RBT Note Projection Warning

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

This feature shows a warning in the RBT note when entered maladaptive or replacement data falls outside the expected projection range from the active BIP objective. It helps teams detect clinically relevant deviations early while still allowing note completion.

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

• RBT/Analyst or any role with create_notes_rbt: Can see projection warnings while creating the note.
• Admin/Owner/Manager/Superadmin or any role with manage_notes: Can create notes on behalf of providers and also see the same warnings.

Required permissions:

• create_notes_rbt
• manage_notes

3. Business Rules & Enforcements

• Rule 1: The warning is informational only. Users can still save the note even when data is outside range.
• Rule 2: The expected range is recalculated each time values change, using objective start date, session date, start point, and target.
• Rule 3: The projection ramp spans 8 weeks (5 weekday sessions per week), and progress is based on weekday session index from objective start date.
• Rule 4: Out-of-range logic is:
  • Maladaptive: actual occurrences < minExpected or > maxExpected
  • Replacement: actual % correct < expectedRangeMin or > expectedRangeMax
• Rule 5: Formula summary used by the policy service:
  • progress = boundedSessionIndex / 39 (because 8*5 - 1 = 39)
  • projected = start + (target - start) * progress during ramp, otherwise target
  • Maladaptive: start/target are converted to daily values (/5), min = projected - 10%, max = projected + decaying upper tolerance
  • Replacement: values stay as percentages, min = projected - decaying 10-point tolerance, max = projected + 10% of projected (clamped to 0-100)
• Rule 6: Displayed expected ranges are normalized for UI clarity:
  • Maladaptive: min is floored and max is ceiled (whole-number range)
  • Replacement: range is shown with one decimal

4. UI Placement

1. Medical > Patients list > Patient actions > Create RBT Note.
2. Inside the RBT note form:
   • Maladaptives cards: warning appears when occurrences are outside expected range.
   • Replacements cards: warning appears when computed performance percentage is above or below expected range.

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

Scenario A: Review projection warning for maladaptive data

1. Open Create RBT Note for a patient with active in-progress objectives.
2. Complete standard required fields and enter maladaptive occurrences.
3. If entered occurrences are outside expected range, review the warning and the displayed expected range.
4. Add clinical context in note fields as needed.
5. Continue and save the note if appropriate.

Scenario B: Review projection warning for replacement data

1. In a replacement objective, enter Total Trials and Correct Response.
2. The system calculates actual percentage and compares it to expected range.
3. If the value is above or below expected range, review the warning message.
4. Document relevant context and save when clinically appropriate.

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

• Q: What if the session date is before the objective start date?

• A: The policy uses the initial session index (0), so the expected range starts from the beginning of the ramp.

• Q: What if no occurrence or invalid replacement inputs are entered yet?

• A: The system does not flag out-of-range until it has enough valid numeric data to evaluate.

• Q: Does this warning block note submission?

• A: No. It is a clinical guidance warning only; users can still save the note.