agdar/CORE_INFRASTRUCTURE_IMPLEMENTATION_PLAN.md

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

• Create PatientSafetyFlag model
• Create CrisisBehaviorProtocol model
• 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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