Booking Flow Paths

Every path through the 13-step wizard. Click a patient to highlight their route, then use the link to start their scenario.

Jane Smith — Google login, returning, UHC, skips intake, flexible

Maria Santos — Email (new), BCBS, manual records, full intake, this week

Tyler Brooks — Email (new), self-pay, skip records, full intake, urgent

Dave Kim — Email (returning), Aetna async, expired DL, skips intake

Priya Patel — Apple login (new), Medicaid, skip records, full intake, urgent

flowchart TD
    S1[1. Sign In]
    S1 -->|Google / Apple / MS| S1S[Social OAuth]
    S1 -->|Email| S1E{Known email?}
    S1E -->|Yes| S1R[Password Login]
    S1E -->|No| S1N[Create Password]

    S1S -->|Returning| S3
    S1S -->|New| S2
    S1R --> S3[3. Insurance]
    S1N --> S2[2. Name & DOB]
    S2 --> S3

    S3 --> S3D{Carrier?}
    S3D -->|Insured| S3E[Eligibility Check]
    S3D -->|Self-pay| S3S[Self-pay confirmed]

    S3E --> S3R{Result?}
    S3R -->|Instant verify| S4[4. Records]
    S3R -->|Async / manual| S3A[Email sent - resume later]

    S3S --> S4

    S4 --> S4D{Records?}
    S4D -->|Auto-import| S4A[Records fetched via CommonWell]
    S4D -->|Manual entry| S4M[Enter meds, allergies, conditions]
    S4D -->|Skip| S4K[Skip - fill at office]

    S4A --> S5[5. Chief Complaint]
    S4M --> S5
    S4K --> S5

    S5 -->|Type / speak / chips| S5A[AI analyzes concerns]

    S5A --> S5D{Returning?}
    S5D -->|New patient| S6[6. Health Intake]
    S5D -->|Returning| S7

    S6 -->|Allergies, history, uploads| S7[7. Availability & Urgency]

    S7 --> S7D{Urgency?}
    S7D -->|Today / urgent| S7U[Same-day slots only]
    S7D -->|This week| S7W[This week slots]
    S7D -->|Flexible| S7F[Best available]

    S7U --> S8[8. Slot Selection]
    S7W --> S8
    S7F --> S8

    S8 --> S9[9. Payment Method]
    S9 --> S10[10. Booked + 2FA Setup]

    S10 -.->|Post-visit| S11[11. Settle Up]
    S11 --> S12[12. Receipt]
    S12 --> S13[13. Follow-up & Next Steps]
    S13 --> S14[14. Walk Out]

    %% Path styling
    classDef default fill:#f8f9fa,stroke:#d1d5db,color:#1f2937
    classDef active fill:#dbeafe,stroke:#2563eb,color:#1e40af,stroke-width:2px
    classDef decision fill:#fef3c7,stroke:#d97706,color:#92400e
    classDef checkout fill:#f0fdf4,stroke:#16a34a,color:#166534

    class S3D,S3R,S4D,S7D,S1E,S5D decision
    class S11,S12,S13,S14 checkout