RN Portal — Feature Parity & V2 Review Report

🧭 Comprehensive Assessment — HSE care needs gateway document Not in production

This is the holistic multi-domain needs assessment that must be completed at care commencement and at every significant change in a client's condition. It is an HSE regulatory requirement and the gateway document that justifies the level of Home Support awarded.

What V2 implements:

• 13 domains covering: presenting needs, medical background, mobility and falls, nutrition and hydration, continence, skin integrity, cognition and communication, mental health and wellbeing, social and informal supports, home environment, personal care needs, risks and safeguarding, will/preference/goals (ADMCA)
• Tap-select options per domain plus free-text notes field ("client's own words where possible")
• Weighted risk indicator count → indicative care-intensity level: Low / Medium / High support needs (PIC confirms final)
• Auto-recommendation of scored tools to complete next (e.g. "Falls in last 6 months" → queues STRATIFY + Morse Falls; "Memory concerns" → queues 4AT + AMTS)
• AI narrative summary (strengths-based, will-and-preference language, HIQA-compliant framing)
• E-signature + audit chain on sign-off

Why it matters: Without this, an RN filling out individual scored tools has no structured framework tying them together. The Comprehensive Assessment is the clinical logic layer that connects all other assessments to a care plan and to HSE funding justification.

💛 Key to Me — HIQA person-centred profile Not in production

A co-produced document written with the client (and family) that captures who the person is — not just their health conditions. HIQA inspectors check for this as evidence of person-centred care. Every carer is expected to read it before their first visit.

What V2 implements:

• 11 sections: Life story, People who matter, Daily routines, Loves and interests, Dislikes, Communication needs, What good support looks like, Faith and culture, Food and drink preferences, What upsets me and what helps, What matters most right now
• Co-production contributor chips (client, family members, care team)
• Inline editing with every change audit-logged
• Print to home folder button (for the physical copy left in the client's home)
• Share to Family Portal so relatives can suggest additions
• HIQA-faithful framing — written with the person, never about them
• Rich demo content (Peggy's Clerys years, tea rituals, rosary beads; Liam's teaching career, GAA, wound-care schedule around match times)

Why it matters: This is currently missing from production entirely. HIQA will ask to see person-centred profiles during inspections. The absence of Key to Me in the system creates a compliance risk and a gap in the evidence of individualised care.

🔴 P1 — GPS Visit Verification (50m geofence) Critical

Prof explicitly stated: "the nurse can't have access to these data or information unless he has arrived or he is within 50 metres to the client's residence." This is currently not enforced. Implementation approach: use the browser Geolocation API on visit start, compare to client address coordinates (Geocoded from Eircode), gate the care record access behind a server function that validates proximity. Requires storing lat/lng per client address and a visit-state machine (pre-visit / in-visit / post-visit). Must also handle GPS unavailability gracefully (manual override with audit reason). This is a data protection and clinical governance requirement.

🔵 P2 — Comprehensive Assessment (HSE care needs) High priority

Build as a new tab or card on care-recipients.$id. The 13 domains, tap-select options, risk indicator count, care-intensity level, auto-tool recommendations, AI narrative summary, and e-signature are all clearly defined in the v2 prototype. Schema addition: one new table comprehensiveAssessment linked to care recipient and authored by RN. Estimated effort: 1–2 days.

🟡 P3 — Key to Me (HIQA person-centred profile) High priority

Build as a tab on care-recipients.$id alongside the care plan and assessment tabs. 11 editable text sections, co-production contributor tracking, print-friendly layout, and "share to Family Portal" action. Schema addition: one keyToMe table with 11 text columns + updated_at + co-produced_by. Estimated effort: 1 day.

⬛ P4 — Restructure nav into 3 explicit sections Medium priority

Prof's message specifies the portal nav must visually show 3 sections: (1) Personal Profile, (2) Care Recipients, (3) Portal Essentials. Currently the sidebar is a flat list of Clinical Workspace items. Add visual section dividers and labels to the existing sidebar nav. No backend changes needed — UI-only restructure.

⚪ P5 — Phase 2 stubs (Secure Messaging, Documents, Risk Assessments, Clinical Assessments, Referrals) Phase 2

These 5 routes already exist with "Coming in Phase 2" placeholder content. They should remain on the roadmap and be implemented after P1–P4 are complete. Secure Messaging is the highest-impact of the five as it directly affects inter-team communication and care coordination.