Chapter 5 — Our App: Build Status & Priorities

Status as of 2026-10-24. Practice screens remain fictional front-end demos with data resetting on reload. The connected external hubsteriaNotes backend powers administrator authentication and protected master T1 roles; practice records have not yet been migrated. See 06-quality-audit.md for navigation and quality findings.

Built (from screenshots)

• Shell, demo login, Home, To-Do List (all tabs), Messages (folders, threads, reply, archive, delete), Scheduling (Agenda, Day, Week and Month views; create and edit events).
• Patients: list with filters, New Patient form, chart tabs (Info, To-Do, Schedule, Documents, Billing, Billing Settings, Clinicians, Portal, Messages, Insights).
• Staff list and detail; Contacts; Payers list and detail with edit; Billing hub, Revenue Report, ERA, Electronic Claim History; Library (4 tabs); Document Requests.
• Settings: landing page, Patient Records, Notes, Diagnosis Codes, Service Codes, Practice Billing, Patient Billing, To-Do, Activity Log, Password, Display, Calendar Sync.

Gaps vs this reference (priority order)

1. Backend (Lovable Cloud): real logins, roles and permissions per Ch 2.2, saved records, activity log.
2. Durable clinical records: fictional note editors, revisions and review queues are implemented; authenticated clinical permissions, durable storage and full template parity remain unfinished.
3. Appointment ↔ note ↔ billing chain: appointment statuses (missed, cancelled, reinstate, fee), signing a note makes the charge ready.
4. Claims engine: Submit Electronic Claims screen, the status set in Ch 4.4, resubmission types, CMS-1500 output.
5. ERA posting screen with the validation rules in Ch 4.6; patient payments, refunds, write-offs; statements and superbills.
6. Portal for patients: invite, forms, e-sign, outcome measures with scoring, appointment requests, payments.
7. Insurance policy editor with eligibility check; prior authorizations that count down.
8. Reminders, telehealth, AI features (TherapyFuel equivalents through Lovable AI), ePrescribe (needs a vendor).
9. Insights dashboard; remaining reports.

Connected pages update

Notes, clinician review, questionnaire assignment/results, fictional patient answers and library reference pages now have real destinations. Patient accounting links open usable sample entries or honest service-limitation views. Local accounting updates the shared ledger; claims/CMS-1500/card processing are not production-enabled.

Help-center topics listed but not yet summarized (2026-10-24)

• Add a Comment on a Patient File: source link only; workflow not yet documented or built.
• RxInform patient Rx education and discounts: not covered; ePrescribe is out of scope for the demo.
• Include Patient Amount on Paper Claim (CMS-1500): source link only; the demo CMS-1500 view does not show patient amount.
• Covered: automated appointment reminders, unassigned-patient clinician access (roles), create and batch patient statements.

Remaining phases to full implementation (2026-10-24)

1. Real practice core (in progress): patients, appointments, notes/signing, charges, payments, comments, staff names, Practice Admin, All Practices done. Remaining: patient chart page, note templates (SOAP/DAP/BIRP, intake, treatment plan rules), auto to-dos.
2. Real billing: insurance policies, eligibility, prior auths, claims + CMS-1500 (with patient amount), ERA posting, refunds/write-offs/adjustments, statements, superbills.
3. Patient portal: patient sign-ins, forms/questionnaires with scoring, e-sign, appointment requests, online copays (Stripe Connect).
4. Communication: real reminder email/text, secure messaging, telehealth.
5. Reports & insights: revenue, note count, aging, outcome trends dashboard.
6. Production hardening: move demo-only features to real data, HIPAA review/BAA vendors, leaked-password protection, backups, full FQL green run. Out of scope unless a vendor is chosen: ePrescribe/RxInform.