🚀 KALINK - Enterprise Level Specifications v2.0

Advanced Use Cases & Enterprise Wireframes | All 10 Modules | Complete System Architecture

📑 Complete Module Index

📝 MODULE 1: User Registration & Profile Management (ADVANCED)

Enterprise Scope: Multi-role authentication, permission management, SSO integration, profile versioning with audit trails, and role-based onboarding workflows.

Advanced Use Cases

UC1.1: Multi-Role Registration with Dynamic Workflows
Actors
Healthcare Provider, Business Partner, Assistant, Admin
Precondition
User has valid email, not yet registered
Postcondition
User profile created, role-specific dashboard accessible

Flow:

1. Role Selection: User selects role (Provider, Business Partner, Assistant, Admin)
2. Dynamic Workflow: Form fields change based on role selection
- Provider: License, Specialty, Insurance, CEU info
- Business Partner: CPA/Attorney info, Area of expertise
- Assistant: Manager selection, Permissions level
3. Credential Verification: System calls verification API (if enabled)
- NPI lookup for providers
- License verification database
- Background check integration
4. Email Verification: Two-factor confirmation sent
5. Payment Setup (if applicable): Stripe integration for paid tiers
6. Onboarding Tour: Role-specific tutorial
7. Profile Status: Set to "PENDING_VERIFICATION" for Dr. C review
8. Audit Log: Registration event logged with IP, timestamp, browser info
UC1.2: SSO Integration & OAuth Providers
Actors
User with Google/Microsoft account
Trigger
User clicks "Sign in with Google" or "Microsoft 365"
Integration
OAuth 2.0 protocol

Flow:

1. OAuth Redirect: User redirected to Google/Microsoft login
2. Consent Grant: User grants KALINK permission to access profile
3. Token Exchange: System receives access token and ID token
4. User Data Sync: Name, email, profile picture imported
5. Account Check: System checks if email already exists
- If exists: Link OAuth account to existing profile
- If new: Create profile with pre-filled data
6. Role Selection: If new user, prompt for role
7. JWT Creation: System creates secure session token
8. Device Fingerprint: Store device info for security
UC1.3: Profile Versioning with Audit Trail & Change History
Actors
Provider, Assistant, Admin
Purpose
Track all modifications for HIPAA compliance
Scope
Every field change logged with who/when/what

Flow:

1. Profile Edit Initiated: User opens profile settings
2. Change Detection: System compares old vs. new values
3. Versioning: Create new version record without deleting old
4. Audit Entry: Log contains:
- Field name (e.g., "license_expiry")
- Old value & New value
- Changed by (user_id & name)
- Timestamp (ISO 8601)
- IP address & user agent
- Change reason (optional) - User can provide justification
5. Notification: If sensitive field changed (license, insurance), notify Dr. C
6. Approval Workflow (if enabled): Dr. C can approve/reject major changes
7. Revert Capability: Dr. C can revert to any previous version
8. Immutable History: Once logged, cannot be deleted
UC1.4: Credential Renewal & Auto-Expiration Management
Trigger
Cron job runs daily at 2 AM
Scope
License, Insurance, CEU, Business License
Actions
Send reminders, auto-deactivate if expired

Flow:

1. Scan Expirations: Query all profiles with upcoming expirations
2. 90 Days Before: Send MILD reminder email
3. 60 Days Before: Send MEDIUM reminder, dashboard alert
4. 30 Days Before: Send URGENT reminder, SMS notification
5. 7 Days Before: Daily email reminders, can't create new referrals
6. Expiration Date Hit:
- Mark profile as "INACTIVE_CREDENTIAL"
- Remove from search results
- Send urgent notification to user & Dr. C
- Prevent login for 24 hours
7. User Uploads Renewal: Auto-verify and re-activate
8. Admin Override: Dr. C can manually extend if needed
9. Historical Record: Expiration events never deleted, stored in audit log
UC1.5: Assistant Account Management & Delegation
Actors
Provider (Primary), Assistant (Delegated)
Purpose
Permit staff to manage non-clinical tasks
Permissions Levels
View, Create, Edit, Delete (role-based)

Flow:

1. Invite Assistant: Provider sends invite with email
2. Permission Selection: Provider selects permissions:
- View profile only
- Create/manage referrals
- Send messages
- Manage documents
- Update expiration dates
- Manage network connections
3. Granular RBAC: Each permission is toggleable
4. Assistant Registration: Creates account linked to provider
5. Activity Isolation: Assistant dashboard shows only assigned provider's data
6. Action Attribution: All actions logged with assistant's identity, not provider
7. Revocation: Provider can instantly revoke access
8. Login History: Track every login with device/location info

Advanced Wireframes - Module 1

WF1.1: Dynamic Role Selection with Form Adaptation
kalink.app/register
KALINK - Choose Your Role
Step 1 of 4

What is your role?

🏥
Healthcare Provider
Psychiatrist, Therapist, Counselor, Psychologist
💼
Business Partner
CPA, Attorney, Consultant, Billing Specialist
👔
Practice Manager
Clinic Manager, Office Administrator
👤
Assistant/Staff
Work on behalf of a provider
WF1.2: Multi-Step Provider Registration with Conditional Fields
kalink.app/register/provider
Healthcare Provider Registration
Step 2 of 4: Professional Information
Account Info
2
Professional
3
Credentials
4
Preferences
✓ License verified against state database (NY Department of Health)
WF1.3: Profile Change History & Audit Trail
kalink.app/profile/audit-history
Profile Change History
[Filter by Date] [Export CSV]
Date & Time Field Changed Old Value New Value Changed By IP Address Reason
Dec 15, 2024 2:34 PM license_expiry 12/31/2024 12/31/2025 Dr. Sarah Johnson (Self) 192.168.1.100 License renewed
Dec 10, 2024 10:15 AM insurance_types Blue Cross, Aetna Blue Cross, Aetna, United Mary Chen (Assistant) 192.168.1.105 Added United Healthcare
Dec 5, 2024 4:20 PM city New York Boston Admin (Dr. C) 192.168.1.50 Relocation verified
Nov 28, 2024 11:45 AM specialty Psychiatry - Adult Psychiatry - Adult & Adolescent Dr. Sarah Johnson (Self) 192.168.1.100 Expanded specialization
⚠ All changes are immutable and logged for HIPAA compliance. This history cannot be modified.
WF1.4: Granular Permission Delegation to Assistants
kalink.app/settings/team-members
Team Members & Permissions
[+ Invite Team Member]

Active Team Members

Mary Chen - Office Administrator
mary.chen@example.com • Joined Dec 1, 2024
Last login: Today at 2:30 PM from 192.168.1.105
Permissions:

Pending Invitations

john.smith@clinic.com
Invited Dec 14, 2024 • Expires in 7 days
Pending

Access Revocation History

Jennifer Adams
Revoked Dec 10, 2024 at 3:45 PM • Had permissions: View, Create Referrals

Database Schema Outline - Module 1

// users table (Main) CREATE TABLE users ( id UUID PRIMARY KEY, email VARCHAR UNIQUE NOT NULL, password_hash VARCHAR, role ENUM('provider', 'business_partner', 'manager', 'assistant', 'admin'), status ENUM('active', 'pending_verification', 'inactive', 'suspended'), created_at TIMESTAMP, updated_at TIMESTAMP, last_login TIMESTAMP, sso_provider VARCHAR, // 'google', 'microsoft', null sso_id VARCHAR ); // user_profiles table CREATE TABLE user_profiles ( id UUID PRIMARY KEY, user_id UUID FOREIGN KEY, first_name VARCHAR, last_name VARCHAR, phone VARCHAR, location_state VARCHAR, location_city VARCHAR, location_zip VARCHAR, location_coordinates GEOMETRY, bio TEXT, profile_photo_url VARCHAR, verified_at TIMESTAMP, verified_by_admin_id UUID, version_number INT, created_at TIMESTAMP, updated_at TIMESTAMP ); // user_credentials table (License, Insurance, CEU) CREATE TABLE user_credentials ( id UUID PRIMARY KEY, user_id UUID FOREIGN KEY, credential_type ENUM('license', 'dea', 'insurance', 'ceu', 'business_license'), credential_value VARCHAR, issued_date DATE, expires_date DATE, issuing_authority VARCHAR, verified BOOLEAN, verification_source VARCHAR, reminder_sent_90_days BOOLEAN, reminder_sent_60_days BOOLEAN, reminder_sent_30_days BOOLEAN, created_at TIMESTAMP, updated_at TIMESTAMP ); // audit_log table (For all changes) CREATE TABLE audit_log ( id UUID PRIMARY KEY, user_id UUID FOREIGN KEY, changed_by_user_id UUID FOREIGN KEY, entity_type VARCHAR, // 'user_profile', 'credential', etc. entity_id UUID, field_name VARCHAR, old_value VARCHAR, new_value VARCHAR, change_reason VARCHAR, ip_address VARCHAR, user_agent VARCHAR, created_at TIMESTAMP ); // team_members table (Assistant delegation) CREATE TABLE team_members ( id UUID PRIMARY KEY, provider_user_id UUID FOREIGN KEY, assistant_user_id UUID FOREIGN KEY, permissions JSON, // {view, create, edit, delete} active BOOLEAN, invited_at TIMESTAMP, joined_at TIMESTAMP, revoked_at TIMESTAMP );

🔍 MODULE 2: AI-Powered Provider Search (ADVANCED)

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.
UC2.2: Hybrid Search (Full-text + Vector + Filters)
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

Results Ranked By:
1. Semantic similarity score (80%)
2. Insurance match (10%)
3. Recency & activity (5%)
4. User ratings (5%)

👥 MODULE 3: Networks - Clinical & Business (ADVANCED)

Enterprise Scope: Graph database relationships, visual network mapping, relationship analytics, collaboration metrics, and network-level intelligence.

Advanced Features

UC3.1: Graph-Based Network Visualization
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
UC4.3: Referral Status Tracking & Analytics
Metrics Tracked
Response rate, avg response time, acceptance rate
Dashboard
Visual timeline of referral status
Benchmarking
Compare against system averages

Flow:

1. Referral Lifecycle Tracking:
- Created → Sent → Viewed → Responded → Closed
2. Timestamps for Each State:
- Time to view (how long before recipient opened)
- Time to respond (how long before decision made)
3. Visual Dashboard: Kanban-style board showing referral stages
4. Metrics Calculation:
- Response rate: % of referrals responded to / total sent
- Acceptance rate: % accepted / total responded
- Average time to response: Mean of all response times
- Provider ranking: Who responds fastest & accepts most
5. Comparison: "Your avg response time: 6 hours vs system average: 12 hours"
6. Recommendations: "Consider these high-response providers for similar cases"

💬 MODULE 5: Secure Messaging & Communications (ADVANCED)

Enterprise Scope: Encrypted messaging, message threading, HIPAA compliance, message expiration, read receipts, and audit trails.
UC5.1: End-to-End Encrypted Messaging
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)

Enterprise Scope: Emergency activation protocol, multi-factor verification, executor permissions, access logging, and succession planning.

Critical Emergency Workflow

1
Provider Setup Emergency Plan
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.

✍️ MODULE 7: Document Vault & E-Signatures (ADVANCED)

Enterprise Scope: Multi-level vaults, DocuSign integration, template management, multi-signature workflows, and encryption.
UC7.1: Tiered Document Vaults
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.

⚙️ MODULE 9: Admin Dashboard & Analytics (ADVANCED)

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.