School Services

1. What does this feature do? (High-Level Overview)

This feature documents school-based ABA service planning in the BIP so clinicians can justify medically necessary support in school contexts, define school fading strategy, and structure a schedule-of-services breakdown in one workflow, helping align treatment delivery with educational setting realities without duplicating IEP-provided supports.

2. Who is this for? (Roles & Permissions)

• Superadmin/Admin/Owner/Manager (or any role granted manage_bips): Primary users of editable tabbed BIP flow; can enable school services, edit school content, and regenerate text with AI.
• RBT/Analyst without manage_bips: Usually redirected to full BIP read-only flow (/bip/show/patient/:id) instead of tabbed editing flow.
• Users without BIP access permissions (view_bips/manage_bips): Cannot access BIP actions from normal client workflows.

Required permissions used by this feature path:

• manage_bips: Required to remain in editable tabbed BIP route.
• view_bips: Used in non-tabbed BIP viewing entry points.

3. Business Rules & Enforcements

• Rule 1: This tab is defined as schedule_services with title School Services.
• Rule 2: The tab is feature-flagged and only appears when insurance-statements-fields is enabled.
• Rule 3: If no BIP exists yet, tab interaction is blocked globally and users must first create a BIP.
• Rule 4: School content is gated by Apply School Services toggle (apply_schedule_of_services):
  • If disabled: tab shows informational state only.
  • If enabled: School Fading Plan, School Services Justification, and Schedule of Services Breakdown become editable.
• Rule 5: AI regeneration action is available only when Apply School Services is enabled.
• Rule 6: AI regeneration requires a persisted BIP ID; otherwise operation is blocked with user feedback.
• Rule 7: AI regeneration updates two fields together in one operation: school_fading_plan and school_services_justification.
• Rule 8: Schedule breakdown table supports row add/remove and inline cell editing.
• Rule 9: Field updates emit bipUpdated, which follows parent debounced autosave.

4. UI Placement

• Medical > client list > client actions > BIP View / Update.
• Inside BIP tabbed view: tab School Services (tab id schedule_services) when feature flag is enabled.
• Route family used for tabbed BIP: /bip/tabbed/:patient_id and /:id route variant under BIP module.

5. How-To Guide (Step-by-Step)

Scenario A: Enable and complete School Services content

1. Go to Medical and open the client list.
2. Open client actions and click BIP View / Update.
3. Open tab School Services.
4. Enable Apply School Services.
5. Complete School Fading Plan text.
6. Complete School Services Justification fields:
   • Medical Necessity Justification
   • Addressing School Setting
   • Individualized Treatment Plan
   • Supporting Documentation Attached
7. Fill Schedule of Services Breakdown table as needed.

Scenario B: Regenerate school content with AI

1. In School Services, ensure Apply School Services is enabled.
2. Click Regenerate with AI.
3. Wait for completion (loading state blocks editing).
4. Review regenerated fading plan and justification text.
5. Make clinical adjustments if needed.

Scenario C: Manage schedule breakdown rows

1. In School Services, go to Schedule of Services Breakdown.
2. Use Add Row to append a row.
3. Edit each cell inline.
4. Use Remove Row to remove the last row when needed.

6. What happens if…? (Edge Cases / FAQ)

• Q: What happens if Apply School Services is OFF?

• A: School Services content sections are hidden and replaced by an informational message; no school-service editing is shown.

• Q: What happens if user clicks Regenerate with AI before BIP exists?

• A: Operation is blocked and user is prompted to create/load a BIP first.

• Q: Does this tab currently affect tab completion indicators?

• A: In current parent tab-completion logic there is no explicit schedule_services completion case, so completion is not marked by dedicated criteria in that logic.