Portals and Features
Last updated: 10/20/2018
Portals and Features
Last Updated: January 2026 Status Legend: ✅ IMPLEMENTED | 🚧 PARTIAL | 📋 PLANNED
Portal Overview
CareHub consists of 5 distinct portals, each serving a specific user role.
| Portal | URL | Primary Users | Key Functions | Status |
|---|---|---|---|---|
| Admin Portal | /admin | Care Coordinators, Admins | Case management, assignments, billing | ✅ |
| Psych Portal | /psych | Psychologists | Evaluations, care plans, causation | ✅ |
| LPCC Portal | /lpcc | LPCCs | Therapy sessions, progress tracking | ✅ |
| Member Portal | /member | Injured Workers | Check-ins, activities, progress | ✅ |
| Intake Form | /intake | Members | Initial intake questionnaire | ✅ |
Cross-Portal Features ✅ NEW
North Star UI (Workflow Visualization) ✅
Phase-based workflow chevrons showing case progression:
┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐
│ INTAKE │───▶│ EVAL │───▶│ TREAT │───▶│DISCHARGE│
│ ✓ Done │ │ Current │ │ Pending │ │ Pending │
│ 1/5/26 │ │ Session2│ │ │ │ │
└─────────┘ └─────────┘ └─────────┘ └─────────┘
Green Blue Gray Gray
Features:
- Dynamic phase colors based on status (completed=green, current=blue, pending=gray)
- Contextual subtitles (dates, scores, session progress)
- Member summary modal with horizontal timeline
- Phase navigation with completion indicators
- Safety alert integration (high risk indicator)
Available in: Psych Portal, LPCC Portal
Calendar & Scheduling System ✅ NEW
FullCalendar integration with comprehensive scheduling:
┌─────────────────────────────────────────────────────────────────┐
│ January 2026 [Today] [Week] [Month] [+ New] │
├─────────────────────────────────────────────────────────────────┤
│ Mon │ Tue │ Wed │ Thu │ Fri │ Sat │ Sun │
│ ───────┼────────┼────────┼────────┼────────┼─────┼──── │
│ 9:00 │ │ 🟦 John│ │ │ │ │
│ │ │ Smith │ │ │ │ │
│ ───────┼────────┼────────┼────────┼────────┼─────┼──── │
│ 10:00 │ 🟩 Jane│ │ 🟦 Sam │ │ │ │
│ │ Doe │ │ Brown │ │ │ │
│ ───────┼────────┼────────┼────────┼────────┼─────┼──── │
│ 12:00 │ 🟧 LUNCH─────────────────────────────────│ │
│ ───────┼────────┼────────┼────────┼────────┼─────┼──── │
└─────────────────────────────────────────────────────────────────┘
Session Colors:
- 🟦 Blue: Scheduled sessions
- 🟩 Green: Completed sessions
- ⬜ Gray: Cancelled sessions
- 🟥 Red: No-show sessions
Time Block Management:
- Lunch breaks
- Admin time
- Vacation/PTO
- Sick days
- Personal time
- Meetings
Provider Availability:
- Weekly schedule configuration
- Working hours per day
- Non-working days blocked
- Buffer time between sessions
- Minimum booking notice
Available in: Psych Portal, LPCC Portal, Admin Portal (view only)
Feedback System ✅ NEW
QA feedback submission integrated into all portals:
┌─────────────────────────────────────────────────────────────────┐
│ Submit Feedback [X] │
├─────────────────────────────────────────────────────────────────┤
│ Type: [Bug ▼] Priority: [Medium ▼] │
│ │
│ Title: _________________________________________________ │
│ │
│ Description: │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ││
│ │ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ⚠️ Do not include PHI (patient names, medical info, etc.) │
│ │
│ Screenshot: [📷 Capture Screenshot] │
│ │
│ [Cancel] [Submit Feedback] │
└─────────────────────────────────────────────────────────────────┘
Features:
- Type: Bug, Feature Request, Improvement, Question, Other
- Priority: Low, Medium, High, Critical
- Screenshot capture (html-to-image)
- Auto-creates GitHub issue with labels
- PHI warning before submission
Available in: All portals (floating button)
Video Sessions (Twilio) ✅ NEW
Telehealth video conferencing:
Provider Experience:
- Start session from calendar or case detail
- Recording consent capture
- Session timer with duration tracking
- End session and mark complete
Member Experience:
- Secure join link via email/SMS
- Consent acknowledgment before joining
- Mobile-friendly video interface
HIPAA Compliance:
- Recording consent with IP/timestamp
- Secure room tokens (single-use)
- Recordings stored in Azure Blob (90-day retention)
- Batch transcription via Azure Speech Services
Admin Portal (Care Coordinator) ✅
Dashboard
┌─────────────────────────────────────────────────────────────────┐
│ Welcome, Sarah [Logout] │
├─────────────────────────────────────────────────────────────────┤
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ │
│ │ Pending │ │ Active │ │ Sessions │ │ High │ │
│ │ Assign │ │ Cases │ │ This Week│ │ Risk │ │
│ │ 5 │ │ 23 │ │ 47 │ │ 2 │ │
│ └──────────┘ └──────────┘ └──────────┘ └──────────┘ │
├─────────────────────────────────────────────────────────────────┤
│ Case Queue [Search] [Filter: Status] │
│ ┌───────────────────────────────────────────────────────────┐ │
│ │ Name │ Case # │ Status │ Risk │ Assigned │ │
│ ├───────────────┼─────────┼─────────────┼──────┼────────────┤ │
│ │ John Smith │ CH-0001 │ Intake │ Med │ Dr. Jones │ │
│ │ Jane Doe │ CH-0002 │ Treatment │ Low │ M. Wilson │ │
│ │ Bob Wilson │ CH-0003 │ Pending │ -- │ Unassigned │ │
│ └───────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────┘
Features
| Feature | Description | Status |
|---|---|---|
| Case Management | Create, assign, update cases | ✅ |
| Member Management | Create accounts, send intake links | ✅ |
| Staff Assignment | Assign Psych, LPCC, Coordinator | ✅ |
| Scheduling Overview | View all sessions across providers | ✅ |
| Reports | Compliance and treatment reports | ✅ |
| User Management | Create/edit staff accounts | ✅ |
| Billing Management | View/manage billing entries | ✅ NEW |
| Workflow Configuration | Enable/disable workflow steps, edit prompts | ✅ NEW |
| RFA Tracking | Monitor authorization requests | ✅ NEW |
| Audit Logs | HIPAA access audit trail | ✅ |
Admin-Only Features ✅ NEW
Billing Dashboard:
- Pending billing entries
- Claim status tracking
- Revenue reports
Workflow Management:
- View all workflows (Inngest-based)
- Enable/disable individual steps
- Edit LLM prompts for AI features
- View workflow run history
Psychologist Portal ✅
Dashboard
┌─────────────────────────────────────────────────────────────────┐
│ Dr. Chen [Logout] │
├─────────────────────────────────────────────────────────────────┤
│ TODAY'S SCHEDULE │
│ ┌───────────────────────────────────────────────────────────┐ │
│ │ 9:00 AM │ John Smith │ Evaluation │ [Join Video] │ │
│ │ 11:00 AM │ Jane Doe │ Follow-up │ [Join Video] │ │
│ │ 2:00 PM │ Bob Wilson │ Evaluation │ [Join Video] │ │
│ └───────────────────────────────────────────────────────────┘ │
├─────────────────────────────────────────────────────────────────┤
│ PENDING EVALUATIONS (3) │
│ ┌───────────────────────────────────────────────────────────┐ │
│ │ Member │ Intake Date │ Days Waiting │ [Review] │ │
│ └───────────────────────────────────────────────────────────┘ │
├─────────────────────────────────────────────────────────────────┤
│ PENDING RFA REVIEWS (2) NEW │
│ ┌───────────────────────────────────────────────────────────┐ │
│ │ Case # │ LPCC │ Sessions Req │ [Review] │ │
│ └───────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────┘
Features
| Feature | Description | Status |
|---|---|---|
| Case Review | View assigned cases, intake summaries | ✅ |
| Evaluation Documentation | Document sessions, AI analysis | ✅ |
| Care Plan Builder | Create treatment plans, AI suggestions | ✅ |
| Causation Analysis | Document causation breakdown | 🚧 UI partial |
| GAF Scoring | Pre-injury, initial, current, final | ✅ |
| Transfer/Keep Decision | Transfer to LPCC or retain | ✅ |
| MMI/Discharge | Document MMI, generate reports | 🚧 WPI calculator 📋 |
| Calendar | View/manage schedule, availability | ✅ NEW |
| Time Blocks | Lunch, admin, vacation management | ✅ NEW |
| Working Hours | Set weekly availability | ✅ NEW |
| North Star UI | Workflow visualization | ✅ NEW |
| RFA Review | Approve/deny LPCC authorization requests | ✅ NEW |
| Video Sessions | Twilio video with recording | ✅ NEW |
| Feedback | Submit QA feedback | ✅ NEW |
Case Detail View ✅
┌─────────────────────────────────────────────────────────────────┐
│ CH-2026-00042 │ John Smith [Actions ▼] [Feedback] │
├─────────────────────────────────────────────────────────────────┤
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
│ │ INTAKE │→│ EVAL │→│ TREAT │→│DISCHARGE│ │
│ │ ✓ Done │ │ Current │ │ │ │ │ North Star │
│ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │
├─────────────────────────────────────────────────────────────────┤
│ TABS: [Summary] [Intake] [Sessions] [Care Plan] [Documents] │
├─────────────────────────────────────────────────────────────────┤
│ Member Summary Modal │
│ - Demographics, contacts │
│ - PHQ-9/GAD-7 scores │
│ - Risk indicators │
│ - AI intake analysis │
└─────────────────────────────────────────────────────────────────┘
LPCC Portal ✅
Dashboard
┌─────────────────────────────────────────────────────────────────┐
│ Maria Wilson, LPCC [Logout] │
├─────────────────────────────────────────────────────────────────┤
│ TODAY'S SESSIONS │
│ ┌───────────────────────────────────────────────────────────┐ │
│ │ 10:00 AM │ Jane Doe │ Session #4 │ 3 left │ [Join] │ │
│ │ 1:00 PM │ Sam Brown │ Session #2 │ 5 left │ [Join] │ │
│ │ 3:00 PM │ Ann Lee │ Session #6 │ 1 left │ [Join] ⚠️ │ │
│ └───────────────────────────────────────────────────────────┘ │
├─────────────────────────────────────────────────────────────────┤
│ ACTION ITEMS │
│ ┌────────────────┐ ┌────────────────┐ ┌────────────────┐ │
│ │ Sessions to │ │ Low Auth │ │ Pending RFAs │ │
│ │ Document: 2 │ │ Cases: 1 │ │ 2 │ NEW │
│ └────────────────┘ └────────────────┘ └────────────────┘ │
└─────────────────────────────────────────────────────────────────┘
Features
| Feature | Description | Status |
|---|---|---|
| Case Management | View assigned cases, care plans | ✅ |
| Session Documentation | Document sessions, AI summaries | ✅ |
| Progress Tracking | Check-ins, progress charts | ✅ |
| Calendar | View/manage schedule | ✅ NEW |
| Time Blocks | Lunch, admin, vacation | ✅ NEW |
| Working Hours | Set weekly availability | ✅ NEW |
| North Star UI | Workflow visualization | ✅ NEW |
| RFA Submission | Request additional sessions | ✅ NEW |
| Member Activities | Assign homework/activities | ✅ NEW |
| Video Sessions | Twilio video | ✅ NEW |
| Discharge Prep | Prepare discharge summary | ✅ NEW |
| Feedback | Submit QA feedback | ✅ NEW |
RFA Workflow ✅ NEW
┌─────────────────────────────────────────────────────────────────┐
│ Request Additional Sessions │
├─────────────────────────────────────────────────────────────────┤
│ Current Status: │
│ Sessions Used: 5/7 Sessions Remaining: 2 │
│ │
│ Additional Sessions Requested: [5 ▼] │
│ │
│ Clinical Rationale: │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Treatment Goals & Progress: │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Current PHQ-9: [ ] Current GAD-7: [ ] │
│ │
│ [Save Draft] [Submit for Review] │
└─────────────────────────────────────────────────────────────────┘
RFA Status Flow:
- LPCC creates draft
- Submit for Psych review
- Psych approves/denies
- If approved, submit to UR
- UR responds with decision
Member Portal ✅
Dashboard
┌─────────────────────────────────────────────────────────────────┐
│ Welcome back, John! January 17, 2026 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ YOUR NEXT SESSION ││
│ │ ┌─────────────────────────────────────────────────────────┐││
│ │ │ Thursday, January 20 at 2:00 PM │││
│ │ │ with Maria Wilson, LPCC │││
│ │ │ [Join Video Session] NEW │││
│ │ └─────────────────────────────────────────────────────────┘││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ HOW ARE YOU FEELING TODAY? ││
│ │ Pain: [1──────○────────10] Mood: [1────────○──────10] ││
│ │ Anxiety: [1────○──────10] Sleep: [1──────○────────10] ││
│ │ [Complete Full Check-In] Last: 2 days ago ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ YOUR ACTIVITIES NEW ││
│ │ ┌───────────────────────────────────────────────────────┐ ││
│ │ │ 📝 Thought Journal │ Due: Tomorrow │ [Start] │ ││
│ │ │ 🧘 Relaxation │ Completed ✓ │ [Review] │ ││
│ │ └───────────────────────────────────────────────────────┘ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ YOUR PROGRESS ││
│ │ Sessions: ████████░░░░ 5 of 7 ││
│ │ Pain Trend: ↓ Improving Mood Trend: ↑ Improving ││
│ └─────────────────────────────────────────────────────────────┘│
└─────────────────────────────────────────────────────────────────┘
Features
| Feature | Description | Status |
|---|---|---|
| Dashboard | Welcome, next session, quick check-in | ✅ |
| Check-In Form | Pain, mood, sleep, anxiety, activity | ✅ |
| My Progress | Charts, session progress, milestones | ✅ |
| My Sessions | Past/upcoming sessions | ✅ |
| Join Video | Twilio video link | ✅ NEW |
| My Activities | Homework assignments | ✅ NEW |
| My Documents | View uploaded/generated docs | ✅ NEW |
| My Care Team | Provider contact info | ✅ |
| Resources | Educational materials, crisis info | ✅ |
| Feedback | Submit app feedback | ✅ NEW |
Member Activities ✅ NEW
┌─────────────────────────────────────────────────────────────────┐
│ 📝 Thought Journal │
├─────────────────────────────────────────────────────────────────┤
│ Assigned by: Maria Wilson, LPCC │
│ Due: January 18, 2026 │
│ │
│ Instructions: │
│ Record a difficult thought and challenge it using the │
│ CBT technique we discussed in your last session. │
│ │
│ Your Response: │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ││
│ │ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ How helpful was this activity? [1] [2] [3] [4] [5] │
│ │
│ [Save Progress] [Mark Complete] │
└─────────────────────────────────────────────────────────────────┘
Activity Types:
- Thought Journal (CBT)
- Behavioral Activation
- Relaxation Exercises
- Exposure Tasks
- Psychoeducation (reading/videos)
- Worksheets
- Self-Assessment
- Custom activities
Intake Form ✅
Structure (Condensed 6 Steps - Implemented)
| Step | Section | Content | Status |
|---|---|---|---|
| 1 | Welcome | Introduction, privacy info | ✅ |
| 2 | Personal & Contact | Name, DOB, contact info, emergency contact | ✅ |
| 3 | Employment | Employer, job title, injury details | ✅ |
| 4 | Current Concerns | Primary concern, symptoms, PHQ-9, GAD-7 | ✅ |
| 5 | History | Medical, mental health, substance use, safety | ✅ |
| 6 | Goals & Consent | Treatment goals, consents, signatures | ✅ |
Planned Expansion (22 Steps) 📋
| Step | Section | Status |
|---|---|---|
| 7 | Functional Assessment | 📋 |
| 8 | Medications (repeater) | 📋 |
| 9 | Detailed Medical History | 📋 |
| 10 | Family History | 📋 |
| 11 | Relationship History | 📋 |
| 12 | Trauma History | 📋 |
| 13-14 | Education & Employment Detail | 📋 |
| 15 | Lifestyle & Daily Routine | 📋 |
| 16 | Non-Industrial Stressors | ✅ |
| 17 | Personnel Actions | ✅ |
| 18 | Additional Information | 📋 |
| 19 | Document Upload | 📋 |
Features
| Feature | Description | Status |
|---|---|---|
| Progress indicator | Step completion tracking | ✅ |
| Save & resume | Auto-save every 30 seconds | ✅ |
| Mobile-optimized | Touch-friendly, responsive | ✅ |
| Conditional logic | Show/hide based on answers | ✅ |
| Field validation | Zod schemas | ✅ |
| PHQ-9/GAD-7 scoring | Auto-calculated | ✅ |
| AI analysis trigger | Inngest workflow on complete | ✅ |
Common UI Components
Navigation Sidebar
┌──────────────────┐
│ [Logo] │
│ │
│ [🏠] Dashboard │
│ [📋] Cases │
│ [📅] Calendar │ NEW
│ [📊] Reports │
│ │
│ ─────────────────│
│ [⚙️] Settings │
│ [💬] Feedback │ NEW
│ [🚪] Logout │
└──────────────────┘
Status Badges
| Status | Color | Badge |
|---|---|---|
| Pending Assignment | Gray | ○ Pending |
| Intake | Blue | ● Intake |
| Evaluation | Purple | ● Evaluation |
| Active Treatment | Green | ● Active |
| Discharged | Gray | ● Discharged |
Risk Level Badges
| Level | Color | Badge |
|---|---|---|
| Not Assessed | Gray | -- |
| Low | Green | Low |
| Moderate | Yellow | Moderate |
| High | Red | High ⚠️ |
Session Status Colors ✅ NEW
| Status | Color | Use |
|---|---|---|
| Scheduled | Blue (#3B82F6) | Upcoming sessions |
| Completed | Green (#22C55E) | Finished sessions |
| Cancelled | Gray (#9CA3AF) | Cancelled sessions |
| No-Show | Red (#EF4444) | Member didn't attend |
RFA Status Badges ✅ NEW
| Status | Color | Description |
|---|---|---|
| Draft | Gray | LPCC drafting |
| Pending Review | Yellow | Awaiting Psych |
| Approved | Green | Psych approved |
| Denied | Red | Psych denied |
| Submitted | Blue | Sent to UR |
| UR Approved | Green | UR approved |
| UR Denied | Red | UR denied |
API Routes ✅
LPCC Portal
| Route | Method | Description |
|---|---|---|
/api/lpcc/cases |
GET | List assigned cases |
/api/lpcc/cases/[id] |
GET | Case detail |
/api/lpcc/sessions |
GET/POST | Sessions CRUD |
/api/lpcc/rfa |
GET/POST | RFA requests |
/api/lpcc/discharge |
POST | Create discharge summary |
/api/lpcc/stats |
GET | Dashboard statistics |
Psych Portal
| Route | Method | Description |
|---|---|---|
/api/psych/cases |
GET | List assigned cases |
/api/psych/cases/[id] |
GET | Case detail |
/api/psych/rfa/review |
POST | Review RFA request |
Admin Portal
| Route | Method | Description |
|---|---|---|
/api/admin/cases |
GET/POST | Cases CRUD |
/api/admin/users |
GET/POST | Users CRUD |
/api/admin/billing |
GET | Billing entries |
/api/admin/workflows |
GET/PUT | Workflow management |
Member Portal
| Route | Method | Description |
|---|---|---|
/api/member/checkins |
GET/POST | Check-ins |
/api/member/activities |
GET/PUT | Activities |
/api/member/documents |
GET | Documents |
/api/member/progress |
GET | Progress data |
Provider APIs
| Route | Method | Description |
|---|---|---|
/api/provider/availability |
GET/POST | Weekly schedule |
/api/provider/time-blocks |
GET/POST/DELETE | Time blocks |
/api/provider/settings |
GET/PUT | Provider settings |
Calendar APIs
| Route | Method | Description |
|---|---|---|
/api/calendar/events |
GET | Calendar events |
/api/calendar/conflicts |
POST | Check conflicts |
Video APIs
| Route | Method | Description |
|---|---|---|
/api/video/token |
POST | Get join token |
/api/video/validate |
GET | Validate token |
Feedback API
| Route | Method | Description |
|---|---|---|
/api/feedback |
POST | Submit feedback |