portal/plans/physio.yaml

# A physiotherapy clinic: two doors on the front, patients and the
# people who send them; the reception handles everything, therapists
# write the report back and notice who did not turn up.
business: Bakken Fysioterapi
language: en
contact: { name: Marit Bakken, email: marit@bakkenfysio.example }
about: >
  Six physiotherapists and a receptionist. People come with pain,
  injuries and after operations, on their own or sent by a doctor,
  and we treat them over a course of sessions.

doors:
  - id: patients
    who: someone with pain or an injury, or a patient who already has a time here
  - id: referrers
    who: a doctor, a hospital ward or an insurer sending someone to us

needs:
  - id: new-patient
    who: someone with something that hurts
    wants: a first appointment with a therapist who suits them
    door: patients
    lands_in: requests
    handled_by: reception
    stages: [open, offered, booked, declined]
    done_when: [booked, declined]
    success: [booked]
    max_fields: 4
    collects:
      - { name: name }
      - { name: phone, type: tel }
      - { name: what_hurts, type: textarea }
      - { name: when, type: select, options: [Mornings, Afternoons, Any time] }
      - { name: sent_by_doctor, type: select, options: ["Yes", "No"], optional: true }

  - id: move-or-cancel
    who: a patient who already has a time and cannot come
    wants: the time moved, or the slot freed
    door: patients
    lands_in: cancellations
    handled_by: reception
    stages: [open, rebooked, released]
    done_when: [rebooked, released]
    success: [rebooked]
    max_fields: 3
    collects:
      - { name: name }
      - { name: phone, type: tel }
      - { name: appointment_day, type: date }
      - { name: new_time_wish, optional: true }

  - id: referral
    who: a GP or a hospital ward sending a patient
    wants: the patient seen, and a report back when the course ends
    door: referrers
    lands_in: referrals
    handled_by: reception
    stages: [open, accepted, booked, reported, returned]
    done_when: [reported, returned]
    success: [reported]
    # The therapist who treated them writes the report; they see the
    # referral from the start.
    moves_by: { reported: [therapists] }
    watched_by: [therapists]
    max_fields: 5
    collects:
      - { name: patient_name }
      - { name: patient_phone, type: tel }
      - { name: referrer }
      - { name: what_for, type: textarea }
      - { name: urgency, type: select, options: [This week, Within a month, Routine] }

  - id: insurance-approval
    who: the receptionist, before a course that an insurer has to approve
    wants: the request sent and its answer kept where the patient's case is
    enters_as: reception
    lands_in: approvals
    handled_by: reception
    stages: [open, sent, approved, refused]
    done_when: [approved, refused]
    success: [approved]
    max_fields: 3
    collects:
      - { name: patient_name }
      - { name: insurer }
      - { name: sessions }
      - { name: case_number, optional: true }

  - id: no-show
    who: a therapist whose patient did not turn up and did not call
    wants: the reception to ring them and get them back in
    enters_as: therapists
    lands_in: no_shows
    handled_by: reception
    stages: [open, contacted, rebooked, closed]
    done_when: [rebooked, closed]
    success: [rebooked]
    max_fields: 2
    collects:
      - { name: patient_name }
      - { name: appointment_day, type: date }
      - { name: note, optional: true }

# Held out from every model that writes words.
personas:
  - { id: runner-knee, need: new-patient, text: "I've been running for years and the outside of my right knee has started hurting after about five kilometres. I'd like someone to have a look, preferably in the mornings." }
  - { id: post-surgery-mother, need: new-patient, text: "My mother had a hip replacement three weeks ago and the hospital said she needs training. She can't do much on her own and I'll drive her." }
  - { id: sick-child, need: move-or-cancel, text: "I have a session on Thursday at ten but my daughter has a fever and I can't come. Can I move it?" }
  - { id: sent-abroad, need: move-or-cancel, text: "Work is sending me abroad next week so my appointment on the 3rd is off. Just free the slot, I'll be in touch when I'm back." }
  - { id: gp-shoulder, need: referral, text: "I'm a GP. A patient of mine has a frozen shoulder that isn't improving with what I can offer. I'd like her to start with you and hear how it goes." }
  - { id: hospital-discharge, need: referral, text: "Orthopaedic ward here. We're discharging a man after an ankle fracture on Friday and need follow-up rehab arranged near where he lives. He'll need a report for his sick leave." }
  - { id: reception-approval, need: insurance-approval, text: "The patient in room two has a policy that covers twelve sessions if the insurer signs off first. I need to send that off and keep track of the answer." }
  - { id: therapist-no-show, need: no-show, text: "My two o'clock didn't turn up and didn't call. Second time. Someone needs to ring him." }