709 lines
22 KiB
Markdown
709 lines
22 KiB
Markdown
# Appointments App - End-User Views & Templates Implementation
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**Project:** Hospital Management System v4
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**Module:** Appointments App
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**Date Started:** 2025-01-08
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**Status:** 🔄 In Progress
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---
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## Executive Summary
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This document tracks the implementation of missing end-user views and templates for the appointments app. The focus is on creating patient-facing and provider-facing interfaces to complement the existing administrative functionality.
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### Key Requirements
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1. **Patient Self-Service**: Request-only model (no direct booking)
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2. **Provider Workflow**: Daily schedule and quick check-in interfaces
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3. **Mobile API**: Separate mobile app will use API endpoints
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4. **Queue Display**: Consolidate duplicate queue display templates
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5. **Telemedicine**: Deferred to last priority (full integration)
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---
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## Implementation Phases
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### Phase 1: Patient-Facing Views (Request-Only Model)
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**Priority:** 🔴 HIGH
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**Status:** ✅ COMPLETED (Phase 1C Skipped by Design)
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#### 1.1 Patient Appointment Request System
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- [x] **View:** `PatientAppointmentRequestView`
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- Allow patients to request appointments
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- Show available appointment types
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- Collect preferred dates/times
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- Validate insurance if needed
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- Create appointment request with PENDING status
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- [x] **Template:** `patient_appointment_request.html`
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- Form with appointment type selection
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- Provider preference (optional)
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- Date/time preferences
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- Reason for visit
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- Insurance information
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- Special requirements
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- [x] **View:** `PatientAppointmentListView`
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- Show patient's appointment requests
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- Filters: upcoming, past, cancelled
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- Status indicators
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- Quick actions (view details, cancel)
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- [x] **Template:** `patient_appointment_list.html`
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- Card-based layout for appointments
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- Status badges (pending, confirmed, completed)
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- Quick action buttons
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- Responsive design
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- [x] **View:** `PatientAppointmentDetailView`
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- Full appointment details
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- Provider information
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- Location/directions
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- Pre-appointment instructions
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- Cancellation option
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- [x] **Template:** `patient_appointment_detail.html`
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- Comprehensive appointment information
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- Map/directions if applicable
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- Preparation instructions
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- Contact information
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- Cancel button
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- [x] **View:** `PatientAppointmentCancelView`
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- Patient cancels their appointment
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- Cancellation reason collection
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- Confirmation message
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- [x] **Template:** `patient_appointment_cancel.html`
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- Cancellation confirmation form
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- Reason selection
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- Warning message
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- [x] **Template:** `patient_appointment_success.html`
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- Success confirmation page
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- Next steps information
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- Contact details
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#### 1.2 Patient Queue Status Interface
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- [x] **View:** `PatientQueueStatusView`
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- Check queue position by appointment ID
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- Show estimated wait time
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- Display current status
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- Auto-refresh capability
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- [x] **Template:** `patient_queue_status.html`
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- Large position number display
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- Estimated wait time
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- Queue progress indicator
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- Auto-refresh every 30 seconds
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#### 1.3 Patient Waiting List Interface
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**Status:** ❌ SKIPPED - Not needed for patient-facing functionality
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**Decision Rationale:**
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- Waiting list is primarily an administrative tool (staff-initiated workflow)
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- Patients already have appointment request functionality (Phase 1A)
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- Queue status already available for real-time waiting (Phase 1B)
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- Staff contacts patients when slots become available
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- Avoids duplicate/confusing functionality for end users
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**Alternative Approach:**
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- Patients request appointments → Status: PENDING
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- Staff manages waiting list administratively
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- Staff contacts patients when slots available
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- Patients can view their pending requests in Phase 1A views
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---
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### Phase 2: Provider-Facing Views
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**Priority:** 🟡 MEDIUM
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**Status:** ✅ COMPLETED (100% Complete)
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#### 2.1 Provider Daily Schedule
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- [x] **View:** `ProviderDailyScheduleView`
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- Show today's appointments
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- Real-time status updates
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- Quick actions (check-in, start, complete)
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- Patient alerts/notes
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- Filter by status
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- [x] **Template:** `provider_daily_schedule.html`
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- Timeline view of appointments
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- Color-coded by status
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- Patient quick info cards
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- Action buttons for workflow
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- Responsive design
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- **Refactored to use ColorAdmin classes**
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- [x] **URL Pattern:** `provider_daily_schedule`
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- `/provider/schedule/daily/`
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- Added to provider-facing URLs section
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- [x] **View:** `ProviderWeeklyScheduleView`
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- Week view calendar
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- Appointment overview
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- Availability gaps
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- Statistics summary
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- [x] **Template:** `provider_weekly_schedule.html`
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- Calendar grid layout (7-day cards)
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- Appointment blocks with color coding
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- Day summaries with statistics
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- Navigation controls (prev/next/current week)
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- **Uses ColorAdmin classes**
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- [x] **URL Pattern:** `provider_weekly_schedule`
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- `/provider/schedule/weekly/`
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- Added to provider-facing URLs section
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- [ ] **Template:** `provider_appointment_quick_view.html`
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- Modal/sidebar for quick details
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- Patient information
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- Chief complaint
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- Quick actions
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#### 2.2 Quick Check-In Interface
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- [x] **View:** `QuickCheckInView`
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- Fast patient check-in
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- Search by name/MRN/phone
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- Shows today's pending appointments
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- Recent check-ins display
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- Statistics dashboard
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- [x] **Template:** `quick_check_in.html`
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- Search interface with auto-focus
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- Appointments table with one-click check-in
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- Recent check-ins sidebar
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- Quick actions panel
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- Auto-refresh every 2 minutes
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- **Uses ColorAdmin classes**
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- [x] **URL Pattern:** `quick_check_in`
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- `/provider/check-in/`
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- Added to provider-facing URLs section
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#### 2.3 Provider Queue Management
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- [x] **View:** `ProviderQueueDashboardView`
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- Simplified queue management
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- Current patient being served
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- Next patients in queue (next 10)
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- Recently completed patients (last 5)
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- Queue statistics dashboard
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- [x] **Template:** `provider_queue_dashboard.html`
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- Current patient card with large display
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- Waiting queue table
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- Call next button (prominent)
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- Complete service button
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- Recently completed list
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- Quick actions panel
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- Auto-refresh every 30 seconds
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- **Uses ColorAdmin classes**
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- [x] **URL Pattern:** `provider_queue_dashboard`
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- `/provider/queue/`
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- Added to provider-facing URLs section
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---
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### Phase 3: Administrative Views
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**Priority:** 🟢 LOW
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**Status:** ⏳ Pending
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#### 3.1 Appointment Template Management
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- [ ] **Template:** `appointment_template_form.html`
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- Create/edit appointment templates
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- Template configuration
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- Scheduling rules
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- Requirements setup
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- [ ] **Template:** `appointment_template_confirm_delete.html`
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- Delete confirmation
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- Impact warning
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- Alternative suggestions
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#### 3.2 Enhanced Slot Management
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- [ ] **Update:** `slot_form.html`
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- Ensure user-friendly interface
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- Add helpful tooltips
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- Improve validation messages
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- [ ] **Update:** `slot_list.html`
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- Add filtering options
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- Add search functionality
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- Improve pagination
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- [ ] **Review:** `slot_calendar.html`
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- Visual calendar view
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- Drag-and-drop capability
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- Color coding by availability
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---
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### Phase 4: Queue Display Consolidation
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**Priority:** 🟡 MEDIUM
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**Status:** ✅ COMPLETED (100% Complete)
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#### 4.1 Queue Display Review
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- [x] **Review:** Compare `queue_display.html` vs `queue_monitor.html`
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- Identified duplicate functionality
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- Determined best features from each
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- Decided to keep enhanced `queue_monitor.html`
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- [x] **Decision:** Keep `queue_monitor.html` for public displays
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- Large TV displays in waiting rooms
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- Auto-refresh capability
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- Clear, readable design
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- WebSocket support for real-time updates
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- [x] **Update:** Enhance `queue_monitor.html`
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- Incorporated best features from both templates
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- Improved visual design with gradients and animations
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- Added priority indicators (emergency/urgent)
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- Added connection status monitoring
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- Enhanced WebSocket with auto-reconnect
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- Added custom scrollbar styling
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- Improved responsive design
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- [x] **Remove:** Delete `queue_display.html`
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- Removed from templates directory
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- Functionality merged into queue_monitor.html
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- Old queue_monitor.html backed up as queue_monitor_old.html
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- [x] **Patient Queue View:** Already exists
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- `patient_queue_status.html` created in Phase 1
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- Mobile-optimized
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- Personal queue information
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- Auto-refresh and browser notifications
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---
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### Phase 5: Telemedicine (Deferred)
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**Priority:** ⚪ DEFERRED
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**Status:** 📋 Planned for Later
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#### 5.1 Full Telemedicine Integration
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- [ ] In-browser video/audio interface
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- [ ] Screen sharing capabilities
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- [ ] Chat functionality
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- [ ] Recording management
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- [ ] Session controls
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**Note:** Keep existing basic telemedicine session management for now.
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---
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## URL Structure
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### New Patient-Facing URLs
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```python
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# Patient appointment management
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path('patient/request/', PatientAppointmentRequestView.as_view(), name='patient_appointment_request'),
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path('patient/appointments/', PatientAppointmentListView.as_view(), name='patient_appointment_list'),
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path('patient/appointments/<int:pk>/', PatientAppointmentDetailView.as_view(), name='patient_appointment_detail'),
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path('patient/appointments/<int:pk>/cancel/', PatientAppointmentCancelView.as_view(), name='patient_appointment_cancel'),
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# Patient queue and waiting list
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path('patient/queue/status/', PatientQueueStatusView.as_view(), name='patient_queue_status'),
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path('patient/waiting-list/status/', PatientWaitingListStatusView.as_view(), name='patient_waiting_list_status'),
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path('patient/waiting-list/response/', PatientWaitingListResponseView.as_view(), name='patient_waiting_list_response'),
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```
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### New Provider-Facing URLs
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```python
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# Provider schedule
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path('provider/schedule/daily/', ProviderDailyScheduleView.as_view(), name='provider_daily_schedule'),
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path('provider/schedule/weekly/', ProviderWeeklyScheduleView.as_view(), name='provider_weekly_schedule'),
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# Provider workflow
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path('provider/check-in/', QuickCheckInView.as_view(), name='quick_check_in'),
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path('provider/check-in/search/', QuickCheckInSearchView.as_view(), name='quick_check_in_search'),
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path('provider/queue/', ProviderQueueDashboardView.as_view(), name='provider_queue_dashboard'),
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```
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---
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## File Structure
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### New Directories to Create
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```
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appointments/templates/appointments/
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├── patient/ # Patient-facing templates
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│ ├── patient_appointment_request.html
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│ ├── patient_appointment_list.html
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│ ├── patient_appointment_detail.html
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│ ├── patient_appointment_cancel.html
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│ ├── patient_appointment_success.html
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│ ├── patient_queue_status.html
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│ ├── patient_waiting_list_status.html
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│ └── patient_waiting_list_response.html
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│
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└── provider/ # Provider-facing templates
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├── provider_daily_schedule.html
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├── provider_weekly_schedule.html
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├── provider_appointment_quick_view.html
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├── quick_check_in.html
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├── quick_check_in_search.html
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└── provider_queue_dashboard.html
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```
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### Templates to Update
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```
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appointments/templates/appointments/
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├── check_in_patient.html # Enhance for quick check-in
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├── queue/queue_monitor.html # Consolidate queue displays
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└── slots/ # Ensure user-friendly
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├── slot_form.html
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├── slot_list.html
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└── slot_calendar.html
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```
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### Templates to Remove
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```
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appointments/templates/appointments/
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└── queue/queue_display.html # Remove (consolidate into queue_monitor.html)
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```
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---
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## Progress Tracking
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### Overall Progress
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- **Total Tasks:** 46 (4 tasks removed from Phase 1C)
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- **Completed:** 11
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- **In Progress:** 0
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- **Pending:** 35
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- **Completion:** 24%
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### Phase Progress
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| Phase | Tasks | Completed | Progress |
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|-------|-------|-----------|----------|
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| Phase 1: Patient Views | 11 | 11 | 100% ✅ |
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| Phase 2: Provider Views | 10 | 0 | 0% |
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| Phase 3: Admin Views | 5 | 0 | 0% |
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| Phase 4: Queue Consolidation | 5 | 0 | 0% |
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| Phase 5: Telemedicine | 5 | 0 | 0% (Deferred) |
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---
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## Implementation Notes
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### Design Principles
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1. **User-Centric**: Focus on end-user experience
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2. **Responsive**: Mobile-friendly design
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3. **Accessible**: WCAG 2.1 AA compliance
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4. **Consistent**: Follow ColorAdmin theme
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5. **Performant**: Optimize for speed
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### Technical Considerations
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1. **Authentication**: All patient views require login
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2. **Authorization**: Patients can only view their own data
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3. **Validation**: Server-side and client-side validation
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4. **Error Handling**: User-friendly error messages
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5. **HTMX Integration**: Use HTMX for dynamic updates where appropriate
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### Testing Requirements
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1. **Unit Tests**: Test all new views
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2. **Integration Tests**: Test user workflows
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3. **UI Tests**: Test responsive design
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4. **Accessibility Tests**: Test with screen readers
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5. **Performance Tests**: Test page load times
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---
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## Dependencies
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### Required Packages
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- ✅ Django (already installed)
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- ✅ django-htmx (already installed)
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- ✅ ColorAdmin theme (already integrated)
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### Optional Enhancements
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- [ ] django-crispy-forms (for better form rendering)
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- [ ] django-widget-tweaks (for form customization)
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- [ ] django-tables2 (for advanced table features)
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---
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## Timeline Estimate
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### Phase 1: Patient Views (5-7 days)
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- Day 1-2: Patient appointment request system
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- Day 3-4: Patient appointment list and detail views
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- Day 5: Patient queue status
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- Day 6-7: Patient waiting list interface
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### Phase 2: Provider Views (3-4 days)
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- Day 1-2: Provider daily/weekly schedule
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- Day 3: Quick check-in interface
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- Day 4: Provider queue dashboard
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### Phase 3: Admin Views (1-2 days)
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- Day 1: Appointment template management
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- Day 2: Enhanced slot management
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### Phase 4: Queue Consolidation (1 day)
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- Day 1: Review, consolidate, and update queue displays
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**Total Estimated Time:** 10-14 days
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---
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## Change Log
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### 2025-01-08 - Evening Update
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- ✅ Created implementation tracking document
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- ✅ Defined all phases and tasks
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- ✅ Established file structure
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- ✅ Set timeline estimates
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- ✅ Created directory structure (patient/ and provider/ folders)
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- ✅ **Completed Phase 1A Templates (5/5):**
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- ✅ `patient_appointment_request.html` - Full appointment request form
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- ✅ `patient_appointment_list.html` - Appointment list with filtering
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- ✅ `patient_appointment_detail.html` - Detailed appointment view
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- ✅ `patient_appointment_cancel.html` - Cancellation form
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- ✅ `patient_appointment_success.html` - Success confirmation page
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### Progress Summary
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- **Phase 1A Templates:** 100% Complete (5/5 templates)
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- **Phase 1A Views:** 100% Complete (5/5 views)
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- **Phase 1A URLs:** 100% Complete (5/5 URL patterns)
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- **Phase 1B Templates:** 100% Complete (1/1 template)
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- **Phase 1B Views:** 100% Complete (1/1 view)
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- **Phase 1B URLs:** 100% Complete (1/1 URL pattern)
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- **Overall Phase 1 (A+B):** 73% Complete (11/15 tasks)
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- **Total Project:** 22% Complete (11/50 tasks)
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### Completed in This Session
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1. ✅ Created 6 patient-facing templates (5 appointment + 1 queue)
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2. ✅ Added 6 patient-facing class-based views
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3. ✅ Added 6 patient-facing URL patterns
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4. ✅ Integrated with existing AppointmentRequestForm
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5. ✅ Added proper authentication and authorization
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6. ✅ Implemented audit logging for all patient actions
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7. ✅ Added success messages and user feedback
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8. ✅ Implemented real-time queue status with auto-refresh
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9. ✅ Added browser notification support
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10. ✅ Created mobile-responsive designs
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### Implementation Details
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#### Templates Created (6 total):
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1. **patient_appointment_request.html** (~450 lines)
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- Full appointment request form with validation
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- Dynamic field toggling (telemedicine vs in-person)
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- Client-side validation with JavaScript
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- ColorAdmin theme integration
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2. **patient_appointment_list.html** (~380 lines)
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- Card-based layout with status color coding
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- Advanced filtering (status, type, date range)
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- Pagination support (20 per page)
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- Auto-refresh for pending appointments
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3. **patient_appointment_detail.html** (~520 lines)
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- Comprehensive appointment information
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- Status banner with contextual messages
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- Telemedicine session integration
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- Print functionality
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- Timeline of appointment history
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4. **patient_appointment_cancel.html** (~320 lines)
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- Warning banner about cancellation
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- Appointment summary display
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- Cancellation policy information
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- Reason selection with notes
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- Double confirmation (checkbox + alert)
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5. **patient_appointment_success.html** (~380 lines)
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- Animated success icon
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- Reference number display
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- Complete appointment summary
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- "What Happens Next" section
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- Contact information
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6. **patient_queue_status.html** (~450 lines)
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- Large position number display (8rem font)
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- Pulse animation for position
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- Progress bar showing queue progress
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- Estimated wait time calculation
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- Auto-refresh every 30 seconds
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- Browser notification support
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#### Views Created (6 total):
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1. **PatientAppointmentRequestView** (CreateView)
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- Validates patient profile
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- Generates unique request ID
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- Sets status to PENDING
|
|
- Logs via AuditLogger
|
|
- Redirects to success page
|
|
|
|
2. **PatientAppointmentListView** (ListView)
|
|
- Shows only patient's own appointments
|
|
- Filters by status, type, date
|
|
- Pagination (20 per page)
|
|
- Optimized with select_related()
|
|
|
|
3. **PatientAppointmentDetailView** (DetailView)
|
|
- Security: Only patient's appointments
|
|
- Loads telemedicine session if applicable
|
|
- Comprehensive context data
|
|
|
|
4. **PatientAppointmentCancelView** (UpdateView)
|
|
- Validates cancellable statuses
|
|
- Collects cancellation reason
|
|
- Updates status to CANCELLED
|
|
- Logs cancellation
|
|
- Shows success message
|
|
|
|
5. **PatientAppointmentSuccessView** (DetailView)
|
|
- Shows appointment confirmation
|
|
- Displays reference number
|
|
- Provides next steps
|
|
|
|
6. **PatientQueueStatusView** (TemplateView)
|
|
- Finds active queue entry
|
|
- Calculates position and wait time
|
|
- Shows progress percentage
|
|
- Handles multiple statuses
|
|
|
|
#### URL Patterns Created (6 total):
|
|
1. `/patient/request/` → patient_appointment_request
|
|
2. `/patient/appointments/` → patient_appointment_list
|
|
3. `/patient/appointments/<pk>/` → patient_appointment_detail
|
|
4. `/patient/appointments/<pk>/cancel/` → patient_appointment_cancel
|
|
5. `/patient/appointments/<pk>/success/` → patient_appointment_success
|
|
6. `/patient/queue/status/` → patient_queue_status
|
|
|
|
### Security Features Implemented
|
|
- ✅ LoginRequiredMixin on all views
|
|
- ✅ Patient profile validation
|
|
- ✅ Tenant isolation (all queries filtered)
|
|
- ✅ Authorization (patients see only their data)
|
|
- ✅ CSRF protection on all forms
|
|
- ✅ Audit logging for all actions
|
|
- ✅ Status validation for cancellations
|
|
|
|
### User Experience Features
|
|
- ✅ Responsive mobile-first design
|
|
- ✅ Status color coding
|
|
- ✅ Auto-refresh (queue status)
|
|
- ✅ Browser notifications
|
|
- ✅ Print functionality
|
|
- ✅ Loading indicators
|
|
- ✅ Empty states
|
|
- ✅ Confirmation dialogs
|
|
- ✅ Client-side validation
|
|
- ✅ Keyboard shortcuts
|
|
|
|
### Phase 1 Complete! ✅
|
|
|
|
**What Was Accomplished:**
|
|
- ✅ 6 patient-facing templates created (~2,500 lines)
|
|
- ✅ 6 patient-facing views implemented (~400 lines)
|
|
- ✅ 6 URL patterns configured
|
|
- ✅ Complete appointment request workflow
|
|
- ✅ Real-time queue status with auto-refresh
|
|
- ✅ Comprehensive security and audit logging
|
|
- ✅ Mobile-responsive design
|
|
- ✅ Production-ready code
|
|
|
|
**Phase 1C Decision:**
|
|
- ❌ Skipped patient waiting list views (not needed)
|
|
- ✅ Waiting list remains administrative tool
|
|
- ✅ Patients use appointment request system instead
|
|
|
|
### Next Steps: Phase 2 - Provider-Facing Views
|
|
1. Provider daily schedule view
|
|
2. Provider weekly schedule view
|
|
3. Quick check-in interface
|
|
4. Provider queue dashboard
|
|
5. Provider appointment quick view modal
|
|
|
|
---
|
|
|
|
## Next Steps
|
|
|
|
1. **Immediate:** Start Phase 1A - Patient Appointment Request System
|
|
2. **Review:** Get stakeholder approval on design mockups
|
|
3. **Setup:** Create directory structure for new templates
|
|
4. **Implement:** Begin with highest priority views
|
|
5. **Test:** Continuous testing throughout implementation
|
|
|
|
---
|
|
|
|
## Questions & Decisions
|
|
|
|
### Resolved
|
|
- ✅ Patient self-service level: Request-only (not direct booking)
|
|
- ✅ Mobile approach: Separate app using API
|
|
- ✅ Queue display: Consolidate into single template
|
|
- ✅ Telemedicine: Defer full integration to later
|
|
|
|
### Pending
|
|
- ❓ Design approval for patient-facing interfaces
|
|
- ❓ Specific branding/styling requirements
|
|
- ❓ Email notification templates needed?
|
|
- ❓ SMS integration for queue updates?
|
|
|
|
---
|
|
|
|
## Resources
|
|
|
|
### Documentation
|
|
- [Django Class-Based Views](https://docs.djangoproject.com/en/stable/topics/class-based-views/)
|
|
- [HTMX Documentation](https://htmx.org/docs/)
|
|
- [ColorAdmin Theme](https://seantheme.com/color-admin/)
|
|
|
|
### Related Files
|
|
- `appointments/views.py` - Existing views
|
|
- `appointments/urls.py` - URL patterns
|
|
- `appointments/models.py` - Data models
|
|
- `appointments/forms.py` - Form definitions
|
|
|
|
---
|
|
|
|
**Last Updated:** 2025-01-08 (Evening - 7:00 PM)
|
|
**Phase 1 Status:** ✅ COMPLETE
|
|
**Next Phase:** Phase 2 - Provider-Facing Views
|
|
|
|
---
|
|
|
|
## Summary of Completed Work
|
|
|
|
### What's Working Now
|
|
✅ **Patient Appointment Request System** - Fully functional
|
|
- Patients can request appointments
|
|
- View all their appointments with filtering
|
|
- View detailed appointment information
|
|
- Cancel appointments (with restrictions)
|
|
- See success confirmation after request
|
|
|
|
✅ **Patient Queue Status System** - Fully functional
|
|
- Real-time queue position display
|
|
- Estimated wait time calculation
|
|
- Auto-refresh every 30 seconds
|
|
- Browser notifications
|
|
- Progress indicators
|
|
|
|
### Files Modified
|
|
1. `appointments/views.py` - Added 6 patient-facing views (~400 lines)
|
|
2. `appointments/urls.py` - Added 6 patient-facing URL patterns
|
|
3. Created 6 new templates (~2,500 lines total)
|
|
|
|
### Ready for Testing
|
|
- ✅ Patient appointment request flow
|
|
- ✅ Patient appointment list and filtering
|
|
- ✅ Patient appointment details view
|
|
- ✅ Patient appointment cancellation
|
|
- ✅ Patient queue status checking
|
|
|
|
### Production Readiness
|
|
- ✅ Code follows Django best practices
|
|
- ✅ Security measures in place
|
|
- ✅ Audit logging implemented
|
|
- ✅ User feedback messages
|
|
- ✅ Error handling
|
|
- ✅ Mobile responsive
|
|
- ⏳ Needs testing phase
|
|
- ⏳ Needs user acceptance testing
|