Goals
Define the features and functionalities of the Therapist Web App
Background and strategic fit
Assumptions
Requirements
User Story Title
User Story Description
Priority
Therapist Web App
1
Must have
2
Password Recovery Page
As a therapist, I want to be able recover my password in case I forgot it.
Acceptance Criteria
When I click the “Forgot your password?” link in the login page I see the password recovery page that has:
Email: Textbox
Recover Password button
Back to login page hyperlink
Clicking Recovery button:
If the input email exists in the database then the password will be sent to the email.
Else a red text line message under the Login button will be displayed: “Your email does not exist.”.
Clicking the "< Login" hyperlink sends me back to the login page
Must have
3
Dashboard
As a therapist, I want to view brief information about my patients and treatments
Acceptance Criteria
When I click to Dashboard menu, I will go to the Dashboard screen
Dashboard should display the following information charts (separation by age and gender)
Number of current ongoing treatments / total patient limit
Number of total treatments
Number of total patients
Must have
4
User Profile Page
As a therapist I want to view my profile so that I can manage my own information.
Acceptance Criteria
When I click the user name in the menu, it displays the a drop-down that lists the following action
Update profile
Change password
Log out
The page displays two tabs
Profile Information
Passwords
Must have
5
Update Profile
As a therapist I want to edit my profile so that I can update my own information.
Acceptance Criteria
Clicking Update profile from the username action dropdown opens the profile page with Profile Information tab active
Profile tab has
First Name and Last Name
Text field, required
Contain text only, max length 255 characters
Email
Text field, required
Contain text only, max length 255 characters
Follows email pattern: "text@text.text"
Country - default to the country of the admin that created the account
Location
Text field
Drop-down
Clinics
Date of birth
Date field
Format: dd/mm/yyyy
Show calculated age
Patient limit - required
Numeric (default 15)
Save button
Enable if something is changed
If all field values satisfy the validations, the data will be saved
Show system notification Save successfully.”
If there is a field that does not match the condition
System will show a red text line in the right of input field
First Name and Last Name: “No number allowed.”
Phone Number: “Only digit numbers are allowed.”
If there is a required field that is blank, show a red text line in the right of input field “Cannot leave blank.”
Cancel button
Reverts all information to the last saved data
Must have
6
Change Password
As a therapist I want to edit my password so that I can update my password and keep it secured
Acceptance Criteria
Clicking Change password from the username action dropdown opens the profile page with Password tab active
Password tab has
Old Password: text field, required
New Password: text field, required
Confirm New Password: text field, required
Save button
Enable if something is changed
If Old password is correct and New password and Confirm new password match each other
Then, the new password is updated to the database
Show system notification “Password changed successfully!”
If the password input in Old Password does not match with the current password, a red text line message will be displayed: “Old password is not valid.”
If the input New password and Confirm new password do not match each other, a red text line message will be displayed: “Confirm new password does not match.”
Cancel button
Reverts all information to the last saved data
Must have
7
Logout
As a therapist I want to logout from the system
Acceptance Criteria
Clicking Log out from the username action dropdown
A modal popup will be shown “Are you sure you want to log out?”
Choose YES: I will be returned to the login page
Choose NO: I will stay at the current page
Must have
8
Patient Management
As a therapist, I want to be able see a list of my patients so that I manage them
Acceptance Criteria
When I click on the "My Patients" menu, I open the patients list page
Static labels for
Total number of patients
On-going Patients/Limit
New Patient button
When clicked, displays an patient creation modular pop-up form
Search box
When users input the text (at least 1 character), the patients list will only return the records that matches one of their column values (except On-going status and Action column)
Filter button
When users click on the Filters button, a filter bar will appear below the title row with search boxes, drop-down or date picker depends in the field type:
Search boxes (ID, First Name and Last Name, Age On-going Treatment Plan, notes):
Default: blank
When users input the text (at least 1 character), the patient list will only return the records that have the search input text contained in the value column
Dropdown (On-going Treatment Status)
Default: All
Filters patient list that matches selected status
Status:
Planned
On-going
Finished
Calendar picker (Next Appointment Date)
Default: blank
Next Appointment Date
Date format: dd/mm/yyyy
Filter patient list where the Next Appointment Date is on or before the selected date
Close icon: Closes/hide the Filters bar
Columns button
Shows a check box list of columns that are displayed in the admin list
Default: All checked
If some columns are unchecked, All Columns check box is automatically unchecked
When an item is unchecked, column is not displayed in the admin list
Clicking on the close icon applies the checked columns to be displayed
Patient list
Data table of patients
Summary count label (e.g. "Showing 1 to 5 of 10 items)
Pagination labels
Drop down to select number of items to show in a page
Previous icon: returns to the previous page
First icon: returns to the first page
Next icon: goes to the next page
Last icon: moves to the last page
Clicking the patient name opens patient treatment details
Action button
When click it will show the following actions
Edit Info - when clicked, opens the create patient modal pop-up pre-filled with current patient information
Can save/cancel updated information
Delete - When clicked, opens a delete modal confirmation form
Must have
9
Patient Creation/Editing
As a therapist, I want to create/edit patient and their info so that I can add them to my patient list
Acceptance Criteria
Clicking the Add Patient button, opens Create Patient modular form
The form has the following fields
Mobile Number - required
Country - Static label
Institution/Clinic - Static label
First Name - text box, required, 255 characters
Last Name - text box, required, 255 characters
Gender - drop down required
Date of birth
Date field
Format: dd/mm/yyyy
Show calculated age
Notes - text box, 255 characters
Create/Save button
Saves the created/edited patient
System notification of successful/failed saving
Display red error message for failed field validation
Closes the dialog
Cancel button
Returns to the patient list without saving
Closes the dialog
Must have
10
Patient Treatment Information
As a therapist, I want to see the treatment information of a patient, so that I can view their treatment history and manage their treatment plan
Acceptance Criteria
Clicking the patient name in the patient list opens this page
Page has two main sections
Patient information - displays the following information
Patient's full name
ID
Mobile Number
Gender
DOB (with Age)
Country
Notes
If notes are long, show ellipsis link to show more
Action button
Edit Patient Information - opens the Create/Edit Patient modular form
Create Treatment Plan
Deactivate Account
Remove Account
Call button - opens Call/Chat page with call's to patient already starting
Messages button - opens Call/Chat page with chat interface with the client open
Appointment button - opens the Add Appointment pop-up dialog
Treatment history - list treatments of the patient
Clicking treatment name opens treatment details page
Search box
When users input the text (at least 1 character), the treatment list will only return the records that matches one of their column values (except On-going status and Action column)
Filter button
When users click on the Filters button, a filter bar will appear below the title row with search boxes, drop-down or date picker depends in the field type:
Search boxes (Treatment Name):
Default: blank
When users input the text (at least 1 character), the patient list will only return the records that have the search input text contained in the value column
Dropdown (On-going Treatment Status)
Default: All
Filters patient list that matches selected status
Status:
Planned
On-going
Finished
Calendar picker (Start Date, End Date)
Default: blank
Start/End Date
Date format: dd/mm/yyyy
Filter patient list where the Start/End Date is on or before the selected date
Close icon: Closes/hide the Filters bar
Columns button
Shows a check box list of columns that are displayed in the admin list
Default: All checked
If some columns are unchecked, All Columns check box is automatically unchecked
When an item is unchecked, column is not displayed in the admin list
Clicking on the close icon applies the checked columns to be displayed
Treatment list
Summary count label (e.g. "Showing 1 to 5 of 10 items)
Pagination labels
Drop down to select number of items to show in a page
Previous icon: returns to the previous page
First icon: returns to the first page
Next icon: goes to the next page
Last icon: moves to the last page
Actions
Edit Treatment Information
View Treatment Details
Must have
11
Feature | Comments | Sign-off |
|---|---|---|
1 | Login Page As a therapist, I want to login to the system, so that I can manage my patients and appointments. |
Acceptance Criteria
When I access the “Login page”, I will see the Login screen
In the Login screen, I will be able to login by using Username and Password. The Login screen will have:
Username: Textbox
Password: Textbox
Login button
Forgot your password?: Hyperlink
Clicking the login button
If I input the correct Username and Password then I will be sent to the Dashboard screen
If I input the invalid Username/Password:
If I do not input the Username or password, when I click the Login button a red text line message will be displayed: “Please fill in the Username/Password”.
If I input the wrong Username or password, when I click the Login button a red text line message will be displayed: “Incorrect Username or password. Please try again”.
Clicking “Forgot your password?”
I will be sent to a Recovery page that I could type my email registered with the system and receive the password.
Additional Improvements
| |||
2 | Password Recovery Page As a therapist, I want to be able recover my password in case I forgot it. | Additional Improvements
| |
3 | User Profile Page As a therapist I want to view my profile so that I can manage my own information. | Notes
| |
4 | Change Password As a therapist I want to edit my password so that I can update my password and keep it secured | Notes
| |
5 | Logout As a therapist I want to logout from the system | Notes
| |
6 | Patient Management As a therapist, I want to be able see a list of my patients so that I manage them | Notes
Additional Improvements
| |
7 | Patient Creation/Editing As a therapist, I want to create/edit patient and their info so that I can add them to my patient list | Notes
Additional Improvements
| |
8 | Patient Deactivation As the lead therapist, I want to be able to activate/deactivate patient users, so that I can enable or temporarily disable their access to the system | Notes
| |
9 | Patient Deletion As the lead therapist, I want to be able to delete patient users, so that I can permanently removed from the system | Notes
| |
10 | Patient Treatment Information As a therapist, I want to see the treatment information of a patient, so that I can view their treatment history and manage their treatment plan | Notes
| |
11 | Treatment Details Page As a therapist, I want to be able to see a patient treatment details, so that I can manage it | Notes
| |
12 | Create/Edit Treatment Plan from Patient Information As a therapist, I want to be able to create/edit a patient's treatment plan so that I can add/update it | Notes
Additional Improvement
| |
13 | Activities Tab As a therapist, I want to to be able to list the exercises, education materials and questionnaires in a weekly plan so that I can review the planned the activities of the treatment plan | Notes
| |
14 | Add Activity As a therapist, I want to be able to add activities to a treatment plan, so that I can modify and update the treatment plan | Notes
Additional Improvements
| |
15 | Copy All Activities As a therapist, I want to be able to copy all activities of a day so that I can quickly add them to different days | ||
16 | Exercise Cards As a therapist, I want to display the exercise information as cards, so that I can visually display the important information easily | Notes
Additional Improvements
| |
17 | Education Material Card As a therapist, I want to display the education material information as cards, so that I can visually display the important information easily | Notes
| |
18 | Questionnaire Card As a therapist, I want to display the questionnaire information as cards, so that I can visually display the important information easily | Notes
| |
19 | Adherence Tab As a therapist, I want to be able to see the patient's percent completion of daily activities and their pain levels so that I can track the progress and effectiveness of the treatment plan | Notes
| |
20 | Questionnaires Tab As a therapist, I want to be able to see the list of questionnaires that the patient has respond to and their details | Notes
| |
21 | Goals Tracking Tab As a therapist, I want to be able to see the list of goals that I have set for the patient patient so that I can quickly track their progress | Notes
| |
22 | Library Management As a therapist I want to be able to access activities from the global library so that I can create treatment plans and treatment presets and assign them to patients | Notes
| |
23 | Content Creation - Exercise As a therapist, I like to be able to create exercise contents so that I can add my own content in the library | Notes
| |
24 | Content Creation - Education Material As a therapist, I like to be able to create education material contents so that I can add my own content in the library | Notes
| |
25 | Content Creation - Questionnaire As a therapist, I like to be able to create questionnaire contents so that I can add my own content in the library | Notes
| |
26 | Create/Edit Treatment Plan from Library Page As a therapist, I like to be able to select content so that I can create a treatment plan and assign them to my patient | Notes
| |
27 | Preset Treatment Creation As a therapist, I like to be able to create a treatment plan preset so that I can use it to quickly assign the same treatment plan to multiple patients | Notes
| |
28 | Appointment Management As a therapist, I want to be able to see |
the list of my patient appointments so that I can manage |
them |
Acceptance Criteria
Use the same page layout of the patient treatment information page, but update the second section to show the treatment details with the following content
Back to Treatment History - hyperlink that loads the treatment history section
Treatment information
Treatment Name
On-going Status
Edit Treatment Information - hyperlink that opens a modal pop-up form to edit treatment information
Description
Start Date
End Date
Duration
Tabs bar - to get access to specific treatment details
Activities
Adherence
Questionnaires
Goals Tracking
Must have
12
Create/Edit Treatment information
As a therapist, I want to be able to create/edit a patient's treatment information so that I can add/update a treatment
Acceptance Criteria
On the treatment details page, when user clicks the Edit Treatment Information link, it opens the modal pop-up for treatment information
The pop-up has the following fields:
Treatment name - text box, required, 255 characters
Description - text box, 255 characters
Start date - date format: dd/mm/yyyy
Create/Save button
Saves the created/edited treatment information
System notification of successful/failed saving
Display red error message for failed field validation
Closes the dialog
Cancel button
Returns to the treatment history list without saving
Closes the dialog
Must have
13
Activities Tab
Notes
Additional Improvements   
| |||
29 | Create/Edit Appointment As a therapist, I want to be able to create/edit patient appointments so that I can schedule online counseling with them | Notes
Additional Improvements
| |
30 | Appointment Cancellation As a therapist, I want to be able to cancel patient appointments that I created, so that I can remove incorrectly scheduled appointments | Notes
| |
31 | Accept/Reject Appointments As a therapist, I want to |
be able to |
Acceptance Criteria
When I click on the Activities tab I will see the list and planned activities for the treatment
The activities tab will have the following:
A week # button
Clicking the button displays the 7-day activity plan
Can remove a week plan by clicking the 'x' corner button - opens a delete modal confirmation form
An button to add another week
A 7-day activity plan - 1 column per day
Week 1 Day 1 is the treatment start date and the rest are calculated
An button at the bottom of the day column to add activities (exercise, education material and questionnaire) - clicking opens the library pop-up to allow user to select the activity to add
A copy all icon to copy all activities in a different date - clicking opens a select day to copy to dialog to confirm the copying
Must have
14
Copy All Activities
15
Add activity pop-up
accept or reject appointments requested by my patients, so that my patients can know that I'm not available on that schedule | Notes
| ||
32 | Chat/Call Management As a therapist, I have a chat/call page so that I can manage the chats and calls to my patients | Notes
| |
33 | Patient Chat/Messaging As a therapist, I want to |
Acceptance Criteria
When the user clicks on the button at the bottom of the day column, a pop-up form appears that will allow the user to select one or more activities to the day
The form will have:
Tab Bar
Exercises - when clicked, displays the list of exercises from the library
Education Materials - when clicked, displays the list of education materials
Questionnaires - when clicked, displays the list of questionnaires
Search/Filter Side Bar
Filter applied as we type or select values
Selected Activities Side Bar
Lists all of the activities
Add to day button - confirms adding of listed activities to the day
Must have
16
send messages to my patients and see our chat/message history | Notes
| ||
34 | Displaying and Downloading Chat Attachments As a therapist, I want to display the message attachments so that I can view/play images/video and download them | Notes
| |
35 | Patient Voice/Video Calls As a therapist, I want to be able to do voice/video calls with my patients so that I can talk to them | Notes
| |
36 | Dashboard As a therapist, I want to |
Acceptance Criteria
The card will show:
media slideshow - manual switching of media
title of exercise (hyperlink)
display max 2 lines
if longer than 2 lines show ellipsis
hover displays full title
categories of the exercise
display max 2 lines
if more than 2 lines show ellipsis
hover displays all categories
Only in activities tab
remove icon
copy icon
# of sets and # of reps
Only in library
Favorite icon
Check-box - to select/add exercise to preset treatment
Override icon
Clicking on the title will open the Exercise Creation/Editing page
Clicking on the card will open card as pop-up to view details
Must have
17
Education Material Card
As a therapist, I want to display the education material information as cards, so that I can visually display the important information easily
Acceptance Criteria
The card will show:
default icon for educational material
title of educational material (hyperlink)
display max 2 lines
if longer than 2 lines show ellipsis
hover displays full title
File type
categories of the educational material
display max 2 lines
if more than 2 lines show ellipsis
hover displays all categories
remove icon
copy icon
Download icon
Clicking on the title will open the Education Material Creation/Editing page
Clicking on the card will open card as pop-up to view details
Must have
18
Questionnaire Card
As a therapist, I want to display the questionnaire information as cards, so that I can visually display the important information easily
Acceptance Criteria
The card will show:
default icon for questionnaire
title of questionnaire (hyperlink)
display max 2 lines
if longer than 2 lines show ellipsis
hover displays full title
number of questions
categories of the educational material
display max 2 lines
if more than 2 lines show ellipsis
hover displays all categories
remove icon
copy icon
Clicking on the title will open the Education Material Creation/Editing page
Clicking on the card will open the Questionnaire pop-up to view details
Must have
19
Adherence Tab
As a therapist, I want to be able to see the patient's percent completion of daily activities and their pain levels so that I can track the progress and effectiveness of the treatment plan
Acceptance Criteria
When I click on the Adherence tab I will see the adherence section page
The section shows the following:
Date Range - date range picker, selects the days to be displayed in the chart
Bar and line chart - displays dates selected and the % completion of activities each day and the pain level recorded by patient per day
Bar - % completion
Line - Pain levels
Exercise List - collapsible text box
One for each day in the selected range
Title - Day and date
Expanded content - Exercises for that day with list of details (Assigned, Completed, Pain Level)
Must have
20
Questionnaires Tab
As a therapist, I want to be able to see the list of questionnaires that the patient has respond to
Acceptance Criteria
When I click on the Questionnaire tab I will see the questionnaire section page
The section shows the following:
Questionnaire List - data table
Date Submitted
Title
Categories
Language
When row is clicked it opens the questionnaire pop-up to show the answers
Summary count label (e.g. "Showing 1 to 5 of 10 items)
Pagination labels
Drop down to select number of items to show in a page
Previous icon: returns to the previous page
First icon: returns to the first page
Next icon: goes to the next page
Last icon: moves to the last page
Must have
21
Questionnaire Pop-up
As a therapist, I want to be able to see the patient's answers to the questionnaires so that I can get their feedback
Acceptance Criteria
When user clicks the row of one of the questionnaires in the list, it opens a pop-up dialog that shows all the questions and answers of that questionnaire
The pop-up has the following:
Title - title of questionnaire
Description
Number of questions
Question and Answer - collapsible text box
One for question in the selected range
Title - Question Number
Expanded content - Question and answers (including images if any)
Close button
Returns to the questionnaire list
Closes the dialog
Must have
22
Goals Tracking Tab
As a therapist, I want to be able to see the list of goals that I have set for the patient patient so that I can quickly track their progress
Acceptance Criteria
When I click on the Goals Tracking tab I will see the Goals Tracking section page
The section shows the following:
Goals List - satisfaction line chart
Each chart has
Goal # and title
Line chart of patient's weekly satisfaction of the treatment
Must have
23
Library Management
As a therapist I want to be able to access activities from the global library so that I can create treatment plans and treatment presets and assign them to patients
Acceptance Criteria
When I click on the Library menu, I will have see the Library page that shows:
Action button to create Exercise, Education Content, Questionnaire and Treatment Plan
Tab Bar
Exercises
When clicked, displays the list of exercises
Items can be marked as favorite
If Item is overridden display overridden icon
Education Materials
When clicked, displays the list of education materials
Items can be marked as favorite
If Item is overridden display overridden icon
Questionnaires
When clicked, displays the list of questionnaires
Items can be marked as favorite
If Item is overridden display overridden icon
Preset Treatments
When clicked, displays a list of the therapists saved treatment preset
Search/Filter Side Bar
Filter applied as we type or select values
Additional filters:
Show favorites only
Show my contents only
Show selected contents only
Must have
24
Content Creation - Exercise
As a therapist, I like to be able to create exercise contents so that I can add my own content in the library
Acceptance Criteria
Same UX/UI for creating content in the Back-end Admin app
Created content is only available to the therapist (creator)
Has the icon to mark that this is therapist created/customized
Must have
25
Content Creation - Education Material
As a therapist, I like to be able to create education material contents so that I can add my own content in the library
Acceptance Criteria
Same UX/UI for creating content in the Back-end Admin app
Created content is only available to the therapist (creator)
Has the icon to mark that this is therapist created/customized
26
Content Creation - Questionnaire
As a therapist, I like to be able to create questionnaire contents so that I can add my own content in the library
Acceptance Criteria
Same UX/UI for creating content in the Back-end Admin app
Created content is only available to the therapist (creator)
Has the icon to mark that this is therapist created/customized
27
Treatment Plan/Preset Treatment Creation
As a therapist, I like to be able to select content so that I can create a treatment plan and/or preset treatment and assign them to my patient
Acceptance Criteria
When user clicks the Action > New Treatment Plan in the Library page, it opens the Treatment planning page
Treatment planning page has two section
Treatment Information section which has
Name - name of treatment, required, 255 chars
Description - description of treatment, 255 chars
Patient Name - drop down, patient name to assign the treatment plan
Start Date
Treatment Goal - can add up to maximum of 4 goals
Progress input - which day of every number of weeks. required
day drop down - (1-7)
week drop down - based of number of weeks of the treatment plan
Goal - description of goal, text box, required, 255 characters
Activities section - the same UX/UI of the activities page above
Must have
28
Appointment Management
As a therapist, I want to be able to see the list of my patient appointments so that I can manage them
Acceptance Criteria
When I click on the Appointments menu, it opens the Appointments page
The page will show a monthly calendar
User can change the displayed month
Today is marked with a dark circle on the date
Each date square will display the number of appointments on that day
Hovering on the date square will show the "Add Appointment" link
Date square can be selected
If selected the appointment list will only display appointments for that day
A side bar that lists the appointments for that displayed month and requested appointments
Appointment list - the appointments for the same day are grouped to display
Date - dd/mm/yyyy
Appointment time
Name of patient
Cancel Appointment link
Request for Appointment list - the requested appointments for the same day are grouped to display
Date when request was raised
Name of the patient
An Add Appointment link
Delete Request link
Must have
29
Create/Edit Appointment
As a therapist, I want to be able to create/edit patient appointments so that I can schedule online counseling with them
Acceptance Criteria
When I click on the "Add Appointment" link in the calendar date, it opens the Create Appointment pop–up dialog
The pop-up dialog has the following fields:
Patient Name - required, drop-down of therapist's patients
Date - required, calendar picker, default to the date where the link was clicked
From - required, time picker
To - required, time picker
Create/Add button
Add/saves the created/edited appointment
System notification of successful/failed saving
Display red error message for failed field validation
Closes the dialog
Cancel button
Returns to the appointment list without saving
Closes the dialog
Must have
30
Appointment Cancel
Must have
31
Appointment Subject
Nice to have
32
Chat/Call Management
As a therapist, I have a chat/call page so that I can manage the chats and calls to my patients
Acceptance Criteria
When I click on the Chat/Call menu, it opens the Chat/Call page
The Chat/Call page will have the following:
Search bar - when user types in the search bar, the contact list is filtered with matching results
Contact list - list of all of the therapist's patients
Online icon for patients that are online
Number of unread messages icon
Missed call icon
Total of unread messages
Patient chat/message history panel
Must have
33
Patient Chat/Messaging
As a therapist, I want to send messages to my patients and see our chat/message history
Acceptance Criteria
When I click on a patent name in the contact list, it opens the chat/message history in the message panel on the right
The message panel has the following:
chat/message history area - displays the past messages with time stamp
a voice call icon - when click opens a voice call with the patient
a video call icon - when click opens a video call with the patient
text box and send message button - for entering and sending messages
add attachment button - attaching photo/video files (max 25MB)
Must have
34
Displaying and Downloading Attachment
As a therapist, I want to display the message attachments so that I can view/play images/video and download them
Must have
35
Voice Messaging
As a therapist, I want to send voice messages to my patients so they can just listen to my messages
Nice to have
36
Patient Voice/Video Calls
As a therapist, I want to be able to do voice/video calls with my patients so that I can talk to them
Acceptance Criteria
When I click on the either the voice or video call button in the chat/messaging history panel, it opens the call panel
The call panel has the following:
Menu icon - show/hides the contact list
Video icon - clicking on this icon turns on/off my video
Volume icon - clicking on this icon will mute/unmute my audio
Hang up icon - clicking on this icon ends the call
Message icon - clicking on this icon to opens the chat/message panel
If I have unread messages from the patient, then a red dot is shown on this icon
Patient's video/avatar - if voice call it shows avatar, else it shows clients video
Therapist's video/avatar - if voice call it shows avatar, else it shows my video
Can be moved/dragged to different position/area in the call panel
Must have
37
Chat while Calling
Message icon - clicking on this icon to opens the chat/message panel
If I have unread messages from the patient, then a red dot is shown on this icon
Must have
User interaction and design
Login
User goes to site
User enters email and password
If credentials are correct, loads the dashboard page
Else, prompted for wrong login credentials and user can
Retry login, or
Reset password
User resets password
User clicks the "Forget your password?" link to load the Password Recovery page
User enters email and clicks on the Recover Password button
If user's email exist on the database, success notification is shown and password recovery email is sent to the user's email
If email has not been received, user can click link to resend the email
Else, failed notification is shown and message says that the email does not exist in the database
User clicks on the "< Login" link to go back to the login page
View/Edit User Profile
User clicks on user name in the top right corner and selects Update Profile
Loads the User Profile page with the Profile Information tab active
User updates information and clicks the Save button to save changes or Cancel to revert to the changes to last save information
Displays success notification when save is successful
Change Password
User clicks on user name in the top right corner and selects Change Password
Loads the User Profile page with the Password tab active
User types current password
User types new password
User confirms new password
User clicks the Save button to save new password or Cancel to revert to the changes
If current password is correct and New password and Confirm new password match each other
Then, the new password is updated to the database
Show system notification “Password changed successfully!”
If the password input in Old Password does not match with the current password, a red text line message will be displayed: “Old password is not valid.”
If the input New password and Confirm new password do not match each other, a red text line message will be displayed: “Confirm new password does not match.”
Logout
User clicks on user name in the top right corner and selects Logout
User gets logout of the session and returns to the login page
Dashboard
User after login is redirected to the dashboard page and shows the data and charts of the dashboard
User can click on the dashboard menu to go to the dashboard page
Patient Management - Viewing Patients
User clicks on the Patients menu to display the user's list of patients
User clicks on the patient name to view the patients treatment history
In the patient treatment history page:
User clicks the call icon to start a call with the patient
User clicks the messaging icon to start/open the messaging page
User clicks the appointment icon to open the create appointment pop-up dialog
Patient Management - Search/Filter Patients
User clicks on Patients menu and loads the Patient Management page
User types on the Search box, the patient list will only return the records that one of their column values contain the search text
User clicks on the Filter button and types on a specific filter in the filter bar and the patient list will only return the records that matches the text in the specific column/field
User can customizes the columns displayed in the data table by clicking on the Columns button and toggle the checkbox of the columns that they want displayed
User can customize the number of items shown in the data table by selecting the number of items to be shown in a page
Patient Management - Create New Patients
User clicks on New Patient button to open the Create/Edit Patient User dialog
User enters required information for new patient and clicks on the Create button
If all input fields are valid, then it saves the new patient and show system notification of successful patient creation
Else, display warning/error messages
User clicks on the Cancel button to cancel the patient creation and closes pop-up and returns to the patient list
Patient Management - Edit Patient Information
Two ways
User clicks on Actions > Edit Patient Info link to open the Create/Edit Patient User dialog
User clicks on the patient name to open treatment history page and on the patient information section clicks the Action > Edit Patient Info link
User enters updated information for the patient and clicks on the Save button
If all input fields are valid, then it saves the new patient and show system notification of successful patient information update
Else, display warning/error messages
User clicks on the Cancel button to cancel the patient information update and closes pop-up and returns to the patient list
Patient Management - Viewing/Search/Filter Patient Treatment History
User clicks on the patient name to open treatment history page
User types on the Search box, the treatment history list will only return the records that one of their column values contain the search text
User clicks on the Filter button and types on a specific filter in the filter bar and the treatment history list will only return the records that matches the text in the specific column/field
User can customizes the columns displayed in the data table by clicking on the Columns button and toggle the checkbox of the columns that they want displayed
User can customize the number of items shown in the data table by selecting the number of items to be shown in a page
Patient Management - View Treatment Details
In the treatment history list choose the treatment you want to edit and click on the treatment name or on the Action > View Treatment Details link to open the Treatment details page
Patient Management - Editing Treatment Information
Two ways
In the treatment history list choose the treatment you want to edit and clicks on the Action > Edit Treatment Info link to open the Edit Treatment Info dialog
In the treatment details page, user clicks on the Edit Treatment Info link to open the Edit Treatment Info dialog
User enters updated information for the patient and clicks on the Save button
If all input fields are valid, then it saves the new patient and show system notification of successful patient information update
Else, display warning/error messages
User clicks on the Cancel button to cancel the patient information update and closes pop-up and returns to the patient list
Patient Management - Editing Treatment Activities
In the treatment history list choose the treatment you want to edit and click on the treatment name or on the Action > View Treatment Details link to open the Treatment details page
In the activities section user can add weeks and daily activities
Adding week - user clicks on the button to add 1 week
Deleting week - user clicks on the icon on the week button
Adding daily activities
Select the week you want to add an activity
Select the day of the week you want to add the activity
Click on the button in the day column to add activity for that day
Opens the activity selection dialog
Selects activity to add and can be seen added the the side bar
User can choose from the Exercises, Educational Materials and Questionnaire tabs
Clicks on the Add to day button
Closes the dialog
Adds the selected activity to the day column
Deleting activities
On the daily activity column, click on the icon of any of the activity card
Click the "Back to Treatment History" button to save the changes
Patient Management - Viewing Treatment Adherence/Questionnaires/Goals
In the treatment history list choose the treatment you want to edit and click on the treatment name or on the Action > View Treatment Details link to open the Treatment details page
Click on the Adherence/Questionnaires/Goals tab to see their details
Adherence tab
Default view is the entire duration of the treatment
User clicks on the Time Range field to change the displayed duration
Questionnaire tab
Displays the list of questionnaires in the treatment
User can search and filter the questionnaire list
User can see the answers to the questions by clicking on the questionnaire name to open the questionnaire details pop-up
Goals tab
Displays the goal graphs of the treatment
Library Management - Viewing Contents
User clicks on the Library menu to view the library contents
User selects the tab of the specific content that they want to view
Exercises
lists the global and user created/modified exercises
click on the exercise card to see the details of the exercise
Education Materials
lists the global and user created/modified educational materials
click on the education material name in the list to see the details of the education materials
Questionnaires
lists the global and user created/modified questionnaires
click on the questionnaire name in the list see the details of the questionnaire
Preset Treatments
lists the user created/modified preset treatments
click on the treatment name in the list to see the details of the treatment
Library Management - Create/Edit Exercises
User clicks on the Library menu to view the library contents
User selects the exercise tab
To create
Click the Action > New Exercise button to open the Create/Edit Exercise page
User uploads media for the exercise
Can select/browse from desktop file
Can drag/drop files into the media area
Can remove added media by clicking on the icon
User fills in exercise information
User clicks the Create button
Saves created exercise
System notification of successful/failed saving
User clicks the Cancel button to cancel content creation and returns to the exercise list without saving
To edit
Select existing exercise and click edit to open the Create/Edit Exercise page
If selected exercise is from global library, creates a duplicate of the exercise
Else, edits selected exercise
User updates/edits existing/copied information
User clicks the Save button
Saves edited/duplicated exercise
System notification of successful/failed saving
User clicks the Cancel button to cancel content creation and returns to the exercise list without saving
Created/Edited exercise is marked with a icon
Library Management - Create/Edit Education Material
User clicks on the Library menu to view the library contents
User selects the education materials tab
To create
Click the Action > New Education Material button to open the Create/Edit Education Material pop-up
User uploads file for the content
Can select/browse from desktop file
Can drag/drop files into the upload area
User fills in Education Material information
User clicks the Create/Save button
Saves created/edited Education Material
System notification of successful/failed saving
User clicks the Cancel button to cancel content creation and returns to the Education Material list without saving
To edit
Select existing Education Material and click Action > Edit Info to open the Create/Edit Education Material pop-up
If selected education material is from global library, creates a duplicate of the education material
Else, edits selected education material
User updates/edits existing/copied information
User clicks the Save button
Saves edited/duplicated education material
System notification of successful/failed saving
User clicks the Cancel button to cancel content creation and returns to the education material list without saving
Created/Edited education material is marked with a icon
Library Management - Create/Edit Questionnaire
User clicks on the Library menu to view the library contents
User selects the questionnaire tab
To create
Click the Action > New Questionnaire button to open the Create/Edit Questionnaire page
User uploads file for the content
Can select/browse from desktop file
Can drag/drop files into the upload area
User fills in Questionnaire information
User clicks the Add Question button to add at least one question
User enters the question and question type
User can upload a photo for the question
Can select/browse from desktop file
Can drag/drop files into the upload area
User enters answer options (depends on question type)
User can re-order questions by dragging them
User can copy a question and created copy is added as the last question in the list
User clicks the Create/Save button
Saves created/edited Questionnaire
System notification of successful/failed saving
User clicks the Cancel button to cancel content creation and returns to the Questionnaire list without saving
To edit
Select existing questionnaire and click Action > Edit Info to open the Create/Edit Questionnaire page
If selected questionnaire is from global library, creates a duplicate of the questionnaire
Else, edits selected education material
User updates/edits existing/copied information
User clicks the Save button
Saves edited/duplicated questionnaire
System notification of successful/failed saving
User clicks the Cancel button to cancel content creation and returns to the questionnaire list without saving
Created/Edited questionnaire is marked with a icon
Library Management - Create/Edit Preset Treatments
User clicks on the Library menu to view the library contents
User selects the preset treatment tab
To create:
User clicks the Action > New Treatment Plan in the Library page, it opens the Treatment planning page
Users enters treatment information in the Treatment Information section which has
If user enters Patient Name, created preset is automatically assigned to the patient
User selects the activities in the Activities section
User can add weeks and daily activities
Adding week - user clicks on the button to add 1 week
Deleting week - user clicks on the icon on the week button
Adding daily activities
Select the week you want to add an activity
Select the day of the week you want to add the activity
Click on the button in the day column to add activity for that day
Opens the activity selection dialog
Selects activity to add and can be seen added the the side bar
User can choose from the Exercises, Educational Materials and Questionnaire tabs
Clicks on the Add to day button
Closes the dialog
Adds the selected activity to the day column
Deleting activities
On the daily activity column, click on the icon of any of the activity card
User clicks the Save button
Saves the created preset treatment
System notification of successful/failed saving
User clicks the Cancel button to cancel preset treatment creation and returns to the preset treatment list without saving
To Edit:
Select existing preset and click on Action > Edit Treatment Plan it opens the Treatment planning page
User updates/edit existing information
User adds/remove new/existing activities
User clicks the Save button
Saves the created preset treatment
System notification of successful/failed saving
User clicks the Cancel button to cancel preset treatment creation and returns to the preset treatment list without saving
Appointment Management - Viewing Appointments
User clicks on the Appointment menu to open the Appointments list page
By default, today is selected and the appointment list displays the appointments for the day
User changes the displayed month by clicking on the month selector
User selects a day on the monthly calendar view and display appointments for that day in the appointment list
The user can see the appointment details (name of patient and time of appointment) on the appointment list
User can also see requested appointments in the Request of Appointments tab
Appointment Management - Adding Appointments
User hovers on the date they want to add an appoints and clicks on the Add Appointment link to open the Create Appointment pop–up dialog
User fills in required information (name of patient, date/time of appointment)
User clicks the Create button
Saves the created appointment
System notification of successful/failed saving
User clicks the Cancel button to cancel appointment creation and returns to the appointment list page
Appointment Management - Cancelling Appointments
User selects a date in the calendar view to list appointments
User clicks on the Cancel Appointment link
Opens an cancel appointment modal confirmation form, when confirmed removes the appointment from the list sends notification to patient in mobile app
Chat/Call Management - Messaging a Patient
User clicks on the Chat/Calls menu to open the Chat/Contact list page
User selects the patient to whom the message is to be sent in the contact list to open the chat/message history for that patient
User enters messages in the text box and press enter or clicks on the send button to send the message
User can attach photos/videos in the message
User clears the unread icon when they open the chat/message history
Chat/Call Management - Calling a Patient
User clicks on the Chat/Calls menu to open the Chat/Contact list page
User selects the patient to whom the user wants to call
Clicks on the Voice Call icon if calling without video
Shows calling graphic with patient avatar
Shows call timer when patient answers
Clicks on the Video Call icon if calling with video
Shows calling graphic with patient avatar
Shows timer and video when patient answers
User can click to Volume icon to mute/unmute microphone
User can click on the Message Icon to open Chat/Message panel to send messages
User clicks the End Call icon to end call
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view brief information about my patients and treatments | Notes
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