Business Flows Overview

Business flows describe what happens in the second-opinion service from a domain perspective — who does what, and in what order. For HTTP requests and system integrations, see API Flows.

Core actors

Actor	Role
Patient	Submits a case, uploads documents, pays, and views the final report
Case coordinator	Oversees the case, assigns specialist doctors, and submits the final summary
Specialist doctor	Reviews the case, may request more documents, and submits a medical opinion
Admin	Configures review types and disease categories, assigns coordinators, and manages cases
Scheduled jobs	Sends automated reminders (e.g. draft cases left unfinished, overdue reports)

Key flows

Flow	Description
Case lifecycle	How a case moves from creation to completion, cancellation, or rejection
Payment	How payment is initiated and what happens after success or failure
Assignment	How coordinators and specialist doctors are assigned
Cancellation & rejection	Patient/admin cancel, admin reject, refunds
Notifications	Draft reminders and overdue-report alerts
Admin configuration	Review types, disease categories, coordinator setup

End-to-end flow

The complete journey from case creation to report delivery:

flowchart TD
  subgraph PT["Patient"]
    A[Browse review types & disease categories]
    B[Create case — save as draft]
    C[Upload medical documents]
    D[Submit case for review]
    D2[Pay via payment link]
    C2[Upload requested documents]
    R[View final report]
  end

  subgraph AD["Admin"]
    H[Assign case coordinator — payment link sent to patient]
  end

  subgraph CO["Case coordinator"]
    I[Review case]
    J[Assign specialist doctors]
    P[Submit final coordinator summary]
  end

  subgraph DR["Specialist doctors"]
    K[Review case & documents]
    L{Need more documents?}
    M[Request documents from patient]
    N[Submit medical opinion]
  end

  E{Payment result}
  F[Payment successful]
  G[Payment failed]
  O[Final PDF report prepared]
  Q[Case completed]

  A --> B --> C --> D --> H --> D2 --> E
  E -->|success| F
  E -->|failed| G
  F --> I --> J --> K --> L
  L -->|yes| M --> C2 --> K
  L -->|no| N --> P --> Q --> O --> R

Coordinator assignment triggers payment. Once the admin assigns a coordinator, the patient receives a payment link and an in-app prompt to proceed to pay.

Completion triggers the report. When the coordinator submits the final summary, the case is marked complete and the PDF report is generated for the patient.

Not shown above: the patient may cancel an active case (a refund is processed automatically if payment was already taken). The admin may cancel or reject a case with a reason. See Case lifecycle for all stages and outcomes.

External systems

The Second Opinion service connects to other Sanar platforms:

flowchart LR
  SOP[Second Opinion service]
  Profiles[User & doctor profiles]
  Pay[Payment platform]
  Notify[Push notifications]
  Reports[Report PDF generation]

  SOP --> Profiles
  SOP --> Pay
  SOP --> Notify
  SOP --> Reports

System	Used for
User & doctor profiles	Patient and doctor details, departments, invoice creation
Payment platform	Payment links and payment outcome callbacks
Push notifications	Alerts to patients, coordinators, and doctors
Report PDF generation	Building the final downloadable report