Product Roadmap¶

VitaraVox Release Plan: v0.5 → v1.0 → v2.0

Version Overview¶

Version	Codename	Focus	Target
v0.5	Foundation	Core booking for single clinic	✅ Complete
v1.0	Production	Multi-clinic, registration, waitlist	✅ Complete
v1.1	Refinement	BC Health compliance, bug fixes	✅ Complete
v1.2	Hardening	Input validation, logging, circuit breaker	✅ Complete
v1.3	Integration	Vapi production, phone search, OSCAR Bridge	✅ Complete
v1.4	Abstraction	EMR adapter pattern, feature flags	✅ Complete
v1.5	Admin	Admin dashboard, per-clinic EMR control	✅ Complete
v2.0	Scale	Multi-language expansion, analytics	Q1 2026

v0.5 — Foundation ✅¶

Goal: Prove the voice-to-EMR pipeline works end-to-end.

Functional Scope¶

Feature	Status
Single Vapi assistant configuration	✅
Patient lookup by phone (caller ID)	✅
Patient lookup by name + DOB	✅
Find earliest appointment (any provider)	✅
Book appointment	✅
Reschedule appointment	✅
Cancel appointment	✅
Transfer to clinic staff	✅
English language support	✅

Technical Scope¶

Component	Status
Express.js webhook server	✅
OSCAR OAuth 1.0a integration	✅
Docker containerization	✅
NGINX reverse proxy	✅
SSL/TLS (Let's Encrypt)	✅
Basic rate limiting	✅
Health check endpoint	✅

Data Flow¶

Patient → Telnyx → Vapi → Vitara → OSCAR
                          (single clinic)

v1.0 — Production ✅¶

Goal: Production-ready multi-clinic platform with new patient support.

Functional Scope¶

Feature	Status
Multi-clinic support	✅
Phone number → Clinic routing	✅
Per-clinic configuration	✅
New patient registration	✅
Waitlist when registration closed	✅
Mandarin Chinese support	✅
Clinic hours display	✅
Provider selection	✅

Technical Scope¶

Component	Status
PostgreSQL database	✅
Multi-tenant schema	✅
Clinic configuration tables	✅
Waitlist management	✅
Call logging (analytics)	✅
Per-endpoint rate limiting	✅
Admin dashboard (basic)	✅
Terraform (AWS dev OSCAR)	✅

Database Schema¶

clinics           -- Clinic profiles
clinic_config     -- Settings, OSCAR credentials
clinic_hours      -- Working hours
clinic_holidays   -- Closures
clinic_providers  -- Display names
waitlist          -- Patient queue
call_logs         -- Analytics
users             -- Admin access
audit_logs        -- Admin actions

Data Flow¶

Patient → Telnyx → Vapi → Vitara → Clinic A OSCAR
                   │               Clinic B OSCAR
                   │               Clinic C OSCAR
                   ▼
              Vitara DB
              (config + logs)

Goal: BC Health compliance and production hardening.

Functional Scope¶

Feature	Status
BC Personal Health Number (PHN) collection	✅
BC Services Card validation	✅
Out-of-province coverage handling	✅
Private pay option	✅
Registration status check (pre-registration)	✅
Improved error handling	✅
3-second delay messaging	✅

Technical Scope¶

Component	Status
`get_clinic_info` endpoint	✅
`accepting_new_patients` flag	✅
`add_to_waitlist` endpoint	✅
Enhanced logging	✅
API documentation	✅

Conversation Guardrails¶

Scenario	Handling
Patient not found	Offer registration or transfer
Registration closed	Offer waitlist
Tool delay > 3s	"Just one moment please..."
Medical question	Transfer to staff
Emergency	"Please hang up and call 911"
Frustrated caller	Transfer after 2 attempts

v1.2 — Hardening ✅¶

Goal: Production-grade reliability and security.

Technical Scope¶

Component	Status
Input Validation (Joi)	✅
Structured Logging (Pino)	✅
Circuit Breaker (Opossum)	✅
Health Checks (K8s-ready)	✅
Error Standardization	✅
Configuration Management	✅

v1.3 — Integration ✅¶

Goal: Production-ready Vapi integration and OSCAR improvements.

Functional Scope¶

Feature	Status
Bearer Token Authentication	✅
Phone Number Normalization	✅
Name Spelling Confirmation	✅
OSCAR Phone Search	✅
DB-Based Availability Endpoint	✅
Schedule Pattern Parsing	✅

v1.4 — Abstraction ✅¶

Goal: EMR-agnostic architecture for multi-EMR support.

Technical Scope¶

Component	Status
IEmrAdapter Interface	✅
BaseEmrAdapter Base Class	✅
OscarUniversalAdapter	✅
EmrAdapterFactory	✅
Data Transformers (Patient, Provider, Appointment)	✅
EmrService Integration Layer	✅
Feature Flags System	✅
224 Unit Tests	✅

v1.5 — Admin ✅¶

Goal: Multi-tenant admin dashboard with per-clinic EMR control.

Functional Scope¶

Feature	Status
React Admin UI	✅
Two User Roles (Vitara Admin, Clinic Manager)	✅
Clinic Management	✅
User Management	✅
Audit Logging	✅
Go-Live Workflow	✅
Demo Mode (emr_live = false)	✅

Technical Scope¶

Component	Status
PassportJS + JWT Authentication	✅
bcrypt Password Hashing	✅
Account Lockout	✅
RBAC Middleware	✅
admin_users Table	✅
audit_log Table	✅
Enhanced clinic_config	✅
125 New Unit Tests	✅

v2.0 — Scale (Planned)¶

Goal: Enterprise features, expanded languages, comprehensive analytics.

Planned Functional Scope¶

Feature	Priority	Status
French Canadian (fr)	High	Planned
Cantonese (yue)	High	Planned
Punjabi (pa)	Medium	Planned
Appointment reminders (outbound)	High	Planned
SMS confirmation	Medium	Planned
Prescription refill requests	Medium	Planned
Lab result notifications	Low	Backlog

Planned Technical Scope¶

Component	Priority	Status
Admin UI v2 (React)	High	In Progress
Analytics dashboard	High	Planned
Real-time metrics	Medium	Planned
Webhook retry logic	Medium	Planned
Multi-region deployment	Low	Backlog
EMR abstraction layer	Low	Backlog

Admin UI v2 Features¶

Feature	Description
Clinic Dashboard	Today's stats, recent calls
Settings	Registration toggle, hours, holidays
Waitlist Management	View, contact, mark registered
Call Analytics	Success rates, language split, peak hours
Provider Management	Display names, accepting status
OSCAR Connection	Credential management, test connection

Analytics Dashboard¶

┌─────────────────────────────────────────────────────────────────┐
│  CALL ANALYTICS                                    [Export CSV] │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│  Date Range: [Last 30 days ▼]                                   │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │  SUMMARY                                                 │    │
│  │                                                          │    │
│  │  Total Calls: 847    Booked: 693 (82%)   Transferred: 89│    │
│  │                                                          │    │
│  │  By Language:  English 71%  |  Mandarin 29%             │    │
│  │  Avg Duration: 2m 18s                                    │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │  CALL VOLUME BY HOUR                                     │    │
│  │                                                          │    │
│  │  ▄▄▄                                                     │    │
│  │  ███  ▄▄▄                                               │    │
│  │  ███  ███  ▄▄▄  ▄▄▄                         ▄▄▄        │    │
│  │  ███  ███  ███  ███  ▄▄▄  ▄▄▄  ▄▄▄  ▄▄▄  ███  ▄▄▄    │    │
│  │  ─────────────────────────────────────────────────────   │    │
│  │  8AM  9AM  10AM 11AM 12PM 1PM  2PM  3PM  4PM  5PM       │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Future Backlog (v3.0+)¶

Feature	Description
Multi-EMR Support	Telus Health, Accuro, MOIS adapters
Patient Portal	Web interface for self-service
Outbound Campaigns	Appointment reminders, recalls
AI Summarization	Call summary sent to EMR notes
Voice Biometrics	Patient identification by voice
Virtual Receptionist	Handle multiple concurrent calls

Release Notes¶

v1.5.1 (January 16, 2026)¶

Fixed API response pagination preservation
Fixed frontend field name mapping (clinic_id, clinic_name)
Added safeJsonParse helper for JSONB columns
Fixed Nginx Authorization header forwarding
Added seed data (5 clinics, 5 users, 22 audit logs)

v1.5.0 (January 14, 2026)¶

React Admin UI with Vitara Admin and Clinic Manager roles
PassportJS + JWT authentication with refresh tokens
Account lockout after 5 failed attempts
admin_users and audit_log tables
Per-clinic emr_live flag for go-live workflow
Demo mode when emr_live = false
125 new unit tests

v1.4.0 (January 14, 2026)¶

EMR Abstraction Layer (adapter pattern)
IEmrAdapter, BaseEmrAdapter, OscarUniversalAdapter
EmrService integration layer
Feature flags system (USE_EMR_ADAPTER)
Patient, Provider, Appointment transformers
224 total unit tests

v1.3.2 (January 14, 2026)¶

Admission records on patient registration
Configuration centralization (env vars)
Health check improvements
Graceful shutdown

v1.3.1 (January 13, 2026)¶

DB-based availability endpoint
Schedule pattern parsing
Voice agent integration improvements

v1.3.0 (January 13, 2026)¶

Bearer Token Authentication for Vapi
Phone number normalization
Name spelling confirmation
OSCAR phone search fix
Deepgram Nova-3 transcriber

v1.2.0 (January 13, 2026)¶

Input Validation (Joi schemas)
Structured Logging (Pino)
Circuit Breaker (Opossum)
Health Checks (K8s-ready)
Error Standardization

v1.1.0 (January 12, 2026)¶

Added BC Health registration requirements (PHN, BC Services Card)
Added get_clinic_info endpoint for registration status
Added add_to_waitlist endpoint
Improved delay handling (3-second threshold)
Enhanced error messages for voice agent
Documentation overhaul

v1.0.0 (December 29, 2025)¶

Multi-clinic support with phone number routing
PostgreSQL database for configuration
New patient registration flow
Waitlist management
Mandarin Chinese language support
Admin dashboard (basic)
Call logging and analytics

v0.5.0 (December 19, 2025)¶

Initial release
Single-clinic appointment booking
Patient lookup by phone and name
OSCAR EMR integration (OAuth 1.0a)
English language support
Docker deployment

Product Roadmap¶

Version Overview¶

v0.5 — Foundation ✅¶

Functional Scope¶

Technical Scope¶

Data Flow¶

v1.0 — Production ✅¶

Functional Scope¶

Technical Scope¶

Database Schema¶

Data Flow¶

v1.1 — Refinement ✅¶

Functional Scope¶

Technical Scope¶

Conversation Guardrails¶

v1.2 — Hardening ✅¶

Technical Scope¶

v1.3 — Integration ✅¶

Functional Scope¶

v1.4 — Abstraction ✅¶

Technical Scope¶

v1.5 — Admin ✅¶

Functional Scope¶

Technical Scope¶

v2.0 — Scale (Planned)¶

Planned Functional Scope¶

Planned Technical Scope¶

Admin UI v2 Features¶

Analytics Dashboard¶

Future Backlog (v3.0+)¶

Release Notes¶

v1.5.1 (January 16, 2026)¶

v1.5.0 (January 14, 2026)¶

v1.4.0 (January 14, 2026)¶

v1.3.2 (January 14, 2026)¶

v1.3.1 (January 13, 2026)¶

v1.3.0 (January 13, 2026)¶

v1.2.0 (January 13, 2026)¶

v1.1.0 (January 12, 2026)¶

v1.0.0 (December 29, 2025)¶

v0.5.0 (December 19, 2025)¶

Next Steps¶