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Add Roadmap

Ryan Prather 2024-11-28 12:35:41 -05:00
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# Roadmap
What follows is a roadmap to get the system up and operational. Any dates listed are flexible and will be updated as the project continues.
1. ~~Create admin user and company data~~
2. Create other users
1. The company admin needs to be able to create other users that can be assigned to cases and oversee work done
1. Password refresh every 120 days with email reminders and notifications
3. Create cases
1. Admins and case managers should be able to create cases and assign case workers or therapists to said cases.
2. Automatically assign standard documents upon case creation and allow for digital signature of documents
3. When assigning a case worker to a case must do a qualification check that will make sure case requirements are satifisfied (not allow para-professionals on bachelors level cases)
4. Auto save case notes every 30 seconds. If no internet stores notes locally and then send notes once connection is reestablished.
5. Similar to WordPress when saving record for first time or updating existing record must save audit log entry showing old note and changes
4. Assign case workers to staff supervisors
1. Upon create case workers, must have a way to assign a staff supervisor for oversight requirements.
2. Create schedule of visit and activity
3. Create staff notes that can be saved as draft and published so supervisor can view, prior to meetings
4. Allow for digital signatures of staff notes
5. Allow case workers to store address where transportation work is done for cases.
1. Use Geoapify autocomplete and routing API to get transporation data. Address should be assigned to cases to filter lists.
2. Can specify address should be available for all cases
6. Store transportation information for tax purposes for case workers
7. Create case notes
1. Create case notes for any cases worked on. Case notes should be viewable to case managers and editable by admin
8. Create case schedules
1. Case workers should be able to create availability schedule and store projected case activity on calendar so admin and case managers can see availability for other cases
2. Also, store other pertinant data like office room availability, staff meeting schedules, CFTMs, court hearings, etc
9. Transmission log
1. Whenever data is transmitted to KidTracks should store record of activity for audit purposes and verification with KitTracks
10. Case Worker Dashboard display
1. Next scheduled event for each case
1. Next scheduled staff meeting
1. Active cases (hours)
1. Total cases (hours)
1. Income estimate
1. YTD income
1. Notifications for specific events
1. Upload receipt pictures for tax purposes
1. Track spending for each case
1. Display billing info
1. Co-case workers?
12. Case Manager/Staff Supervisor Dashboard display
1. Dropdown with each assigned case worker
1. Last activity on each case
1. Next activity on each case
1. Next scheduled staff meeting
1. Contact info for each case worker
1. Update case worker qualifications
13. Profile page
1. Upload profile image
1. Change notification parameters
1. Update contact info
14. Admin Dashboard display
1. Create new users
1. Update user