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added spec

logicpowerhouse 4 years ago
parent
commit
3168b7857f
2 changed files with 333 additions and 0 deletions
  1. 48 0
      spec/call-flow.txt
  2. 285 0
      spec/todo-12-18-2020.txt

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spec/call-flow.txt

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+
+	patient calls in...
+	
+	speaks to rep...
+	
+	creates patient, auto-validates insurance...
+	
+	redirect to chart single.
+	
+	> confirm mailing address... // TODO: Bring to header.
+	
+	> CELL PHONE: **iPhone/Android.
+	
+	*Explain why we have to do video.*
+	
+	Great! Are you calling from the iPhone right now?
+	
+	(Yes. or No.)
+	
+	Okay - I'm calling you now on FaceTime.
+	
+	--works--
+	
+	Ah hello, there you are! Ok great, one moment and let me connect you with the doctor.
+	
+	*****************
+		is_patient_on_video_right_now
+		patient_on_video_right_now_with_pro_id //TODO: Display on patient header, Managed by pro
+		patient_video_with_pro_started_at
+		patient_on_video_as_of
+		patient_on_video_platform_type // FaceTime, GoogleDuo, Stag
+	*****************
+
+	((((( Call a doctor who shows as available. )))))
+	-------------------------------------------------
+		
+	..."(Shows up on call center rep screen)
+	
+		NATALIE SMITH MD CLICKED NEXT PATIENT AND IS WAITING TO BE CONFERENCED IN!
+		call her in at: <facetime contact number or email>
+	
+	"
+	
+	-------------------------------------------------
+
+	Doctor is now on the conference call.
+
+	Okay awesome. I'm leaving.

+ 285 - 0
spec/todo-12-18-2020.txt

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+
+	dev.hr.leadershiphealth.org
+
+		/ (HOMEPAGE)
+
+			* modify text and layout, make it look better / different than DialMD.com
+
+		/confirm-auth-token
+
+			* still says "DialMD.com HR"
+
+			* add better text / layout to confirm token
+
+			* show the number against which they are getting the token:
+
+				We sent a token to your number: 888-888-888
+
+				Didn't get token? Resend.
+				Send to a different number.
+
+				*** FEATURE: Call me with this number.
+
+		/pro-details
+
+			* modify this URL to "account-setup"
+
+			* proper welcome paragraph
+
+			* better layout
+
+			*** email address is not verified... later they should be asked to verify their email.
+
+			*** send them a welcome email now that they have created an account here.
+
+		/set_security_questions
+
+			* modify this URL to not have underscore
+
+			* needs better layout
+
+			* add more security questions, including "write your own"
+
+		/ (LOGGED IN!)
+		
+			* needs proper layout
+			
+			* "Login to credo" does not make sense... it needs to be explicitly clear to someone that this is their HR portal.
+			
+			* ??? We think @Vijay has modified this page to support updating profile and @Samson supported self-changing password - this is probably not the latest.
+			
+			* If they have NO AppAccess at all.... auto log them into Credo.
+		
+---------------------------------------------------------------------------------------------------------------
+		
+	dev.credentialing.leadershiphealth.org *****PROBLEM::: FIX URL to this, not scholarhealth!
+			
+		/welcome
+		
+			* welcome screen is off.
+			
+		/basic-info
+			
+			* BROKEN - BLOCKED
+				
+		/profession @Muhammad
+			
+			* Should be defaulted to a simple screen:
+				
+				Are you a healthcare professional?
+				
+				What type:
+				
+					[Physician]
+					[Physician Assistant]
+					[Nurse Practitioner]
+					[Registered Dietitian]
+					etc.
+		
+			* needs conditional display of non-hcp fields.
+			
+			*** @Muhammad Create detailed way to capture previous and future career interests.
+		
+		/hours-of-availability
+		
+			* Please tell us about your general hours of availability. This is a free text field so that you can get as specific as you want with regards to availability. This helps your onboarding specialist connect you with the correct patient panel that fits your schedule.
+			
+				*** MODIFY THIS TEXT to not say "correct patient panel" unless they are a healtchare pro. It should instead then say "a position that appropriately fits your schedule."
+		
+		/webcam-check
+		
+			* introduce same welcome paragraph and welcome video for LeadershipHealth HR at the top.
+				
+				@TODO Get a video made.
+			
+			* don't provide a submit button unless it is truly submittable.
+			
+			* this page seems extremely buggy - please fix it - don't let a button spin etc. unless video.
+		
+		/resume
+		
+			* BROKEN! BLOCKED! Does not work.
+			
+---------------------------------------------------------------------------------------------------------------
+
+	AGENT view of Credo
+
+		* IID needs to be fixed, only need 6 digits.
+
+		/ (HOME DASHBOARD)
+
+			* TODO There is nothing here right now. What are the vital statistics?
+
+		/agents
+
+		TODO @Muhammad, systematically document EVERY THING that needs to be fixed / changed.
+		
+		
+		!!! /settings APPROVAL is HTML vomit. 
+		
+			- It needs to be better positioned.
+			
+			- It needs to be styled and explicitly stated what this button is for: to show remaining steps of HR documentation to the professional.
+		
+			- ALSO, we need other things depending on whether or not they are an HCP.
+			
+				@LOGIC TRAPS. SOLVED Because you don't show them on the HTML. BUT the URLs still work!!!
+			
+				Someone can't say they are not an HCP, we approve them and give them a contract,
+				THEN on their dashboard they change their "profession" section to say they are an HCP,
+				and because they're already approved they end up seeing all the stuff an approved HCP sees.
+			
+		!!! AGENTS NEED ALL DATA REGARDING welcome to webcam-check etc. steps on professional single record page.
+			
+			Only then they know whether to approve or not.
+			
+		@@@ We need an entity for agents to document phone calls and memos.
+		
+		@@@ We should connect Twilio for agents so that all calls are recorded and playable.
+		
+		@@@ Add click to dial for agents.
+		
+		@@@ Add click to email candidate.
+
+---------------------------------------------------------------------------------------------------------------
+
+	ON PROFESSIONAL SIDE @CREDO
+	
+		@@@ TODO::: There needs to be a EXTREMELY CLEAR focus towards the user 100% following the flow for onboarding.
+		
+			Right now, we have way too much stuff everywhere.
+			
+				It needs to be: 
+				
+					1. Basic Information
+					2. Resume
+					3. Offer Letter
+						! ABC
+					4. Etc.
+					5.
+					
+				With a list of pending problems scoped within that numbered point.
+				
+				That way we can tell them clearly: "You have a problem on Step 3."
+				
+		UI needs to be optimized for the idea that they will have ONE contract. But if they have more than 1, it's fine, just show a list of their contracts and then they can choose which to view just like any single-record page.
+	
+---------------------------------------------------------------------------------------------------------------
+			
+	!!! IMPORTANTLY, the Offer Letter / Legal Contract / NDA / whatever need better statuses.
+		
+		Not YES/NO but instead COMPLETED, PENDING, DECLINED.
+		
+	!!! IMPORTANTLY, they need to go to DIFFERENT VIEWS depending on if they're an HCP or not.
+	
+		For example, only HCP needs to worry about most sections like:
+			Self Malpractice
+			State Licenses
+			Etc.
+
+-------------------------------------------------------------------------------------------------------------------
+
+	@@@ Change "My Apps" label on Credo to "Exit" which takes you out of Credo and back to Stag.
+
+		* Exit from this app rather than log out from the entire system.
+
+-------------------------------------------------------------------------------------------------------------------
+
+	ADMIN PORTAL: profileImageFile:must not be null
+
+-------------------------------------------------------------------------------------------------------------------
+
+	https://dev.leadershiphealth.org/pro/sal-test
+	
+		* Update text to something more decent.
+			
+			COVID-19 is a problem.
+			Here is some important stuff to get set up.
+			*** Watch this video.
+			Susan Lee -> Dynamic name. & profile picture.
+		
+		* @You are already registered. Please login. !!! WRONG !!!
+		
+			DONKEY SYSTEM. Send them an email telling them "Hey you already have an account."
+			
+		* Prevent +1@gmail.com emails in production.
+		
+		* Email for "Welcome" -> is terrible. Also, uses the wrong URL.
+			https://fe6.endochannel.com/confirm-email/B6g6IqTD2iQP
+			
+			What is the correct domain? dev.leadershiphealth.org
+
+-------------------------------------------------------------------------------------------------------------------
+
+	https://dev.leadershiphealth.org/my-dashboard
+	
+		* Show the face of who you are signing up with and what you are signing up for.
+			
+			* DIES QUIETLY when I enter 999999999A
+			
+		* When I enter 333333333A, this screen: You are eligible! This is address we have on file from Medicare:
+			
+			Needs to be better thought out.
+			
+			Needs to properly explain to them what is going on.
+			You're eligible.
+			Here's the address on file.
+			
+		* Logout button looks like it's the "Next Step" icon... 
+		
+		* BLOCKER!!!!!!!!! [Proceed to Next Step] does not work.
+		
+			* Have to refresh the screen and then it works. This is bad!
+			
+		* SECURITY ISSUE!!!!!!!!!!! Why are we seeing Muhammad Amin ???
+		
+			THIS ENTIRE SCREEN IS BAD - There is an update isn't there?
+			
+		**** TERRIBLE: Why is there a "http://localhost:8004/client/checkin?checkInToken=W7JRO4DU"
+		
+			with [Start Video Call] button ???
+			
+			At the account level. Where does this checkIn token even come from?
+			
+			Which chart is it for?
+			
+			!!! You are currently in "MY ACCOUNT" context. You're not in "MY CHART" context for a particular patient.
+			
+		***** We need to make it explicitly clear at all times which single record chart you are involved with.
+		
+		IF YOU have entered a valid patient record - and if that chart is already on an account, an ADMIN pro has to grant access on that "account_chart" entity.
+		
+		!!! BOTTOM LINE: if you enter a valid MCN on an account, and that MCN is already linked to another account,
+		IT'S OKAY still create a account_chart record but flag it as "PENDING" and only an ADMIN type pro can release it. This could be someone fishing. ONLY THE FIRST PERSON who enters a valid MCN is auto-granted access to the patient.
+		
+		@@@ This is crucial because in very near future, we will give evey CHART a patient view with measurements etc.
+
+-------------------------------------------------------------------------------------------------------------------
+
+	@BLOCKED!!! https://dev.leadershiphealth.org/logout is broken.
+	
+-------------------------------------------------------------------------------------------------------------------
+	
+	https://hcp.endochannel.com/mc all these endochannel and scholarhealth links need to be removed.
+	
+-------------------------------------------------------------------------------------------------------------------
+
+	!!! https://dev.manager.leadershiphealth.org/patients/pending-onboarding
+	
+	@@@ SECURITY PROBLEM::: All the queries are bad.
+	
+	"You are assigned as the care manager." This isn't true.
+
+-------------------------------------------------------------------------------------------------------------------
+
+	https://dev.manager.leadershiphealth.org/patients/view/308cc79e-3668-4c66-8efc-c05d22a6048b/health
+	
+	@@@ "As on ..." bad English -> "As of TIMESTAMP"
+
+-------------------------------------------------------------------------------------------------------------------
+
+	https://dev.manager.leadershiphealth.org/index.html
+	
+	Search takes you to this which is broken.
+
+-------------------------------------------------------------------------------------------------------------------