Reorder Flow

Over the course of the last sprint, tech team made progress on the Reorder Flow project, primarily focusing on the user side and phone consultation functionality.

The project is ongoing and progressing in line with the current estimates, with core functionality now largely in place and moving into the testing phase.

Items with code completed and going through QA

• User cabinet:
  • Creation of different consultation types
  • Consultation history page
  • Minor updates on the main dashboard page
• Restricted users access updated:
  • Users can now only join calls (no extra access)
• Questionnaire flow:
  • New questionnaire implemented as a consultation type
• Phone consultations (Admin side):
  • Creation and editing supported
  • Access configuration added
• Phone consultations (User side):
  • Consultation page and history updated to support phone consultations

Core functionality is implemented and currently under testing

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Items that are in development

• Minor bug fixes across:
  • User cabinet
  • Consultation flows
  • Phone consultations
• Reminders:
  • Creating new reminders
  • Editing existing ones
• Workflow updates (pending finalisation)
• Call handling:
  • Basic functionality implemented (Some edge cases still need refinement)
• Call tracking:
  • Progress tracking implemented (Requires polishing)

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Remaining / To Do items for the upcoming Sprint

User / Patient-facing

• Notifications:
  • Add email/SMS triggers for:
    • creation / rescheduling / cancellation of phone consultations
    • potentially for Referred status
• Booking logic validation:
  • Test impact of new booking statuses across the system
• Contact details improvement (RLF-6327):
  • Add phone number + improve contact handling
  • Potential solution: VCF file generation (to allow saving contact on mobile)
• First consultation screen:
  • Additional UI improvements may be required for initial consultation step

Admin / System

• Analytical dashboard:
  • New dashboard for phone consultations
• Cron job:
  • Handle missed phone consultations
  • Set AdminNoShow
  • Trigger follow-up email

Calls / Infrastructure

• Call recordings:
  • Storage and display of phone consultation recordings
• Video integration:
  • Investigated, partial setup - final integration still pending

Work is currently focused on the Reorder Flow, with progress centred on the phone consultation workflow and the shared foundations for new follow-up types. The remaining scoped work is now defined across updated follow-up screens, the health questionnaire path, timing and eligibility rules, consultation history, patient profile updates, analytics, and admin workflow changes.

Alongside that, Foundational Alignment is now in testing. For Global Navigation and Layout, the new header and footer have been built and are being integrated into the Releaf UK site.

Work is underway on the foundational backend changes needed to support the new follow-up experience. Current progress is focused on enabling additional consultation types within the existing model and booking flow, including support for phone and questionnaire-based follow-ups alongside video.

The implementation is designed to minimise disruption by maintaining backward compatibility, reusing existing consultation and questionnaire structures, and introducing new elements only where required. This includes establishing the base flow for phone consultations and adapting existing booking and consultation logic to support multiple channels.

Button and link replacements aligned to updated accessibility designs are also being finalised, with next steps focused on pre-consultation flows, reminders, analytics, and updates to existing workflows.

Accessibility improvements across the UK site have been prioritised, focusing on keyboard navigation, clear focus states, and improved colour contrast. Work has also been completed on updated buttons and links, and document structure is being reviewed to ensure pages are properly structured for assistive technologies.

For the Reorder Flow, designs have been updated to support admin area phone consultations, and documentation of the proposed architecture is now underway.