User Roles and Workflows

User Roles and Workflows

This page serves as the high-level overview of how different users interact with the HCH Therapy Portal. Each workflow links to a dedicated page for detailed steps.

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👥 User Roles & Permissions

Role	Description	Core Capabilities
Client	Individual receiving care.	Complete intake, view upcoming sessions, request note access, submit clinical scales.
Clinician	Staff providing care.	Manage assigned caseload, write/sign session notes, manage personal calendar.
Administrator	Clinic manager.	Clinic-wide metrics, assign clinicians, final note approval, system audits.

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🔄 User Workflows

Client Workflows

• Client Onboarding & Intake
  • Pages: /auth, /taskPage, /forms/application
  • Integrations: Email and OTP Service
• Clinical Assessment (Waitlist)
  • Pages: /taskPage, /forms/ace, /forms/phq, /forms/gad, /forms/pcl
• Active Care & Telehealth
  • Pages: /, /calendar
  • Integrations: Video Conferencing Service
• Records Access Request
  • Pages: / (Session Note Request Modal)

Clinician Workflows

• Caseload Management
  • Pages: /clients, /clients/[id]
• Clinical Documentation (Note Writing)
  • Pages: /clients/[id]/notes-editor, /[sessionId]/notes
• Schedule & Absence Management
  • Pages: /calendar, /clients/appointment-schedule-requests

Administrator Workflows

• Quality Assurance & Note Approval
  • Pages: /clients/session-notes-approvals, /audits
• Clinic Operations & Metrics
  • Pages: /clients/metrics, /clients/index (Filtering)

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🔌 Third-Party Integrations

• Email and OTP Service
• Video Conferencing Service
• Database & Storage