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Data Models

Extracted from the prototype's hardcoded JavaScript data structures. These define the intended database schema.

Patient​

The core entity. Represents both active members and prospects.

interface Patient {
  id: string;               // e.g., 'p1', 'p2', ...
  firstName: string;
  lastName: string;
  dob: string;              // ISO date: 'YYYY-MM-DD'
  status: 'active' | 'prospect';
  parent: string;           // Parent/guardian name
  phone: string;
  email: string;
  notes: string;            // Legacy single note field
  feeOverride: number | null;  // Custom monthly fee (null = auto-calculate from tier)
  notesList: Note[];        // Array of timestamped notes
  familyId?: string;        // Links to family group for sibling discounts
  referredBy?: string;      // Referral source tracking
  // Prospect-only fields
  pipelineStage?: 'inquiry' | 'meet-and-greet' | 'scheduled-visit' | 'ready-to-enroll';
  dueDate?: string;         // Expected due date if expecting
}

Seed Patients (17 active)​

IDNameDOBAgeCurrent TierMonthly Fee
p1Sage Spitzer2026-01-282 moOrion$295
p2Carter Conoly2026-02-151 moOrion$295
p3Kian Yellanki2025-04-2711 moLyra$225
p4Gianna Sarria2026-02-261 moOrion$295
p5Thomas Bradley Hughes2025-06-049 moLyra$225
p6Callan James Geddes2025-06-159 moLyra$225
p7Eden Aspen Frank2025-10-075 moLyra$225
p8Ashton Key Saltzgiver2025-10-065 moLyra$225
p9Harper Wilkinson2025-10-185 moLyra$225
p10Lyla Gene Vukmaravich2025-10-205 moLyra$225
p11Lavanya Peddina2025-11-254 moLyra$225
p12Suma Passerine Blue2025-12-273 moLyra$225
p13Artuin Magnus Bravick2023-01-163y 2moSirius$175
p14Charlie Zinn Tinlin2021-04-294y 11moPegasus$150
p15Max Smith2014-06-1411y 9moPegasus$150
p16Olena Kozma2023-09-022y 6moSirius$175
p21Riya Surana2024-08-151y 7moSirius$175

Seed Prospects (4)​

NameStageNotes
Montgomery JacksonMeet & GreetCharged 1 time visit fee
Alexandria CacesScheduled VisitBaby born - interested, will see at 2 mo. Home birth.
Riley WInquiryDue April 27
Sena MillimanReady to EnrollWestlake. Due April 27. Enrolled.

Pricing Tiers​

interface PricingTier {
  name: string;         // 'Orion' | 'Lyra' | 'Sirius' | 'Pegasus' | 'Polaris'
  minMonths: number;    // Age range start (inclusive)
  maxMonths: number;    // Age range end (exclusive)
  fee: number;          // Monthly fee in dollars
  badge: string;        // CSS class for tier badge
  tagline: string;      // Display description
}
TierAge RangeMonthly FeeBadge
Orion0-2 months$295orion
Lyra3-12 months$225lyra
Sirius1-4 years$175sirius
Pegasus5-18 years$150pegasus
Polaris19-22 years$100polaris

Family Savings Configuration​

interface FamilySavings {
  siblingDiscount: 0.25;       // 25% off additional children
  familyMax: 500;              // $500/mo family cap
  annualPrepayDiscount: 0.05;  // 5% off annual prepay
  enrollmentFee: 100;          // $100 one-time per family
  travelFee: 50;               // $50 for in-home visits (3mo+)
}

Wellness Schedule​

Standard AAP pediatric wellness visit months:

const WELLNESS_MONTHS = [2, 4, 6, 9, 12, 15, 18, 24, 30];

Each patient gets wellness checks calculated from their DOB at these month milestones.

Pipeline Stages​

interface PipelineStage {
  key: string;    // 'inquiry' | 'meet-and-greet' | 'scheduled-visit' | 'ready-to-enroll'
  label: string;
  icon: string;
  color: string;  // CSS variable reference
}
StageLabelFlow
inquiryInquiryEntry point
meet-and-greetMeet & GreetFirst meeting
scheduled-visitScheduled VisitVisit booked
ready-to-enrollReady to EnrollConvert to active

Message Templates​

interface MessageTemplate {
  id: string;
  name: string;
  category: 'wellness' | 'onboarding' | 'billing' | 'general' | 'review' | 'nurture';
  body: string;  // Supports merge tags: {{parent_name}}, {{patient_name}}, {{tier_name}}, {{monthly_fee}}, {{next_wellness}}
}

Default Templates (12+)​

Categories: Wellness reminders, Onboarding sequences, Billing notices, General (missed apt, birthday), Review requests, Nurture sequences.

Merge Tags​

TagResolves To
{{parent_name}}Parent/guardian name
{{patient_name}}Patient full name
{{tier_name}}Current pricing tier name
{{monthly_fee}}Current monthly fee
{{next_wellness}}Next wellness check description

Nurture Sequence​

Automated email drip for prospects:

interface NurtureStep {
  step: number;       // 0-4
  day: number;        // Days after inquiry
  templateId: string;
  label: string;
  icon: string;
  stages: string[];   // Which pipeline stages trigger this step
}
StepDayLabelApplicable Stages
00Welcome InquiryAll stages
12Meet Dr. PInquiry, Meet & Greet
25Why DPC WorksInquiry, Meet & Greet, Scheduled Visit
310What Families SayInquiry, Meet & Greet, Scheduled Visit
421Gentle Follow-UpAll stages

Patient Journey Stages​

Lifecycle communication map from newborn through childhood:

AgeTitleTemplatesTier Change
Day 1Welcome to StarlightWelcome, What to ExpectOrion $295/mo
Day 3-5First Week Check-InFirst Week Check-In—
2 WeeksFirst Wellness Visit2 Week Follow-Up—
2 Months2-Month WellnessWellness Reminder—
3 MonthsPlan ChangeBilling Change, Review RequestOrion → Lyra $225/mo
4 Months4-Month WellnessWellness Reminder—
6 Months6-Month WellnessWellness Reminder—
9 Months9-Month WellnessWellness Reminder—
1 YearFirst Birthday + Plan ChangeBirthday, Billing, WellnessLyra → Sirius $175/mo
15 Months15-Month WellnessWellness Reminder—
18 Months18-Month Wellness (M-CHAT)Wellness Reminder—
2 Years2-Year WellnessWellness Reminder—
2.5 Years2.5-Year WellnessWellness Reminder—
4 YearsPlan ChangeBilling ChangeSirius → Pegasus $150/mo
5+ YearsAnnual WellnessWellness Reminder—

Home Visit Checklist​

Structured checklist for newborn home visits:

CategoryItems
FeedingBreastfeeding latch, Formula prep, Feeding frequency, Weight gain
Vitals & GrowthWeight, Temperature, Heart rate/breathing, Head circumference
Newborn ExamJaundice, Umbilical cord, Skin check, Fontanelle
Safety & SleepSafe sleep position, Crib safety, Car seat, Smoke/CO detectors
Parent WellnessPostpartum mood, Support system, Questions addressed, Follow-up plan

Historical Revenue Data​

Real revenue data from 2025 practice growth:

MonthSubscriptionsEnrollmentOtherTotal
Jan 2025$53.22$0$0$53.22
Mar 2025$212.89$300$0$512.89
Apr 2025$639.99$0$100$739.99
May 2025$970.00$0$0$970.00
Jun 2025$1,128.50$100$0$1,228.50
Jul 2025$998.54$100$0$1,098.54
Aug 2025$1,195.80$100$250$1,545.80
Sep 2025$1,195.00$0$175$1,370.00
Oct 2025$1,537.90$100$350$1,987.90
Nov 2025$1,980.50$200$0$2,180.50
Dec 2025$2,460.00$100$7.43$2,567.43
Jan 2026$2,545.00$200$0$2,745.00