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📄 PDF Generation

Server-side PDF rendering for SOAP notes, progress reports, superbills, claims, intake forms, and patient-facing documents.

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📑 Use Cases

* SOAP notes — finalized clinical notes exported as PDFs filed to the patient chart and the Drive module.

* Progress reports — auto-aggregated session data + graphs + mastery trends (used for ABA authorization renewals).

* Superbills — patient-side billing summary for self-pay or out-of-network reimbursement.

* Intake packets — multi-form bundles delivered to new patients via the Patient Portal.

* Receipts / invoices — Stripe-payment confirmations.

* Recall letters — bulk-send via Mail.

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!E-Signature & PDF Export

🏗️ Architecture

* Server-rendered via headless Chromium (per-call worker; no shared state).

* Templates live as React components — same design system as the rest of the app, rendered to PDF via Puppeteer.

* Optional digital signature via the e-Signature module (BoldSign integration) for docs that need execution.

* PDF bytes uploaded to Supabase Storage with the same RLS scoping as other Drive files.

!BIP Builder

``

POST /api/v1/pdf { template, payload, sign?: bool } → returns signed download URL

GET /api/v1/pdf/:id Read PDF metadata + signed URL

``

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⚖️ HIPAA + Audit

* PDFs scoped to workspace + (optional) patient — same RLS as Drive.

* Generation logged in audit chain.

* Download links are short-TTL (5 minutes) signed URLs.