Skip to content

Risk Reviewer Dashboard — Design Brief

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

1. Feature Summary

A risk review queue for Curaway coordinators to assess patient cases before forwarding to providers. Handles 20-100 cases/day with configurable 24hr SLA, supporting both single-case deep review and bulk approval for low-risk cases.

2. Primary User Action

Make a risk decision (approve/reject/request more info) quickly and accurately for each case.

3. Users

  • Primary: Curaway coordinator (ops staff, 20-100 cases/day)
  • Context: Desktop in office, professional, clinical literacy but not doctors
  • State of mind: Triage — sorting by severity, time-pressured by SLA
  • Frequency: Multiple times daily, reviewing queue continuously

4. Design Direction

Same Linear-style as provider portal — minimal chrome, keyboard-navigable, urgency-first. Triage mindset: color-coded risk levels, time-in-queue visibility, bulk actions for low-risk. Think hospital triage board.

5. Layout Strategy

┌──────┬────────────────────────────────────────────┐
│      │  Risk Queue (default view)                 │
│ Nav  │  [Bulk Approve] [Filter: High|All|Low]     │
│ 56px │  ┌─────────────────────────────────────┐   │
│      │  │ ☐ Case  Score  Blockers  SLA  2nd   │   │
│      │  │ ☐ CRW-247  72  1 blocking  5h  —   │   │
│      │  │ ☑ CRW-251  18  0          20h  —   │   │
│      │  └─────────────────────────────────────┘   │
│      ├────────────────────────────────────────────┤
│      │  Case Detail (drill-in replaces queue)     │
│      │  Risk factors │ Full EHR (inline)          │
│      │  ────────────────────────────────────────  │
│      │  Decision bar (sticky bottom):             │
│      │  [Approve] [More Info] [Reject] + Notes    │
└──────┴────────────────────────────────────────────┘

Two modes: - Queue view: table with checkboxes for bulk approval (requires note for batch) - Detail view: full case with EHR + decision form

Maker-checker: second-reviewer column in queue table. Process is stubbed (visual column present, no enforcement yet — plug in later).

6. Key States

State User sees Feel
Queue with cases Risk-sorted table, color-coded scores, SLA countdowns Clear priorities
Empty queue "All cases reviewed — you're caught up" Accomplishment
Case detail Risk factors + full EHR inline + decision form Informed
Decision submitted Inline confirmation + "Pending confirmation" badge Done
Bulk approve Checkboxes → "Approve N cases" + required notes field Fast but documented
SLA warning Amber "5h remaining" on case row Urgency
Blocking risk Red badge + "Blocking: requires override" Attention
Override decision Extra "Override reason (required)" field Deliberate
Maker-checker pending "2nd reviewer: —" column, greyed until wired Future-ready

7. Interaction Model

  • Queue: ↑↓ navigate, Space toggle checkbox, Enter open detail, A approve selected
  • Bulk: select multiple → "Approve N cases" → notes modal (required) → confirm
  • Detail: scroll risk factors + EHR, sticky decision bar at bottom
  • Decision: Approve/More Info/Reject → inline confirmation → auto-return to queue
  • Esc returns to queue

8. Content Requirements

Queue columns: Checkbox, Case #, Procedure, Patient Age, Risk Score (badge: 0-24 green "Low", 25-60 amber "Moderate", 61-100 red "High"), Blocking Count, Time in Queue, SLA Countdown, 2nd Reviewer (stub: "—")

Decision form: radio (Approve/More Info/Reject) + notes textarea (required for reject/more info, optional for approve) + override checkbox + override reason (required if blocking)

9. Resolved Decisions

  • Bulk approve requires a note for the batch
  • Maker-checker: second-reviewer column visible in table, process stubbed (visual only, enforcement later)
  • Full EHR visible to coordinators (no redaction)
  • spatial-design.md — table density, bulk action patterns
  • interaction-design.md — form patterns, keyboard shortcuts
  • ux-writing.md — decision labels, SLA copy