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MSO Doctor Portal — Design Brief

Status: Approved — ready for /impeccable craft Companion spec: multi-tenancy-phase2-risk-mso-impl.md Target app: apps/mso-app/ (new standalone app)

1. Feature Summary

A standalone portal for independent medical specialists to review patient cases, provide structured second opinions, and participate in video consultations. Separate from coordinator-app for clean role segregation, independent KPI tracking, and different payment models.

2. Primary User Action

Review a case's clinical data and submit a structured consultation document with their medical opinion.

3. Users

  • Primary: MSO specialist doctor (part-time initially, full-time at scale)
  • Context: Any device, any location (hospital workstation, home, mobile)
  • State of mind: Careful clinical review — deliberate, not rushed
  • Frequency: 2-3 cases/week (part-time) to 10-15/day (full-time at scale)

4. Design Direction

Medical-record familiar — clinicians used to Epic/Cerner. Lightweight clinical review tool, not a business dashboard. Data-dense but organized. More vertical scrolling (clinical data flows top-to-bottom like a chart note), less horizontal complexity.

Key difference from provider portal: provider = business decisions (quote a price), MSO = clinical decisions (give an opinion). Tone shifts from "efficient tool" to "careful review."

Surfaces are neutral — let clinical data dominate. No decorative elements. The EHR viewer IS the UI.

5. Layout Strategy

┌──────┬────────────────────────────────────────────┐
│      │  Consultation Inbox (default)              │
│ Nav  │  Cases assigned for review                 │
│ 56px │                                            │
│      ├────────────────────────────────────────────┤
│      │  Case Review (drill-in)                    │
│      │  ┌──────────────┬─────────────────────┐   │
│      │  │ Clinical Data │ Opinion Builder     │   │
│      │  │ (EHR inline)  │ (structured form)   │   │
│      │  │ Left 60%      │ Right 40%           │   │
│      │  └──────────────┴─────────────────────┘   │
│      │  [Submit Opinion] [Request More Records]   │
└──────┴────────────────────────────────────────────┘

Split layout: clinical data left (scrollable EHR), opinion builder right (form). Doctor reads left, writes right — natural clinical documentation flow.

6. Key States

State User sees Feel
Inbox with cases Consultation list: case #, procedure, format, status, deadline Clear workload
Empty inbox "No consultations assigned" Calm
Case review (document) Split: clinical data left, opinion form right Focused review
Case review (video) Clinical data + "Join Video Call" button + scheduling Prepared
Draft auto-saved Visible "Draft saved 2m ago" indicator Safe
Opinion submitted Confirmation + "Patient will be notified" Complete
Request more records Form: what records + why + urgency Collaborative
Video call "Join Call" opens Daily.co link in new tab Connected

7. Interaction Model

  • Inbox: click to open case review, sort by deadline
  • Case review: scroll clinical data (left), fill opinion sections (right)
  • Opinion builder: 6 structured sections with guidance text per section
  • Each section: textarea with placeholder guidance
  • Recommendation: radio (Proceed with plan / Consider alternatives / Request more info)
  • Auto-save drafts every 30s with visible indicator ("Draft saved 2m ago")
  • Submit: confirmation inline, transitions consultation to complete
  • Request records: button opens inline form (what records, why, urgency level)
  • Video: "Join Call" button opens Daily.co link in new tab

8. Content Requirements

Inbox columns: Case #, Procedure, Patient Age, Format (Document/Video), Status (Pending/In Review/Draft/Completed), Deadline, Assigned Date

Opinion form sections: - "Clinical Summary" — "Your interpretation of the patient's condition and relevant findings" - "Procedure Assessment" — "Is the recommended procedure appropriate? Any alternatives?" - "Risk Mitigation" — "Specific recommendations for managing identified risks" - "Provider Assessment" — hidden — provider is REDACTED from MSO view - "Alternative Options" — "Other procedures or approaches to consider" - "Patient Summary" — "Plain language summary for the patient (avoid medical jargon)" - Recommendation: Proceed with plan / Consider alternatives / Request more info

Note: "Provider Assessment" section removed — MSO cannot see which provider was selected (redacted per mso_clinical policy).

9. Resolved Decisions

  • Separate app: apps/mso-app/ (not coordinator-app) — clean role segregation, independent KPIs, different payment model
  • Provider redacted: MSO cannot see provider name/hospital (mso_clinical redaction policy)
  • Auto-save: visible indicator ("Draft saved 2m ago")
  • Request records: MSO can request additional medical records from the patient via platform
  • Medical-record familiar: design should feel like a lightweight EHR review tool, not a business dashboard
  • spatial-design.md — split layout, dense clinical data
  • typography.md — data-dense type scale for medical content
  • interaction-design.md — multi-section form, auto-save
  • ux-writing.md — clinical guidance text, section labels