Patient) report_period_start = DateField() report_period_end = DateField() # Goals Progress goals_progress = JSONField() # {goal_id: {baseline, current, progress_percentage}} # Behavior Analysis behavior_trends = TextField() mastered_skills = TextField() emerging_skills = TextField() # Recommendations continue_goals = ManyToMany(TherapyGoal, related_name='continue') modify_goals = ManyToMany(TherapyGoal, related_name='modify') new_goals = ManyToMany(TherapyGoal, related_name='new') # Parent Training parent_training_provided = TextField() home_program_recommendations = TextField() ``` #### SLP Forms Structure ```python # slp/models.py class SLPConsultation(ClinicallySignableMixin): """SLP Consultation Form (SLP-F-1)""" patient = FK(Patient) appointment = FK(Appointment) # Case History chief_complaint = TextField() onset_duration = TextField() medical_history = TextField() developmental_history = TextField() # Communication Assessment receptive_language = TextField() expressive_language = TextField() articulation_phonology = TextField() voice_quality = TextField() fluency = TextField() pragmatics = TextField() # Oral Motor Examination oral_structures = TextField() oral_motor_function = TextField() feeding_swallowing = TextField() # Assessment Results standardized_tests = TextField() informal_assessment = TextField() # Diagnosis & Plan diagnosis = TextField() treatment_goals = ManyToMany(TherapyGoal) recommendations = TextField() class SLPAssessment(ClinicallySignableMixin): """SLP Assessment/Reassessment Report (SLP-F-2)""" patient = FK(Patient) assessment_type = CharField(choices=['Initial', 'Reassessment']) assessment_date = DateField() # Test Results test_results = JSONField() # {test_name: {scores, percentiles}} # Language Skills receptive_language_score = IntegerField() expressive_language_score = IntegerField() articulation_score = IntegerField() # Analysis strengths = TextField() weaknesses = TextField() clinical_impressions = TextField() # Recommendations treatment_recommendations = TextField() frequency_duration = CharField() class SLPIntervention(ClinicallySignableMixin): """SLP Intervention Form (SLP-F-3)""" patient = FK(Patient) appointment = FK(Appointment) session_date = DateField() # Session Goals target_goals = ManyToMany(TherapyGoal) # Activities activities_used = TextField() materials_used = TextField() # Performance goal_performance = JSONField() # {goal_id: accuracy_percentage} cues_required = TextField() # Observations patient_engagement = CharField(choices=['Excellent', 'Good', 'Fair', 'Poor']) behavior_notes = TextField() # Home Program home_practice_activities = TextField() class SLPProgressReport(ClinicallySignableMixin): """SLP Progress Report (SLP-F-4)""" patient = FK(Patient) report_period_start = DateField() report_period_end = DateField() # Progress Summary goals_progress = JSONField() sessions_attended = IntegerField() # Skill Development receptive_language_progress = TextField() expressive_language_progress = TextField() articulation_progress = TextField() # Recommendations continue_treatment = BooleanField() modify_goals = TextField() discharge_recommendations = TextField() ``` #### Medical & Nursing Forms ```python # medical/models.py class MedicalConsultation(ClinicallySignableMixin): """Medical Consultation Form (MD-F-1)""" patient = FK(Patient) appointment = FK(Appointment) # Chief Complaint chief_complaint = TextField() history_present_illness = TextField() # Medical History past_medical_history = TextField() medications = TextField() allergies = TextField() family_history = TextField() # Physical Examination vital_signs = JSONField() # {bp, hr, temp, rr, weight, height} general_appearance = TextField() system_review = TextField() # Assessment & Plan diagnosis = TextField() treatment_plan = TextField() medications_prescribed = TextField() follow_up = TextField() class MedicalFollowUp(ClinicallySignableMixin): """Medical Follow-up Form (MD-F-2)""" patient = FK(Patient) appointment = FK(Appointment) previous_consultation = FK(MedicalConsultation) # Follow-up Details interval_history = TextField() compliance = CharField(choices=['Good', 'Fair', 'Poor']) # Current Status current_symptoms = TextField() vital_signs = JSONField() # Assessment progress_assessment = TextField() plan_modifications = TextField() # nursing/models.py class NursingAssessment(ClinicallySignableMixin): """Nursing Assessment Form (MD-N-F-1)""" patient = FK(Patient) appointment = FK(Appointment) # Vital Signs vital_signs = JSONField() pain_assessment = CharField() # Physical Assessment general_condition = TextField() skin_integrity = TextField() mobility = TextField() # Nursing Diagnosis nursing_diagnoses = TextField() # Care Plan interventions = TextField() patient_education = TextField() ``` --- ### 2. Report Generation System #### Report Models ```python # core/models.py (or reports/models.py) class Report(ClinicallySignableMixin): """Base report model for all report types""" class ReportType(models.TextChoices): INITIAL = 'INITIAL', 'Initial Assessment Report' PROGRESS = 'PROGRESS', 'Progress Report' REASSESSMENT = 'REASSESSMENT', 'Re-Assessment Report' DISCHARGE = 'DISCHARGE', 'Discharge Summary' # Basic Info patient = FK(Patient) clinic = FK(Clinic) report_type = CharField(choices=ReportType.choices) report_date = DateField() # Period Covered period_start = DateField() period_end = DateField() # Sessions Included sessions = ManyToMany(Appointment) total_sessions = IntegerField() # Report Content (JSON for flexibility) content = JSONField() # Clinic-specific structured data # Generated Sections executive_summary = TextField() progress_summary = TextField() goals_progress = JSONField() recommendations = TextField() # Attachments charts_data = JSONField() # Data for generating charts # Status is_finalized = BooleanField(default=False) finalized_at = DateTimeField(null=True) # Version Control version = IntegerField(default=1) previous_version = FK('self', null=True) class ReportTemplate(models.Model): """Templates for different report types per clinic""" clinic = FK(Clinic) report_type = CharField(choices=Report.ReportType.choices) template_name = CharField() # Template Structure sections = JSONField() # Ordered list of sections required_fields = JSONField() optional_fields = JSONField() # Formatting header_template = TextField() footer_template = TextField() css_styles = TextField() # Language Support language = CharField(choices=[('en', 'English'), ('ar', 'Arabic')]) is_active = BooleanField(default=True) version = IntegerField(default=1) ``` #### Report Generation Service ```python # reports/services.py class ReportGenerationService: """Service for generating clinical reports""" def generate_report(self, patient, clinic, report_type, period_start, period_end): """Generate a report for a patient""" # 1. Gather session data sessions = self._get_sessions(patient, clinic, period_start, period_end) # 2. Aggregate data aggregated_data = self._aggregate_session_data(sessions, clinic) # 3. Calculate progress progress_data = self._calculate_progress(patient, clinic, aggregated_data) # 4. Generate content content = self._generate_content(report_type, clinic, aggregated_data, progress_data) # 5. Create report report = Report.objects.create( patient=patient, clinic=clinic, report_type=report_type, period_start=period_start, period_end=period_end, total_sessions=sessions.count(), content=content, executive_summary=self._generate_summary(content), goals_progress=progress_data, charts_data=self._prepare_chart_data(progress_data) ) report.sessions.set(sessions) return report def _aggregate_session_data(self, sessions, clinic): """Aggregate data from all sessions""" # Clinic-specific aggregation logic if clinic.clinic_type == 'OT': return self._aggregate_ot_data(sessions) elif clinic.clinic_type == 'ABA': return self._aggregate_aba_data(sessions) # ... etc def _calculate_progress(self, patient, clinic, data): """Calculate progress metrics""" goals = TherapyGoal.objects.filter(patient=patient, clinic=clinic) progress = {} for goal in goals: progress[str(goal.id)] = { 'goal_text': goal.goal_text, 'baseline': goal.baseline_value, 'current': goal.current_value, 'target': goal.target_value, 'progress_percentage': goal.progress_percentage, 'status': goal.status } return progress def export_to_pdf(self, report): """Export report to PDF with charts""" # Use PDF service with chart generation pass ``` --- ### 3. Visual Progress Tracking #### Progress Metrics Model ```python # core/models.py class PatientProgressMetric(models.Model): """Track quantitative progress metrics for patients""" class MetricType(models.TextChoices): # OT Metrics FINE_MOTOR = 'FINE_MOTOR', 'Fine Motor Skills' GROSS_MOTOR = 'GROSS_MOTOR', 'Gross Motor Skills' SENSORY = 'SENSORY', 'Sensory Processing' ADL = 'ADL', 'Activities of Daily Living' # ABA Metrics BEHAVIOR_FREQUENCY = 'BEHAVIOR_FREQ', 'Behavior Frequency' SKILL_ACQUISITION = 'SKILL_ACQ', 'Skill Acquisition' ACCURACY = 'ACCURACY', 'Response Accuracy' # SLP Metrics ARTICULATION = 'ARTICULATION', 'Articulation' LANGUAGE_EXPRESSION = 'LANG_EXP', 'Language Expression' LANGUAGE_RECEPTION = 'LANG_REC', 'Language Reception' FLUENCY = 'FLUENCY', 'Fluency' # General GOAL_ACHIEVEMENT = 'GOAL_ACHIEVE', 'Goal Achievement' ATTENDANCE = 'ATTENDANCE', 'Attendance Rate' patient = FK(Patient) clinic = FK(Clinic) metric_type = CharField(choices=MetricType.choices) # Measurement value = DecimalField() unit = CharField() # e.g., 'percentage', 'count', 'score' # Context measurement_date = DateField() session = FK(Appointment, null=True) goal = FK(TherapyGoal, null=True) # Notes notes = TextField(blank=True) measured_by = FK(User) class Meta: ordering = ['measurement_date'] indexes = [ models.Index(fields=['patient', 'metric_type', 'measurement_date']), ] ``` #### Chart.js Integration ```javascript // static/js/progress_charts.js class ProgressChartManager { constructor(containerId) { this.container = document.getElementById(containerId); this.charts = {}; } createLineChart(metricType, data) { const ctx = this.container.querySelector(`#chart-${metricType}`); this.charts[metricType] = new Chart(ctx, { type: 'line', data: { labels: data.dates, datasets: [{ label: data.label, data: data.values, borderColor: this.getColorForMetric(metricType), backgroundColor: this.getColorForMetric(metricType, 0.1), tension: 0.4 }] }, options: { responsive: true, plugins: { title: { display: true, text: data.title }, legend: { display: true } }, scales: { y: { beginAtZero: true, max: 100 } } } }); } createBarChart(goalsData) { // Bar chart for goal achievement } createRadarChart(skillsData) { // Radar chart for multi-dimensional skills } getColorForMetric(metricType, alpha = 1) { const colors = { 'FINE_MOTOR': `rgba(54, 162, 235, ${alpha})`, 'GROSS_MOTOR': `rgba(255, 99, 132, ${alpha})`, 'BEHAVIOR_FREQ': `rgba(255, 206, 86, ${alpha})`, 'ARTICULATION': `rgba(75, 192, 192, ${alpha})`, // ... more colors }; return colors[metricType] || `rgba(153, 102, 255, ${alpha})`; } } ``` --- ### 4. Therapist Dashboard #### Dashboard View ```python # core/views.py class TherapistDashboardView(LoginRequiredMixin, TemplateView): template_name = 'core/therapist_dashboard.html' def get_context_data(self, **kwargs): context = super().get_context_data(**kwargs) user = self.request.user today = timezone.now().date() # Today's Appointments context['todays_appointments'] = Appointment.objects.filter( provider=user, appointment_date=today ).select_related('patient', 'service') # Pending Documentation context['pending_docs'] = DocumentationDelayTracker.objects.filter( assigned_to=user, status__in=['PENDING', 'OVERDUE'] ).select_related('patient') # Priority Patients (with safety flags) context['priority_patients'] = Patient.objects.filter( appointment__provider=user, safety_flags__is_active=True, safety_flags__severity__in=['HIGH', 'CRITICAL'] ).distinct() # Recent Progress (last 3 sessions per patient) context['recent_progress'] = self._get_recent_progress(user) # Package Sessions Remaining context['package_alerts'] = self._get_package_alerts(user) # Assigned Tasks context['assigned_tasks'] = self._get_assigned_tasks(user) # Statistics context['stats'] = { 'sessions_today': context['todays_appointments'].count(), 'pending_docs': context['pending_docs'].count(), 'priority_patients': context['priority_patients'].count(), 'completion_rate': self._calculate_completion_rate(user) } return context def _get_recent_progress(self, user): """Get latest 3 sessions for each active patient""" # Implementation pass def _get_package_alerts(self, user): """Get packages with <5 sessions remaining""" # Implementation pass ``` --- ## 🎯 Success Criteria ### Phase 1: Clinical Forms (Week 5) - [ ] All 5 clinic apps functional - [ ] 15+ forms implemented - [ ] Form validation working - [ ] Admin interfaces complete - [ ] Auto-save functionality - [ ] Form versioning system ### Phase 2: Reports (Week 7) - [ ] Report model with 4 types - [ ] 5 clinic templates - [ ] Report generation service - [ ] PDF export working - [ ] Bilingual support - [ ] Session data aggregation ### Phase 3: Progress Tracking (Week 9) - [ ] PatientProgressMetric model - [ ] Chart.js integrated - [ ] 5+ chart types working - [ ] Color-coded indicators - [ ] PDF export with charts - [ ] Clinic-specific metrics ### Phase 4: Dashboard (Week 10) - [ ] Dashboard with 8+ widgets - [ ] Advanced filtering - [ ] Quick actions - [ ] Mobile responsive - [ ] Real-time updates --- ## 📈 Progress Tracking ### Weekly Milestones - **Week 2:** ABA forms complete (45% → 50%) - **Week 3:** SLP forms complete (50% → 55%) - **Week 4:** Medical/Nursing forms complete (55% → 65%) - **Week 5:** Psychology & OT complete (65% → 75%) - **Week 6:** Report models complete (75% → 80%) - **Week 7:** Report generation complete (80% → 85%) - **Week 8:** Progress metrics complete (85% → 90%) - **Week 9:** Visualizations complete (90% → 95%) - **Week 10:** Dashboard complete (95% → 100%) ### Final Target **100% Completion by Week 10** (Mid-March 2025) --- ## 🚀 Getting Started ### Immediate Next Steps (Week 2 - Day 1) 1. **Create ABA App Structure** ```bash python manage.py startapp aba ``` 2. **Implement ABA Models** - ABAConsultation - ABAIntervention - ABAProgressReport 3. **Create ABA Forms** - Consultation form - Intervention form - Progress report form 4. **Set Up Admin** - Register models - Configure admin classes - Add permissions 5. **Create Migrations** ```bash python manage.py makemigrations aba python manage.py migrate ``` --- ## 📝 Notes - All implementations follow Django best practices - Comprehensive docstrings required - Historical records on all clinical models - Permission checks on all views - Full audit trail - Bilingual support (Arabic/English) - Mobile-responsive design --- **Document Version:** 1.0 **Created:** January 9, 2025 **Status:** Ready for Implementation **Next Review:** Weekly progress check-ins --- *This plan will take the system from 75% to 100% completion in 8-10 weeks.*