HJ Assistant — Product Roadmap¶
Created: 2026-03-18T21:00:00-07:00 Customer: Dr. Bawa (Bawa Ortho) — orthopedic surgeon, Lauryn Cooper (PA/clinical coordinator) Source calls: Call 34 (2026-03-03), Call 35 (2026-03-18). Where conflicts exist, 3-18 wins. Next milestone: In-person visit Tuesday 2026-03-25 at 5pm. Work with Lauryn beforehand, review with Bawa at 5.
Strategic Priority (Confirmed 3-18)¶
Backend/provider dashboard BEFORE companion app.
Bawa: "At this point the back end is more important." Do not build both surfaces in parallel — "every time you change one thing on this, you're gonna have to go change it on that." Get the patient/provider system settled first; companion app becomes ~80% overlap once the foundation is solid.
This overrides the 3-3 call where Bawa showed high excitement about the companion app. He still wants it, but sequencing is now explicit: backend first.
Feature Areas (Dependency-Ordered)¶
Tier 1 — Must ship before 3/25 visit¶
| Feature | Sub-doc | Status | Why first |
|---|---|---|---|
| Conversation Factory Phase 3 | conversation-factory.md | In progress | Was mid-build when 3-18 call happened. Closes the learning loop. Demo-ready for visit. |
| Feedback & Notification Fix | feedback-notifications.md | Not started | Bawa left feedback we didn't receive. Must work before he reviews again. |
Tier 2 — Active development, demo at visit¶
| Feature | Sub-doc | Status | Why now |
|---|---|---|---|
| Onboarding Survey Improvements | onboarding-survey.md | Needs changes | Bawa gave specific additions/removals. Quick wins, high visibility. |
| Medication Management | medication-management.md | Needs design | Most detailed requirements from both calls. High patient impact. |
| Patient Goal Setting | patient-goals.md | Plan exists | Existing plan (26-3-15). Bawa added safety constraints on 3-18. |
Tier 3 — Design and validate at visit, build after¶
| Feature | Sub-doc | Status | Why this tier |
|---|---|---|---|
| Provider Dashboard | provider-dashboard.md | Needs design | Bawa's #1 strategic priority. Strategy doc exists. Needs detailed requirements from Lauryn at visit. |
| Triage & Driving Clearance | triage-driving.md | Needs protocol content | Complex multi-signal triage. Needs Lauryn's clinical input at visit. |
| Visual References | visual-references.md | Needs assets | Depends on Bawa/Lauryn providing clinical photos. |
Tier 4 — Deferred¶
| Feature | Sub-doc | Status | Why deferred |
|---|---|---|---|
| Companion App (Caretaker) | companion-app-deferred.md | Deferred | Bawa explicitly deprioritized 3-18. Build after backend is settled. |
| E-Prescribing Integration | — | Deferred | "Fourth or fifth iteration" — DEA/compliance barriers. |
| Allergic Reaction Image Recognition | — | Exploratory | Uncertain feasibility, still requires human eyes. |
Cross-Cutting Principles (From Both Calls)¶
Patient autonomy & opt-in (3-3 + 3-18)¶
Everything is optional. Engagement level is tailored. If a patient doesn't want medication tracking, goals, or activity tracking — they skip it. No forced features.
Safety & liability (3-18)¶
The system NEVER clears patients for activities. It redirects: "Bring it up at your next visit." Provider, PA, or PT gives final approval. This applies to goals, driving, and any activity question.
Protocol as single source of truth (3-3 + 3-18)¶
AI makes no decisions on its own. Every response comes from the protocol. Protocol conflicts (like 3 different DVT dispositions) are bugs, not features. Conversation Factory ensures protocol gaps get filled systematically.
Adaptive engagement (3-3)¶
Bedside manner adapts via psychographic models + NLP-style mirroring. If patient is terse, mirror that. If verbose, mirror that. Override layer on top of psychographic baseline.
Touch reduction (3-3 + 3-18)¶
"20 pounds of potatoes in a 10-pound bag." Messages trimmed from 333→280. Continue reducing. Space out reminders. Use onboarding + goals to customize protocol timing. Don't message every day — too aggressive.
Scope control (3-18)¶
Don't overload with every minor pre-op checklist item. "I think that's a little too much." Build for current phase, not everything at once.
Sub-Document Index¶
Each sub-doc contains ALL requirements from both calls for that feature, with source quotes and KB requirement IDs.
- conversation-factory.md — Phase 3 completion + Bawa's learning loop confirmation
- onboarding-survey.md — 10 specific requirements from Bawa
- medication-management.md — 12 requirements covering dosing, tracking, refills
- patient-goals.md — Goal setting with safety constraints
- provider-dashboard.md — Morning triage view for office staff
- triage-driving.md — Multi-signal driving clearance + general triage
- visual-references.md — Clinical photos for patient anxiety reduction
- feedback-notifications.md — Fix notification reliability
- companion-app-deferred.md — Requirements captured, build later