Location Home Dashboard

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

The Location Home Dashboard gives location-based users a single starting point for daily clinical follow-up. It highlights current work hours, missing notes, expiring employee inservice requirements, and patient-level RBT supervision ratios when the user’s permissions support those views.

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

• Location users: Can access the Home option for the currently selected location.
• RBT/Analyst or other users with create_notes_rbt: Can see note-related dashboard sections for RBT work and open missing RBT notes from the dashboard.
• BCBA/Analyst or other users with create_note_bcba: Can see note-related dashboard sections for BCBA work and open missing BCBA notes from the dashboard.
• Parent users: Are redirected to the parent dashboard instead of this location Home page.
• Admin view users: See the admin Home dashboard when they open the root Home route in admin view mode.

3. Business Rules & Enforcements

• Rule 1: The route /dashboard/home loads the location Home dashboard only when the user is not in admin view mode. Admin view mode loads the admin dashboard for the same root route.
• Rule 2: Dashboard data is tied to the active location context. Missing notes are filtered by location and patient access, and employee inservice data is requested for the current user’s selected location.
• Rule 3: The Working Hours, Missing Notes, and Patient-wise RBT Ratios sections are shown only when the user has create_note_bcba or create_notes_rbt.
• Rule 4: Working Hours are calculated for the current biweekly block. If the user has BCBA note permission, the dashboard requests BCBA note data; otherwise, it requests RBT note data.
• Rule 5: Missing Notes shows appointments for the current provider within the location’s note backdating window, excluding appointments that already have a related note or are still in the future.
• Rule 6: Clicking Create Note routes CPT 97153 appointments to the RBT note creation flow. All other CPT values route to the BCBA note creation flow.
• Rule 7: Expiring inservice rows are based on required employee-location fields for the current location. Date-based fields due within the configured expiration window or missing required values are shown, and dates that are expired or due today are highlighted.

4. UI Placement

1. Main sidebar > Home: Opens the location Home dashboard for location-view users.
2. Route: /dashboard/home under the selected location context.
3. Dashboard sections: Greeting, Working Hours, Missing Notes, Expiring inservices for employees, and Patient-wise RBT Ratios.

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

Scenario A: Review daily dashboard indicators

1. Select the correct location in the application.
2. Open Home from the main sidebar.
3. Review the greeting and the dashboard sections available for your role.
4. Check Working Hours to see total work recorded for the current biweekly block.
5. Review Expiring inservices for employees for required documents or statuses that need attention.

Scenario B: Create a missing note from Home

1. Open Home from the main sidebar.
2. Go to the Missing Notes table.
3. Find the appointment by patient, CPT code, date of service, and time.
4. Click Create Note.
5. Complete the note in the note creation screen opened by the system.

Scenario C: Review patient-level RBT ratios

1. Open Home from the main sidebar.
2. Go to Patient-wise RBT Ratios.
3. Review each patient row and compare the displayed RBT 97155 and RBT 97156 percentages.
4. Use the values to identify patients that may need follow-up or supervision review.

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

• Q: What happens if the user does not have RBT or BCBA note creation permission?
  • A: The note-related dashboard sections are hidden. The user can still see the general Home content available to their location context.
• Q: What happens if there are no missing notes or expiring documents?
  • A: The dashboard shows an empty-state message: No missing notes. or No expiring documents.
• Q: What happens if no current location is selected?
  • A: Location-specific inservice data is cleared and the dashboard does not request note metrics that require a location.