Coordinator & Doctor Assignment

Coordinator assignment (admin)

The admin assigns a case coordinator once a patient has submitted a case for review.

flowchart LR
  Admin[Admin dashboard] -->|Select coordinator| Assign[Coordinator assigned]
  Assign --> Payment[Payment link sent to patient]
  Assign --> Notify1[Coordinator notified]
  Assign --> Record[Case timeline updated]

Steps:

1. Admin opens the case and selects a coordinator from the eligible list (matched by specialty / review type)
2. The coordinator is linked to the case
3. A payment link is generated and the patient is prompted to pay
4. The coordinator receives a notification
5. The case timeline records “Coordinator assigned” and “Awaiting payment”

Coordinator reassignment

If payment has not yet succeeded, the admin may change the assigned coordinator:

1. Admin selects a different coordinator from the eligible list
2. The case coordinator link is updated
3. The previous coordinator assignment row is deactivated; a new one is created
4. The payment link and patient prompt remain on the same case

Not allowed after payment succeeds.

Doctor assignment (coordinator)

After payment succeeds, the case coordinator assigns one or more specialist doctors to review the case.

Steps:

1. Coordinator selects doctors from the eligible pool for the case specialty
2. Assigned doctors receive a notification
3. Case status moves to doctors assigned
4. The patient’s in-app card is updated with coordinator contact details and expected review timeframe
5. The case timeline records “Doctors assigned”

Only the assigned coordinator can assign doctors to their case.

Doctor review workflow

flowchart TD
  A[Doctor opens assigned case] --> B[Reviews case and documents]
  B --> C{Need more documents?}
  C -->|Yes| D[Request documents from patient]
  D --> B
  C -->|No| E[Submit medical opinion]
  E --> F[Coordinator submits final summary]
  F --> G[Case completed — PDF report generated]
  G --> H[Patient views final report]

Coordinator final summary

The coordinator writes and submits the final summary after specialist opinions are in place. Submitting the summary:

• Marks the case completed
• Triggers generation of the final PDF report
• Notifies the patient that the report is ready

Who can be assigned

Role	How eligibility is determined
Case coordinator	Configured per specialty in admin settings
Specialist doctor	Mapped to disease categories and synced doctor profiles

---

Technical reference: assignment APIs and data model are in API Flows → Admin and API Flows → Pro, and tables review_cases, second_opinions, case_coordinators, sop_doctors under Database.