Dashboard

View cases and readiness status for a selected date

Date

Case History

Previous cases and interactions.

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Log Type

From Date

To Date

Search by Case ID

Timestamp	Type	Case/Protocol	Result
2024-01-15 10:30	Notification run	—	2 emails sent
2024-01-15 09:15	Calendar downloaded	—	Success
2024-01-14 16:45	Protocol created	—	Protocol ID: —
2024-01-14 14:20	Notification run	—	1 email sent

Manual setup required: Integrate with audit/log storage later.

Upload

Review

Case

Readiness

Step 1: Upload Instructions

Protocol Name *

CPT Code

Upload prep files (PDF/DOCX/TXT):

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Drag & drop files here or

Appointment/Procedure Date & Time

Used only if the document doesn't specify date/time.

Step 2: Review & Edit Steps

Note: These are dummy/default steps (not connected to OpenAI). Dates are calculated relative to the appointment date/time you set.

#	Step Name	Scheduled Date	Summary