Enterprise Scope: Vector embeddings, semantic search, full-text search, advanced filtering, saved search management, search analytics, and AI recommendations.
Advanced Features & Use Cases
UC2.1: Semantic Search with AI Intent Recognition
Natural language queries converted to embeddings. System understands intent ("therapist near me for depression") without exact keyword matching. Uses OpenAI embeddings or similar for semantic similarity scoring.
Combines Elasticsearch for keyword matching with vector database (Pinecone/Weaviate) for semantic relevance. Applies Boolean logic for filtered results. Final ranking considers BM25 score + cosine similarity + match frequency.
UC2.3: Advanced Filtering with Faceted Search
Multi-faceted filtering: Location (radius-based), Specialty (taxonomy), Insurance (multiple), Service Type, Language, Availability, Rating, Credentials. Real-time facet counts show available options.
UC2.4: Saved Searches with Auto-Update
Users can save search queries. System periodically re-runs saved searches and notifies users of new matches. Email digest of new providers matching saved criteria (weekly or custom frequency).
UC2.5: Search Analytics & Trending
Track popular search queries, trending specialties, geographic hotspots. Dr. C can view search trends to understand provider demand. Heat map of searches by location and specialty.
UC2.6: Collaborative Filtering Recommendations
If User A sends referral to Dr. B, and User C has similar profile to User A, recommend Dr. B to User C. ML model learns referral patterns and makes intelligent suggestions.
Wireframes - Module 2 Preview
WF2.1: Advanced Search with Semantic Intelligence
Natural language search with AI-powered intent recognition. System understands context and provides relevant results even without exact keywords.
Search Input: "I need a therapist in California who specializes in trauma and accepts my insurance"
AI Processing:
• Extracts: role="therapist", location="California", specialty="trauma", insurance="auto-detected"
• Converts to embeddings for semantic matching
• Scores providers based on profile similarity
• Applies insurance filter
Multi-level network graphs showing direct connections, secondary connections (friends-of-friends), and cluster analysis. Visualization shows network density, influential nodes, and collaboration hubs.
UC3.2: Bidirectional Referral Tracking
Track referral flow between network members. Analytics show: who refers most to whom, referral success rate, average time from referral to acceptance, specialization patterns.
UC3.3: Network Health Scoring
Calculate provider network score: Active connections, referral volume, response time, profile completeness. Providers receive quarterly network health report.
UC3.4: Collaborative Care Teams
Providers can create formal care teams for specific patients. Team members can share notes (encrypted), coordinate treatment plans, and track patient progress collaboratively.
📤 MODULE 4: Encrypted Referral System (ADVANCED)
Enterprise Scope: End-to-end encryption, referral workflows, smart routing, automated follow-ups, referral analytics, and integration with EHR systems.
Critical Use Cases
UC4.1: Create & Send Encrypted Referral with Template System
Encryption
TweetNaCl.js AES-256
Data Fields
Patient name, DOB, diagnosis, medications, treatment history
Compliance
HIPAA-compliant, encrypted at rest and in transit
Flow:
1. Template Selection: User chooses from templates (Psychiatric Eval, Therapy, Follow-up, Emergency)
2. Patient Information Entry: Fill in protected health information
- Patient name, DOB, contact info
- Chief complaint & diagnosis
- Current medications
- Treatment history & allergies
- Preferred appointment dates/times
3. Recipient Selection: Choose receiving provider
4. Consent Verification: Confirm patient has consented to referral
5. Encryption Process:
- Generate symmetric key (random 256-bit)
- Encrypt patient data with symmetric key
- Encrypt symmetric key with recipient's public key
- Sign with sender's private key for authenticity
6. Delivery: Send encrypted referral through secure channel
7. Audit Log: Create immutable record with sender, recipient, timestamp, data hash
8. Notification: Recipient receives notification with 7-day response deadline
9. Auto-Follow-up: If not responded in 3 days, send reminder
UC4.2: Receive & Respond to Encrypted Referral
Recipient Action
Accept, Decline, Request Info
Decryption
Only recipient's private key can decrypt
Data Access
View only if accepted; auto-delete if declined
Flow:
1. Notification Received: Provider sees referral in inbox
2. Decryption: System decrypts with recipient's private key
3. Display: Patient info displayed in secure modal (auto-timeout after 5 min of inactivity)
4. Review Options:
- Accept: "I can see this patient"
- Decline: "Not accepting new patients" with reason
- Request Info: Ask sender for additional details
5. Acceptance Workflow: If accepted:
- Generate patient intake forms
- Send to patient via secure link
- Create reminder for scheduling appointment
- Add to provider's patient list
6. Decline Workflow: If declined:
- Notify sender immediately
- Encrypted data securely deleted
- Suggestion: "Try these alternatives"
7. Audit Entry: Log response with timestamp and provider action
Messages encrypted with recipient's public key. Only recipient can decrypt. Messages stored encrypted in database. Perfect forward secrecy implemented.
UC5.2: Message Threading with Context
Conversations grouped by patient/referral. Thread history shows full context. Can quote/reference previous messages.
UC5.3: Message Expiration & Auto-Deletion
Messages can be set to auto-delete after read or after N days. Configurable retention policy for compliance.
UC5.4: Read Receipts & Typing Indicators
Show when message read, who's typing, last seen timestamps. All while maintaining encryption.
🔐 MODULE 6: Emergency Access & Practice Succession (ADVANCED)
Provider designates executor(s) and grants specific access permissions. Stores sensitive documents in emergency vault. Creates succession plan.
2
Emergency Triggered
Executor initiates emergency access by clicking "Activate Emergency" button. System prompts for reason (death, hospitalization, incapacity, disaster).
3
Multi-Factor Verification
System sends verification code to executor's registered phone. Executor enters code. System notifies Dr. C with details. Dr. C has 15 minutes to deny emergency if fraudulent.
4
Access Granted
After verification, executor gains access to vault documents, patient list, treatment history. Access is read-only unless permission granted for updates.
5
Complete Audit Trail
Every action logged: what documents accessed, when, by whom, from where, for how long. All immutable and exportable for legal proceedings if needed.
6
Access Expiration
Access automatically expires after 90 days or when provider cancels emergency status. Can be extended if emergency continues.
Advanced Emergency Features
UC6.1: Multi-Executor Protocols
Provider can designate primary & secondary executors. Primary executor needed for emergency activation. Secondary can take over if primary unavailable. Hierarchy prevents single point of failure.
UC6.2: Death Certificate Upload
If death scenario, executor can upload death certificate. System triggers permanent access for estate settlement. Different permission level for deceased provider.
UC6.3: Patient Communication Protocol
Executor can send automated notifications to patients: "Dr. [name] is temporarily unavailable. Executor [name] will coordinate your care." Pre-written templates for common scenarios.
UC6.4: Insurance & Billing Handoff
Executor can access billing information, patient insurance details, outstanding balances. Can create invoices for services rendered during emergency period.
UC6.5: Practice Liquidation Workflow
If provider deceased or retiring, executor can: List practice for sale, transfer patients to other providers, close patient accounts, generate final reports, settle financial accounts.
Vault 1 (Shared): Agreements between providers (both parties can view/sign) Vault 2 (Emergency): Only accessible during emergency (executor or heir) Vault 3 (Admin): Dr. C only (credentials, licenses, background checks) Vault 4 (Patient): Patient consent forms, HIPAA authorizations
UC7.2: DocuSign Integration
Create documents from templates, send for e-signature via DocuSign. Track signature status. Webhook notifications when signed. Automatically store final signed document in vault.
UC7.3: Multi-Party Signature Workflow
Agreement between 3+ parties. Send to each sequentially or in parallel. Each signatory sees their own signature field. Final document shows all signatures with dates/times.
UC7.4: Version Control & Annotation
Track all document versions. Compare versions side-by-side. Annotations & comments on documents (only for authorized users). Signed documents locked (cannot edit).
⏰ MODULE 8: Compliance Management System (ADVANCED)
Enterprise Scope: Compliance tracking, automated reminders, dashboard reporting, integration with credential verification APIs, and renewal management.
UC8.1: Comprehensive Compliance Dashboard
Real-time status of all credentials: Green (Active), Yellow (30-60 days), Red (Expired). Heat map by provider showing compliance status at a glance.
UC8.2: Automated Renewal Workflows
Pre-fill renewal forms with current info. Generate renewal reminders 60 days before expiration. Direct links to state licensing boards for fast renewal. Upload proof of renewal to auto-update system.
UC8.3: Integration with Verification APIs
Connect to FSMB (Federation of State Medical Boards), NABP (pharmacy board), state licensing boards. Automated verification pulls current license status from official sources.
UC8.4: Compliance Reports & Audits
Generate compliance reports: "X% of providers have active licenses", "Top 10 soon-to-expire credentials". Export for audits. Dr. C can run compliance reports anytime.
Enterprise Scope: Platform analytics, provider performance metrics, user engagement tracking, revenue analytics, and system health monitoring.
UC9.1: Multi-Dimensional Analytics Dashboard
Real-time metrics: Active providers, referrals processed today/week/month, platform uptime, API response times. Charts & graphs showing trends over time.
UC9.2: Provider Performance Scoring
Automated scoring: Profile completeness (90%), Responsiveness (80%), Network engagement (70%), Compliance status (100%). Providers see their own scores and can improve.
UC9.3: Revenue & Payment Tracking
Track subscription payments, premium tier adoption, e-commerce sales. Revenue graphs by provider tier. Churn analysis and retention metrics.
UC9.4: System Health Monitoring
Monitor database performance, API latency, error rates. Automated alerts if metrics exceed thresholds. Performance reporting for infrastructure optimization.
🌐 MODULE 10: Public Website & E-Commerce (ADVANCED)
Enterprise Scope: Landing pages, e-commerce store with Stripe integration, blog platform, content management, and waitlist/countdown functionality.
UC10.1: Multi-Page Branding Site
Landing page, About MA'AT, Services description, Provider showcase, Blog/resource library, Contact form, Terms & Privacy. Fully customizable by Dr. C through CMS.
UC10.2: E-Commerce Store
Sell digital products (guides, templates, recordings) and physical products. Stripe integration for payments. Digital products deliver instantly after purchase. Inventory management.
UC10.3: Waitlist with Countdown Timer
Countdown timer showing days/hours/minutes to platform launch. Email confirmation & updates for waitlist members. Gamification: "You're #47 on the waitlist!"
UC10.4: Content Management System
Dr. C can create blog posts, upload media, manage pages without code. SEO optimization tools. Analytics showing page views, bounce rate, conversions.
🎯 Implementation Roadmap - All Modules
Phase
Modules
Timeline
Priority
Dependencies
Phase 1
Spec & Design (Current)
2 weeks
🔴 Critical
Foundation
Phase 2
Modules 1, 10 (Auth + Public Site)
3-4 weeks
🔴 Critical
None
Phase 3
Modules 2, 3 (Search + Networks)
4-6 weeks
🟠 High
Module 1
Phase 4
Modules 4, 5 (Referrals + Messaging)
4-6 weeks
🟠 High
Modules 1, 3
Phase 5
Modules 6, 7 (Emergency + Vault)
5-6 weeks
🟡 Medium
Modules 1, 4
Phase 6
Modules 8, 9 (Compliance + Admin)
3-4 weeks
🟡 Medium
Modules 1, 2
Phase 7
Testing, QA, Security Audit
2-3 weeks
🔴 Critical
All modules
✅ Next Steps for Development
1. Design System & Component Library
Create reusable React components for all modules. Design tokens for colors, spacing, typography.
2. Database Schema Design
Finalize ER diagram with all relationships, indexes, and constraints. Plan for scaling (sharding strategy).
3. API Endpoint Specifications
Define REST endpoints (or GraphQL) for each use case. Document request/response schemas. Error handling.
4. Security & Encryption Architecture
Plan encryption at rest, in transit. Define key management strategy. Plan for HIPAA compliance audit.
5. Third-Party Integrations
Plan OAuth providers (Google, Microsoft). Stripe for payments. DocuSign for e-signatures. API verification services.
6. Testing Strategy
Unit tests, integration tests, E2E tests. Security testing (OWASP top 10). Load testing for scale.