screen-map · supabase_json
Patient Visit Advocate screen-map design-002
screen-map artifact · for Patient Visit Advocate · phase design-002 · status approved
screens
| id | job | lane | title | release | depends on |
|---|---|---|---|---|---|
| project.gate | Show artifact approval state and block product screens until M-00, M-01, and M-02 are approved. | production_gate | Production Gate | required_before_build | - module-spec/M-00 - module-spec/M-01 - module-spec/M-02 |
| account.create | Create account when the user wants server AI processing, saved history, or longitudinal memory. | account_trust | Account Create | mvp_required | - consent.review |
| consent.review | Explain what health details will be processed or stored before server/model processing or memory save. | account_trust | Consent Review | mvp_required | - policy - module-spec/M-00 |
| privacy.controls | Let the user export data, delete visits, delete profiles, manage raw-note retention, and review consent state. | account_trust | Privacy Controls | production_required | - retention-deletion-export-policy |
| security.activity | Show caregiver access grants/revocations, exports, deletions, consent events, and account security events. | account_trust | Security Activity | production_required | - CaregiverAccess - audit log model |
| profile.switcher | Select self, child, parent, spouse/partner, or other profile before creating visit prep. | profile_memory | Profile Switcher | mvp_required | - PatientProfile |
| profile.setup | Create a minimal patient profile with relationship and optional broad context. | profile_memory | Profile Setup | mvp_required | - PatientProfile |
| profile.context | Manage baseline context, medications/context, relevant history, and profile-specific prep preferences. | profile_memory | Profile Context | post_mvp_production | - PatientProfile - MedicationContext |
| profile.memory.review | Review generated memory items before they become reusable patient facts. | profile_memory | Memory Review | mvp_required | - PatientMemoryItem |
| visit.home | Show active visit prep, profile context, local/saved state, and resume path. | visit_prep | Visit Home | mvp_required | - Visit - PatientProfile |
| intake.chat | Capture messy symptoms, concerns, timeline, and context through adaptive conversation. | visit_prep | Conversational Intake | mvp_required | - module-spec/M-02 - IntakeSummary - consent.review |
| intake.review | Let the user correct extracted symptoms, timeline, concerns, meds/context, unknowns, and generated flags. | visit_prep | Structured Understanding Review | mvp_required | - IntakeSummary |
| visit.brief | Render a concise one-page brief suitable for reading aloud or sharing verbally. | visit_prep | Doctor Visit Brief | mvp_required | - VisitBrief - patient-visit-copy |
| question.plan | Show prioritized dynamic questions grouped by clarification, decisions, timing, referral, monitoring, and follow-up. | visit_prep | Question Plan | mvp_required | - QuestionPlan |
| post.visit.debrief | Turn user notes into what happened, next steps, tests/referrals, open questions, and monitoring items. | visit_prep | Post-Visit Debrief | mvp_required | - PostVisitDebrief - PatientMemoryItem |
| caregiver.invite | Invite someone to help manage a patient profile or appointment workflow. | caregiver_access | Caregiver Invite | mvp_required_for_family_plan | - CaregiverAccess |
| caregiver.permissions | Choose viewer/editor/manager permissions and scope access to profile or visit-level actions. | caregiver_access | Caregiver Permissions | mvp_required_for_family_plan | - CaregiverAccess |
| caregiver.access.review | See who has access, revoke access, and review access history. | caregiver_access | Caregiver Access Review | mvp_required_for_family_plan | - CaregiverAccess - security.activity |
| caregiver.inbox | Show delegated prep tasks, visits needing review, follow-ups assigned, and unresolved questions. | caregiver_access | Caregiver Inbox | post_mvp_production | - CaregiverAccess - FollowUpItem |
| caregiver.handoff | Summarize what help is needed before or after an appointment. | caregiver_access | Caregiver Handoff | post_mvp_production | - Visit - FollowUpItem |
| visit.collaborators | Show who can view or edit a specific visit. | visit_collaboration | Visit Collaborators | post_mvp_production | - CaregiverAccess - Visit |
| visit.review.request | Ask a caregiver to review intake, brief, questions, or debrief. | visit_collaboration | Visit Review Request | post_mvp_production | - CaregiverAccess - Visit |
| visit.change.log | Track edits to symptoms, memory, questions, debrief, and access state. | visit_collaboration | Visit Change Log | post_mvp_production | - audit log model |
| plan.paywall.memory | Offer paid personal memory when the user wants to save longitudinal history after free visit prep. | monetization | Memory Paywall | mvp_required | - PatientMemoryItem - monetization-strategy |
| plan.family.upgrade | Unlock multiple profiles and caregiver sharing. | monetization | Family Plan Upgrade | mvp_required_for_family_plan | - PatientProfile - CaregiverAccess |
| visit.pack.checkout | Let non-subscription users buy appointment prep packs. | monetization | Appointment Pack Checkout | post_mvp_production | - Visit usage counters |
| billing.manage | Manage subscription, receipts, plan limits, and cancellation. | monetization | Billing Management | post_mvp_production | - billing provider decision |
| realtime.room.mode | Support in-appointment note capture, plain-language explanation, and next-question prompts. | deferred | Realtime Room Mode | deferred | - audio/privacy/legal review - MVP retention posture |
| provider.share | Let user share selected brief/debrief content with clinician or care team. | deferred | Provider Share | deferred | - provider workflow legal/privacy review |
| support.case | Handle user support without exposing health text by default. | ops_admin | Support Case | internal_later | - support access policy |
| safety.review.queue | Review flagged outputs or edge cases if human review becomes part of operations. | ops_admin | Safety Review Queue | internal_later | - human review policy |
| audit.export | Export compliance/admin event trail. | ops_admin | Audit Export | internal_later | - audit log model |
Agent Handoff
Start Here
screen-map artifact · for Patient Visit Advocate · phase design-002 · status approved
Completion Evidence
No explicit evidence field yet. Require tests, screenshots, linked PRs, or reviewed outputs before marking complete.
Artifact Shape
- frame: Production multi-user screen map. Product screens are not implementation authorization; they are inventory and dependency contracts for later approved modules.
- gates: current_status: string, screens_blocked_until: object
- lanes: 9 items
- product: Patient Visit Advocate
- screens: 32 items
- deferred: 2 items
- created at: 2026-05-05T19:29:47.537Z
- internal later: 3 items
- schema version: 2.0
- family plan minimum: 4 items
- post mvp production: 8 items
- first release minimum: 13 items
Structured Payload
Machine-readable source fields
frame
Production multi-user screen map. Product screens are not implementation authorization; they are inventory and dependency contracts for later approved modules.
gates
current status
screens mapped, implementation blocked
screens blocked until
- module-spec/M-00 approved
- module-spec/M-01 approved
- module-spec/M-02 approved
- security/privacy checklist drafted
- retention/deletion/export policy drafted
lanes
| id | screens |
|---|---|
| production_gate | - project.gate |
| account_trust | - account.create - consent.review - privacy.controls - security.activity |
| profile_memory | - profile.switcher - profile.setup - profile.context - profile.memory.review |
| visit_prep | - visit.home - intake.chat - intake.review - visit.brief - question.plan - post.visit.debrief |
| caregiver_access | - caregiver.invite - caregiver.permissions - caregiver.access.review - caregiver.inbox - caregiver.handoff |
| visit_collaboration | - visit.collaborators - visit.review.request - visit.change.log |
| monetization | - plan.paywall.memory - plan.family.upgrade - visit.pack.checkout - billing.manage |
| deferred | - realtime.room.mode - provider.share |
| ops_admin | - support.case - safety.review.queue - audit.export |
product
Patient Visit Advocate
screens
| id | job | lane | title | release | depends on |
|---|---|---|---|---|---|
| project.gate | Show artifact approval state and block product screens until M-00, M-01, and M-02 are approved. | production_gate | Production Gate | required_before_build | - module-spec/M-00 - module-spec/M-01 - module-spec/M-02 |
| account.create | Create account when the user wants server AI processing, saved history, or longitudinal memory. | account_trust | Account Create | mvp_required | - consent.review |
| consent.review | Explain what health details will be processed or stored before server/model processing or memory save. | account_trust | Consent Review | mvp_required | - policy - module-spec/M-00 |
| privacy.controls | Let the user export data, delete visits, delete profiles, manage raw-note retention, and review consent state. | account_trust | Privacy Controls | production_required | - retention-deletion-export-policy |
| security.activity | Show caregiver access grants/revocations, exports, deletions, consent events, and account security events. | account_trust | Security Activity | production_required | - CaregiverAccess - audit log model |
| profile.switcher | Select self, child, parent, spouse/partner, or other profile before creating visit prep. | profile_memory | Profile Switcher | mvp_required | - PatientProfile |
| profile.setup | Create a minimal patient profile with relationship and optional broad context. | profile_memory | Profile Setup | mvp_required | - PatientProfile |
| profile.context | Manage baseline context, medications/context, relevant history, and profile-specific prep preferences. | profile_memory | Profile Context | post_mvp_production | - PatientProfile - MedicationContext |
| profile.memory.review | Review generated memory items before they become reusable patient facts. | profile_memory | Memory Review | mvp_required | - PatientMemoryItem |
| visit.home | Show active visit prep, profile context, local/saved state, and resume path. | visit_prep | Visit Home | mvp_required | - Visit - PatientProfile |
| intake.chat | Capture messy symptoms, concerns, timeline, and context through adaptive conversation. | visit_prep | Conversational Intake | mvp_required | - module-spec/M-02 - IntakeSummary - consent.review |
| intake.review | Let the user correct extracted symptoms, timeline, concerns, meds/context, unknowns, and generated flags. | visit_prep | Structured Understanding Review | mvp_required | - IntakeSummary |
| visit.brief | Render a concise one-page brief suitable for reading aloud or sharing verbally. | visit_prep | Doctor Visit Brief | mvp_required | - VisitBrief - patient-visit-copy |
| question.plan | Show prioritized dynamic questions grouped by clarification, decisions, timing, referral, monitoring, and follow-up. | visit_prep | Question Plan | mvp_required | - QuestionPlan |
| post.visit.debrief | Turn user notes into what happened, next steps, tests/referrals, open questions, and monitoring items. | visit_prep | Post-Visit Debrief | mvp_required | - PostVisitDebrief - PatientMemoryItem |
| caregiver.invite | Invite someone to help manage a patient profile or appointment workflow. | caregiver_access | Caregiver Invite | mvp_required_for_family_plan | - CaregiverAccess |
| caregiver.permissions | Choose viewer/editor/manager permissions and scope access to profile or visit-level actions. | caregiver_access | Caregiver Permissions | mvp_required_for_family_plan | - CaregiverAccess |
| caregiver.access.review | See who has access, revoke access, and review access history. | caregiver_access | Caregiver Access Review | mvp_required_for_family_plan | - CaregiverAccess - security.activity |
| caregiver.inbox | Show delegated prep tasks, visits needing review, follow-ups assigned, and unresolved questions. | caregiver_access | Caregiver Inbox | post_mvp_production | - CaregiverAccess - FollowUpItem |
| caregiver.handoff | Summarize what help is needed before or after an appointment. | caregiver_access | Caregiver Handoff | post_mvp_production | - Visit - FollowUpItem |
| visit.collaborators | Show who can view or edit a specific visit. | visit_collaboration | Visit Collaborators | post_mvp_production | - CaregiverAccess - Visit |
| visit.review.request | Ask a caregiver to review intake, brief, questions, or debrief. | visit_collaboration | Visit Review Request | post_mvp_production | - CaregiverAccess - Visit |
| visit.change.log | Track edits to symptoms, memory, questions, debrief, and access state. | visit_collaboration | Visit Change Log | post_mvp_production | - audit log model |
| plan.paywall.memory | Offer paid personal memory when the user wants to save longitudinal history after free visit prep. | monetization | Memory Paywall | mvp_required | - PatientMemoryItem - monetization-strategy |
| plan.family.upgrade | Unlock multiple profiles and caregiver sharing. | monetization | Family Plan Upgrade | mvp_required_for_family_plan | - PatientProfile - CaregiverAccess |
| visit.pack.checkout | Let non-subscription users buy appointment prep packs. | monetization | Appointment Pack Checkout | post_mvp_production | - Visit usage counters |
| billing.manage | Manage subscription, receipts, plan limits, and cancellation. | monetization | Billing Management | post_mvp_production | - billing provider decision |
| realtime.room.mode | Support in-appointment note capture, plain-language explanation, and next-question prompts. | deferred | Realtime Room Mode | deferred | - audio/privacy/legal review - MVP retention posture |
| provider.share | Let user share selected brief/debrief content with clinician or care team. | deferred | Provider Share | deferred | - provider workflow legal/privacy review |
| support.case | Handle user support without exposing health text by default. | ops_admin | Support Case | internal_later | - support access policy |
| safety.review.queue | Review flagged outputs or edge cases if human review becomes part of operations. | ops_admin | Safety Review Queue | internal_later | - human review policy |
| audit.export | Export compliance/admin event trail. | ops_admin | Audit Export | internal_later | - audit log model |
deferred
- realtime.room.mode
- provider.share
created at
2026-05-05T19:29:47.537Z
internal later
- support.case
- safety.review.queue
- audit.export
schema version
2.0
family plan minimum
- caregiver.invite
- caregiver.permissions
- caregiver.access.review
- plan.family.upgrade
post mvp production
- profile.context
- caregiver.inbox
- caregiver.handoff
- visit.collaborators
- visit.review.request
- visit.change.log
- visit.pack.checkout
- billing.manage
first release minimum
- project.gate
- account.create
- consent.review
- profile.switcher
- profile.setup
- visit.home
- intake.chat
- intake.review
- visit.brief
- question.plan
- post.visit.debrief
- profile.memory.review
- plan.paywall.memory
revisions from design 001
- Adds production gate screen and explicit implementation block.
- Adds account, consent, privacy, and security activity layer.
- Adds PatientProfile, memory review, caregiver access, collaboration, and monetization lanes.
- Makes family/caregiver plan screens first-class instead of future afterthought.
- Separates first-release minimum from public-launch production requirements and post-MVP surfaces.
production required before public launch
- privacy.controls
- security.activity