3.5 KiB
Medical Documentation System — Roadmap
A dedicated admin-only section for organizing medical documents (receipts, doctor notes, recorded conversations, lab results, etc.) for multiple family members. Uses Claude AI to auto-classify, tag, and extract structured data from uploaded documents. Completely separate from the existing media/gallery system.
Phase 1: Database Foundation & Core Document Management ✅
Tables for people, documents, tags, doctors, conditions, prescriptions, costs. Basic CRUD service. Admin-gated Razor Page with file upload and plain-text note entry.
Phase 2: People & Document Browsing ✅
UI for managing people (family members). Document list with filtering by person, type icons, download/preview.
Phase 3: Claude AI Integration ✅
MedicalAiService using Claude API. On upload: OCR, text extraction, auto-classification, auto-tagging, structured data extraction. Manual transcript field for audio files.
Phase 4: Doctors, Conditions & Prescription Tracking ✅
Doctor/condition management (global doctors, per-person conditions). Prescription tracking with doctor linkage, expandable pickup history, and "last pickup" display. Inline add/edit/delete for all entities.
Phase 5: AI CLI Migration ✅
Replaced Claude HTTP API with claude -p CLI pipe mode. Sequential Channel<long> background queue replaces fire-and-forget Task.Run. Rate limit detection parses reset time from CLI output and pauses the queue. Temp file approach for image/PDF OCR via CLI with --allowedTools Read.
Phase 6: Bills & Payments ✅
Replaced the flat medical_document_costs model (which double/triple-counted AI-extracted line items) with a proper billing system. Bills represent unique charges; payments track money applied toward them (patient payments, insurance payments, adjustments, write-offs). Summary card shows out-of-pocket vs total charged. Bills support linked documents, expandable payment lists, and filter by paid/unpaid status. Old costs API endpoints preserved for backward compatibility with AI processing.
Phase 7: AI Bills Integration ✅
Updated AI extraction prompt to create bills + payments instead of flat costs. On re-process: deletes AI-sourced bills/payments for document, re-creates (prevents duplicates). Smart matching: if extracted charge matches existing bill for same person (same amount, category, date within 30 days), links document instead of creating new. Removed AddCostsAsync, all costs CRUD methods, costs API endpoints, and MedicalDocumentCost model. DB table retained per policy.
Phase 8: Search & Filtering ⬅️ Up Next
Full-text search on extracted text. Filter by person, doctor, condition, tags, document type, date range. Combined filters.
Phase 9: AI-Enhanced Insights
Medical timeline per person. Visit prep summaries. Batch re-analysis when AI improves.
Phase 10: Polish & Hardening
Pagination/lazy-loading. Export (PDF summary, CSV costs). Mobile-responsive UI.
Feature requests (I'm writing these down for me. I may ask you to do these in the future, so please design any changes with the fact in mind that they may need to acommodate these)
Calendar
A calendar that's easy to navigate, and shows what documents are on each day. If I see the month of January, at the very least, I should see something on the calendar indicating which days in January a document is associated with.
Custom Colors
An easy way to customize colors instead of just having a light mode/dark mode. I still want to have light mode/dark mode as defaults, but custom colors should be an option as well.