HHC Tracing – Contact Follow-Up: change "Referred to" to PHI / TB Camp, add Remarks, auto-select Date, rename "Recommend for DOTS Treatment" to "Recommend for ATT Treatment"

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    • Type: Task
    • Resolution: Unresolved
    • Priority: Medium
    • 2.4
    • Affects Version/s: None
    • None
    • STOP TB Sprint 10

      Type: Change request · Module: Contact Tracing – Household Contact (HHC) Tracing, Contact Follow-Up (PRD 7.4.1) · PRD: TBMJA PRD v186, highlighted changes

      Background / Context

      When a household contact's card shows "Screened", the Contact Follow-Up form opens. STOP-505 (Closed, 2.3) reused the existing form as Date, Referred to [TU/DH/CHC/PHC], Submit. PRD v186 changes the referral options, adds Remarks and validation, and renames the DOTS status.

      Problem Statement

      Referral options no longer match where contacts are sent, and the follow-up status still uses "DOTS" instead of "ATT".

      Current Behaviour

      • Referral form: Date, Referred to (TU / DH / CHC / PHC), Submit.
      • After referral, a "Follow up" button on the card opens Follow up date and Follow Up Status.
      • Follow Up Status: No TPT Required / Recommend for TPT / Recommend for DOTS Treatment.
      • No Remarks field.

      Expected Behaviour / Requirement

      Referral form

      Field Type Options / Values Logic
      Date Date picker — Auto selection
      Referred to — PHI, TB Camp Mandatory. Single selection.
      Remarks Free text — Optional
      Submit Button — —

      Follow-up (after referral)

      Field Options / Values Logic
      Follow Up Status No TPT Required, Recommend for TPT, Recommend for ATT Treatment Recommend for TPT → move record to "TPT Follow up". Recommend for ATT → move record to "Confirmed TB Cases". No TPT Required → submit and close.

      User Story

      As a Counselling Officer or Surveillance Officer, I want to refer a screened household contact to a PHI or the TB Camp and record a remark, so that the referral reflects where the contact actually goes.

      Acceptance Criteria

      1. Given a household contact with status "Screened", when the referral form opens, then Date is pre-filled automatically.
      2. Given the referral form, when "Referred to" opens, then it shows only PHI and TB Camp and allows one selection.
      3. Given "Referred to" is empty, when Submit is tapped, then submission is blocked with a validation message.
      4. Given Remarks is blank, when Submit is tapped with "Referred to" filled, then the form submits.
      5. Given a submitted referral, when the card reloads, then the "Follow up" button is shown.
      6. Given Follow Up Status, when opened, then it shows No TPT Required, Recommend for TPT, Recommend for ATT Treatment.
      7. Given Follow Up Status = Recommend for ATT Treatment, when submitted, then the record moves to Confirmed TB Cases.
      8. Given Follow Up Status = Recommend for TPT or No TPT Required, when submitted, then routing is unchanged from today.

      Business Rules / Validations

      • Referred to: mandatory, single selection.
      • Remarks: optional.
      • Routing rules for Follow Up Status are unchanged except for the label.

      Dependencies

      • STOP-505 (Closed): screening-status gating that opens this form.
      • STOP-394 (Closed): Contact Follow-Up / TPT Follow-Up button behaviour.
      • Confirmed TB Cases module: receives records marked Recommend for ATT Treatment.

      Impact / Affected Areas

      Contact Follow-Up form, household contact cards, routing to TPT Follow up and Confirmed TB Cases, existing referral records, any referral report.

      QA / Testing Considerations

      • Test both Counsellor and Surveillance Officer roles (PRD enables the follow-up button for both).
      • Confirm routing for all three Follow Up Status values.
      • Open contacts referred before the change (TU/DH/CHC/PHC, DOTS) and confirm they display correctly.

      PRD Reference

      TBMJA PRD – Section 7.4.1 Household Contact (HHC) Tracing → Contact Follow-Up: https://pmp.piramalswasthya.org/confluence/spaces/AMRIT/pages/149487638/TBMJA+PRD

              Assignee:
              Ashutosh Gupta
              Reporter:
              Shivani Garg
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                Created:
                Updated: