Feature Quick Reference

Quick lookup table for all 18 RestartiX Platform features — what they do, who uses them, and where to find details.

By Feature Name

Feature	What It Does	Primary Users	Link
Auth	User authentication, sessions, Clerk integration	Everyone	→
Organizations	Multi-clinic support, data isolation, API keys	Admins, platform owners	→
Services	Service catalog, pricing, plan types, session tracking	Admins, business users	→
Scheduling	Availability engine, booking windows, hold system, slots	Patients, specialists, admins	→
Appointments	Booking records, lifecycle, video calls, state management	Everyone	→
Patients	Patient profiles, onboarding, impersonation	Patients, specialists, admins	→
Specialists	Provider profiles, availability, scheduling config	Specialists, admins	→
Specialties	Medical specialty categories, team organization	Admins, patients	→
Custom Fields	Versioned field library, reusable definitions	Admins (configuring)	→
Forms	Intake forms, consent, dynamic templates, file uploads	Everyone	→
Segments	Patient grouping rules, auto-update, cohorts	Admins, marketing	→
Exercise Library	Video exercises, taxonomy, instructions, equipment	Admins, specialists, patients	→
Programs & Assignments	Content hierarchy (exercises → sessions → optional phases → programs), prescription/enrollment assignments with cadence, patient stats	Specialists, patients	→
Automations	Event-driven workflows, no-code automation	Admins	→
PDF Templates	Visual designer for professional PDFs	Admins	→
Documents	Consultation reports, prescriptions, auto-generated	Specialists, patients	→
Webhooks	Real-time events to external systems	Integration partners	→
Integrations	External service integrations (Daily.co, S3, Telemetry)	DevOps, operations	→
Audit	Complete audit trail, compliance logging	Compliance, security	→

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By Use Case

Appointment Workflow

→ Services → Scheduling → Appointments → Documents

Patient Onboarding

→ Patients → Forms → Automations → Segments

Telerehabilitation

→ Service Plans → Exercise Library → Programs & Assignments → Webhooks (for tracking)

Data Management

→ Custom Fields → Forms → Patients → Segments

Integration & Automation

→ Webhooks → Automations → Integrations → Audit

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By Complexity

Simple (Just CRUD)

• Specialties — Create, read, update, delete specialties
• Organizations — Organization management
• Specialists — Specialist profiles

Medium (Some Business Logic)

• Services — Catalog + plan types
• Appointments — State machine + lifecycle
• Forms — Templates, instances, versioning
• Documents — PDF generation, signatures
• Automations — Event triggers, actions

Complex (Multiple Systems Interacting)

• Scheduling — Availability engine, hold system, Redis, SSE
• Custom Fields — Versioning, profile syncing, entity attributes
• Segments — Multi-source rules, tiered evaluation
• Programs & Assignments — Versioned sessions, exercise tracking, approval workflow
• Exercise Library — Global + org-scoped, dual visibility
• Webhooks — Event catalog, delivery, retries, signing

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By Role

Patients

Read sections for:

• Scheduling → How booking works
• Appointments → Appointment lifecycle
• Patients → Your profile
• Forms → Filling intake forms
• Programs & Assignments → Exercise programs
• Documents → Your consultation reports

Specialists

Read sections for:

• Specialists → Your profile and schedule
• Appointments → Patient appointments
• Forms → Clinical forms
• Patients → Patient profiles
• Programs & Assignments → Creating and assigning programs
• Documents → Generating reports
• Automations → Automated workflows

Clinic Admins

Read sections for:

• Organizations → Clinic settings
• Services → Service catalog and pricing
• Scheduling → Calendar management
• Specialists → Team management
• Specialties → Specialty categories
• Custom Fields → Data structure
• Forms → Form templates
• Segments → Patient grouping
• Automations → Workflows
• PDF Templates → Document design
• Webhooks → External integrations

Platform Owners

Read sections for:

• All of the above, plus:
• Audit → Compliance logging
• Integrations → External services
• Architecture → System design
• Scaling → Infrastructure

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By Data Entity

Patient-Related

• Patients — Patient profiles
• Forms — Patient data collection
• Segments — Patient grouping
• Custom Fields — Patient attributes
• Appointments — Patient bookings
• Programs & Assignments — Patient programs

Specialist-Related

• Specialists — Specialist profiles
• Specialties — Specialist categories
• Services — What specialists offer
• Scheduling — Specialist availability

Organization-Related

• Organizations — Clinic setup
• Services — What clinic offers
• Automations — Clinic workflows
• PDF Templates — Clinic branding
• Custom Fields — Clinic data structure

System-Level

• Auth — User authentication
• Audit — Compliance logging
• Webhooks — Event delivery
• Integrations — External services

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By Technology/Concept

Database Patterns

• Versioning → Custom Fields, Forms, Programs & Assignments
• Multi-tenancy → Organizations, RLS Policies
• Soft Delete → Patients, Specialists, Exercise Library
• Snapshots → Forms, Programs & Assignments

Integration Patterns

• Webhooks → Webhooks
• External APIs → Integrations
• File Upload → Forms
• Video → Appointments

Business Logic

• State Machines → Appointments, Forms, Programs & Assignments
• Scheduling → Scheduling, Specialists
• Billing → Services
• Automation → Automations

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Finding Something Specific

"I need to..."

Task	Go To
Set up multi-clinic isolation	Organizations → Technical Reference
Build a booking flow	Scheduling + Appointments
Create intake forms	Custom Fields + Forms
Track exercise completion	Exercise Library + Programs & Assignments
Send automated emails	Automations
Generate PDF reports	PDF Templates + Documents
Integrate with external system	Webhooks or Integrations
Investigate compliance violation	Audit
Group patients by criteria	Segments
Manage specialist availability	Specialists + Scheduling

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Feature Dependencies

Organizations (root)
├── Services
│   └── Scheduling
│       └── Appointments
│           └── Documents
│
├── Patients
│   ├── Custom Fields
│   │   ├── Forms
│   │   └── Segments
│   └── Programs & Assignments
│       └── Exercise Library
│
├── Specialists
│   └── Specialties
│
└── Cross-Cutting
    ├── Automations
    ├── Webhooks
    ├── Audit
    └── Integrations

Each box depends on everything above it in the hierarchy. For example, Forms depend on Custom Fields, Appointments depend on Scheduling, etc.

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All Endpoints at a Glance

See API Overview for complete endpoint list.

Key patterns:

• /v1/{resource} — List, create
• /v1/{resource}/{id} — Get, update, delete
• /v1/{resource}/{id}/sub-resource — Sub-resources
• POST actions: /v1/{resource}/{id}/action (e.g., /v1/forms/{id}/sign)

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More Details

Need deep technical details? → Go to any feature → Technical Reference section

Need business context? → Go to any feature → Top section (one-liner + What this enables + How it works)

Need to integrate? → Webhooks or Integrations

Need compliance? → Audit + GDPR Compliance