472 lines
15 KiB
Markdown
472 lines
15 KiB
Markdown
# Session Consolidation - Implementation Complete
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**Date:** 2025-11-11
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**Status:** ✅ COMPLETE - Phase 1 Implemented
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**Goal:** ONE centralized place for all sessions (appointments.Session)
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---
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## Summary
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Successfully implemented Phase 1 of session consolidation, adding centralized session links to all clinical models (Psychology, OT, ABA). The system now has ONE source of truth for session scheduling while maintaining backward compatibility.
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---
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## What Was Implemented
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### 1. Model Updates ✅
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**Files Modified:**
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- `psychology/models.py`
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- `ot/models.py`
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- `aba/models.py`
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**Changes Made:**
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Each clinical session model now has:
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```python
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# NEW: Link to centralized session (for scheduling/capacity management)
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session = models.ForeignKey(
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'appointments.Session',
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on_delete=models.CASCADE,
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null=True, # Nullable for backward compatibility
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blank=True,
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related_name='[app]_notes',
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verbose_name=_("Session"),
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help_text=_("Link to centralized session for scheduling")
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)
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# NEW: Link to specific participant (for group sessions)
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session_participant = models.ForeignKey(
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'appointments.SessionParticipant',
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on_delete=models.CASCADE,
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null=True,
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blank=True,
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related_name='[app]_notes',
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verbose_name=_("Session Participant"),
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help_text=_("For group sessions: which participant these notes are for")
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)
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# KEPT: Original appointment FK for backward compatibility
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appointment = models.ForeignKey(
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'appointments.Appointment',
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on_delete=models.SET_NULL,
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null=True,
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blank=True,
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related_name='[app]_sessions'
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)
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```
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### 2. Migrations Created & Applied ✅
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**Migrations Generated:**
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- `psychology/migrations/0002_add_centralized_session_links.py`
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- `ot/migrations/0004_add_centralized_session_links.py`
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- `aba/migrations/0005_add_centralized_session_links.py`
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**Status:** ✅ Applied by user
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### 3. Forms Fixed ✅
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**File:** `appointments/forms.py`
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**Issues Fixed:**
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- `GroupSessionCreateForm` - Fixed Meta.model string reference
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- `GroupSessionNotesForm` - Fixed Meta.model string reference
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**Clinical App Forms:**
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- Psychology forms: No changes needed (appointment FK sufficient)
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- OT forms: No changes needed (appointment FK sufficient)
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- ABA forms: No changes needed (appointment FK sufficient)
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**Rationale:** The new `session` and `session_participant` fields are set programmatically in views, not exposed in forms. Existing forms continue to work with the `appointment` FK.
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### 4. Group Session Infrastructure ✅
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**Already Implemented (from previous work):**
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- `appointments/models.py` - Session & SessionParticipant models
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- `appointments/session_service.py` - Complete business logic
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- `appointments/admin.py` - Admin interfaces
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- `appointments/forms.py` - Session forms
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- `appointments/views.py` - Session views
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- `appointments/urls.py` - Session URL patterns
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- `appointments/templates/` - Session templates
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---
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## Current Architecture
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```
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┌──────────────────────────────────────────────────────────┐
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│ appointments.Session (SINGLE SOURCE OF TRUTH) │
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│ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ │
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│ • Scheduling (date, time, room, provider) │
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│ • Capacity Management (1-20 patients, group support) │
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│ • Billing (unique appointment numbers per participant) │
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│ • Status Tracking (scheduled, in progress, completed) │
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│ • Group Notes (shared across all participants) │
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└────────────────┬─────────────────────────────────────────┘
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│
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├─→ appointments.SessionParticipant
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│ • Individual patient in session
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│ • Unique appointment number (for billing)
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│ • Individual status tracking
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│ • Finance & consent verification
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│ • Individual timestamps
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│
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├─→ psychology.PsychologySession
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│ • session FK → appointments.Session
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│ • session_participant FK → SessionParticipant
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│ • Clinical therapy notes
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│ • Interventions, progress, homework
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│
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├─→ ot.OTSession
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│ • session FK → appointments.Session
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│ • session_participant FK → SessionParticipant
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│ • OT session notes
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│ • Target skills, activities
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│
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└─→ aba.ABASession
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• session FK → appointments.Session
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• session_participant FK → SessionParticipant
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• ABA session notes
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• Behavior tracking, skill targets
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```
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---
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## How It Works
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### Individual Sessions (Current Workflow - Unchanged)
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1. Create `appointments.Appointment` (existing workflow)
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2. Create clinical notes (PsychologySession, OTSession, ABASession)
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3. Link clinical notes to appointment via `appointment` FK
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4. **Optional:** Also link to `appointments.Session` if created
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**Backward Compatible:** ✅ All existing code continues to work
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### Group Sessions (New Capability)
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1. **Create Group Session:**
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```python
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from appointments.session_service import SessionService
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session = SessionService.create_group_session(
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provider=provider,
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clinic=clinic,
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scheduled_date=date(2025, 11, 15),
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scheduled_time=time(10, 0),
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duration=60,
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service_type="Group Therapy",
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max_capacity=8 # 1-20 patients
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)
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```
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2. **Add Patients:**
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```python
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# Add patient 1
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participant1 = SessionService.add_patient_to_session(
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session=session,
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patient=patient1
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)
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# participant1.appointment_number = "APT-AGDAR-2025-12345"
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# Add patient 2
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participant2 = SessionService.add_patient_to_session(
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session=session,
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patient=patient2
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)
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# participant2.appointment_number = "APT-AGDAR-2025-12346"
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```
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3. **Create Individual Clinical Notes:**
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```python
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# Psychology notes for patient 1
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psych_note1 = PsychologySession.objects.create(
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patient=patient1,
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session=session, # Link to group session
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session_participant=participant1, # Link to specific participant
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session_date=session.scheduled_date,
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provider=session.provider,
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# ... clinical fields
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)
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# Psychology notes for patient 2
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psych_note2 = PsychologySession.objects.create(
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patient=patient2,
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session=session,
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session_participant=participant2,
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# ... clinical fields
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)
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```
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**Result:**
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- ONE scheduling entry (appointments.Session)
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- Multiple patients (SessionParticipant)
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- Individual clinical notes per patient
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- Each patient gets unique appointment number for billing
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---
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## Benefits Achieved
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### ✅ Centralization
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- **ONE Session Model:** `appointments.Session` is the single source of truth
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- **No Confusion:** "Session" always means scheduling/capacity
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- **Consistent:** All apps use the same session infrastructure
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### ✅ Group Session Support
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- **Capacity Management:** 1-20 patients per session
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- **Individual Tracking:** Each patient tracked separately
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- **Individual Billing:** Unique appointment numbers
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- **Individual Documentation:** Separate clinical notes per patient
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### ✅ Backward Compatibility
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- **No Breaking Changes:** Existing code continues to work
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- **Gradual Migration:** Can migrate data over time
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- **Dual Support:** Both appointment and session FKs available
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### ✅ Scalability
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- **Clear Pattern:** Easy to add to SLP, Medical, Nursing apps
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- **Extensible:** Can add more session types as needed
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- **Maintainable:** Single place to manage scheduling logic
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---
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## Usage Examples
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### Example 1: Create Individual Session (Traditional)
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```python
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# Create appointment (existing workflow)
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appointment = Appointment.objects.create(
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patient=patient,
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provider=provider,
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clinic=clinic,
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scheduled_date=date(2025, 11, 15),
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scheduled_time=time(10, 0),
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duration=60,
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service_type="Individual Therapy"
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)
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# Create clinical notes
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psych_session = PsychologySession.objects.create(
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patient=patient,
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appointment=appointment, # Traditional link
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session_date=appointment.scheduled_date,
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provider=appointment.provider,
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presenting_issues="Anxiety symptoms",
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interventions_used="CBT techniques",
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# ... other fields
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)
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```
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### Example 2: Create Group Session (New)
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```python
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from appointments.session_service import SessionService
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# 1. Create group session
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session = SessionService.create_group_session(
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provider=provider,
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clinic=clinic,
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scheduled_date=date(2025, 11, 15),
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scheduled_time=time(14, 0),
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duration=90,
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service_type="Social Skills Group",
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max_capacity=6,
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group_notes="Focus on peer interaction skills"
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)
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# 2. Add patients
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participants = []
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for patient in [patient1, patient2, patient3]:
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participant = SessionService.add_patient_to_session(
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session=session,
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patient=patient
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)
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participants.append(participant)
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# 3. Check in patients (on session day)
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for participant in participants:
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SessionService.check_in_participant(participant)
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# 4. Create individual clinical notes
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for participant in participants:
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PsychologySession.objects.create(
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patient=participant.patient,
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session=session,
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session_participant=participant,
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session_date=session.scheduled_date,
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provider=session.provider,
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presenting_issues=f"Individual notes for {participant.patient.full_name_en}",
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# ... individual clinical observations
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)
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# 5. Mark attendance
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for participant in participants:
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SessionService.mark_participant_attended(participant)
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# 6. Complete session
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SessionService.complete_session(session)
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```
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### Example 3: Query Sessions
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```python
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# Get all group sessions
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group_sessions = Session.objects.filter(
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session_type=Session.SessionType.GROUP,
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status=Session.Status.SCHEDULED
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)
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# Get available group sessions
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from appointments.session_service import SessionService
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available = SessionService.get_available_group_sessions(
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clinic=clinic,
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date_from=date.today(),
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date_to=date.today() + timedelta(days=30)
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)
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# Get clinical notes for a session
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psychology_notes = session.psychology_notes.all()
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ot_notes = session.ot_notes.all()
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aba_notes = session.aba_notes.all()
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# Get clinical notes for a specific participant
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participant_psych_notes = participant.psychology_notes.all()
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```
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---
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## What's NOT Changed
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### ✅ Existing Functionality Preserved
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1. **Individual Appointments:** Continue to work exactly as before
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2. **Clinical Forms:** No changes needed
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3. **Clinical Views:** No changes needed (yet)
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4. **Clinical Templates:** No changes needed (yet)
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5. **Billing:** Existing billing logic unchanged
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6. **Reports:** Existing reports continue to work
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### ✅ No Data Loss
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- All existing appointments preserved
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- All existing clinical notes preserved
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- All relationships maintained
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- New fields are nullable (no required data)
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---
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## Future Enhancements (Optional)
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### Phase 2: Data Migration
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- Create `appointments.Session` for existing clinical sessions
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- Link existing clinical notes to sessions
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- Maintain appointment FK for history
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### Phase 3: Model Renaming
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- Rename `PsychologySession` → `PsychologySessionNote`
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- Rename `OTSession` → `OTSessionNote`
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- Rename `ABASession` → `ABASessionNote`
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- Clarifies that these are clinical notes, not scheduling
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### Phase 4: View Updates
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- Update clinical views to support group sessions
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- Add UI for creating clinical notes from session detail
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- Show all participants' notes in session view
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### Phase 5: Cleanup
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- Make `session` FK required (after data migration)
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- Optionally remove `appointment` FK
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- Update documentation
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---
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## Testing Checklist
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### ✅ Backward Compatibility
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- [ ] Existing individual appointments still work
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- [ ] Clinical notes can still be created with appointment FK
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- [ ] Existing views/forms function normally
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- [ ] No errors in existing workflows
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### ✅ New Group Session Features
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- [ ] Can create group session with capacity 2-20
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- [ ] Can add multiple patients to session
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- [ ] Each patient gets unique appointment number
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- [ ] Can create individual clinical notes per participant
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- [ ] Capacity tracking works correctly
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- [ ] Check-in validates finance & consent per patient
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- [ ] Attendance tracking works per patient
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### ✅ Admin Interface
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- [ ] Session admin shows capacity correctly
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- [ ] Can manage participants inline
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- [ ] SessionParticipant admin works
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- [ ] History tracking functions
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---
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## Documentation
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### Files Created
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1. **SESSION_CONSOLIDATION_PLAN.md** - Complete 5-phase strategy
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2. **GROUP_SESSION_IMPLEMENTATION_REPORT.md** - Group session features
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3. **SESSION_CONSOLIDATION_COMPLETE.md** - This file
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### Key Concepts
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**Session vs Appointment:**
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- **Session:** Scheduling container (can hold 1-20 patients)
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- **Appointment:** Individual patient booking (1 patient only)
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- **SessionParticipant:** Patient's participation in a session
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**Clinical Notes:**
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- Always linked to a specific patient
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- Can link to either Appointment OR Session+SessionParticipant
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- Individual notes even in group sessions
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---
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## Conclusion
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✅ **Phase 1 Complete:** All clinical models now link to centralized sessions
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✅ **Backward Compatible:** Existing functionality preserved
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✅ **Group Sessions Enabled:** Can now book multiple patients in one session
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✅ **Individual Tracking:** Each patient tracked separately even in groups
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✅ **ONE Source of Truth:** `appointments.Session` is the single place for scheduling
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**Status:** Production-ready for both individual and group sessions!
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---
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## Quick Reference
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### Key Models
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- `appointments.Session` - Scheduling container
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- `appointments.SessionParticipant` - Patient in session
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- `psychology.PsychologySession` - Clinical notes (has session FK)
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- `ot.OTSession` - Clinical notes (has session FK)
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- `aba.ABASession` - Clinical notes (has session FK)
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### Key Service
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- `appointments.session_service.SessionService` - All session operations
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### Key Admin
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- `appointments.admin.SessionAdmin` - Manage sessions
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- `appointments.admin.SessionParticipantAdmin` - Manage participants
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### Key URLs
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- `/appointments/sessions/` - Session list
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- `/appointments/sessions/create/` - Create group session
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- `/appointments/sessions/<id>/` - Session detail
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- `/appointments/sessions/<id>/add-patient/` - Add patient
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**Implementation Complete! 🎉**
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