| Dimension | Score | Note |
|---|---|---|
| Requirements | 25/31 | 6 gaps → fixed in v2.3 |
| E2E flows | 5/7 | 2 bugs fixed in v2.3 |
| Phases complete | 16/17 | Ph 8 permanently deferred |
| Tech debt | 4 items | ActivityEvent, dashboard count, npm pkg |
| Ph# | Name & Purpose | Status | Key Deliverable |
|---|---|---|---|
| 01 | Foundation Docker, MySQL, CI/CD pipeline, base project structure | Done | Runnable platform skeleton |
| 02 | Auth & Entity Graph RS256 JWT, 9-entity type hierarchy, access graph computation | Done | Secure multi-tenant auth |
| 03 | IPA Dashboard KPI cards, activity feed, operational stats | Done | Primary homepage |
| 04 | Delegations Delegation lifecycle — create, activate, terminate, track | Done | Core IPA workflow |
| 05 | Credentialing & UM Provider credentialing queue, UM authorization workflow | Done | Regulatory workflows |
| 06 | Provider & Claims Provider directory, basic claims listing | Done | Provider management |
| 07 | HEDIS Quality measure performance tracking and reporting | Done | Quality compliance |
| 08 | Oracle Migration Legacy Oracle DDL import — awaiting vendor DDL schema + VPC access | Deferred | Permanently deferred |
| 09 | Patient Management Patient records, demographics, attributed member list | Done | Patient 360 base |
| 10 | Clinical Records Clinical history, encounters, diagnoses | Done | Clinical data layer |
| 11 | Vitals & RPM Remote patient monitoring, vitals trend tracking | Done | RPM program support |
| 12 | Authorizations Full UM authorization lifecycle — intake, review, determination, appeals | Done | UM full workflow |
| 13 | Claims Processing Claims submission, adjudication, status tracking | Done | Revenue cycle base |
| 14 | Billing AR aging, billing cycles, invoice management | Done | Financial operations |
| 15 | Enrollment Member enrollment records, eligibility, plan assignment | Done | Member management |
| 16 | Provider Network Network contracts, provider participation, specialty management | Done | Network management |
| 17 | Care Coordination Care team, referrals, care transitions, case management | Done | Care management |
| Ph# | Name & Purpose | Status | Key Deliverable |
|---|---|---|---|
| 18 | Population Health Risk stratification, chronic disease registries, preventive care gap reporting | Done | RAF scoring, care gap dashboard |
| 19 | Analytics & Reporting Custom report builder, PDF/CSV/XLSX export, scheduled delivery, KPI trends | Done | Report builder + exports |
| 20 | Administration User management, entity settings, RBAC custom roles, immutable audit log | Done | RBAC + audit trail |
| 21 | Financial Management PMPM capitation rates, payment ledger, MLR metrics, revenue cycle | Done | Capitation + MLR |
| 22 | Plan Products Health plan benefit structures, network tier configs, drug formularies | Done | Benefit definitions |
| 23 | Employer Groups, Risk Pools & Grievances Group enrollment, shared risk pool metrics, grievance/appeals lifecycle | Done | Risk pool + grievances |
| 24 | FQHC, Multi-Tenant & Regulatory FQHC-specific workflows, tenant isolation, regulatory report generation | Done | FQHC + regulatory |
| 25 | Scheduling, Alerts, SMS & Documents Appointment scheduling, Twilio SMS/email alerts, versioned documents | Done | Scheduling + notifications |
| 26 | Documentation & Manuals Contextual in-app help, searchable knowledge base, admin CMS | Done | In-app help system |
| 27 | AI Assistant & Chat Natural language data queries, inline AI suggestions, persistent chat | Done | Claude-powered AI chat |
| 28 | Canned Analytics Dashboards Pre-built Executive, Finance, Clinical, Operations dashboards; budget vs actual | Done | 8 pre-built dashboards |
| 29 | Financial Completeness MLR drill-down, payment batch posting, cross-delegation rate editor | Done | MLR + batch payments |
| 30 | Claims Forms Multi-line claim submission, CMS-1500 professional form view/PDF, UB-04 institutional | Done | CMS-1500 + UB-04 PDFs |
| 31 | Population Health Outreach Outreach logging against care gaps, CSV export, RAF trend sparkline | Done | Care gap outreach |
| 32 | Enrollment Enhancements Enrollment detail page, CSV export, renewals alert banner | Done | Enrollment detail + export |
| 33 | UM Determination Letters PDF determination letters for authorization decisions, Download Letter button | Done | UM PDF letters |
| 34 | Network Provider Search Search/filter by specialty, provider detail slide-over | Done | Provider search + filter |
| 35 | Tenant Admin Dashboard Entity directory, detail view, name/status edit — scoped to EntityDataAccess | Done | Entity directory |
| 36 | Population Health Extensions CMS Stars Ratings dashboard, HCC/RAF risk adjustment, SDOH data capture | Done | Stars + HCC + SDOH |
| 37 | Claims & UM Extensions ERA 835/EOB remittance viewer, claims CSV export, medical director queue | Done | ERA 835 + remittance |
| 38 | Enrollment Sub-pages Carve-out tracking, plan benefits tab, retroactive eligibility workflow | Done | Carve-outs + retro elig. |
| 39 | UM & Admin Extensions Clinical criteria library, referral processing queue, SLA configuration | Done | Criteria + SLA config |
| 40 | Network Extensions + Multi-Tenant Dashboard Provider profiling analytics, specialty networks, regulatory filing calendar | Done | Network analytics |
| 41 | Financial + Admin Extensions Benefit accumulators, medical code catalog, alert rules admin, open enrollment periods | Done | Accumulators + codes |
| 42 | Audit Rules Config + MFA Claims adjudication rules config, TOTP-based MFA setup with backup codes | Done | MFA + adjudication rules |
| 44–49 | Gap Closure & Requirements Traceability 6 verification phases — closed all audit gaps, synced 50 requirements, added UMDL/ENRL/NETSRCH requirements | Done | Full requirements sync |
| Ph# | Name & Purpose | Status | Key Deliverable |
|---|---|---|---|
| 50 | Header Refactor + Panel System Floating panel architecture — Slack, Help, Search panels with mutual exclusion and toggle-to-close | Done | Panel system + TooltipProvider fix |
| 51 | Admin Slack Settings Fernet-encrypted webhook storage, Slack notification dispatch backend | Done | Encrypted Slack integration |
| 53 | Performance Optimization Backend query optimization, frontend bundle analysis, API response improvements | Done | Query + bundle perf |
| 54 | E2E Testing Infrastructure Playwright test harness, smoke test suite (NAV_CONFIG coverage), soft assertions, JSON triage log | Done | Full Playwright harness |
| Ph# | Name & Purpose | Status | Score | Key Deliverable |
|---|---|---|---|---|
| 60 | Assessments + Billing Compliance Tabs | Done | 10/10 | Patient clinical tabs 1+2 |
| 61 | Care Notes + Devices Tabs | Done | 12/12 | Patient clinical tabs 3+4 |
| 62 | Documents + Immunizations Tabs | Done | 12/12 | Patient clinical tabs 5+6 |
| 63 | Monthly Review + Screenings Tabs | Done | 30/30 | Patient clinical tabs 7+8 |
| 64 | Interaction Audit Report Baseline audit — found 361 broken interaction surfaces across platform | Needs UAT | 9/9 +1 advisory | Audit baseline report |
| 65 | Fix Wave 1 — IPA Core Fixed broken buttons, row-clicks, nav items in IPA core modules | Done | 9/9 | IPA interactions fixed |
| 66 | Fix Wave 2 — Financial/Analytics | Done | 9/9 | Financial interactions fixed |
| 67 | Fix Wave 3 — Support/Admin 172 total interaction surfaces remediated across full platform | Needs UAT | 3/4 +SC4 remote | 172 interactions fixed |
| 68 | Care Team + Documents History | Done | 11/11 | Care team + doc history |
| 69 | OCR Scan + Risk Stratification Cohorts | Done | 11/11 | Document OCR + cohorts |
| 70 | Help Article Seeding + Page-Aware Panel 26 help articles live-seeded; panel auto-surfaces correct article per route | Done | 4/4 | 26 articles live-seeded |
| 71 | Memos Optional — intentionally skipped, no downstream dependency | Skipped | Optional | Out of scope |
| 72 | v2.3 Verification + Visual Parity Audit Route inventory reconciled 208→214; visual parity: 178 match / 24 minor / 0 major; Harness green | Done | All green | Full regression + parity |
| Cluster | Demo Pages | Impl Routes | Missing | Partial | Mock Violations | Missing API |
|---|---|---|---|---|---|---|
| IPA Core (Patients, Claims, UM, Cred) | 48 | 39 | 5 | 18 | 4 | TBD |
| Financial (Billing, Risk Pools, Plans) | ~35 | ~25 | 5 | 14 | ~12 | ~25 |
| Analytics (Dashboards, Pop Health, Quality) | 35 | 31 | 4 | 13 | 9 | 10 |
| Admin/Tenant (Admin, Comms, Network, AI) | 62 | 95 files | 13 | 18 | ~10 | ~15 |
| TOTAL | ~180 | ~190 | 27 | 63 | ~35 | ~75 |
| Ph# | Name & What It Delivers | Priority | Est. | Status | Business Impact If Skipped |
|---|---|---|---|---|---|
| 73 | Mock Data Purge 52 hardcoded data arrays removed from 63 files (115 occurrences); 11 taxonomy files allowlisted | P0 | 1 week | Done | Fabricated numbers would show to users |
| 74 | Backend Completion ~75 missing API endpoints across 11 routers; communications, risk-pool settlement, credentialing workflow, CMS submissions, accumulators; wired 16 empty pages to real DB | P0 | 1 week | Done | Pages return 503 / empty arrays |
| 75 | IPA Core Completion 19 missing patient sub-pages; CMS-1500 + UB-04 interactive claim intake forms; UM Dashboard with KPI cards; credentialing multi-step workflow (CAQH intake, PSV, committee review) | P0 | 1.5 weeks | Done +UAT | Core IPA workflows incomplete — can't submit claims via form |
| 76 | Financial Completion Financial dashboard with live KPIs from DB; risk pools dashboard + configuration; employer groups wizard; grace period state machine; CMS plan submissions | P1 | 1.5 weeks | Done +UAT | Financial dashboard shows no data; employer onboarding broken |
| 77 | Analytics Completion Global date-range filter wired across all analytics; ACO REACH, Value-Based, Query Builder pull real data; population health predictive models + pharmacy PDC live; PDF export | P1 | 1 week | Done | Analytics shows fabricated numbers |
| 78 | Admin/Tenant Completion Entity CRUD (create/edit/delete IPAs, ACOs, PHOs, MCOs, Health Plans); admin console KPIs with real data; provider sub-networks; scheduling calendar; workflow action buttons. BestCareIPA rename (migration 096→100) also shipped. | P1 | Done | Done | Admin console complete; org onboarding via UI now works |
| 82 | Human-Readable Display IDs All entities, claims, authorizations, and cases now surface short human-readable IDs (e.g. CLM-00042) instead of raw UUIDs throughout the UI. | P1 | Done | Done | Support teams can reference records by readable ID |
| 83 | UM Visual Parity 9 UM pages rebuilt to altbiolab.com parity: new /um/new (prior auth form), /um/denials (denials & appeals workstation), rebuilt medical-director split-panel, referral-network, edi-278, dashboard charts, criteria, auto-approval. | P1 | Done | Done | UM module now matches demo reference (9/9 verification PASS) |
| 79 | Row-Click + Action Audit Systematic pass: every DataTable on every page — onRowClick wired, detail route exists, every demo button has impl equivalent | P1 | Done | Done Apr 23 | All table rows wired; UX navigation complete |
| 84 | Appointment Schedule Grid Multi-provider schedule grid with drag-to-reschedule, BookAppointmentDialog pre-fill, 10 scheduling sub-pages wired to nav. | P1 | Done | Done Apr 25 | Scheduling calendar complete; human UAT passed |
| 85 | Alert Settings Depth Provider notification channel matrix (SMS/email/in-app per rule); vital threshold table; escalation rule dialog; per-provider alert configuration. | P1 | Done | Done Apr 26 | Alert settings fully wired; human UAT passed |
| 86 | Tiered Networks & Incentive Programs Tiered network sub-network management, tier criteria editor, incentive program lifecycle, re-evaluation workflow. | P1 | Done | Done Apr 26 | Network tiering live; 3 bugs fixed post-deploy |
| 87 | Comprehensive Documentation In-app help article expansion, API docs sync, admin user guide update. | P2 | Done | Done Apr 26 | Help system articles updated for all v2.4 additions |
| 88 | Styling Reconciliation Per-page compare impl vs demo; align to DESIGN.md; resolve 24 minor visual deltas from v2.3 audit. | P2 | Done | Done · UAT partial | Automated checks passed; visual typography sign-off pending |
| 90 | Spec Alignment & Visual Audit Stale checkbox corrections in REQUIREMENTS.md, Phase 89 VERIFICATION.md fix, structural layout parity audit for 8 core IPA modules. | P1 | Done | Done | Specs match live implementation |
| 81 | QA + Integration Verification — Ship Gate Full E2E regression suite; deploy to nexus.eklotho.com; post-deploy smoke test per 8 role personas | P0 | Done | Done | v2.4 production-complete gate passed |
| Ph# | Name & Purpose | Status | Key Deliverable |
|---|---|---|---|
| 88 | Styling Reconciliation Per-page compare impl vs demo; align to DESIGN.md; resolve 24 minor visual deltas from v2.3 audit. 6 wave plans across all modules. | Done | All pages DM Sans, terra cotta, 8pt grid |
| 89 | QA + Integration Verification Playwright E2E, backend pytest ≥97%, TypeScript noEmit 0, deploy pipeline green, manual UAT smoke across all v2.4 phases. | Done | Full stack verified green |
| 90 | Human Verification & Spec Alignment Closed v2.5 audit gaps — live site structural parity confirmed, REQUIREMENTS.md checkboxes corrected (STYLE-03, QA-04), stale docs fixed. | Done | v2.5 milestone audit: all gaps closed |
| Ph# | Name & Purpose | Status | Key Deliverable | |
|---|---|---|---|---|
| 91 | Interaction Fix Wave 4 — Missing CRUD UI Added Add/Submit UI to 21 NO-FORM pages + 33 SKIP pages from the deep QA audit. 8 wave plans across BUILD/RENAME/DESCOPE/BACKLOG buckets. | Done | All NO-FORM → PASS; 10 items → Ph 92 backlog | |
| 92 | Backend Completion — CRUD Endpoints (BACKLOG-91-A) 10 items from Phase 91 backlog: contracts, practices, fee-schedules, care-plans, specialty-programs, community-resources, provider-alerts, lab-reference, prior-auth-templates, care-protocols. All shipped via PRs #67 #72 #73 #75 #76 #77 #81. | Done | 10/10 BACKLOG-91-A items resolved | |
| 93 | QA Campaign — Bug-bash PRs #87–#93 760-probe harness × 4 admin orgs. Fixed: 2 cross-org 500s (insurance_verifications literal mismatch, retroactive enrollments broken join), 5 composite indexes (migration 131), Slack admin permission gate, MFA disable password reauth, migration 131 idempotency, cron log spam summarized. | Done | Provider profiling 17s→1.5s · clinical dashboard 15.8s→1.9s | |
| 94 | FQHC HRSA Grants Tracking Grant lifecycle management for FQHC entities: grant applications, award tracking, reporting periods, compliance monitoring, budget vs actual. | Done | FQHC grants module live on nexus.eklotho.com | |
| 95 | 340B Covered Entity Registration — NEXT 340B CE registration form, covered drug tracking, audit trail, compliance monitoring for FQHC entities. SPEC.md written — execution pending. | P0 | ~1 week | 340B compliance for FQHC clients |