Visit Prep Briefs with Timeline Highlights and Question Builder

Summary

Create a "Visit Prep Brief" workflow that automatically compiles a clinician-ready summary (recent symptom trends, medication adherence signals, key events) and lets users curate questions before appointments.

Problem / Opportunity

Users often have rich data in SymptomSync but struggle to synthesize it before a clinical visit. Raw exports (e.g., calendar/FHIR) are useful for interoperability but not optimized for quick decision conversations in limited appointment time.

Proposed Feature

Add a pre-appointment preparation flow:

• Generate a concise brief for a selected appointment/time window.
• Highlight trend changes, potential trigger patterns, and notable adherence events.
• Provide a guided question builder users can edit and prioritize.
• Export/share as a compact PDF or read-only link for the upcoming visit.

Scope

1. Brief generation pipeline

• Build deterministic timeline aggregation from meds, appointments, health logs, and check-in signals (if available).
• Generate sections: "What changed", "Top concerns", "Questions for my clinician".

2. User curation workflow

• Let users add/remove highlights, reorder priorities, and edit generated questions.
• Save drafts per appointment with version history.

3. Export and sharing

• Provide print/PDF export with clear date range and data provenance tags.
• Optional expiring read-only share link scoped to the brief (not full account data).

4. Dashboard/calendar integration

• Add a "Prepare for visit" CTA when an appointment is within a configurable window.
• Show prep status badge (Not started / Draft / Ready).

5. Observability and quality controls

• Track generation quality metrics (completion rate, user edits, export rate).
• Add safeguards against overconfident AI phrasing and enforce medical-disclaimer copy.

Acceptance Criteria

• User can generate a visit brief for an appointment and selected date range.
• Brief includes timeline highlights from meds, logs, and appointments with source references.
• User can edit generated questions and reorder priorities before export.
• PDF export preserves sections and is readable on mobile and desktop.
• Share link (if enabled) expires automatically and cannot access non-brief data.
• Tests cover summary assembly, permission checks, and export/share behavior.

Non-Goals

• Automated clinical decision-making or treatment recommendations.
• Direct EHR write-back or SMART-on-FHIR integration in MVP.
• Replacing existing full-data export capabilities.

Dependencies / Risks

• Requires careful prompt/guardrail design if AI-assisted summarization is used.
• Risk of user mistrust if highlights are noisy or not explainable.
• PDF generation and share-link security must be validated for PII exposure.

Open Questions

• Should visit briefs default to deterministic summaries first, with AI optional?
• What is the right default time window (e.g., last 14 vs 30 days)?
• Should question templates vary by appointment type (primary care, specialist, follow-up)?