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User journeys

Clinicians start the task they need from the case workspace. Diagnosis, workup, treatment, trial matching, and summaries are independent requests. A source can support a draft before it has produced confirmed chart facts.

Prepare a case

Create or open a case from the Worklist, then add its source material. Extraction review helps turn that material into a chart the clinician has checked.

A clinician opens a case, adds sources, prepares findings, reviews each proposal, and commits selected findings. OncoBrain preserves the original sources and saves the confirmed chart version.

Accepting or editing a proposal stages it. Add and confirm writes the selected findings. Explore case preparation.

The saved result is the original source plus the reviewed chart state. A direct chart edit can also create a confirmed snapshot. Confirm changes appears only when there are remaining unconfirmed revisions. Your first case gives the control-by-control guide, including EHR and HIE intake.

Review clinical options

Each row below starts separately. Open the evidence behind consequential claims and keep missing facts visible before recording a review or working selection.

Independent paths show workup or diagnosis from generation through evidence reading to a saved draft, treatment from generated options through comparison to a working plan selection, and trial matching from a draft through criterion review to a saved pursuit decision.

Workup and Diagnosis retain drafts. Treatment and Trial matching also save a clinician decision. Explore clinical review.

Workup and Diagnosis save generated drafts automatically; their evidence can be inspected in place. Treatment's Comparison, Flowchart, and Matrix show the saved draft and planning choice. Trial review records each criterion as Supported, Mismatch, Unknown, or Not applicable, plus a decision to pursue one trial or none. These are workspace decisions; neither path prescribes treatment or enrolls a patient. A result marked Needs refresh needs an updated basis before it can be treated as current. See Treatment and trial review.

Assess a referral or prepare a summary

Referral readiness checks the incoming packet. A clinician summary is a separately generated narrative that can be reviewed and exported.

Referral readiness proceeds from assessment to packet review and a recorded disposition. A separate clinician-summary path proceeds from generation through evidence review and Mark reviewed to a saved reviewed summary; an optional branch exports a PDF with a receipt.

A referral disposition and a reviewed summary are separate saved results. Explore these paths.

The referral disposition is Needs more information or Ready for clinical review. It does not transmit a referral. Export PDF requires a current reviewed summary and records the exact exported bytes; it does not sign or send the note.

Ask Copilot

Open Copilot from the Worklist or Library for a general question. Open Case Copilot for the current patient's context. Adding a Library document is optional: existing authorized material or a general clinical question can be enough.

The clinician opens general or case Copilot and asks a question. Copilot reads authorized sources and saves an answer in the thread. The clinician reviews its sources and can ask a follow-up.

General Copilot does not require a selected patient. Explore the conversation.

The answer and its source references remain in the conversation. Asking a question does not commit chart facts or select a plan. AI walkthroughs shows the tool calls behind representative questions.

Implementation and acceptance

Case controls live in apps/oncobrain/src/features/cases/components/; Library capture lives in apps/oncobrain/src/features/library/components/. The browser journeys in apps/oncobrain/browser-tests/live-eve-workflows.spec.ts and ai-and-export.spec.ts exercise source review, drafting, Copilot, and reviewed PDF export. These synthetic tests do not establish real EHR or HIE compatibility.

Domain relationships explains what each step saves. Architecture identifies the services that own it.