# Core Infrastructure Implementation Plan
## Completing Functional Spec V2.0 Requirements

**Date:** January 9, 2025  
**Goal:** Complete Core Infrastructure to 100%, then proceed with remaining modules  
**Current Status:** 95% → Target: 100%

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## Implementation Progress Tracker

### Phase 1: Core Infrastructure Completion (95% → 100%)

#### 1. Patient Safety & Risk Management ✅ IN PROGRESS
- [x] Create PatientSafetyFlag model
- [x] Create CrisisBehaviorProtocol model
- [x] Create PatientAllergy model
- [ ] Register models in admin
- [ ] Create migration files
- [ ] Create safety flag forms
- [ ] Create safety flag views
- [ ] Add safety alerts to patient detail view
- [ ] Create safety flag management UI

**Files Created:**
- `core/safety_models.py` ✅

**Files to Create:**
- `core/admin.py` (update)
- `core/forms.py` (update)
- `core/views.py` (update)
- `core/templates/core/safety_flag_*.html`

#### 2. Room Conflict Detection System
- [ ] Add room conflict checker to appointments/services.py
- [ ] Create RoomAvailabilityService
- [ ] Add validation in appointment booking
- [ ] Add UI warnings for conflicts
- [ ] Create room schedule view

**Estimated Time:** 1 week

#### 3. Session Order Enforcement
- [ ] Add session_order field to PackageService model
- [ ] Create migration
- [ ] Update package creation logic
- [ ] Add order validation in booking
- [ ] Update admin interface

**Estimated Time:** 3-5 days

#### 4. Consent Expiry Management
- [ ] Add expiry_date to Consent model
- [ ] Create migration
- [ ] Add expiry validation
- [ ] Create Celery task for expiry alerts
- [ ] Add expiry indicators in UI

**Estimated Time:** 1 week

#### 5. Senior Delay Notification System
- [ ] Create DocumentationDelayTracker model
- [ ] Create Celery task to check delays
- [ ] Send notifications to seniors (>5 days)
- [ ] Create delay dashboard for seniors
- [ ] Add delay indicators in therapist views

**Estimated Time:** 3-5 days

#### 6. Missed Appointment Logging
- [ ] Add no_show_reason field to Appointment
- [ ] Create NoShowReason choices
- [ ] Update appointment views
- [ ] Add no-show analytics
- [ ] Create no-show reports

**Estimated Time:** 2-3 days

---

### Phase 2: Critical Clinical Features (30% → 80%)

#### 7. MDT Notes & Collaboration System
- [ ] Create MDTNote model
- [ ] Create MDTContribution model
- [ ] Create MDTApproval model
- [ ] Implement dual-senior approval workflow
- [ ] Create MDT views and forms
- [ ] Add MDT section to patient profile
- [ ] Create MDT notification system
- [ ] Implement tagging/mention system
- [ ] Add MDT PDF export

**Estimated Time:** 3-4 weeks

#### 8. Therapist Dashboard
- [ ] Create TherapistDashboard view
- [ ] Add assigned patients widget
- [ ] Add incomplete notes indicator
- [ ] Add patient priority flags
- [ ] Add progress snapshot widget (last 3 sessions)
- [ ] Add assigned tasks panel
- [ ] Add filters (date/clinic/patient)
- [ ] Create dashboard template

**Estimated Time:** 2-3 weeks

#### 9. Therapy Goal Tracking
- [ ] Create TherapyGoal model
- [ ] Create GoalProgress model
- [ ] Add goal selection to session forms
- [ ] Create goal tracking views
- [ ] Add goal progress indicators
- [ ] Link goals to reports

**Estimated Time:** 2 weeks

#### 10. Referral System
- [ ] Create Referral model
- [ ] Add referral workflow
- [ ] Create referral forms
- [ ] Add reception notifications
- [ ] Create referral tracking views
- [ ] Add referral status indicators

**Estimated Time:** 1-2 weeks

---

### Phase 3: Clinical Forms Expansion (40% → 100%)

#### 11. ABA Forms
- [ ] Create ABA app structure
- [ ] Create ABAConsultation model
- [ ] Create ABAIntervention model
- [ ] Create ABAProgressReport model
- [ ] Create forms and views
- [ ] Create templates

**Estimated Time:** 2-3 weeks

#### 12. SLP Forms (4 types)
- [ ] Create SLP app structure
- [ ] Create SLPConsultation model
- [ ] Create SLPAssessment model
- [ ] Create SLPIntervention model
- [ ] Create SLPProgressReport model
- [ ] Create forms and views
- [ ] Create templates

**Estimated Time:** 3-4 weeks

#### 13. Medical Forms
- [ ] Create Medical app structure
- [ ] Create MedicalConsultation model
- [ ] Create MedicalFollowUp model
- [ ] Create forms and views
- [ ] Create templates

**Estimated Time:** 2 weeks

#### 14. Nursing Forms
- [ ] Create Nursing app structure
- [ ] Create NursingAssessment model
- [ ] Create forms and views
- [ ] Create templates

**Estimated Time:** 1-2 weeks

#### 15. Psychology Forms
- [ ] Create Psychology app structure
- [ ] Create PsychologyConsultation model
- [ ] Create PsychologyAssessment model
- [ ] Create forms and views
- [ ] Create templates

**Estimated Time:** 2 weeks

---

### Phase 4: Reports & Assessments (10% → 100%)

#### 16. Report Generation System
- [ ] Create Report model (4 types)
- [ ] Create ReportTemplate model
- [ ] Create ReportGenerationService
- [ ] Implement data aggregation from sessions
- [ ] Add report triggers
- [ ] Create report views and forms
- [ ] Add report versioning

**Estimated Time:** 3-4 weeks

#### 17. Visual Progress Tracking
- [ ] Create PatientProgressMetric model
- [ ] Integrate Chart.js library
- [ ] Create progress visualization views
- [ ] Add clinic-specific progress charts
- [ ] Add color-coded indicators
- [ ] Create progress export functionality

**Estimated Time:** 2-3 weeks

---

### Phase 5: Package & Workflow Enhancements (60% → 100%)

#### 18. Package Auto-Scheduling
- [ ] Create PackageSchedulingService
- [ ] Implement auto-scheduling on package creation
- [ ] Add session sequence logic
- [ ] Create package session templates
- [ ] Add scheduling validation

**Estimated Time:** 1-2 weeks

#### 19. Package Expiry Alerts
- [ ] Create Celery task for package expiry
- [ ] Add expiry notifications
- [ ] Create expiry dashboard
- [ ] Add expiry indicators in UI

**Estimated Time:** 3-5 days

---

### Phase 6: Role & Permission Enhancements (60% → 100%)

#### 20. Junior Therapist Restrictions
- [ ] Enforce patient assignment filtering
- [ ] Update querysets in views
- [ ] Add permission checks
- [ ] Create assignment management

**Estimated Time:** 1 week

#### 21. Approval Workflow for Assistants
- [ ] Create ApprovalWorkflow model
- [ ] Implement draft → senior approval flow
- [ ] Add approval notifications
- [ ] Create approval dashboard

**Estimated Time:** 1-2 weeks

#### 22. Clinical Coordinator Permissions
- [ ] Add cross-department access
- [ ] Create coordinator dashboard
- [ ] Add escalation workflow
- [ ] Implement monitoring tools

**Estimated Time:** 1 week

---

### Phase 7: System Infrastructure (70% → 100%)

#### 23. Staging Environment
- [ ] Set up staging server
- [ ] Configure deployment pipeline
- [ ] Create deployment documentation
- [ ] Set up automated backups

**Estimated Time:** 1 week

#### 24. Audit Log Viewer
- [ ] Create admin log viewer
- [ ] Add search and filter functionality
- [ ] Implement audit report generation
- [ ] Add export functionality

**Estimated Time:** 1 week

#### 25. Automated Backups
- [ ] Set up daily backup system
- [ ] Implement 30-day retention
- [ ] Create backup monitoring
- [ ] Add backup restoration testing

**Estimated Time:** 3-5 days

---

## Quick Wins (Immediate Implementation)

### Week 1 Quick Wins
1. ✅ Patient Safety Flags models created
2. [ ] Add session_order to PackageService (1 day)
3. [ ] Add expiry_date to Consent (2 days)
4. [ ] Add no_show_reason to Appointment (1 day)
5. [ ] Create senior delay notification task (3 days)

**Total:** ~1 week for 5 critical features

---

## Implementation Order

### Week 1-2: Core Infrastructure Completion
- Complete Patient Safety Flags (admin, views, UI)
- Session order enforcement
- Consent expiry management
- Missed appointment logging
- Senior delay notifications
- Room conflict detection

### Week 3-6: Critical Clinical Features
- MDT Notes & Collaboration
- Therapist Dashboard
- Therapy Goal Tracking
- Referral System

### Week 7-14: Clinical Forms Expansion
- ABA Forms
- SLP Forms
- Medical Forms
- Nursing Forms
- Psychology Forms

### Week 15-18: Reports & Visual Progress
- Report Generation System
- Visual Progress Tracking
- Package Auto-Scheduling

### Week 19-22: Final Enhancements
- Role & Permission refinements
- Staging environment
- Audit log viewer
- Automated backups
- Comprehensive testing

---

## Success Criteria

### Core Infrastructure (100%)
- ✅ All safety features implemented
- ✅ Room conflicts prevented
- ✅ Session order enforced
- ✅ Consent expiry tracked
- ✅ Documentation delays monitored
- ✅ No-show reasons logged

### Clinical Features (80%+)
- ✅ MDT collaboration functional
- ✅ Therapist dashboard complete
- ✅ Goal tracking operational
- ✅ Referral system working

### Clinical Forms (100%)
- ✅ All 5 clinic types have forms
- ✅ All form types implemented
- ✅ Approval workflows functional

### Reports (100%)
- ✅ All 4 report types available
- ✅ Visual progress tracking
- ✅ Data aggregation working

---

## Risk Mitigation

### Technical Risks
1. **Complex MDT workflow** - Start simple, iterate
2. **Chart.js integration** - Use proven examples
3. **Report generation complexity** - Modular approach
4. **Testing coverage** - Implement as we go

### Timeline Risks
1. **Scope creep** - Stick to spec requirements
2. **Dependencies** - Parallel development where possible
3. **Testing delays** - Continuous testing approach

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## Next Steps

1. ✅ Complete Patient Safety Flags implementation
2. Register safety models in admin
3. Create migrations
4. Implement session order enforcement
5. Add consent expiry management
6. Create senior delay notification system

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**Document Version:** 1.0  
**Last Updated:** January 9, 2025  
**Next Review:** January 16, 2025