- Appointment lifecycle Operating manual How an appointment travels from creation to closure across three role-specific boards. Adds a swimlane diagram of the 14-state machine, the three entry paths, and a capability-by-role permission grid.
- Odoo gap analysis Review draft What the clinic's live Odoo install actually does versus what MediRec already does. Adds volume bars, year-over-year adoption charts, and a colour-coded capability matrix. Aggregate figures only — no patient records.
- Implementation and migration plan Planning draft How each gap gets built and how the data eventually moves across, under a dual-run strategy. Adds a phase ladder, an estimate range chart, and the blocked-questions register.
- Preguntas para la clínica To send · Bilingual The six open questions, rewritten for the clinic rather than for us — Spanish and English, grouped by who answers each one, plus a separate data-access request for Multitec. Has a language toggle so you can hand over a clean Spanish-only view.
How these fit together
Read in this order if you're new to the project.
- Appointment lifecycleWhat MediRec already does. The most complete area of the app, and the one with no Odoo counterpart.
- Gap analysisWhat's missing, measured against the live Odoo instance rather than assumed.
- Migration planWhat we do about it, in what order, and what's still blocked on the clinic.